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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AppFolio Investment Management
AppFolio Investment Manager is a comprehensive, cloud-based software designed for managing real estate investments all in one place. This platform, which requires just a single login, provides a range of powerful and adaptable tools that make fund and syndication management more straightforward. With its self-service Investor Portal, investors can effortlessly navigate through dashboards and utilize a sophisticated CRM system, enhancing their fundraising efforts and improving communication with their stakeholders. Developed by the acclaimed AppFolio Property team, this portal is designed for user convenience, allowing investors to access their investment summaries and asset details around the clock. It showcases not only the total capital invested but also the amounts that have been distributed, ensuring that investors are fully informed at all times. The AppFolio Investor Portal also facilitates quick access to reports, tax forms, and other essential documents, while providing a secure way to sign agreements. Overall, the platform is tailored to meet the diverse needs of real estate investors, ensuring they have the tools necessary to succeed.
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FolioHD
FolioHD serves as a widely adopted platform for diverse creatives worldwide, including photographers, models, makeup artists, stylists, architects, interior designers, artists, and graphic designers. Users frequently share their success stories, highlighting how FolioHD has played a crucial role in helping them secure their dream jobs, which encapsulates the core purpose of our service! I believe you will find FolioHD to be the most intuitive yet powerful online portfolio solution available. Your feedback is highly appreciated, so please don't hesitate to share your thoughts! With ultra-fast upload options and the capability to import directly from Dropbox or Instagram, managing your portfolio has never been simpler. Our designs automatically adapt to your content while offering you the freedom to choose your favorite color schemes and fonts. Moreover, you can benefit from features such as password protection, image security, and analytics, all hosted on your customized .com domain. This makes FolioHD not only a practical choice but also a platform that enhances your distinct creative voice. Furthermore, the community around FolioHD fosters collaboration and inspiration among its users, making it a vibrant space for creative professionals.
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