UNest Description
UNest is transforming the approach families take towards saving and investing for their children's futures by providing a top-tier app designed specifically for parents. We are committed to the idea that every child deserves a financial foundation, not just those from affluent families. Alongside a rapidly expanding community of parents and children, UNest is dedicated to fostering a more promising future for families from all walks of life. This initiative emphasizes inclusivity and accessibility, ensuring that every family can participate in building a secure financial legacy.
UNest Alternatives
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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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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Tribevest
Begin tribe-vesting with your friends and family right now; it's an easy process that transforms your loved ones into business partners who collaborate on investments. Tribevest serves as a platform for group investments, allowing family and friends to come together as an investor collective, pool their finances, and oversee shared investments. While we appreciate all the various tools available, you don't need to utilize every single one to effectively manage your investment group and finances. Tribevest integrates everything you need into one seamless experience. Our mission at Tribevest is to create and sustain a marketplace that celebrates, supports, and connects tribes, their members, and every achievement in their journey. We strive to unite individuals with similar aspirations, helping them to harness and maximize their combined resources. Ultimately, Tribevest is a company focused on aligning people, dedicated to offering inventive tools and established pathways tailored to the distinct objectives of each group. By fostering collaboration, we aim to empower communities to achieve financial growth together.
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FundCount
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
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Pricing
Pricing Starts At:
$4.99 per month
Free Version:
Yes
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
UNest
Year Founded:
2018
Headquarters:
United States
Website:
www.unest.co
Media
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Product Details
Platforms
iPhone App
iPad App
Android App
Customer Support
Business Hours
Live Rep (24/7)
Online Support
UNest Features and Options
UNest User Reviews
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