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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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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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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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Asym Capital
Enjoy lucrative returns while limiting your exposure to market volatility. Leverage our due diligence processes and strategic relationships with your investment capital. Gain access to institutional quality opportunities in a variety of asset classes. Invest in pre-vetted private equity transactions. Receive passive cash flow directly to your bank account. Track your investments through our industry-leading investor portal. We are not another crowdfunding platform. We are a technology-enabled real estate investment firm. Our compensation is highly weighted towards the performance of our assets, and we invest in each offering.
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Koinly
Make tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file.
Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains.
Easily track your crypto assets & taxes
View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities.
Reliable cryptocurrency tax reports
Preview your capital gains and taxes for free. Generate tax documents when you are ready.
Easily find and fix issues with your transactions
Say goodbye to absurd gains and inaccurate tax reports.
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eToro
Create a portfolio as unique as you are. On eToro, you have the freedom to choose from dozens of cryptocurrencies, an array of stocks and ETFs, and a number of unique investments like Smart Portfolios to create an investment strategy that is fit to you. Or, follow one of our Popular Investors, and make their crypto strategy, your strategy. With a clean and simple interface, no hidden fees, and top security for your peace of mind, eToro can take some of the stress out of investing. Plus, learn as you invest, with tools like our virtual $100k portfolio and the eToro Academy. Get started with this fintech leader today, and join over 20M other users investing in stocks, crypto, and community.
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Project Insight
Project Insight (PI) is a modern, full-featured project & portfolio management software capable of aggregating and reporting on all of the projects across your organization. PI centralizes your work, projects, & tasks in one easy-to-use online platform that can be customized to meet your business needs. PI is best for companies that have sophisticated project management feature requirements like scheduling, budgeting, time-tracking, & capacity planning, but who want a simple, adoptable tool that is fully customizable and which offers exceptional customer support. Seamlessly aggregate data from your key CRM, accounting, DevOps, support, & HR software to give stakeholders real-time project insights. PI's FREE version let's you start simply & grow as you go.
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Kroll Cyber Risk
We are the world incident response leader. Merging complete response capabilities with frontline threat intelligence from over 3000 incidents handled per year and end-to-end expertise we protect, detect and respond against cyberattacks. For immediate assistance, contact us today.
Tackle every facet of today and tomorrow’s threat landscape with guidance from Kroll’s Cyber Risk experts. Enriched by frontline threat intel from 3000+ incidents cases every year, our end-to-end cyber risk solutions help organizations uncover exposures, validate the effectiveness of their defenses, implement new or updated controls, fine-tune detections and confidently respond to any threat.
Get access to a wide portfolio of preparedness, resilience, detection and response services with a Kroll Cyber Risk retainer. Get in touch for more info.
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Encompassing Visions
Encompassing Visions (ENCV), industry-leading job evaluation and pay equity software, is the best choice for organizations requiring transparent, comprehensive, and objective Job Evaluation software designed to help them ensure equal pay for work of equal value.
ENCV's distinct advantage over every other job evaluation methodology is its ability to efficiently collect high-quality Job Data for every job in an organization. ENCV uses a multiple choice questionnaire to measure 29 job factors and behavioral competencies reflecting organizational culture and competitive advantage. Completed in less than 1 hour, the software can then automatically 1) verify response logic in more than 15 different ways; 2) generate a Job Description that highlights job-specific technical skills, behavioral competencies and evaluation rationale ; and, 3) produce job evaluation results that are both Pay Equity compliant and reflective of each role's unique and relative contribution to organizational succ
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Audience
Pension foundations, Pension funds, Insurance company, Trade union, Foundations, Municipalities, University, Family offices, Individuals
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Audience
Businesses looking for a portfolio management and monitoring tool
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