Alternatives to PAM HYIP

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.

Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security. Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time. Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule. With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders). Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations. Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc. Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.

The AJ HYIP Manager script has been a leading script in high-yield investment program business. AJ HYIP Manager script was developed by a team with extensive knowledge. This makes our software one of the best on the market. We offer the most flexible HYIP Manager script that supports different types of investment plans. Our script supports almost all popular payment gateways. You can also customize additional payment gateways if necessary. Our HYIP manager script is completely bug-free, unlike any other script. We offer HYIP Manager Script for the lowest price so that you can start high-yield investment websites on a tight budget.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

We believe that traditional financial institutions and fintechs can work together to mutual advantage. Both have strengths and aspirations that complement each other, so it is worth forming partnerships. Offering a variety of digital investment products allows you to cross-sell to existing clients as well as access new client segments. But, the process of developing new investment solutions can be time-consuming and costly, especially when there is high regulatory complexity and fee pressure. Brokers have struggled to launch innovative products that will spur new growth. Wealth managers are proud to be able to use their existing investment strategy and expertise. However, costs and margins are being squeezed to the limit. This is why it is becoming a challenge for the entire industry to transform and modernize business models in order to remain profitable.

Advisors believe that OTC funds/indices or separately managed accounts are the best options for digital asset exposure, while keeping client assets under advisory. Advisors can manage bitcoin (and other digital assets) directly for clients while keeping assets under advisory. Fidelity Digital Assets(sm) also protects bitcoin. We have the tools to help you trade in bulk or individually. Fidelity Digital Assets (sm) and Komainu are our partners for digital asset security. We can replicate your current billing and advisory fee collection. Choice allows you to trade via Interactive Brokers and Kraken from one retirement or investment account that is in qualified custody. We can also handle REITs, physical assets, real estate, and other alternative assets for clients. You can trade stocks, ETFs, digital assets, and more all from one account. If you wish to provide a login for your client, there is no additional charge.

The Fundamental Portfolio Manager (FPM), an innovative, end-to-end Investment Management Solution, utilises modern technology. It supports the Front, Middle, and Back Office needs of wealth managers, unit trusts, fund managers, mutual funds, hedges, multi-managers, pension funds, and unit trusts. Many of the top Investment companies in Southern Africa have made us their clients, with assets under management of over R1 trillion. FPM is the most technologically sophisticated end-to-end investment management platform on the market. Our ability to continuously improve FPM and adapt it to the latest international technology has made us a success in a dynamic market.

Global Wealth Enterprise Solution – Global WealthES™, formerly known as TrustPortal, is a comprehensive and integrated Wealth Management Solution for large and medium-sized financial institutions that allows them to manage their business efficiently. The platform is tightly connected to provide straight-through processing. This creates tremendous scale and efficiency. The application offers extensive functionality, including financial planning, account enrollment, investment management, account administration, integrated portfolio accounting and securities processing, automated account review for compliance, reports & statements, client access portal, performance measurement, and data analytics for intelligence. Integrated FIX engine allows you to trade with over 400 brokers on the market for instant fills or confirmations. Access on any device, including extensive reporting, client and internal reports, and statements.

You can save time and frustration by investing in private funds online. Passthrough has delighted more than 250 fund managers. In just twenty minutes, you can collect completed tax and subscription documents using a custom workflow. Intelligently map beneficial owners, screen against sanctions lists, then decide which investors to admit to your fund. Let us do what we do best: onboarding investors efficiently so that you can concentrate on running your business. Sub docs are completed quickly and accurately by investors, which can save you time and money. This is a central place for you to coordinate with your providers. Your attorneys don't have to keep chasing down signatures and revisions every hour because more than 80% of Passthrough subscription documents are correctly filled out the first time. Passthrough takes investors less than 20 minutes to complete their first investment.

