Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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Dynamo Software
Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs.
For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting.
For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making.
Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights.
Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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IBM Watson
Discover how to effectively integrate AI into your business operations with Watson. This innovative tool empowers you to forecast and influence future results, streamline intricate processes, and enhance the efficiency of your workforce. By incorporating Watson into your workflows, you can harness its capabilities to predict trends, automate challenging tasks, and maximize your team's productivity. Implementing Watson in your applications and processes allows you to leverage organizational data, facilitating the use of AI across various departments, including finance, customer service, and supply chain management. With the help of Watson, you can cultivate improved, tailored experiences for your clients, extend the knowledge of your top talent throughout the organization, and make astute decisions driven by profound data insights. Watson's products and solutions are rooted in scientific principles, designed with a focus on human needs, and emphasize inclusivity. This approach offers a more open, rapid, and secure method for transitioning a greater volume of workloads to the cloud and leveraging AI effectively. Embracing Watson could be a transformative step for your business in the evolving landscape of technology.
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VISE
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
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