Compare Formula Stocks vs Little Green Light vs Canopy

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Crozscore:

42%
what is this?
21%
interest falling

Crozscore:

80%
what is this?
33%
interest rising

Crozscore:

67%
what is this?
28%
no significant changes
Formula Stocks screenshot Little Green Light screenshot view 4 more Canopy screenshot view 2 more

Software Description:

Formula Stocks is a service, which gives you access to high quality stock recommendations. Use these in your own account. Or mirror our model portfolio, which have outperformed the S&P 500 88% of the time.

Historically, 89-92% of all our recommendations have been successful. If you had bought random high-quality stocks, only approx. 59% of these would have earned a positive return. A staggering difference.

We specialize in high-probability investments – a high probability of long-term gain combined with a low probability of loss. We prefer to buy good businesses at fair prices with a margin of safety, shielding us from some downside, while enjoying the upside of owning businesses that earn a meaningful return on capital.

Our recommendations and model portfolio are based on timeless and proven investment principles, mathematical probabilities and sound logic. They are scientifically quantifiable, which means that every principle used can be proven to work using the scientific method.

Software Description:

Little Green Light is a cloud-based, SaaS donor management CRM compatible with Mac and Windows. Through an intuitive user interface, Little Green Light simplifies the daily tasks of managing donor records, executing fundraising campaigns, maintaining constituent relationships, pulling reports, online fundraising, and more. Additionally, Little Green Light offers fast and efficient customer service, and weekly training sessions and Q&A webinars. Numerous nonprofits have leveraged the technology and capabilities of Little Green Light to exceed fundraising goals and growth expectations.

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Features:

Features:

  • Email Integration
  • File Sharing
  • Task Scheduling/Tracking
  • Contact Sharing
  • Contact Management
  • PayPal
  • Stripe
  • External Integrations
  • Notifications
  • Scheduling
  • Dashboard
  • Calendar Management
  • Data Import
  • Data Export
  • Multi-User

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Summary:

    No key features associated with this application.

Summary:

  • Scalable cloud-based fundraising donor management CRM

  • SaaS fundraising and donor management software

  • Cloud based fundraising and donor management software

  • Affordable cloud based donor management CRM for nonprofits

  • Nonprofit constituent relationship management software

  • Nonprofit fundraising and donor record management software

  • Nonprofit online donation forms and donor management

  • Academia and education alumni management software

Summary:

    No key features associated with this application.

Up to 2,500 Constituents

$39.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking

Up to 5,000 Constituents

$49.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 10,000 Constituents

$59.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

Up to 20,000 Constituents

$69.00
unlimited user(s) / month
Included in plan:
  • All accounts get their first 30 days free
  • No setup or cancellation fees
  • No contracts
  • Unlimited support
  • Secure access, 256-bit SSL
  • Daily backups stored on multiple servers for redundancy
  • Stripe and PayPal integration for payment processing
  • Form builder for accepting online donations
  • Custom reporting and data analysis
  • Data segmentation
  • Event tracking
  • Customized mailings

FAQs:

    What are some applications this service is commonly used in tandem with?
  • Brokers

  • Does this service offer guides, tutorials and or customer support?
  • Customer support 7 days a week.

  • Who are the main user groups of this service?
  • Anyone interested in investing with above-average returns and lower risk.

  • What is this service generally used for?
  • Bettering investment performance

FAQs:

    Who are the main user groups of this service?
  • Nonprofits
    Academia and higher education
    Churches and religious organizations

  • What are some applications this service is commonly used in tandem with?
  • Stripe
    PayPal
    ProPay
    Constant Contact
    Mail Chimp
    SmartyStreets

  • Does this service integrate with any other apps?
  • Formstack
    Wufoo
    Donor Search

  • What is this service generally used for?
  • Donor management
    Fundraising
    Event tracking
    Online donations
    Custom reporting
    Import and export data
    Gift and pledge tracking
    Constituent relationship management

  • What platforms does this service support?
  • Windows
    Mac

  • Does this service offer guides, tutorials and or customer support?
  • Fast and efficient customer support
    Product training webinars
    Q&A webinars

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

Publisher:

Founded:
-
Based in:
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Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
659

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
Followers:

Other:

Who uses Formula Stocks
  • Personal
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Little Green Light
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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