You can reap significant rewards while minimizing the risks associated with market fluctuations. Our thorough evaluation methods and established partnerships are designed to assist you in managing your investment capital effectively. Gain entry to high-quality institutional opportunities spanning various asset classes. Engage in pre-screened transactions within the realm of private equity. Enjoy a steady stream of passive income deposited directly into your bank account. With our cutting-edge investor portal, you can monitor your investments with ease. Unlike typical crowdfunding platforms, we operate as a tech-driven investment firm focused on real estate. We commit our own capital to each offering, aligning our interests closely with yours, as our compensation is significantly tied to performance outcomes. This ensures that we are as invested in your success as you are.
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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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Financial Portfolio Management System (FPM)
The Back Office Module acts as the critical foundation for integrating all Financial Portfolio Management (FPM) Modules, facilitating seamless operations. This sophisticated system is adept at handling a wide range of financial instruments, including bonds, derivatives, time deposits, and equities. Cash management capabilities are intricately linked with trading operations and general ledger transactions within the FPM framework. Users benefit from real-time visibility of projected cash balances, enabling them to manage liquidity proactively before executing any trades. The Order Management system collaborates closely with the Compliance and Back Office Modules, offering users immediate access to client positions and established limits. Each transaction is meticulously verified to confirm adherence to client requirements prior to order placement. After the allocation of deals, they are promptly communicated to the back office for further processing. The Compliance Module empowers users to implement a flexible array of compliance standards, ensuring strict adherence to both client and investment policy directives. Commonly used alongside the Order Management Module, this Compliance Module proactively notifies users of any potential infractions prior to trade entries, thus fostering a strong control framework. By enhancing the interconnection between these various components, FPM delivers a holistic approach to effectively managing financial transactions and promotes greater operational efficiency. This integrated system not only simplifies processes but also reinforces the importance of regulatory compliance in financial dealings.
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Elysys Wealth
Why choose proprietary systems when the latest ERP from Microsoft boasts exceptional features in financial accounting, banking, security, and technology? Elysys leverages the powerful Microsoft Dynamics 365 Business Central platform, offering enhanced capabilities and scalability that particularly shine in specialized treasury management applications. Users can effortlessly create tailored dashboards and reports for a variety of financial or investment data, allowing for detailed exploration of individual transactions. This system not only aggregates financial and non-financial assets across multiple portfolios and asset classes but also supports financial consolidation for groups at different organizational levels. Over the last 15 years, we have launched a comprehensive array of modules covering a wide spectrum of investment forms, ranging from traditional paper investments and money markets to derivatives, structured products, and alternative investments such as private equity, public equities, funds, bonds, options, futures, forwards, and swaps. Our dedication to innovation and excellence empowers our clients with the latest tools and resources to effectively manage their financial operations, ensuring they stay ahead in a dynamic market. Ultimately, the combination of Microsoft’s robust platform and Elysys’s innovative solutions offers unmatched advantages for financial management.
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