Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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.
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KPI FireKPI Fire assists organizations in structuring and measuring enhancement initiatives that align with their strategic goals and key performance indicators. This platform is particularly beneficial for enterprises focused on Continuous Improvement, Operational Excellence, Lean methodologies, Six Sigma, or initiatives aimed at reducing costs. By streamlining processes, KPI Fire not only saves valuable time but also offers an effective method for companies to ensure accountability regarding their investments in time and resources for improvement projects. Additionally, KPI Fire eliminates the need for cumbersome, intricate spreadsheets and templates, allowing businesses to efficiently manage their continuous improvement programs in a manner they wish they could handle personally. Highlighted Features and Applications: KPI Fire excels in overseeing a Continuous Improvement (CI) program, facilitating idea generation, project launches, and tracking benefits. Strategic Implementation: Organizations can outline their strategic goals and connect the relevant metrics to assess progress, as well as establish target values to aim for. Idea Management: Improvement Ideas are gathered as potential projects and are ranked according to their effort versus impact, ensuring alignment with the defined strategies, which enhances the decision-making process. This structured approach not only fosters a culture of innovation but also drives tangible results in achieving organizational objectives.
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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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Resco Field Service+Resco Field Service+ revolutionizes field service operations by converting conventional service methods into efficient digital workflows. Designed for various sectors, including utilities, telecommunications, manufacturing, and energy, it integrates offline capabilities with sophisticated scheduling, routing, and data collection tools, ensuring teams maintain high productivity regardless of their location. By offering seamless connectivity with platforms like Dynamics 365 and Salesforce, Resco Field Service+ facilitates immediate access to data and updates while in the field, significantly minimizing manual data entry and eliminating the need for paper documents. Field technicians can utilize their mobile devices to capture images, scan barcodes, complete checklists, and view service histories, even in offline mode—a crucial feature for working in remote or busy environments. Among its standout features are user-friendly drag-and-drop customization options that empower teams to develop workflows, forms, and reports without requiring any coding skills. Additionally, its GPS and routing functionalities allow technicians to streamline their travel routes, while real-time insights enable supervisors to track job progress and manage resource allocation effectively from any location. Ultimately, Resco Field Service+ enhances the management of field operations, enabling organizations to boost response times, lower error rates, and significantly improve customer satisfaction levels, thereby transforming the landscape of service delivery.
What is Standard Metrics?
Standard Metrics is a holistic platform designed to streamline and enhance the portfolio reporting process for venture capital (VC) firms and their associated portfolio companies. By integrating data collection, analysis, and reporting tasks into one cohesive system, it enables teams to save significant time and resources. This platform promotes faster and more accurate reporting to Limited Partners (LPs) while offering in-depth assessments of portfolios, which helps both VCs and their investee companies to monitor their performance with greater efficacy. Furthermore, Standard Metrics provides powerful benchmarking tools and industry-standard templates, along with effortless integration into existing systems, equipping firms to make better-informed decisions that can boost fund performance. This cutting-edge solution not only enhances operational efficiency but also fosters improved collaboration between VCs and their portfolio companies, creating a more synergistic working relationship. Ultimately, Standard Metrics empowers firms to navigate the complexities of investment reporting with confidence and precision.
What is Broadridge 15(c) Board Reporting?
Equip your board of directors with customized and precise reporting that supports their fiduciary duties effectively. By harnessing Broadridge data, you can unlock essential insights into competitors, facilitating the creation of more accurate peer groups and deepening your grasp of fund industry dynamics, which can strategically position your funds for potential fee increases. Gain access to extensive details regarding fund performance, portfolio compositions, and expense metrics that adhere to regulatory standards for board reporting. Tailored peer group analysis allows you to identify strategies for enhancing profit margins and achieving optimal growth. The fusion of customization with unmatched expertise culminates in exceptional board reporting. Our consulting teams utilize data from Morningstar, Lipper, and our exclusive Broadridge sources to provide broad coverage of fund expenses, performance, and portfolios, enabling the creation of unique peer groups aligned with your specific requirements. By integrating these valuable insights, we can identify industry trends, resulting in board reports characterized by professionalism and depth. Partnering with leading industry data providers, Broadridge guarantees that clients receive meticulously verified data from firms, improving the quality and reliability of your reports. This all-encompassing strategy empowers your board to make well-informed decisions that can greatly influence your organization's overall success, ensuring that they are equipped to navigate the complexities of the financial landscape effectively. Ultimately, this level of reporting not only facilitates compliance but also fosters an environment where strategic growth can thrive.
Integrations Supported
Morningstar
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
Standard Metrics
Date Founded
2020
Company Location
United States
Company Website
standardmetrics.io
Company Facts
Organization Name
Broadridge
Company Location
United States
Company Website
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/15c-board-reporting
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