SharePad Alternatives

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.

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).

Ledgy is the end-to-end equity management solution trusted by high-growth companies. Compliant in all countries with best-in-class security and privacy. Digitize your spreadsheets into a transaction-based cap table that's always accurate, built to scale and updates in real-time . Make your financing rounds a success with accurate scenario and exit modeling. Streamline due diligence and easily handle every vesting schedule. Show the latest information to all your stakeholders, including employees and investors, with custom dashboards. Attract and retain key talent with Ledgy while automating equity plans. Employees can self-manage their equity, view their shareholdings, vesting schedules, and future valuations. Engage your investors with shared KPIs, accurate funding scenarios, valuations, dilutions, exits, custom reporting, and more. Find out why founders, CFOs, HR teams, and their employees love Ledgy’s platform. Book a free custom demo to see it in action.

StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...

Dynamo Software’s mission is to be the leading global, end-to-end cloud software platform for the alternatives ecosystem, serving the information sharing and analytical data needs of our constituents. Since 1998, the company has been providing industry-tailored, highly-configurable investment management, reporting, and data management cloud software solutions to the global alternative investment industry. The Dynamo™ platform has improved the productivity across the alternatives ecosystem, including CRM, fundraising, deal management, research management, investor servicing, portfolio management, and compliance teams worldwide. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit DynamoSoftware.com.

Basil is an intuitive and feature-rich portfolio tracker and investment research app designed to serve both novice investors and seasoned finance professionals. At its core, Basil is equipped with robust tools to monitor and manage investment portfolios, offering a seamless and dynamic user experience that demystifies the complexities of financial markets. Portfolio Tracking: Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio. Investment Research: In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.

Provide your investors with a beautiful, modern, and personalized view into their portfolio. Allow your investors to track their investments, projections, and returns on a single page. Drill down to the details of each investment. Always keep your investors up to date on the go or from the comfort of their homes. Our software is built specifically for real estate investment firms, so everything is designed around what your firm needs. Take control and automate your internal processes to increase efficiency and reduce error. Manage your contacts, entities, ownership data, distributions, and tax information in a single place for your whole team to access and update. Have our powerful marketing automation engine on your side. Update Capital works together with your existing marketing materials and website to make the funding process better. Create instant landing pages and gain insight on prospect interest and engagement.

AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.

Master the private capital markets with the most intelligent investment data available. Aumni gives you instant access to the most reliable financial and legal insights across your portfolio, sourced directly from your executed legal agreements, triple checked by venture experts, and analyzed by AI. Aumni has analyzed an unprecedented breadth and depth of private capital investment data. Most investment firms have hundreds of co-investors in their network at any given time. With Aumni, you can instantly access this powerful network of past and current investors, allowing you to guide your investment strategy. In just a few clicks you can develop powerful fund-level performance analytics, and automatically generate equity financing summaries for each investment in your portfolio. Aumni gives you access to deep portfolio analytics in just one click. Select key data points to share and develop institutional-caliber reporting for LPs of all sizes.

Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. Your VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels. Here's the list of Rundit features that help investors stay on top of your investments and portfolio performance: Investment analytics and portfolio overview dashboards LP reports Automated calculations of investment returns and related metrics Aggregate portfolio and investment data as a single source of truth Customize metrics, KPIs and report templates for portfolio companies Activity log to keep track of changes made by VC team or portfolio companies Comment on portfolio reports internally or LP reports Capital Allocation to monitor investment diversifications.

Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.

Marketlog is the result of a project that was meticulously designed and developed for over 2 years by the same team that built Myfxbook.com - the leading forex portfolio analysis service. Marketlog was built completely from the ground up, to match the same quality that our users have been enjoying for over the past 15 years. The service is a free service (with paid plans available) and allows you to analyze and compare your stock portfolio in a completely automated way. Not only that, but it is very simple to use, allows you to track multiple trading portfolios from different brokerages (over 10,000 supported!) in one single dashboard and even check out other traders that share their stock portfolios! We've invested over $3,000,000 in research and development and do hope you will like the result as much as we do 😊 We are constantly developing the service and adding features!

Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting.

Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale.

ARGUS Taliance is a robust real estate fund and alternative investment management software that enables real estate companies to manage the performance of a real estate fund and real estate investment trusts (REITs). With ARGUS Taliance, you can model complex investment structures, run scenario testing to assess the impact of market or ownership changes, calculate distribution waterfalls and create detailed reporting to stakeholders and investors. With the complexity of global real estate investments and different funding sources, creating a multi-tiered investment structure with unique calculations and reporting outputs can be challenging. With ARGUS Taliance, you can model an entire portfolio of real estate funds through an interactive interface and quickly view your investment structure over time. You can also drill down into each investment entity and even adjust models to configure waterfall distributions and distribution per unit calculations that allow you to forecast.

PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation

Our integrated platform services the world’s leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds. Harnessing the same core as Fusion Sophis, Fusion Invest covers the entire investment value chain, delivering portfolio insight and automated processes with a collaborative real-time investment book of records. Fusion Invest differentiates itself thanks to its advanced analytics, comprehensive asset class coverage, and open technology. It can be deployed on the cloud or on-premise, adapting to your strategic operating model and service needs. Provide options for investors and portfolio managers in charge of asset allocation, direct investments, or sophisticated derivative hedging and overlay strategies. The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together.

By delivering low-cost, innovative online tools and automated services to the investment industry, Finlogik provides incumbent institutions and self-directed firms the opportunity to streamline their processes while embracing the same disruptive innovations that are currently challenging the business models of traditional financial firms. In collaboration with an asset manager at the forefront of process-based investing, Finlogik can help you design and manage efficient low-cost investment solutions suitable to both retail and institutional investors. Analytical dashboards provide benchmarking, reporting and large scale data processing tools to help investors and investment managers assess their portfolio risk, exposure, and performance. From simply listed securities to complex OTC products, Finlogik can help you manage virtually all types of financial instruments such as stocks, futures, options, fixed income, money market, foreign exchange, fund units, etc.

Manage new investments, updates, taxes, capital calls, distributions & financial statements all in one place, seamlessly. Arch connects with the back office for each private investment, receiving all documents and communications in a secure, aggregated platform. Arch keeps your account up to date, adding a layer of automation to investment management tasks. Arch manages all documents and communications, providing better organization, data, and insights for private investments. Securely share all investment updates and investor information in an easy-to-use, standardized, and efficient platform, saving funds' and fund admins' time, while providing a better experience for the fund and its investors. Track the completion of key tasks and automatically follow up with investors, reducing firm time spent on administrative tasks.

Gain powerful insights to improve decision-making and make smarter investments. Track capital commitments, calls and fees. Update valuations quickly. Manage holdings from one web dashboard from introduction to exit. Seraf guides you through a few easy steps to get your portfolio up and running quickly. Get an overview, develop insights and generate reports in no time. Designed by active, early stage investors with over 25 years experience in fund creation and management, Seraf efficiently handles the complexities of today's early stage investment landscape. Developed specifically to meet the needs of early stage investors, Seraf provides the precise tools you need to manage your portfolio efficiently.

Save time and frustration with a seamless online experience that makes it easy to invest in private funds. More than 250 fund managers delight their investors with Passthrough. Collect completed subscription and tax documents through a customized workflow in just twenty minutes on average. Map beneficial owners intelligently, automatically screen against sanctions lists, and decide which investors to admit into your fund. Let us focus on what we do best, onboarding investors efficiently, so you can focus on running your firm. We save you weeks or months in the fundraise by having investors fill out sub docs quickly, completely, and accurately. It's a single place for you and your providers to coordinate. Since 80%+ of Passthrough subscription docs are filled out correctly the first time, your attorneys don’t need to chase down revisions and signatures non-stop. It takes less than 20 minutes on average for an investor to complete their first investment on Passthrough.

To support your growth and performance strategies, you need a software platform capable of centralizing all your activities, automating as much as possible your processes, and supporting your strategic evolutions such as new asset classes, targeted markets, management models, etc. Whatever your operating model, the JUMP Front-to-Back solution enables you to face all the major issues of Investment Management, business, innovation, regulatory and digital issues. Experienced by Asset managers all over Europe, our solution offers Front-to-Back coverage, coupled with a modular approach, to meet your current and future needs. Centralize all your activities in one single solution while addressing your business issues, including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes.

Get an immediate overview of the portfolio, values, trends and any limit values ​​and warnings. Follow deviations downwards in the portfolio and look for causes. Drill-down from the top down to individual holdings. Visual and interactive analysis of the portfolio in detail, now and historically. Examine allocation and exposure, risk, attribution, etc. Collect and follow information about all assets (and liabilities) regardless of type: Funds, Equities, Bonds, ETFs, PE, loans, real estate, forest, precious metals, art, derivatives, etc. Define one or more portfolios, with desired structures (aggregates). Consolidate and aggregate assets (and liabilities) from all different sources, depots, trustees. Build investment policy and rules into the tool. Define allocation and exposure limit values. Define which benchmarks and goals are to apply at different levels in the portfolio.

Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team.

Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry. Our platform converts different data sources into a single, easy-to-analyze format. Monitor your investments on a fund or portfolio level. One central repository for all your fund documents. Your information is always up to date, secure and organized, ready for you to use. No more disparate spreadsheets. Quickly analyze returns over different time periods, against other funds and hundreds of indices. Measure and visualize gains/losses over any time period, by position, long & short, or broken down by asset class, sector, strategy, currency or geography. Maintain clean and comprehensive peer groups of relevant funds so you don’t miss any opportunities. Plus, get a clear picture of how new funds would impact your portfolio risk and returns.

Altvia’s market-leading platform and unmatched expertise help you seamlessly evolve and manage complexity as your firm grows, your funds multiply, and your LP base expands. Distribute personalized content like PPMs, K1s, and Capital calls with ease and enhance the investor experience with a secure portal underpinned by data-rich analytics. The base of a modern technology platform is built on a single source of truth that supports key workflows, contact management, relationship mapping, and the automation of key activities (ie emails and task assignments). Manage your deal flow with a new level of insight, allowing you to prioritize deals based on source, or similarity to the firm’s top-performing investments. Streamline portfolio company reporting and the data collection process to spend more time understanding value creation and portfolio health.

Research, analyze, and monitor with advanced power. Bring institutional stock analysis power into your investment strategy. When you make your own decisions, you need the best tools. For 20 years, Leading Market Technologies has worked with the world's top investment firms to create best-of-breed software for researching, analyzing, & monitoring securities. Now this powerful, guaranteed investment solution is available to you. Watch stocks, mutual funds, FX, & precious metals from your desktop! Monitor up to 100 live charts at a time or zoom in to a single chart for a detailed look. Add live technical analysis, comparisons, watchlists, and more. Your charts & analytics update automatically & frequently, so you can see your important numbers at a glance! It's the most powerful stock analysis software available outside of a Wall Street firm! Easily apply off-the-shelf analysis to your charts, or get intense with build-your-own analytics.

One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making.

One platform for all of your investment management needs. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors. Analyzing all your financial documents. Investment accounts integrations. Generate and export reports. Automated transaction tracking. Vyzer integrates the very highest level of security to protect your sensitive information. Vyzer offers investors a secure platform that delivers clarity and visibility across all their holdings in a single holistic dashboard. From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and very soon benchmarking in one powerful solution, making it easy to follow the money.

Given its large customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analysis,real time portfolio position and cash flow tracking, profitability monitoring to Back office operations like deal settlements, corporate action posting, MTM valuation, accounting and NAV generation, the solution covers the entire gamut of investment management operations. With FundSense - the business intelligence tool, making business decisions is faster, easier, and more collaborative. The drag-and-drop feature makes integrating data from multiple sources easy. Users can create and view personalized, interactive data visualizations and dashboards inorder to make meaningful decisions. Fund Sense puts rapid analytics and an associative experience right on your desktop.

A platform dedicated to investors working closely with their startups. A growing portfolio with more and more startups is often hard to manage. investory.io allows you to get an overview within seconds: What are my investments’ latest KPI developments? How much are my shares valued at? Who is the right person to get in touch with? We help you answer these questions and more. Don’t waste any more time searching for important portfolio documents across scattered communication channels. Our cloud-based software allows you to access the needed files from anywhere – anytime. We know how hard it is to keep in touch with all portfolio companies. To make things easier we built a place where you can connect with your founders and receive regular updates on the latest business developments. Powered with metrics, documents and comments, this becomes the most powerful tool for improved mentoring.

We cover all asset classes, which means you have one cohesive platform for global views of your portfolio, computations using specific metrics for each asset class, & performance and analytics by the grouping relevant to you. Using the specific metrics for each class, we compute the performance components of your multi-asset classes portfolios. We cover listed equities, fixed income products, shares of long-only funds and of share classes or series of hedge funds, cash and short terms instruments, currency forwards, Private Equity and Real Estate investments, either through partnerships or directly, futures and options. You can also define your own investments structure. You can view and analyze in detail your positions for any period, at granular level or grouping them according to what’s relevant for you: by asset classes, sectors, regions, asset manager, strategy level, and by any custom criteria defined by you.

Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations.

Created for investors, by investors, use our platform’s longitudinal data and algorithms to discover consumer goods brands that align with your investment thesis, you might not otherwise see. Then access our brand and comparative performance analysis, so you can reach out only to the prospects you know are pre-qualified. Strengthen your convictions with analysis of multiple sources of product reviews and social comments to get informed views of brand strengths and weaknesses. Access comparative insights and historical data across multiple business performance areas to add strategic value. Gain a strategic partner in CircleUp, from follow on investments, to our strategic experience gained from working with 100+ CPG portfolio companies. Offer unique insights to portfolio companies post-close that may help them to grow.