The world's best portfolio tracker. All your assets can be tracked in one place, both traditional and crypto. Global banks, brokerages, stocks and currencies are supported. Get your stocks in order. Connect your online brokerage accounts or add individual stocks to track the value of your stocks in real-time. You can access the latest balances of your exchange and crypto wallet accounts. Or, you can simply add coins to track the crypto portfolio's value in your native currency. Connects to more than 20,000 banks around the world. Kubera's industry-leading account aggregation technology provides reliable connectivity to thousands online banks worldwide. Zillow's real-time market data allows you to track the value of your home (only in the US). Track the real-time value and condition of your automobiles, trucks, or cars. Track the market value of web domain names that you own. Kubera supports almost every international currency. To create a global dashboard, add your Yens to your Euros and view their values in your local currency.

KIRHYIP is a leading blockchain development company specializing in providing complete software solutions and services for all types of businesses and startups. Our in-depth knowledge of various technologies and industries allows us to provide A to Z software development services ranging from Internet to mobile application development. Our software developers specialize in developing websites, mobile applications, DApps, Crypto Exchange, P2A, crypto token development, ICO, HYIP, DeFi, NFT Marketplace, Metaverse and many more.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

AI can be slow, confusing and expensive. Brain empowers wealth managers with hyper-personalized insights quickly and easily. Brain helps you serve your clients better and make your clients smarter. In just a few clicks, turn your data into actionable insights to guide your next best move. Brain's AI explains every recommendation to advisors. Brain's CX app can be integrated on your CX platform or cloud provider. You can increase your revenue by anticipating which clients will be most responsive to cross-sell or upsell opportunities. You can improve the performance of your campaigns by identifying potential clients that might be interested in a product. You can retain your clients by quickly identifying who is most likely and why. Brain's AI-based explanations make hyper-personalized insights more understandable and easier to use by advisors. Brain automates the creation of and maintenance insights, which saves you time and money.

You can focus on your customer and grow your business. With a single, agile Swiss cloud platform, you can stay ahead of your customers. TLS and OWASP security recommendations are closely monitored as InvestGlass was originally designed for banking. An open API is a publicly accessible application programming interface that allows developers to programmatically access InvestGlass. We are cloud-native, and have a universal deployment plan. InvestGlass does not have a specific cloud provider. InvestGlass was built using agile principles. We add new features as soon as possible. Regularly, new features are added. Our team will provide exceptional service in French, English and Spanish. We also offer a variety of self-learning tools. You can learn new skills anywhere you are. All content is designed to help you grow. Our users have access to powerful tools that they can use right from their web browsers, making it easier than ever to create online forms.

Finlogik offers low-cost, innovative online services and tools for the investment industry. This allows incumbent institutions and self-directed businesses to streamline their processes and embrace the same disruptive innovations that are challenging traditional financial firms' business models. Finlogik works with an asset manager who is at the forefront in process-based investing to help you design and manage low-cost investment solutions that are suitable for both institutional and retail investors. Investors and investment managers can use analytical dashboards to benchmark, report and process large amounts of data to assess their portfolio risk, exposure and performance. Finlogik is able to help you manage almost all types of financial instruments, including stocks, futures and options, as well as OTC products.

Find thousands of opportunities for sustainable investment across different asset classes. Invest in the things you care about or are passionate about. Macroaxis, a sophisticated and easy-to-use personalized wealth optimization service, delivers tangible value in the form a higher return on investment portfolios for self-directed and socially responsible investors. Our platform allows investors to create long-term, efficient portfolios in any economic environment and across multiple markets. Our technology is based both on traditional and emerging trends in fintech to provide investors with the most affordable digital wealth advice service. Join over 100,000 satisfied investors who have built over 20,000,000 portfolios with Macroaxis to get unlimited access to our wealth optimization engine.

