Sharesight
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.
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Dynamo Software
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.
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Venn by Two Sigma
Venn, created by Two Sigma, allows investors to embrace a modern, data-centric approach for navigating multi-asset portfolio risks and making well-informed investment decisions. This platform enhances your investment evaluation process while promoting teamwork among colleagues. With its user-friendly design and an intuitive factor-based risk framework, Venn aids investors in pinpointing potential risks in their portfolios and tailoring their strategies to meet future objectives. By aligning managers with your specific goals, you can leverage traditional risk metrics alongside factor analysis that merely requires a set of returns to initiate. The Two Sigma Factor Lens™️ provides deeper insights into the risk components affecting your portfolio, enabling tailored optimization analyses that cater to your organization’s specific constraints and objectives. Venn not only facilitates proactive management of unwanted or unprofitable risks but also clarifies how changes in your strategic asset allocation can influence expected performance. Additionally, it offers the ability to optimize your current investment holdings. Ultimately, Venn stands as an essential asset in refining your investment strategy and boosting the overall performance of your portfolio while ensuring that you are well-equipped for future challenges.
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AlternativeSoft
Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users.
With our platform, users can efficiently:
- Assess manager risk/return through access to over 3,000 statistics on funds
- Establish a customizable investable universe using robust screening tools
- Monitor and evaluate fund exposures
- Build, optimize, and oversee portfolios
- Conduct thorough due diligence on hedge funds
- Generate reports on funds using PowerBI or Excel API
- Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available
With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
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