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
GoFlexi
GoFlexi functions as a comprehensive toolkit for managing real estate transactions, born from innovative financial strategies. It is embraced by investors, wholesalers, and agents to develop diverse deal structures, which helps them make more attractive offers and participate in real-time negotiations based on actual data. Users can create seller-financed arrangements that include wraps, subject-to agreements, and balloon payments, while also efficiently assigning dollar values to below-market terms. The platform enables quick quoting of cash-and-terms proposals and models the tax implications of installment sales. Additionally, it allows for the underwriting of rental properties, emphasizing multi-year internal rates of return (IRR), and supports the distribution of capital-stack returns among partners involved in the transaction. By providing these robust capabilities, GoFlexi enhances its users' ability to skillfully navigate the intricate world of real estate deals, ensuring they can make informed decisions at every turn. This makes the platform an indispensable resource for anyone looking to succeed in the dynamic real estate market.
Learn more
Agora
We assist more than 60 real estate companies in boosting their deal commitments and streamlining back-office tasks, enabling them to concentrate on their core priorities—securing new deals and increasing capital.
Our investment management platform features a comprehensive CRM and a top-tier investor portal, providing transparency for investors, facilitating capital raising for new projects, and simplifying timely reporting, all from a single location.
Currently, we support the expansion of real estate investment firms managing over $25 billion in assets through a synergistic blend of Proptech and Fintech solutions, enhancing operational efficiency and investment opportunities.
Learn more
