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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Pepper
Food distributors of all sizes are increasingly relying on Pepper to improve their ecommerce solutions, thereby significantly enhancing the performance of their DSRs, marketing teams, and AR departments. By implementing customized configurations, you can empower your customers to make well-informed ordering decisions, guaranteeing that they receive precisely what they need at the optimal moment. Improve product visibility and drive order volumes by granting customers access to your complete catalog as well as exclusive offerings. The adoption of digital processes streamlines the creation and management of order guides, rendering them faster, more accurate, and exceptionally efficient. Leverage our marketing tools to hasten the sale of perishable items, boost brand awareness, draw in both new and returning clients, and ultimately drive up sales figures. Pepper's all-encompassing customer management system provides your sales team with essential insights, allowing them to close deals more quickly and confidently. Amplify the standard of customer service you offer through Pepper's tailored support and efficient communication, which in turn nurtures enhanced customer satisfaction and loyalty. By integrating these cutting-edge solutions into your operations, you will discover that both your operational efficiency and customer engagement can soar to unprecedented levels. Additionally, the positive impacts on your business can lead to sustainable growth and a stronger market presence over time.
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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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