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 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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PFaroe Portfolio Management
Easily acquire precise attribution outcomes across your portfolio and organization at the click of a button, significantly boosting efficiency and conserving precious time. Take advantage of a dependable and customizable interface that faithfully mirrors your investment strategy, eliminating the need for tedious reconciliation. Engage in what-if scenarios, promote teamwork, and make immediate adjustments to optimize performance, removing the dependency on unregulated spreadsheets. Discover enhanced data quality and attribution results for asset owners, yielding deeper insights into the strategies employed by asset managers. Leverage our sophisticated yield curve-based model to both quantify and qualify your investment processes through a variety of influencing factors. Effectively convey your portfolio’s strategy and performance to clients while highlighting emerging investment opportunities. Present your analyses in a clear and comprehensible manner for asset owners, incorporating user-friendly outputs and straightforward attribution results for improved understanding. This streamlined method not only improves clarity but also aids in harmonizing investment strategies with client expectations, ultimately fostering stronger relationships and trust. With a focus on clarity and communication, you can better navigate the complexities of the investment landscape.
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PortfolioShop
A streamlined, tailored solution that is cloud-based and integrated, designed specifically for Asset Managers, Asset Owners, and Service Providers, offers enhanced efficiency and effectiveness. This innovative approach facilitates better management and oversight of assets in a user-friendly manner.
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