Compare Smartkarma vs Sage Intacct vs Canopy

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Crozscore:

75%
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30%
interest rising

Crozscore:

89%
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90%
31%
interest falling

Crozscore:

68%
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28%
no significant changes
Smartkarma screenshot Sage Intacct screenshot view 5 more Canopy screenshot view 2 more

Software Description:

Smartkarma is Asia’s largest provider of independent research, with over hundreds of analysts writing on thousands of companies across Asian and European markets. Its cloud-based platform connects independent investment research providers to institutional asset managers, such as sovereign wealth funds, hedge funds, pension funds, boutiques and family offices.

Many of the world’s leading institutional investors subscribe to Smartkarma’s innovative network for its quality up-to-the-minute reports and real-time discussions. The network continues to grow as Smartkarma bolsters its offering - i.e. Premium Services allows asset managers to more deeply engage with independent research providers and C-Suite will soon help corporates monitor shareholder interest, promote research coverage, and streamline investor relations workflow.

Smartkarma’s success has led to a quick expansion from the Singapore Global Headquarters to Hong Kong, Frankfurt, London and New York. Sequoia Capital, a world-leading technology venture capital firm, recently joined Wavemaker Partners, Jungle Ventures, and Spring Seed in ensuring Smartkarma’s further growth by providing Series B funding, bringing the total equity investment in Smartkarma to USD 21 million.

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.

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:

  • Batch Permissions & Access
  • Data Export
  • Data Import
  • Notifications
  • Multi-User
  • API

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

Features:

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

Summary:

  • Smartkarma’s unique platform has been built to unite the fragmented research industry, empowering investors & research analysts to collectively achieve their full potential..

  • Our innovative cloud-based platform enables independent investment research providers and institutional asset managers.

  • Discuss up-to-the-minute reports in real time.

  • Research reinvented.

Summary:

  • Revenue Recognition

  • Subscription Billing

  • Time and Expense Management

  • Inventory Management

  • Order Management

  • Audit-Ready Financials

  • Accounts Receivable

  • Purchasing

  • Accounts Payable

  • Fixed Assets

Summary:

    No key features associated with this application.

Per User Plan

$625.00
1 user(s) / month

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 an API?
  • Yes, there are premium options for large clients looking to integrate Smartkarma via an API.

  • Does this service integrate with any other apps?
  • Symphony.

  • Who are the main user groups of this service?
  • Smartkarma's research network includes institutional investors and independent research analysts.

  • What are some applications this service is commonly used in tandem with?
  • Smartkarma Insights are integrated into Symphony and Bloomberg.

  • What is this service generally used for?
  • Smartkarma's platform serves global asset managers in their need for investment research insights and ideas.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, clients are onboarded with extensive customer support.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, there are per user plans and teamwide plans to accommodate firms of all sizes.

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.

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:
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Based in:
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Employees:
-
Likes:
3.11k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
6.4k
Followers:

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
69
Followers:
37

Other:

Who uses Smartkarma
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
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.

Other:

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