Flow's open-architecture connects investment managers to their limited partners and service provider. It offers integrated solutions such as virtual data rooms, investor portals and investor onboarding. This allows firms to manage limited partners relationships throughout the investment lifecycle. The platform simplifies digital fund subscriptions and simplifies onboarding. It also provides a centralized portal to report and communicate about funds. Flow's flexible API and open-architecture technology allows seamless integration with third party vendors, enhancing efficiency. Flow, trusted by more than 20,000 LPs as well as 300 private investment firms aims to provide a best-in class LP experience through reducing operational overheads and improving stakeholder involvement. All fund stakeholders will have a single source for reporting, documentation and communication.

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

GSAM is an advanced investment portfolio management software that allows asset managers to manage and understand their investment portfolios. The following modules can be added to GSAM: Equities, Money Market Unit Trusts, Unit Trusts, Property, and the universal Administration module. GSAM allows each business to keep their own uniqueness while still benefiting from a solid platform. Four modules provide full money market, equities and bond management functionality. Built-in business rules-based checks such as limits breaches and out of range tenors to buyback asset sales. All transactions are double-entry transactions. The dealer is provided with valuable tools and features that simplify transaction processing.

Windham Portfolio Advisor (WPA) is a portfolio optimization and risk management tool that integrates independent, acclaimed research into a variety of applications. Windham Portfolio Advisor makes complex analysis simple and quick. Windham Portfolio Advisor allows users to create portfolios that meet their clients' needs and meet their investment goals. Windham Portfolio Advisor offers users risk management tools that can be used to help them manage complex portfolios.

aVenture, a San Francisco-based financial technology platform, aims to make venture capital investments accessible to all. aVenture assists venture capital firms in launching funds that are accessible to all and helps investors decide which VC funds are most appropriate.

Fi360 empowers financial intermediaries with the ability to use Prudent Practices®, to profitably grow, protect and grow investors' assets using a fiduciary standard. Implementing a prudent process for all clients is made easier by our training, technology, and analytics. Our learning and development programs provide finance professionals with the knowledge and skills they need to serve all clients and grow their business. Investment professionals can strengthen client relationships and win more clients by using our software and technology solutions. Our software and technology solutions allow them to manage and document a consistent, prudent process that is easy to follow and maintain. Our fiduciary-focused data analytics solutions give clients a peek at what's going on. We also provide custom reports and analysis that can help with marketing materials and presentations.

Advanced power allows you to research, analyze, monitor, and monitor. Incorporate institutional stock analysis power into investment strategies The best tools are essential for making your own decisions. Leading Market Technologies has been working with some of the most prestigious investment firms in the world for over 20 years to develop best-of-breed software that allows you to analyze, monitor, and research securities. This powerful, guaranteed investment solution is now available to you. You can now monitor stocks, mutual funds and FX from your desktop. You can monitor up to 100 live charts at once or zoom in on a single chart to get a more detailed view. Live technical analysis, comparisons, watchlists and more are available. Your charts and analytics are updated automatically and frequently so you can see all of your important numbers at once! It is the most powerful stock analytics software available, besides Wall Street firms. You can apply standard analysis to your charts or go crazy with build-your own analytics.

PureFacts is the best at understanding financial services data. Since over 20 years, we have helped our clients grow revenue, manage expenses, and mitigate risk. Streamline processes, personalize the client experience, and increase revenue. Get more value from data by analyzing it. One of the most innovative AI Fintech or Wealthtech companies in the globe. It's easy to make onboarding, goals-based investment and decumulating smarter and easier. Technology that streamlines processes, personalizes the client experience, and generates more revenue. You can create revenue programs that capture every dollar of value you provide. It's easier to do it with less overhead, and more automated, precise, and repeatable workflows. Hosted, flexible, reliable, modular, and highly integrated platform that integrates with your existing tech stack to provide seamless upstream and downstream data flow.

