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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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What is dxFeed?
We serve a wide variety of clients, which includes online brokerages, currency exchanges, benchmarking companies, proprietary traders, financial platforms, and emerging startups. Alongside our core services, we offer an extensive array of analytical solutions, custom offerings, cloud computing services, data management options, and index management capabilities. Our advanced technology automates the complete lifecycle of index management, optimizing workflows for improved efficiency. Furthermore, we present a user-friendly system for documenting algorithms and methodologies, integrating analytical expressions and coding into a unified repository, thus removing the need for disparate documentation systems. Enhanced with features such as workflow automation and visual structuring, our services significantly improve data flow design and automation processes. We also provide comprehensive backtesting and analytical services, as well as customizable options for creating indices on demand. Our APIs supply global fundamentals and corporate actions data, created for smooth integration and easy querying of international corporate fundamentals. Moreover, our innovative market clustering tool utilizes machine learning and statistical models to generate a real-time market representation based on the actual performance of individual securities, resulting in not only better decision-making for our clients but also an enriched comprehension of market dynamics. This holistic approach ensures that our clients are well-equipped to navigate the complexities of the financial landscape.
What is Validis?
Validis is revolutionizing the way banks, lenders, and accounting firms access data from their commercial clients on a global scale. By integrating with all major accounting systems, Validis allows for rapid and straightforward retrieval of fully standardized accounting information in real-time.
With the Validis API, you can gather, format, and analyze your clients' financial data seamlessly and instantly. This enhances your digital lending processes, accelerates decision-making, and provides deeper insights into portfolio performance.
Their state-of-the-art dashboards offer critical insights, helping to identify potential fraud, track portfolio health and covenants, and perform financial spreading, among other functions. By enabling more profound insights and facilitating smarter, risk-based decisions, Validis eliminates the need for the cumbersome manual process of data collection and consolidation required for lending, risk management, and auditing. This innovation significantly streamlines operations and enhances overall efficiency.
Integrations Supported
DXcharts
MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting
Integrations Supported
DXcharts
MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting
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
dxFeed
Company Location
United States
Company Website
dxfeed.com
Company Facts
Organization Name
Validis
Date Founded
2013
Company Location
London, UK
Company Website
validis.com
Categories and Features
Categories and Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Risk Management
Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment