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Sharesight
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).
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AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds.
AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds.
Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023).
Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors.
We offer a large solution for anything related to funds.
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NaviPlan
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client.
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Greenly
From understanding your carbon footprint to reducing your emissions, we’ll be there. Our team will guide you each step of the way. From onboarding to measuring your carbon footprint, to reduce it, all the way to communicate it with the public and your stakeholders. You don’t have to be a scientist to make a difference. Our climate experts will provide you with actionable steps to reducing your carbon footprint simply and easily. Activity-based & spend-based approaches are complementary and are essential to thoroughly assess your CO2 emissions. Accelerate your climate transition while reducing your team's workload with the world's first carbon footprinting solution. State-of-the-art technology coupled with a team of climate experts to support you at every stage of your company's transition to a sustainable model. We take everything into account to give you precise outcomes and we do it fast.
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NEMS Environmental Management Suite
NEMS Environmental Management Suite revolutionizes ESG reporting, by providing a true collaborative reporting experience. KPI tracking, powerful visualisation, and cutting-edge Analytics ready out of the box. Our integration service can capture data from your existing systems, enhancing efficiency and reducing reliance on costly third parties. Anchored by NEMS Panorama, this suite seamlessly adapts to diverse industries, built for collaboration, and complex processes, built to grow with your needs, making it a game-changer in the realm of environmental management.
Going beyond traditional reporting tools, NEMS Environmental Management Suite introduces state-of-the-art collaboration features, streamlined workflows, and global control. Customizable reporting formats provide flexibility tailored to your specific needs.
Any industry can benefit from NEMS, but we also offer specialized compliance features and tracking for the Oil & Gas industry with over three decades of expertise.
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FundCount
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.
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Metrio
The Metrio Sustainability Reporting platform helps drive your sustainability strategy, optimize your performance and identify ESG risks and opportunities. Use Metrio's innovative platform to collect, manage, analyze and disclose your ESG data, to create dashboards using a custom template or any of the global frameworks (GRI, SASB, CDP, TCFD), and to communicate your performance to internal and external stakeholders. The Communication Module allows you to share your sustainability vision and performance by publishing your dashboards on a dedicated sustainability website. Keep your data clean and traceable with a system that tracks changes and flags variations and errors. Collaborate more easily by assigning tasks to data collectors and approvers, leaving comments and more.
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Intelex
Intelex is an integrated software solution for managing Environmental, Health, Safety and Quality (EHSQ) programs. Intelex’s scalable platform is designed to store, manage and analyze EHS and Quality data in one place. The solution works on any device to meet the realities of your workplace.
With Intelex, your organization can:
- Drive better results in your EHSQ program by monitoring workflows to achieve top performance and gain control.
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- Reduce incidents and administrative work by easily monitoring, managing, optimizing and drawing insights from your safety data with our user-friendly safety software solution.
- Streamline air, water and waste emissions management and reporting, and track and manage environmental outputs to achieve sustainability goals.
- Drive continuous quality improvement activities across multiple departments, sites or locations.
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Onspring
Onspring is an award-winning GRC automation and reporting software. Our SaaS platform is known for flexibility and ease of use for end-users and administrators.
Simple, no-code, drag-and-drop functionality makes it easy to create new applications, workflows, and reports independently without IT or developers.
- Manage a centralized risk register with multiple hierarchies
- Keep tabs on financial impacts & probabilities based on risk tolerance
- Capture & relate financial, operational, reputational & third-party risks
- Map controls to regulations, frameworks, incidents & risks
- Remediate findings through workflows or the POA&M process
Ready-made products get you started in as quickly as 30 days:
- Governance, Risk & Compliance Suite
- Risk Management
- Third-party Risk
- Controls & Compliance
- Audit & Assurance
- Policy Lifecycles
- CMMC
- BC/DR
FedRAMP moderate environment available.
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Ansarada
Ansarada is a SaaS company that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus purpose-built, digitized and customizable workflows and checklists for M&A, capital raising, business audits, tenders and other high stakes outcomes.
Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions.
More than just a Virtual Data room, Ansarada provides end-to-end deal management to help you maximize your potential and stay in control. Keep your files in a centralized repository for always-on deal activity, and share your files securely with Secure File Share.
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