Indispensible data, analytics, insights, and information for alternative asset professionals around the world. Preqin has established direct relationships with professionals in alternative assets to ensure that our data will add context, clarity, conviction, and conviction to your decision making. Get the most comprehensive data and tools for hedge funds and private capital. It is used by alternative asset professionals to make data-driven investment decisions throughout the entire investment process. You will receive actionable market intelligence from thousands, which will help you pick the right time to make bold investments, identify new opportunities, and increase your returns. Access the largest private equity database in the world and get essential performance data, market intelligence, and research.

This platform is for investors who work closely with their startups. It can be difficult to manage a portfolio that is growing with more startups. investory.io gives you an instant overview: What are my investments' most recent KPI developments? What is the value of my shares? Who should I contact? These are just a few of the many questions we can help you answer. Do not waste time searching for portfolio documents through multiple communication channels. Cloud-based software makes it easy to access files from any location, at any time. We understand how difficult it can be to keep in touch all of our portfolio companies. We created a place for you to connect with your founders, receive updates on business developments, and get regular updates. This is the best tool for improving mentoring. It uses metrics, documents, and comments.

Integrated data rooms, lead management and online subscriptions allow you to raise more money and close more quickly. A CRM specifically designed for private fundraising allows you to do this. You can say goodbye to spreadsheets with these powerful but easy-to-use tools that calculate returns, manage waterfalls and automate investor workflows. The industry's most trusted investor portal gives you access to your clients' investments and best-in class reporting. Online subscriptions and customizable data rooms make it easier to streamline your fundraising efforts and help you close more deals faster. You can quickly and securely produce personalized notices, statements, reports, and industry-standard reports. All your partnership accounting and payments tracking can be managed from one central dashboard.

This portal was created to help you keep abreast of the latest regulatory developments and to increase your knowledge and understanding about Global Fund Regulations. As regulatory compliance becomes more complex and more difficult, we are at the point where regulation and opportunities become intertwined. Funds-Axis is here. One, integrated solution that can be used to manage all aspects of your investment compliance, risk management, and regulatory reporting. We provide a unified approach. Global solution. One central hub for all your reporting obligations. Supported and guided by one talented team. We are multi-jurisdictional, multi-faceted. We are familiar with regulatory complexity and the changing requirements.

We offer data to support your workflow, analytics that will help you outperform, as well as insights to give perspective. FactSet assists over 6,000 financial service firms with their most pressing problems, including optimizing technology costs, creating integrated workflows, mitigating risks, and creating efficient data governance within an organization. Our comprehensive data feeds, web and mobile analytics, and white-glove customer service transform the way investment professionals discover, decide, then act on opportunities.

The infrastructure and technology that power forward-thinking funds. Sargon provides entrepreneurs and financial institutions with the technology and infrastructure needed to build and grow investment funds. Sargon is an Australian and New Zealand-based company that uses modern technology, financial licenses, and industry experts to navigate regulatory complexity, compliance, and security. This allows our clients to focus on what really matters: building a better tomorrow. We don't have to be burdened with outdated systems or a culture that has disappointed customers. We are a trustee first and foremost, built to serve investors' best interest. Our next-generation trustee cloud infrastructure offers a dramatically improved experience for our clients. It provides transparency, control, and more scalable, reliable operations. We help improve investor literacy and outcomes by reducing cost and complexity.

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

VADAR®, is the industry leader in revenue recovery and tax lien servicing software. We have 20+ years of experience in tax lien management, both on the government's "sell" side and the investor "buy" sides. This allows us to revolutionize the way private investors manage their tax liability portfolios. VADAR®, tax lien applications have processed and managed more that $2 Billion in tax lien investments and redemptions. Our future-proof, enterprise-grade LienApp®, tax lien software, combined with our expertise and award-winning customer support will save you time, effort, and money. Our cloud platform provides secure 24/7 access to your portfolio from any internet device.

