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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Case Closed Software
Case Closed Software stands out as the leading CJIS-compliant case management solution for investigative units that operate across multiple jurisdictions. It boasts the most adaptable and robust set of features currently offered in the market. Known as CASE CLOSED SOFTWARE™, it is recognized as the most effective software for managing investigations. This web-based application provides comprehensive case management capabilities tailored for multi-jurisdictional investigative teams. Being CJIS-compliant, it can be deployed on secure cloud servers or your own infrastructure. This software is regarded as the benchmark for international agencies, specialized task forces, as well as state investigative bodies, gangs, and organized crime units, in addition to a variety of other specialized investigative organizations. It allows users to meticulously track and manage cases from initiation to resolution, including monitoring court statuses, final dispositions, charges, images, and defendants. With just a few clicks, users can effortlessly send entire case files via email, as all relevant documents are automatically attached, ensuring that no essential information is overlooked. This streamlined process enhances collaboration and communication among team members while preserving the integrity of the case management workflow.
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Fundamental Portfolio Manager
The Fundamental Portfolio Manager (FPM) is an innovative and all-encompassing Investment Management platform that leverages advanced technology to provide a versatile and feature-rich solution tailored to meet the varying demands of fund managers, wealth management professionals, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds in the financial sector. Our client base includes some of the leading investment firms in Southern Africa, collectively overseeing assets exceeding R1 trillion. Celebrated as the foremost cutting-edge investment management platform, the continuous development and refinement of FPM guarantee its alignment with the latest global technological trends. This dedication to progress not only fosters our growth but also helps us to sustain a competitive advantage in a rapidly changing and complex financial environment. By prioritizing the integration of advanced solutions, we reinforce FPM's role as an essential resource for investment experts, ensuring they have the tools necessary to navigate the future of finance effectively. Moreover, our commitment to excellence means we are always looking for ways to enhance our offerings and better serve our clients.
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