Do more deals, better. Model multiple scenarios within minutes. No hassle with cap-tables and return schemes anymore. Venturelytic keeps all your records up-to-date and allows you to quickly assess the impact of different scenarios on your stake and return. Act fast on new information during negotiations with key deal information at your fingertips. Accelerate business growth and boost returns. Our analytics module helps you to evaluate both target and portfolio companies fast. Substantiate your gut feeling with insights from our datahub, that automatically gathers data on the most relevant business drivers. Dive one layer deeper and gain insight into factors determining business success. Spot opportunities quickly. Leverage the power of data from all companies tracked with Venturelytic and spot opportunities and pitfalls early. Build your own proprietary investor intelligence system that boosts returns and start monitoring investments proactively.

Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.

Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds

Diversiview by LENSELL is a cloud based Portfolio Analysis and Optimization Software, that helps retail investors and investment professionals take their investment portfolios to the next performance level. With Diversiview, investors can: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; - view detailed, granular diversification at investment level; - view granular allocation including ETF break up (where ETFs are part of the portfolio); - last but not least, 4 options to optimize the asset allocation to achieve a certain goal, including: minimum risk portfolio, optimal portfolio and efficient portfolio positions from the Efficient Frontier. With Diversiview, investors can also backtest their investment strategy and benchmark its performance to major indexes or model portfolios.

Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.

Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.

Investment management software should be able to handle a multitude of investments, including stocks, mutual funds, and more. We break down all the things you should look for when picking an investment management software that’s right for you. SYNDi Investment Ledger manages the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio. In situations where you maintain investment history in the general ledger a G/L account is set up typically for each security and is often extended to the partner level through sub-accounts for tracking purposes. The result is the chart of accounts soars to an unmanageable level. SYNDi Investment Ledger solves the problem by maintaining individual transactions while passing a simple journal entry to General Ledger. With SYNDi Investment Ledger you may set up just one or two asset accounts for investments and maintain all history within the sub-ledger.

Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.

Specifically designed for hedge funds, funds of funds and private equity, AdvisorWare® delivers portfolio management, accounting and partnership accounting in a single, integrated platform. It supports alternative investment funds that have sophisticated global investment, trading and management concerns, as well as complex financial, tax, partnership and allocation reporting requirements. Maximize operational efficiency with an intuitive system that allows you to manage all types of instruments and corporate actions with complete data integrity. Reduce your operational risk with proactive and automated exception handling, workflow management and reconciliation tools. Fulfill tax and reporting requirements for multiple jurisdictions and furnish fully automated tax allocation to partners.

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.

PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.

SS&C GlobeOp’s Total Return is a portfolio management, investment accounting, partnership accounting, and general ledger system designed specifically for alternative investment funds and family offices. It’s a multi-currency system that supports complex securities, sophisticated investment strategies, multi-tiered ownership structures, and unique tax requirements that characterize family office investments and private wealth funds. In addition to its advanced portfolio management capabilities and general ledger functionality, it encompasses complete partnership accounting, with automated processing of capital-based or share-based fund valuation, income and expense allocations to partners, management and fee calculations, and the production of robust partnership reports. Save time and reduce operational risk with fund accounting, partnership accounting, and tax processing integrated into one platform.

Unlock your true potential, starting with data. Novus works with fund administrators, custodians, prime brokers, and portfolio management systems to digitize and organize manager-provided information. Alternatively, retain control with self upload. Any frequency, any transparency level. Through advanced reconciliation technology, Novus verifies the quality and timeliness of crucial portfolio information. Novus knows where and how to intervene to correct data discrepancies and perfect portfolio information. Label, bucket, and analyze data with custom tags. Connect alternative data, such as ESG. Compare public filings from thousands of managers. Leverage Novus’ proprietary indices to track the most popular hedge fund stocks (learn more).

Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors. Everything you need to offer alternative investments to your high-net-worth clients, from a curated menu of professionally diligent funds to fund education to powerful portfolio analytics. All on an industry-leading, intuitive digital platform. Offer a robust selection of iCapital’s professionally diligent funds or your own menu of funds, along with comprehensive advisor training and certification on a comprehensive, seamless, digital investment platform.

eVestment, a Nasdaq platform, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. Institutional investors including public plans, corporate pensions, superannuations, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations and endowments screen more than $78T AUM of reporting managers worldwide on eVestment to find those that best meet their investment objectives.​

We help investment funds to fuel innovation VESTBERRY is portfolio management and reporting software for venture capital and private equity. It manages nearly $7 billion of investments in companies such as Wolt, Carta, Stripe, or eToro. Our clients fuel innovation by investing in companies that solve the world's most pressing challenges, from climate change to mental health. With Vestberry, clients make better investment decisions faster thanks to streamlined internal processes and data clarity. As a result, Vestberry brings clients a competitive advantage, both in terms of speed and quality of investment decisions and the potential to attract increasingly data-oriented investors.