Alternatives to Chartsmart

Sharesight, 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.

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

Allvue Systems is a global leader in AI-driven alternative investment management software, designed to optimize fund operations and accelerate business growth. Its end-to-end solutions support every phase of the investment lifecycle—from fundraising and portfolio management to investor reporting and compliance. Powered by the Allvue Agentic AI Platform, the software embeds intelligence and automation into critical workflows, helping fund managers focus on strategy rather than administration. Whether managing private equity, venture capital, private credit, or CLO portfolios, Allvue delivers accuracy, scalability, and insight through one integrated ecosystem. The platform’s cloud-based design ensures seamless updates, continuous performance optimization, and enterprise-grade security. With deep industry input from 500+ global clients, Allvue has evolved into a multi-asset system of record that centralizes data and enables better collaboration. Its partnerships with consultants, fund administrators, and technology providers expand its capabilities for specialized needs. By combining AI innovation, compliance strength, and financial expertise, Allvue enables firms to operate more intelligently, efficiently, and profitably.

StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more...

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.

Capitally offers a comprehensive investment management platform that empowers users to monitor, comprehend, and enhance their investment strategies effectively. By consolidating all accounts in a single interface, it facilitates the tracking of diverse asset classes simultaneously, enabling users to analyze their allocations across different categories and observe fluctuations over time. The platform delivers key performance indicators, including realized and unrealized returns, ROI, TWR, MWR, and IRR, and allows for comparisons against any selected benchmark. Additionally, users can scrutinize investment fees and passive income streams, keep tabs on forthcoming and projected dividends, and assess various income sources such as dividends, rent, and interest, alongside a summary of yield, yield on cost, and growth. Capitally also accommodates automatic reinvestment options and Dividend Reinvestment Plans (DRIPs), ensuring that users can maximize their investment growth. With advanced charting capabilities and comparison tools, users can identify factors that influence returns, focus on specific time frames, and break down returns into components like capital gains, currency fluctuations, dividends, and fees for a more detailed analysis. This all-encompassing approach to investment management positions Capitally as a valuable resource for both novice and experienced investors seeking to optimize their financial outcomes.

A key feature of effective investing lies in securing superior returns without a proportionate increase in risk. Benjamin Graham was a pioneer of the margin of safety principle, which serves as a foundation for our technology. Although risk can never be fully eradicated, our focus is on identifying exceptional companies that are undervalued, thereby reducing the inherent risks associated with stock investments. Another strategy involves quantitative investing, where one invests in a collection of stocks—often around 40—that share specific winning characteristics. These characteristics are based on over 200 quantitative and qualitative metrics calculated for each stock. This evaluation results in the AI-score, which ranges from -100 to 100 and reflects the stock's investment appeal. Joe is dedicated to helping you achieve better returns on your investment. He finds satisfaction in investing in a remarkable business that demonstrates strong growth potential and possesses an excellent business model, all while being acquired at a price significantly below its true worth. Ultimately, this strategic approach allows for both growth and risk management in the investment landscape.

CU Share™ offers a wide range of equity processing features that include handling cash and stock dividends, stock splits, exchanges, liquidations, dividend reinvestments, and corporate reorganizations, among other services. ISS Software is committed to delivering top-notch shareholder accounting software along with comprehensive solutions, supported by a team of skilled professionals who uphold a strong tradition of integrity and client service. Furthermore, CU SHARE also ensures complete stock transfer services, proxy services, and corporate action processing in a unified system. ProxyVoteNow facilitates an integrated approach to both telephone and online proxy and consent voting, making the voting process more accessible. Additionally, EnrollmentNow specializes in employee purchase plans and benefits enrollment tailored for corporations, credit unions, and employee benefits administrators, ensuring that all aspects of employee engagement and investment are effectively managed. This comprehensive suite of services underscores CU Share's™ commitment to enhancing shareholder experiences and streamlining equity management processes.

Are you considering launching a new cryptocurrency market, foreign exchange platform, commodities or stock exchange, an alternative trading system, a dark pool, a block house, a hedge fund, a brokerage, or high-frequency trading operations? We would be excited to assist you! The Argo Trading Platform (ATP) offers a comprehensive suite of high-performance financial technology software components, including servers, front-end applications, and APIs, designed to effectively support both buy-side and sell-side financial firms. ATP features a lightning-fast order management system (OMS), intuitive desktop and web trading interfaces equipped with advanced charting and technical analysis tools, as well as algorithmic trading servers. Additionally, it provides market data distribution, access to historical market data, robust risk management solutions, and a high-capacity, low-latency matching engine that operates on price-time priority FIFO and pro-rata matching principles, along with sophisticated implied IN and OUT logic. The platform also supports continuous and call-action trading sessions, a range of trading APIs, a framework for high-frequency trading (HFT), and a Reliable Multicast Messaging (RMCast) system for efficient data transmission. With such an extensive technology offering, ATP is positioned to meet all your trading needs.

Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.

Boosted.ai is a company that harnesses the power of artificial intelligence to assist investment managers by delivering insights driven by AI, aimed at improving portfolio performance. Their innovative platform, known as Boosted Insights, employs unique machine learning algorithms specifically designed for the financial sector, allowing users to seamlessly incorporate AI into their investment strategies without any need for coding skills. Among its standout features is the AI stock picker, which meticulously evaluates and ranks stocks to uncover lucrative trading opportunities; personalized portfolio workspaces that deliver tailored recommendations based on current holdings, risk tolerance, and investment approaches; and AI-driven stock research that utilizes advanced language models to condense vast amounts of information from various news outlets, earnings reports, and company filings into clear, actionable insights. Additionally, the platform equips investment managers with tools for dynamic stock screening, portfolio optimization, and effective risk management, enabling them to make informed and timely decisions based on data. This comprehensive approach not only enhances the decision-making process but also positions investment professionals to navigate the complexities of the market with greater confidence.

Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction. Fundamental Portal provides a seamless experience to both investors and capital raisers. Facilitates quick soft commitments Funds can be raised in just minutes Streamlines distribution workflows Allows real-time document sharing But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks.

SharePad serves as a comprehensive platform tailored for individual investors and traders, delivering extensive insights on a variety of financial instruments such as shares, funds, and ETFs, spanning across the UK, US, and Europe. By subscribing, users gain access to real-time updates from UK Alliance News and RNS, along with robust tools for stock screening and managing portfolios. Recognizing the myriad of investment options available, we introduced the Single Page Summary feature, which consolidates all essential details about a stock, fund, investment trust, or ETF into a single, easily navigable page. This feature enables users to swiftly grasp an overview before engaging in more thorough analysis within the broader SharePad environment. Additionally, the single page can be displayed in either a full-screen mode or a split-screen layout, facilitating quick navigation through a watch list or portfolio. Moreover, our customizable mode empowers users to design their own Single Page Summary, showcasing the specific information that matters most to them, enhancing their investment decision-making process further.

Stock Rover stands out as an advanced investment research and analysis platform that significantly exceeds the offerings of typical equity research websites. Its screening features are unparalleled at any cost, with many users initially drawn to Stock Rover for its robust stock screening and ranking abilities. In terms of comparison, it shines uniquely, providing assessments of competing investment options that no other site matches. The platform calculates fair values and margin of safety while highlighting important trends and scoring companies based on quality, growth, value, and sentiment. Users can also monitor their performance with real-time accuracy by linking their brokerage accounts for seamless portfolio updates. In addition, Stock Rover's charting capabilities surpass industry norms, allowing users to compare screeners, portfolios, and benchmarks while also visualizing fundamental metrics. This comprehensive tool encompasses various categories such as trading, stock analysis, charting, stock portfolio management, and screening, making it an essential resource for serious investors.

Harness the power of advanced research, analysis, and monitoring to elevate your investment strategy. By integrating institutional-level stock analysis capabilities, you can enhance your decision-making process with top-tier tools. For over two decades, Leading Market Technologies has collaborated with premier investment firms to develop cutting-edge software designed for the research, analysis, and monitoring of securities. This comprehensive and reliable investment solution is now at your fingertips, allowing you to track stocks, mutual funds, foreign exchange, and precious metals directly from your computer! You can manage up to 100 live charts simultaneously or focus on a single chart for an in-depth analysis. Enhance your experience with live technical analysis, customizable comparisons, watchlists, and additional features. Your charts and analytics will refresh automatically and frequently, ensuring that you have a clear view of your key metrics at any moment! This software stands out as the most potent stock analysis tool accessible outside of Wall Street, making it easier than ever to apply standard analysis techniques to your charts or unleash your creativity with personalized analytics. With such robust capabilities, you can confidently navigate the complexities of the market.

Our software is founded on the principle that your data belongs solely to you, and we do not access or download it. Your information remains securely saved on your personal computer. IAM offers a unified platform for managing various financial assets, including stocks, exchange-traded funds, options, bonds, mutual funds, cash, and additional investment types. With IAM, you can confidently work towards securing your financial future. Utilizing our program grants you the financial tranquility you have always sought, allowing you to focus on your goals without worry. This commitment to your privacy and security sets IAM apart in the financial management landscape.

