Sharesight 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.
Learn more
Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
Learn more
fractional
Fractional real estate investing creates a welcoming and cooperative atmosphere that eliminates common hassles associated with traditional property investment. You can easily invite friends to join or utilize our vast network to suggest, collaborate, and explore co-investment opportunities, all while significantly reducing time and expenses. Whether you prefer to hunt for investment properties as a collective or consider options shared by others in the fractional network, you'll find numerous chances to engage and gain insights from our vibrant community. With our customized legal agreements for co-ownership and a secondary marketplace, liquidity options are improved, supporting a solid framework for joint decision-making. Our extensive partner network manages all facets of property acquisition and administration, including incorporation, bank account setup, financing, closing, and property management, ensuring a seamless experience. Additionally, fractional owners see remarkable benefits, earning 40% more compared to those participating in REITs and crowdfunding, attributable to the significant tax benefits of authentic real estate ownership and the lack of annual fees. This innovative model not only enhances the potential for individual investors but also cultivates a thriving ecosystem focused on collective growth and wealth generation. In conclusion, the collaborative nature of fractional real estate investing fosters a sense of community where everyone can thrive together.
Learn more
Strata
At Strata, our goal is to make high-yield, Grade-A commercial real estate investments accessible to everyone, prioritizing a clear and easy process for all investors involved. We have developed an innovative fractional investment approach that integrates a completely digital experience with meticulous management throughout the entire investment lifecycle. By leveraging advanced data analytics alongside practical insights, we select only the most promising opportunities for our clients. We are committed to maintaining transparency throughout the investment experience, providing comprehensive reports at each stage of the process. Our oversight covers the full asset lifecycle, from acquisition to exit, ensuring a truly hands-off experience for our investors. The investment process with Strata is entirely online, removing the necessity for any physical documents and allowing clients to invest and track their portfolios conveniently from anywhere. This commitment to clarity and efficiency guarantees that every investor is informed and confident in their investment decisions, fostering a sense of security that is essential in the world of real estate. Ultimately, we believe that with Strata, investing should be as seamless and straightforward as possible, empowering individuals to take control of their financial future.
Learn more