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.
Learn more
SBS Asset Finance
SBS Asset Finance is a cloud-native, modular platform built for banks, captives, and specialist lenders managing asset-based finance. It supports the full financing lifecycle, from digital onboarding and credit decisioning to loan servicing, portfolio management, risk control, and digital audit.
SBS Asset Finance can be deployed end-to-end or module by module, making it easy to modernize legacy systems without a full replacement. The platform automates core processes, improves data visibility in real time, and integrates seamlessly with existing ecosystems through open APIs.
Learn more
RiskSmith
A successful investment portfolio is not merely a compilation of various assets; it functions as a cohesive strategy aimed at wealth accumulation. We assist you in assessing the effectiveness of your portfolio and optimizing it to maximize returns. Discover how your investments interact and evaluate your ability to balance risk with reward, while also uncovering any hidden volatility within your portfolio. Becoming an exceptional investor involves refining your skills in managing trade-offs between risk and reward. Our services provide insights into how efficiently your portfolio executes this crucial trade. Risk Efficiency measures your success in exchanging risk for rewards and offers clarity on how different assets collaborate to mitigate risk. A score above 1 is considered favorable, while a score exceeding 1.5 is regarded as excellent. The dScore metric reveals your potential monthly losses, helping you gauge your comfort level with market fluctuations, which enhances your resilience during turbulent times. For many years, we have analyzed line charts that illustrate asset growth, but now we focus on a more integrated approach to investment strategies. This perspective enables you to visualize not just growth, but also the underlying dynamics at play within your portfolio.
Learn more
Co-Pilot
Introducing Co-Pilot, an innovative multi-asset portfolio trading platform designed specifically for proactive wealth managers. Flyer provides a comprehensive FIX solution that includes an extensive array of software, integrations, development kits, and dedicated support. This all-in-one investment platform streamlines portfolio and order management within a single multi-asset application, all supported by the Flyer Trading Network. The Co-Pilot API empowers developers to swiftly build their own trading platforms and connect with various trading partners, ensuring a seamless and user-friendly experience. With a sophisticated order routing and allocation network, connectivity and workflows are standardized, simplifying trading interactions with custodians and brokers alike. To navigate the complex workflows associated with managing a wide array of equities and mutual funds, advanced trading tools are essential. When you layer potential allocation combinations atop each other, the sheer number of unique portfolio possibilities expands exponentially, highlighting the platform's versatility and potential for wealth management. As the financial landscape evolves, Co-Pilot stands ready to adapt and meet the needs of its users.
Learn more
