Bite Stream

Bite Stream

Bite Investments
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About

Bite Stream is a configurable software-as-a-service (SaaS) platform designed to enable asset managers and companies to compliantly streamline and scale the distribution of private markets investment products in an easy, secure and efficient way. Compliantly scale and target your distribution across multiple jurisdictions, and Investor types. Manage your fundraising pipeline and maximize user engagement with real time investor analytics. Digital workflows for subscription process. Rapid multiple re-investment process. Consolidated reporting and automated investor management. Our platform offers cutting edge technology, allowing you to expand your global reach. Bite Stream can be rapidly configured to match your compliance framework and give you peace of mind when distributing in overseas jurisdictions. New investor types can be easily added as you grow.

About

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asset managers

Audience

Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$11.25 per month (annually)
Price in USD, local pricing available in select markets.
Free Version
Free Trial

Reviews/Ratings

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features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bite Investments
Founded: 2019
United Kingdom
www.biteinvestments.com

Company Information

Sharesight
Founded: 2007
New Zealand
www.sharesight.com

Alternatives

Alternatives

IMS

IMS

RealPage

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Diversiview
Interactive Brokers
TaxTank
Xero

Integrations

Diversiview
Interactive Brokers
TaxTank
Xero
Claim Bite Stream and update features and information
Claim Bite Stream and update features and information