AlternativeSoft
Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users.
With our platform, users can efficiently:
- Assess manager risk/return through access to over 3,000 statistics on funds
- Establish a customizable investable universe using robust screening tools
- Monitor and evaluate fund exposures
- Build, optimize, and oversee portfolios
- Conduct thorough due diligence on hedge funds
- Generate reports on funds using PowerBI or Excel API
- Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available
With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
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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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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.
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Addepar
Addepar offers an all-encompassing solution for wealth management, emphasizing the integration of data, thorough analysis, and performance monitoring. This cutting-edge platform allows you to focus on what is truly important: cultivating strong relationships with your clients. By bringing together all financial accounts, Addepar provides a cohesive view of your clients' investment portfolios. Its top-tier analytics and reporting functions enable you to tailor insights and conversations for each client, strengthening lasting and reliable relationships. Clients benefit from secure, 24/7 access to their financial information from anywhere, enhancing their overall experience. Furthermore, you can effortlessly align back-office processes with our custom reporting tools. Take advantage of the expertise of our dedicated specialists to better understand your firm’s specific needs and ensure a seamless onboarding experience. To further support you, our user-friendly help center and online training materials are readily available. Addepar prioritizes security with advanced protections, such as role-based access restrictions and data encryption both in storage and during transmission, safeguarding your sensitive information. With these sophisticated features, you can manage and expand your clients' wealth with confidence, knowing their financial security is our top priority.
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