Compare Investfly vs Canopy vs Sage Intacct

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Crozscore:

63%
what is this?
28%
interest falling

Crozscore:

68%
what is this?
28%
no significant changes

Crozscore:

90%
what is this?
90%
32%
no significant changes
Investfly screenshot Canopy screenshot view 2 more Sage Intacct screenshot view 5 more

Software Description:

Investfly is an online trading platform and community where members can manage virtual stock portfolios and build automated trading strategies. Investfly offers a full suite of trading tools and allows users to connect to their brokerage account for live trading.

Founded in 2014, Investfly seeks to remove the complexity from trading, allowing anyone to take their idea and turn it into an investment strategy.The suite of tools are both straightforward and powerful making Investfly a valuable platform for both beginners and professionals.

Users without coding knowledge can develop automated trading systems with simple strategy-building tools, run advanced stock screens and set real-time price alerts. Other features include social forums, cloning/following capabilities and interactive trading competitions.

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.

Software Description:

Intacct is a cloud-based financial management and accounting software. The main purpose of Sage Intacct is to help CFOs, mainly in small and midsize companies, conduct financial management and accounting operations. The platform implements financial and operational insights as well as crucial processes automation.

This is one of the most trusted accounting software solutions, mainly thanks to its powerful features in accounting, purchasing, order management, financial reporting and business intelligence. Intacct's users can take full advantage of its technology to automate their processes, decrease cycle duration, and speed-up the financial close. They significantly reduce their dependence on spreadsheets at the same time.

The platform is cloud-based, it seamlessly integrates with most-used business applications, and secures GAAP, IFRS, Sarbanes-Oxley and SAS 70 Type II compliance. The main benefit of Intacct's solution is that professionals in the accounting departments can rely on it to deliver reliable financial decisions based on key figures and statistics.

Features:

  • Data Export
  • Multi-User
  • Stripe
  • PayPal
  • API

Features:

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

Features:

  • CRM Integration
  • Balance Sheet
  • Payroll
  • Scheduling
  • Billing/Invoicing
  • Expense Tracking
  • Tax Management
  • Accounts Payable
  • Data Visualization
  • Dashboard
  • API
  • Data Export
  • Data Import
  • Accounts Receivable
  • External Integrations
  • Inventory Tracking
  • Multi-Currency
  • Calendar Management
  • Stripe
  • General Account Ledger
  • PayPal

Summary:

  • Automated trading without any need for coding.

  • Algorithmic trading made easy.

  • Stockalert and trade with real-time data.

Summary:

    No key features associated with this application.

Summary:

  • Revenue Recognition

  • Subscription Billing

  • Time and Expense Management

  • Inventory Management

  • Order Management

  • Audit-Ready Financials

  • Accounts Receivable

  • Purchasing

  • Accounts Payable

  • Fixed Assets

Premium

$19.99
1 user(s) / month
Included in plan:
  • Run Automated Trading Strategy
  • 5 Virtual Portfolios
  • Unlimited Trade Triggers
  • Stock alert notification via Email

Elite

$49.99
1 user(s) / month
Included in plan:
  • 10 Virtual Portfolios
  • Stock alert notification via Email and SMS
  • Connect Broker Account and Trade Live

Subscription

$423.00
Monthly
Included in plan:
  • The monthly subscription fee is based on the number of users and business entities.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes. Investfly offers extensive set of guides and resources for users to get started and has an active customer support too.

  • What is this service generally used for?
  • For paper trading and performing automated trades defined by a set up rules that performs auto-trades without human interference.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What platforms does this service support?
  • Investfly supports both Android and IOS app.

  • Does this service integrate with any other apps?
  • Yes. Investfly enables connecting 3 broker accounts: Interactive Broker. Tradier Brokerage and Just2Trade.

  • What are some applications this service is commonly used in tandem with?
  • Stock Charts, Google Finance, Yahoo Finance, Interactive Broker, Tradier, Just 2 Trade

  • Who are the main user groups of this service?
  • Stock traders of any level from beginner to professionals.

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

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.

FAQs:

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

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: Salesforce Sales Cloud, Certify, Nexonia Expenses, ADP Workforce Now, ServiceTrade Commercial, Expensify, PayPal, Adaptive Insights, Mavenlink, Concur, Bill.com, Magento, Clarizen, Microsoft Excel, QuickBase, Domo, Xactly Express, Xactly Incent, Pepperi, Abacus, SutiExpense, Salesforce App Cloud, Authorize.net, Avalara, ExpensePath, Clear Spider, Workato, Fluxx, TriNet Expense, FieldEdge.

  • Who are the main user groups of this service?
  • Main users of Intacct are senior financial professionals in mid-sized organizations.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with Salesforce.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Webinars.

  • What platforms does this service support?
  • Intacct is a cloud-based software.

  • What is this service generally used for?
  • This service is generally used for financial and accounting management.

Publisher:

Founded:
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Based in:
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Employees:
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Publisher:

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

Publisher:

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

Other:

Who uses Investfly
  • Personal
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States

Other:

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

Other:

Who uses Sage Intacct
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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