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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IBM Watson Discovery
Utilize AI-enhanced search functionalities to derive accurate answers and uncover patterns from a variety of documents and online resources. Watson Discovery employs cutting-edge natural language processing technology to grasp the specific jargon of your industry, allowing it to quickly find solutions within your materials and extract crucial business insights from extensive documents, websites, and data sets, significantly cutting down research time by more than 75%. This semantic search goes beyond conventional keyword searches; when a question is asked, Watson Discovery provides context for the answer. It adeptly navigates through interconnected data sources, pinpointing the most relevant passages and referencing the original documents or web pages. This advanced search experience, driven by natural language processing, guarantees that essential information is easily accessible. Additionally, it incorporates machine learning methods to visually organize text, tables, and images, while also emphasizing the most relevant results for users. Ultimately, this innovative tool revolutionizes how organizations engage with information, making it an indispensable asset in today's data-driven landscape.
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VISE
Vise is an innovative asset management firm that leverages technology to assist financial advisors in constructing, overseeing, and articulating tailored investment portfolios. Their approach enhances the advisor-client relationship by providing personalized insights and streamlined management processes.
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