Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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.
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eToroEngage in the trading of well-known cryptocurrencies and explore expertly curated investment portfolios. Join a thriving community of over 30 million traders to enhance your trading experience. With access to more than 30 of the most sought-after coins, you can create a well-rounded investment strategy. We prioritize your security and offer robust protection measures to ensure your peace of mind. Enjoy a transparent trading experience with no hidden costs. To refine your trading abilities, a virtual portfolio worth $100,000 is available for practice. Through eToro’s innovative CopyTrader feature, you can easily replicate the trades of successful investors. Simply choose a trader you wish to follow, specify an investment amount, and hit copy to trade alongside them. The user-friendly interface allows for effortless management of your cryptocurrency holdings. Utilize charts and advanced analytical tools to stay updated on market trends for each coin. Enjoy seamless integration with the eToro wallet for convenient transactions. With a solid reputation built over a decade, eToro is a trusted name in the fintech sector. Your funds are safeguarded by leading security measures, giving you confidence in your investments. We will never disclose your private information without your permission, ensuring your privacy is maintained. Additionally, funds held at eToro USA are FDIC insured, providing further reassurance that your cash remains secure and protected.
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IntelexIntelex provides an integrated software solution designed to manage Environmental, Health, Safety, and Quality (EHSQ) initiatives effectively. Its versatile platform is engineered to gather, control, and analyze EHS and Quality data in a comprehensive manner. This solution is accessible on any device, aligning perfectly with the demands of your workplace. Utilizing Intelex allows your organization to: Enhance the results of your EHSQ program by overseeing workflows for improved performance and control. Identify trends and behaviors through effective goal-setting to enrich insights and enhance decision-making within your EHSQ framework. Reduce incidents and minimize administrative burdens by adeptly supervising, managing, refining, and deriving insights from your safety data with our user-friendly safety software. Streamline the management and reporting of air, water, and waste emissions while overseeing environmental outputs to achieve sustainability goals. Encourage continuous quality improvements by effortlessly recording and tracking all instances of nonconformity within a centralized, web-based system, allowing for trend analysis across multiple departments or locations. Intelex also aids in navigating compliance with global standards and regulations like OSHA, WCB, ISO 45001, EPA, and ISO, fostering a culture of safety and accountability within your organization. By leveraging these tools, companies can not only comply with regulations but also drive long-term growth and sustainability.
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Datasite Diligence Virtual Data RoomIt's essential to have more than just a basic platform for document exchange; you require advanced features like AI-driven redaction capabilities. An integrated Q&A tool with sophisticated workflow options is also necessary, as is a reliable source of truth to support your processes. That's where Datasite Diligence comes into play. Datasite offers the most reliable virtual data room (VDR) for mergers and acquisitions, with over 14,000 projects initiated each year on its platform. Built with top-tier functionality and innovative productivity tools, Datasite Diligence ensures that the due diligence process is seamless and efficient, allowing you to focus on what truly matters. In today's fast-paced business environment, having the right tools is crucial for success.
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QUODDFor over two decades, QUODD has led the charge in delivering innovative market data solutions, equipping the financial sector with the broadest range of integrated market data APIs accessible today. Our comprehensive data services are meticulously crafted to align with your business needs, spanning diverse market segments while ensuring cloud-based delivery that promises both dependability and scalability. Discover data customized for your requirements: Data Feeds — Access real-time, tick-by-tick streaming from global markets, optimized for the rapid pace of trading and analytics demands. APIs — Take advantage of modern, developer-friendly integration and authentication protocols tailored for fintech firms and financial organizations. Integrations — Attain effortless connectivity with downstream systems and enterprise workflows, featuring cloud-native delivery and scalable options on demand. By partnering with QUODD, you can harness the full potential of your financial operations, positioning yourself advantageously in an ever-evolving competitive environment. In doing so, you will be equipped to navigate market challenges with confidence and agility.
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Asym CapitalYou can reap significant rewards while minimizing the risks associated with market fluctuations. Our thorough evaluation methods and established partnerships are designed to assist you in managing your investment capital effectively. Gain entry to high-quality institutional opportunities spanning various asset classes. Engage in pre-screened transactions within the realm of private equity. Enjoy a steady stream of passive income deposited directly into your bank account. With our cutting-edge investor portal, you can monitor your investments with ease. Unlike typical crowdfunding platforms, we operate as a tech-driven investment firm focused on real estate. We commit our own capital to each offering, aligning our interests closely with yours, as our compensation is significantly tied to performance outcomes. This ensures that we are as invested in your success as you are.
What is Ethic?
We enable both wealth advisors and investors to create portfolios that reflect their personal values alongside their financial goals. Ethic provides tailored investment options that cater to individual sustainability and financial preferences. Our mission is to foster excitement around sustainability conversations, whether you are an investor or a wealth advisor. Our services cover a broad spectrum, including education and training on sustainability, financial assessments, portfolio creation and management, as well as ongoing insights into your or your client’s investments. Currently, Ethic partners with some of the largest wealth advisors, custodians, and investment banks in the United States. Our varied team combines deep knowledge in institutional investing, technology, data analytics, and design. For over five years, we have remained dedicated to our mission and now oversee more than $1 billion in sustainable investments. Notably, the total carbon reduction achieved by our clients to date is comparable to taking 5,657 cars off the road, showcasing the significant impact of our efforts. This remarkable outcome not only highlights our commitment to sustainability but also underlines the potential for aligning financial success with positive environmental change.
What is ESGflow?
While many data providers deliver ESG metrics focused on individual companies, they often overlook the complexities involved in investment activities and the immediate impacts of market changes. ESGflow addresses these gaps by offering insightful notifications and initiating rebalancing efforts to ensure accurate reporting, alignment with strategic ESG objectives, and compliance with regulatory standards. Our enterprise solution is tailored to efficiently oversee and manage the ESG characteristics of financial products. By integrating market data with third-party ESG analyses and fund positions, ESGflow enables the calculation of real-time ESG and sustainability metrics. Users benefit from comprehensive tabular displays that illustrate how underlying investments influence composite ESG metrics at various levels, such as portfolio, account, and strategy. Additionally, the system creates a solid quantitative framework for evaluating the ESG and sustainability profiles of products. It also identifies triggers for ESG errors and warning events, ensuring adherence to relevant policies and marketing guidelines. ESGflow further enhances strategic decision-making by generating advanced analytics that assess historical ESG performance across different reporting periods. This all-encompassing strategy empowers firms to navigate the dynamic environment of ESG compliance and reporting, positioning them for future success in the ever-evolving market landscape. Ultimately, ESGflow not only simplifies the complexities associated with ESG metrics but also promotes a proactive approach to sustainability in investment practices.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Ethic
Company Location
United States
Company Website
www.ethic.com
Company Facts
Organization Name
PiSrc
Company Location
United States
Company Website
www.pisrc.com/products/esgflow
Categories and Features
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Categories and Features
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment