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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NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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PortfolioShop
Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.
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etops Asset Manager Pro
etops Asset Manager Pro is a powerful portfolio management platform built to support European asset managers, investment firms, and custodians in navigating complex financial operations. It delivers an end-to-end solution that integrates portfolio management, order execution, and compliance into a single streamlined system. The platform provides advanced analytics and risk management tools, enabling users to monitor performance, assess exposure, and make data-driven investment decisions. It includes automated compliance monitoring to ensure adherence to evolving European regulations, including detailed reporting requirements such as BaFin. With straight-through processing, etops Asset Manager Pro enhances operational efficiency by reducing manual intervention and improving workflow control. The system also offers seamless connectivity to capital markets, allowing for efficient trade execution with minimal latency. Its flexible architecture supports both standard and customized workflows to meet specific business needs. Automation features help reduce operational costs while improving accuracy and scalability. The platform is designed to deliver high performance in complex investment environments. It empowers financial institutions to optimize operations while maintaining regulatory compliance. Ultimately, etops Asset Manager Pro provides a reliable and efficient solution for modern asset management.
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