Arcesium’s cloud-native, scalable solutions are unmatched in the investment industry. We help our clients modernize their operating models, automate their most complex tasks, and unlock growth opportunities. Arcesium's innovative business solutions will take your business to the Next Level, leaving behind inefficient systems and siloed platform. Arcesium works with you to create architectures and operating models that meet your business's unique needs. Arcesium's innovative solutions help you scale intelligently and evolve efficiently. Our domain-aware capabilities, unified data platforms, and deep expertise will help you transform complexity into actionable information. We provide you with the tools to manage operational risks, engage investors more effectively, boost profitability, and enhance portfolio management in an environment of increasing competition and regulations.

ImpaQt Plus is a stand-alone, end-to-end application for private banks. Covering the entire advisory process from client profiling to portfolio-construction to pre-trade suitability checks over portfolio analytics to reporting and trade execution. This tool is the key to client advisor success. Our products can be tailored to meet the requirements of almost any industry. We are a trusted leader in challenging tasks that result in scalable technology that delivers tangible client benefits. Find out why our clients are happy and continue to return for more. Digital is about unlocking your growth potential. Speed and sophistication are important. We are proud to say that our products offer some of the most advanced algorithms in Europe and worldwide, in today's competitive market.

Since its inception in 1987, Financial Portfolio Management System (FPM), has been at the forefront of technology. The current version runs on Windows Server 2008 / Windows XP / 7 platforms. FPM offers a wide variety of modular functions that can be combined. The modular architecture facilitates a smooth growth path.

Robo Advisor is an investment platform that offers customers investment opportunities based upon their investment goals and risk profile. Robo Advisor is a low-cost investment platform that provides instant digital advice to investors. Financial institutions cannot offer a complete wealth solution to the masses. Uses AI Algorithm to analyze customers assets, liabilities and risk modelling. It is designed for passive investors and features an easy-to use interface and real-time NAV. Robo Advisor uses trusted research and algorithms to match customers' investment goals in short, medium, and long-term investment plans. It offers tailored investment strategies that can be used as a low-cost alternative for traditional advisors. It allows users to invest in multiple goal-based investment strategies and to manage and rebalance multiple assets.

Social Security Timing®, Software to optimize your clients' Social Security claim strategy and increase their retirement assets. Reduce the complexity of Social Security. Social Security Timing can optimize your client's Social Security claiming strategy. You can see the exact year and month that the client should claim and the month, year, and amount that they will receive after passing the earnings test. Your retirement value can be increased by as much as $100,000 Social Security Timing Key. Features What's at stake Feature. This feature makes it easy to know the difference between a good and a bad decision. Clients can see how much Social Security you can help access. Break-even Chart. Find out which strategy gives you the best overall life expectancy combinations. Common Alternatives Create the four most common options for married couples automatically

ARGUS Taliance, a robust real-estate fund and alternative investment software, allows real estate companies to manage the performance and investments of real estate funds and real estate investment trusts. ARGUS Taliance allows you to model complex investment structures, run scenario tests to assess the impact on market or ownership changes, calculate distribution falls, and provide detailed reporting to investors and stakeholders. It can be difficult to create a multi-tiered investment scheme with unique calculations and reporting outputs due to the complexity of global real property investments and various funding sources. ARGUS Taliance allows you to model a portfolio of real estate funds using an interactive interface. You can also view your investment structure over time with an interactive interface. You can drill down into each investment entity to adjust models and create waterfall distributions or distribution per unit calculations. This allows you to forecast.

Tindeco is a company that helps investment managers reduce complexity and increase automation in order to provide better investment management solutions for their clients. Tindeco VISION(c), a fully integrated investment management platform, is built with the most recent technologies. VISION is flexible, quick and easy to use. VISION is made up of our VISION Core Technologies and VISION Investors product suites. VISION CORE Technologies allows managers to do what they do now, with a significant improvement in efficiency and a greater emphasis on risk management. Our VISION Investments modules aim to give investment managers an edge and make them part of the industry disruption, rather than being a victim of it.

