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SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
What is CREx?
What is Aivre?
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Integrations Supported
Integrations Supported
API Availability
API Availability
Pricing Information
Pricing Information
Supported Platforms
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Customer Service / Support
Customer Service / Support
Training Options
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Company Facts
Organization Name
CREx Software
Date Founded
2021
Company Location
United States
Company Website
www.crexsoftware.com
Company Facts
Organization Name
Aivre
Company Location
United States
Company Website
www.aivre.com
Categories and Features
AI Real Estate
CREx offers a revolutionary approach to Asset Management known as Agentic Asset Management, featuring AI agents that operate on a verified and trusted portfolio record instead of relying on unfiltered property manager reports. These agents efficiently compile monthly closing packages, handle exception queues, scrutinize rent rolls, manage approval workflows, draft commentary on variances, and update forecasts—all while asset managers oversee and sanction the results. Thanks to the CREx team's diligent efforts, the foundational data sourced from platforms like Yardi, MRI, RealPage, and Entrata is updated daily and meticulously maintained, ensuring that the agents' outputs are based on reliable figures. Additionally, CREx OS seamlessly integrates with AI assistants like Claude through a built-in MCP connection.
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Commercial Real Estate
CREx OS serves as the go-to operating system for owners of commercial real estate whose properties are managed by external property management firms. It consolidates information from various property management platforms such as Yardi, MRI, RealPage, Entrata, and more into a single reliable source that is updated daily and verified for accuracy before use. Asset managers can easily access vital details such as rent rolls, collections, leasing information, occupancy rates, budget comparisons, important dates, and debt status for all properties, eliminating the need for file uploads or multiple portal logins. Additionally, AI-driven agents automate routine tasks such as preparing monthly closing packages, reviewing rent rolls, and providing variance analyses.
Real Estate Investment Management
CREx OS serves as a vital link for investment managers, integrating on-the-ground property operations with comprehensive fund-level reporting. It consolidates property data from various third-party managers into a single reliable source, incorporating fund structures, valuations, performance metrics, internal rates of return (IRR), and debt information. The CREx team ensures that charts of accounts are accurately mapped and continuously updated, maintaining consistency in the figures used for investor reports across the entire portfolio. Meanwhile, Agentic Asset Management leverages AI agents to enhance this data management process: they streamline the assembly of closing packages, facilitate approval workflows, generate variance commentary, and update forecasts. This allows asset and portfolio managers to effectively oversee a larger number of assets without necessitating additional personnel.
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Categories and Features
AI Real Estate
Not specified