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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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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Investment Metrics
Investment Metrics stands out as a premier global source of portfolio analytics, data, and reporting, empowering advisors and institutional investors to enhance financial results, expand their asset base, and maintain client relationships through actionable investment insights.
Our offerings deliver comprehensive analysis across more than 20,000 institutional asset pools, 28,000 funds, and over 900,000 portfolios, amounting to over $14 trillion in assets under administration.
With a client base exceeding 400 across 30 different countries, we provide top-tier solutions for institutional portfolio analytics, reporting, factor analysis, ESG evaluation, and research on managers and competitors.
This extensive range of services equips institutional investors and advisors with the insights and transparency necessary to secure a competitive edge and drive improved financial performance.
Ultimately, our commitment to excellence ensures that our clients can navigate the complexities of the investment landscape with confidence.
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AI Apollo
AI Apollo functions as a specialized platform tailored for modern fund management, designed specifically for private market fund managers to improve teamwork, strengthen governance, and enhance operational reliability through intelligent automation. By employing an extensive AI-powered framework, it integrates portfolio management, governance, compliance, and reporting into a unified system. This strategy reduces fragmented procedures by fostering a streamlined and traceable workflow, promoting a structured and professional operational approach for all stakeholders involved. AI Apollo aspires to transform the fundamental operations within private market fund management, addressing every facet from investment methodologies and portfolio guidelines to governance, reporting, and regulatory compliance. Consequently, it creates a more interconnected operational structure throughout the entire lifecycle of the fund, enabling fund managers to function with greater efficiency and effectiveness. In doing so, AI Apollo not only simplifies complex processes but also equips managers with the tools necessary for strategic decision-making and long-term success.
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