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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Acuity PPMAcuity PPM offers a user-friendly software solution designed for Project Management Teams (PMOs) to effectively oversee their project portfolios. It features a Work Intake module that facilitates demand management, enabling users to create and assess new project requests through methods like prioritization, financial planning, and resource management, particularly in terms of capacity planning. Upon the approval of a request, project teams can efficiently monitor progress through centralized status reports that document key milestones, risks, issues, financial strategies, decisions made, lessons learned, as well as project and portfolio roadmaps, along with resource plans, all within Acuity PPM. This comprehensive tracking capability empowers leadership teams to make informed decisions about which projects to pursue for the organization. Moreover, Acuity PPM seamlessly integrates with popular Project Management tools such as Jira, Smartsheet, Asana, Wrike, and Monday.com, among others. PMOs are often burdened by overly complex software that can overwhelm users, but Acuity PPM avoids this pitfall by offering a modular approach that allows PMOs to incorporate only the functionalities they require, especially considering that many are at maturity levels one or two. This flexible pricing model ensures that users pay solely for the features they utilize, promoting fairness and efficiency in resource allocation. Ultimately, Acuity PPM is designed to support the evolving needs of project management teams without unnecessary complications.
What is Quaestor?
Quaestor is an innovative platform designed to improve financial collaboration among investors and founders, enabling them to make more informed and timely decisions together. It offers a straightforward method for accessing crucial information without the typical hassles. By simplifying the collection of important metrics from your portfolio companies through data integrations, an intuitive interface, and automated workflows, Quaestor helps you save precious time for both yourself and your founders while providing instant insights into company performance. Your team now has the ability to easily find the information they need at the moment they need it. With Quaestor, the days of managing data across fragmented spreadsheets, overflowing email inboxes, or outdated software solutions are over. You can conveniently access company data, including financial metrics and investment details, across your portfolio while collaborating in real-time with both your team and founders. This forward-thinking approach not only enhances the effectiveness of investors and founders but also cultivates stronger partnerships that can spur significant growth. Moreover, by fostering an environment of transparency and collaboration, Quaestor ensures that all stakeholders are aligned and working toward common goals.
What is PortfolioIQ?
PortfolioIQ efficiently gathers information from various sources, including Board presentations, financial documents, data requests via forms and emails, as well as models for forecasts and valuations, all with flawless accuracy. This streamlining allows teams to focus predominantly on analyzing the data rather than sorting through it.
With a robust automated system for data requests, PortCos eliminates redundant efforts by utilizing both documents and forms to obtain key metrics. A dedicated dashboard facilitates the monitoring of request statuses and identifies data discrepancies without causing any delays.
Moreover, the process is entirely free from manual intervention. Gone are the days of transferring information from documents to spreadsheets, as the data extraction is performed with unwavering precision, negating the need for additional verification. Notifications are automatically dispatched whenever there are changes in essential metrics, ensuring that teams remain informed.
In addition, PortCo metrics can be comprehensively monitored, allowing for the tracking of both actual figures and projections while maintaining audit trails for historical metric data and any necessary re-statements.
This system promotes the generation of insights rather than just spreadsheets, ensuring consistency in metric names and timeframes. It also enables the creation of derived metrics across the entire portfolio, facilitating effective benchmarking with time adjustments to better analyze performance over time. By harnessing these capabilities, organizations can transform their data management practices into a strategic advantage.
Media
No images available
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$500.00/one-time/user
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
Quaestor
Company Location
United States
Company Website
quaestor.com
Company Facts
Organization Name
Synaptic
Date Founded
2006
Company Location
India
Company Website
portfolioiq.ai/
Categories and Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Categories and Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
