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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FundFormer
FundFormer streamlines the processing of fund documents for alternative asset managers and investors, enabling quicker operations. Our onboarding portal is tailored specifically for those investing in hedge funds, venture capital, and private equity. It transforms subscription documents into web-based forms that seamlessly incorporate eSignature capabilities. FundFormer efficiently converts existing documents such as investor questionnaires, tax forms, and FACTA-CRS forms into smart webforms that utilize conditional logic for enhanced user experience. Additionally, FundFormer facilitates coordination among all parties involved during the fundraising process, which includes investors' financial advisors and legal representatives. Custom data exports can also be generated for purposes of fund administration or investor onboarding. A dedicated FundFormer professional is available to support you throughout your fund's entire lifecycle, ranging from the initial launch to the final closure and even in managing subsequent secondary transactions. This comprehensive service ensures that all aspects of fund management are handled with expertise and efficiency.
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FundCentre Reporting
FundCentre Reporting is an AI-powered investor portal from SS&C Intralinks that helps alternative investment firms modernize fund reporting and improve communication with limited partners. The platform was formerly known as InvestorVision and now operates as part of the FundCentre AI product family. It is designed for general partners that need to provide LPs with secure, transparent, and timely access to critical fund information. FundCentre Reporting supports accurate reporting, on-demand data access, integrated account data, ILPA template standardization, and visibility into invested funds and underlying holdings. The platform helps firms reduce complexity in investor tracking and investment management by standardizing reporting across funds. It also supports more efficient investor relations workflows through simplified LP user management and a more intuitive investor portal experience. FundCentre Reporting helps firms deliver clearer communications, stronger transparency, and more consistent reporting to investors. The solution is backed by Intralinks support services, including dedicated customer service managers, client assist teams, and global 24/7 support for setup, postings, and ongoing portal needs. As part of the broader Intralinks ecosystem, it connects with secure document sharing, collaborative workspaces, virtual data rooms, fundraising, onboarding, reporting, managed services, and deal support. FundCentre Reporting is especially useful for organizations that need to meet rising investor expectations for visibility into day-to-day fund operations. The platform helps alternative investment teams upgrade investor communications with a secure, AI-enabled, and lifecycle-ready reporting experience.
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