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.
Learn more
Dynamo Software
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.
Learn more
HedgeTek
The intricacies of managing investor accounting for partners and shareholders stem from the diverse range of investment classes, liquidity fees, and essential reporting obligations. Relying on spreadsheets for these tasks can complicate processes and increase the risk of errors. HedgeTek® has been specifically engineered to address the advanced requirements of investor accounting. It keeps track of investor accounts, calculates a variety of fees across different structures like Master Feeders, and generates performance statements for both partners and funds, applicable to monetized, unitized, and private equity funds. The integration capabilities of HedgeTek facilitate smooth data transfer between various systems, which notably minimizes the necessity for manual data entry and boosts operational efficiency in back-office fund accounting. Furthermore, HedgeTek includes a dual book and tax allocation system that allows investment firms to produce customized investor statements and tax documents. The ongoing development of HedgeTek reflects a commitment to continuous enhancement, ensuring it adapts to the changing needs of the industry. Consequently, HedgeTek stands out as an essential resource for investment firms that strive to optimize their accounting processes and enhance precision. Its innovative features make it an invaluable asset in an increasingly complex financial landscape.
Learn more
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.
Learn more
