Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
SharesightSharesight, 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.
-
Dynamo SoftwareUnlock 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.
-
Predict360Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.
-
D&B Risk AnalyticsGlobally, teams in risk, procurement, and compliance are under pressure to manage geopolitical risks and business risks. Third-party risks are impacted by the complexity of domestic and international businesses, as well as complex and diverse regulations. It is crucial that companies proactively manage third-party relationships. This cutting-edge platform, powered by D&B Data Cloud's 520M+ Global Business Records with 2B+ annual updates for third-party risks, is an AI-powered solution that mitigates and monitors counterparty risk on a continual basis. D&B Risk Analytics uses best-in class risk data, including alerts for high-risk purchases and match points of more than a billion. This helps to drive informed decisions. Intelligent workflows allow for quick and thorough screening. Receive alerts on key business indicators.
-
B2iB2i Technologies provides adaptable, fully integrated corporate and investor relations website solutions built for complete control and effortless integration. Our platform is engineered to blend smoothly into a company’s existing corporate website, rather than requiring migration to a proprietary hosted environment. Using modular data components, presentation-ready APIs, and a WordPress plugin, we enable comprehensive investor relations functionality to operate directly within your current digital ecosystem. In contrast to many alternative providers that host IR content on proprietary systems or isolated subdomains, our approach stands apart.
-
Bryt SoftwareBryt Software streamlines the Loan Servicing Process. We simplify your operation by reducing errors and improving efficiency. Bryt is a feature-rich, intuitive, and easy-to-use application. Simple but powerful. Bryt has been designed to make your life easier. Our 30 MINUTES IMPLEMENTATION has been designed to be so intuitive, you can get up and running with little or no assistance. Most of our clients are able self-implement their system without any implementation fees. If you need support, we offer unlimited free support that will amaze! We use the latest AZURE cloud technology. We believe that our customers deserve fair and honest pricing. Our fees are determined by the number of users you have and the features you require. We won't lock you into a contract that is too long. We know you will love the product and service we offer.
-
Order.coModernize your procurement process with Order.co – an easy-to-use procurement software that simplifies every aspect of purchasing for your business. With Order.co you can automate sourcing, purchase requisitions, and PO management while improving spend analytics - all in one customizable platform. Leverage Order.co’s AI powered sourcing technology and exclusive supplier discounts to save an average of 5% on products, and avoid supply chain disruptions with Order.co’s 17K+ vendor network. Customize budget and approval workflows for your business, purchase from your custom product catalog, and pay on flexible terms with your preferred method. Access real-time spend data and insights by user, location, cost center, or vendor for enhanced budgeting, forecasting, and reporting. Order.co works seamlessly alongside any ERP and accounting system, including direct integrations with Quickbooks Online, Sage Intacct, Netsuite, and more to simplify your entire purchase-to-pay process.
-
Mortgage AutomatorPrivate and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management. Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements. Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it. New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.
-
Certainty SoftwareCertainty is an enterprise-level auditing and inspection software that can be trusted to help you manage and report on business risk, compliance, and performance metrics quickly and efficiently. Certainty Software is used by hundreds of thousands of professionals to complete millions of inspections and audits each year. It provides all the tools you need to collect, collate, and report consistent, accurate, and meaningful metrics across your business. Certainty provides all the tools you need to design, manage, and report on audit/inspection data, as well as help you manage and mitigate any risks, incidents, and issues that may be identified during the audit/inspection process.
-
eToroTrade popular cryptocurrencies. Discover professionally managed portfolios. Connect with more than 30M traders. With over 30 of the most popular coins, you can build a diverse portfolio. For your security and peace of mind, we offer top security. No hidden fees. To practice your strategy, you can get a $100,000 virtual portfolio. Using eToro’s revolutionary CopyTrader technology, anyone can trade crypto by copying other traders. Select a trader that you want to copy, enter a amount, and click copy. You trade when they trade! A simple interface makes it easy to manage your cryptos. You can track the trends of each coin with charts and advanced analysis tools. Integration with the eToro wallet is seamless. eToro is a trusted leader in the fintech industry for more than a decade. Your funds are protected with industry-leading security protocols. Without your consent, we will never share your private information. FDIC insured funds are held at eToro USA. You can rest assured that your cash is safe.
Description
When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.
Description
eFront’s comprehensive suite of software solutions serves as a centralized platform for alternative investors aiming to manage every facet of their investments, encompassing due diligence, fundraising, and reporting across various alternative asset classes. With specialized support teams and forward-thinking research and development units, clients can trust eFront to enhance their alternative investment strategies. Recognized as the premier software provider in the alternative investment industry, eFront delivers a comprehensive product lineup that addresses all alternative investment asset classes, diverse investor profiles, and specific requirements. Take advantage of our solution finder below to identify the ideal tool for your alternative investment journey. As the landscape of capital markets transforms and more funds are allocated to private markets, insurers encounter significant operational hurdles by depending on a patchwork of systems, spreadsheets, and manual workflows, making the integration of entire portfolios across both public and private assets increasingly urgent. Thus, tackling these challenges effectively is essential for optimizing investment performance and aligning with market demands.
API Access
Has API
No
API Access
Has API
No
Integrations
Asset-Map
Yes
Blueleaf
Yes
Cisco Webex
No
E*TRADE
Yes
Facebook
No
Fidelity
Yes
Google Calendar
No
Indent
No
Mailchimp
No
Microsoft Excel
No
Integrations
Asset-Map
No
Blueleaf
No
Cisco Webex
Yes
E*TRADE
No
Facebook
Yes
Fidelity
No
Google Calendar
Yes
Indent
Yes
Mailchimp
Yes
Microsoft Excel
Yes
Pricing Details
$250 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Riskalyze
Founded
2011
Country
United States
Website
www.riskalyze.com
Vendor Details
Company Name
eFront, a part of BlackRock
Founded
1999
Country
France
Website
www.efront.com
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
No
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
No
Portfolio Modeling
No
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
Yes
Risk Management
Alerts/Notifications
No
Auditing
No
Business Process Control
No
Compliance Management
No
Corrective Actions (CAPA)
No
Dashboard
No
Exceptions Management
No
IT Risk Management
No
Internal Controls Management
No
Legal Risk Management
No
Mobile Access
No
Operational Risk Management
No
Predictive Analytics
No
Reputation Risk Management
No
Response Management
No
Risk Assessment
Yes
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
Yes
For Traders
No
Order Management
No
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
No
Technical Analysis
Yes
Wash Sale Detection
No
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
Yes
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
No
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
No
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
Yes
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No