Manage new investments, tax updates, capital calls, distributions, and financial statements in one place. Arch connects to the back office of each private investment and receives all documents and communications on a secure platform. Arch automates investment management by keeping your account current. View your investment history and document collection, including updates on investments, account statements, documents tax, capital call notices and distributions. All of your investment communication will be delivered to you in one secure portal. No more searching for documents on the internet or in different portals. Update your information in all your accounts if your move, you change ownership of your account, or if there are any other changes.

VESTBERRY is portfolio management and reporting software for venture capital and private equity. The solution brings high level of automation to VC workflow, reporting, communication with limited partners and provide advanced analytics to make better investment decisions. We are on track to become the industry standard for portfolio management thanks to clients like Atomico – the 2nd largest venture capital company in Europe and an investor in companies like Wolt, Skype, and Stripe.

Pepper helps asset and portfolio managers to maximize ROI, while adhering to all regulations and maintaining security. Pepper is a cloud-native platform that offers powerful CRM and analytics to make your holdings management as efficient as possible. Pepper was built by industry veterans and alternative asset managers to honor the integrity and transparency in the investment management industry. Pepper uses deal data to optimize portfolio investments, simplify investment complexity and make deals more agile. We deliver a higher ROI while reducing risks. Pepper gives alternative asset managers insights into what investors are looking for in terms of information about their portfolios, investments, and returns. Our integrated data platform will help you improve your investor storytelling. Our extensive and proven data management platform provides an efficient way to manage compliance processes.

AppFolio Investment Manager is a cloud-based, all in one real estate investment management software. One-login, on-demand platform offers powerful and flexible tools to simplify fund and syndication management. Investors can access a self-service Investor Portal to view dashboards and access a robust CRM system. This will allow them to streamline fundraising and communicate better with investors. AppFolio Property's award-winning team created this portal. AppFolio Investor Portal provides investors easy access 24 hours a day to their dashboard that summarizes their investment position and asset information. It also includes their invested capital and distributed capital. Investors have 24/7 access to a summary listing their investment positions and their invested capital. Investors can access the AppFolio Investor portal to quickly find reports, tax forms and other shared documents, and securely sign agreements.

Investment management solution that provides real-time intelligence through the calculation of earnings, accrued interests, capital gains, losses, average daily balances, amortizations, weighed yields, durations, total returns, and GASB reports. Producing accurate and timely reports on investment management, performance, and GASB compliance will help to foster transparency. Reduce data entry by creating accounting journal entries that reflect investment transaction activity. Importing positions or transactions directly through your custodial broker or bank will improve accuracy. Create an unlimited number portfolios, each with multiple funds or advisers. Creates general ledger entries to reflect the investment activity within a particular portfolio for a specified date range.

Find out why thousands of organizations around the world trust our cloud service solution to manage investment data. A single platform for investment accounting and portfolio reporting. All powered by automated data aggregation, reconciliation, and daily data. Every day, we work to make our clients successful. We don't focus on accounts; we work with people. We are not your vendor; we are your team's extension.

The key to investing success is achieving higher returns while taking on less risk. Benjamin Graham was the first to develop technology around the notion of a margin for safety. Although risk cannot be eliminated completely, we look for companies that trade for a fraction of their actual value to minimize the risks associated with stock investing. Quantitative investing is another approach. This involves investing in a "basket", say 40 stocks that has certain winning characteristics. These traits are derived using more than 200 qualitative and quantitative factors. The AI-score is a number that indicates attractiveness. It can range from -100 to 100. Joe can help you get a higher return on your capital. Joe is happy when he can make a good investment in a business with great growth prospects and a great business plan, all at a price that is well below its intrinsic value.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

eFront's solution suite of software solutions offers an all-in-one platform for alternative investors who want to manage every aspect of their investments, from due diligence and fundraising to reporting across any alternative asset classes. Clients can rely upon eFront for their alternative investments. They have access to dedicated support teams and innovative R&D departments.