Stockle is an advanced investment management platform aimed at streamlining the management, tracking, and optimization of various investments. Its features include the ability to aggregate multiple accounts, allowing users to see all their accounts at once or tailor their views to their preferences. The platform supports the monitoring of a wide range of assets, including stocks, ETFs, mutual funds, indices, and cryptocurrencies from around the world. With thorough analytics, Stockle provides insights like dividend yield, yield on cost, and the performance rates of both open and closed positions. Users can compare their portfolios against any asset, take advantage of an upgraded command menu for smoother navigation, and review detailed transaction logs that include historical data. The user-friendly interface and adaptable data structure of Stockle accommodate diverse investment strategies, enabling users to organize their portfolios based on different criteria such as strategy, account type, investment goals, or other concepts. Furthermore, the platform continually evolves to meet the changing needs of investors, ensuring that they have the most effective tools at their disposal.

Expand your operations to enhance the cost efficiency of managing assets valued at billions, particularly in mergers and acquisitions. Utilize your research team more effectively to mitigate the impact of rising mid-back office expenses. Adjust risk budgets strategically to align closely with quarterly benchmarks. Aim to improve the quality and quantity of investment decisions relative to your staffing levels. Implement data science techniques now to encode valuable investment insights. Embrace innovative technologies to enhance knowledge accumulation in a cost-effective manner. Butterwire is designed to uphold a long-term, stable, and fundamental strategy for active investing. The goal is to boost the likelihood of certain portfolio holdings significantly outperforming over a 12-month period while minimizing the number and effects of underperforming assets. Seek stocks that display appealing fundamentals, provoke debate, and align with your investment philosophy and guidelines. Make sure your risk budget is diversified across various unrelated stock-specific risks, and explore methods to enhance the expected active return versus active risk ratio while maintaining a disciplined investment approach. This comprehensive strategy will not only optimize performance but also ensure resilience in changing market conditions.

Investment management software must effectively manage a wide array of investments, such as stocks, mutual funds, and more. In this discussion, we will outline the key features to consider when selecting the investment management software that best suits your needs. SYNDi Investment Ledger provides a robust solution for managing the buying and selling of various financial instruments, including stocks, bonds, short-term notes, and fixed deposits within an investment portfolio. When tracking investment history in a general ledger, it is common to create a G/L account for each security, often extending to partner-level sub-accounts for detailed tracking, which can lead to an overwhelming chart of accounts. SYNDi Investment Ledger addresses this challenge by recording individual transactions while only requiring a straightforward journal entry to the General Ledger. This innovative approach allows users to establish just one or two asset accounts for their investments while keeping all historical data organized within the sub-ledger. Ultimately, this streamlining leads to enhanced efficiency and better management of your investment records.

Lambda is a financial analysis platform powered by artificial intelligence, designed to provide an array of tools for in-depth analysis of both investment portfolios and individual companies. When it comes to portfolio analysis, the platform utilizes AI-driven chatbots that are specifically trained on the user's portfolio, offering interactive insights that enhance decision-making. It organizes assets into categories such as stock, sector, country, and type, enabling users to evaluate their portfolio's diversification effectively. The platform monitors historical dividend performance, schedules, and yields, while also visualizing risk associated with the portfolio and recommending optimal holding ratios, grounded in modern portfolio theory principles. Furthermore, it provides an examination of potential returns through monthly heatmaps, predictions of maximum loss, and comprehensive multi-factor analysis. For analyzing companies, Lambda assesses financial health by scrutinizing the three essential financial statements and evaluates sales across various segments and regions for companies listed in the U.S. market. Additionally, it reviews crucial financial metrics, including Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER), ensuring that users have a thorough understanding of their investment landscape. This multifaceted approach equips users with the necessary tools to make informed financial decisions.

Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization, accounting and CRM for hedge fund of funds and multi-asset investment portfolios. With more than 500,000 financial instruments covering alternative investments, CTAs, mutual funds, ETFs and global equities Risk Shell is capable of constructing many multi-asset portfolios.

Experience seamless investing with a user-friendly platform that helps you gain confidence as an investor. Engage in trading stocks and ETFs, explore the world of cryptocurrency, or initiate automated investing to simplify your financial journey. SoFi Money® functions as a cash management account, eliminating account fees while allowing you to save, spend, and earn cash back on your favorite brands. Redeem your unlimited 2% cash back* to enhance your savings, invest wisely, or pay off loans within an eligible SoFi account, all without facing an annual fee. Fixed interest rates begin at 2.99% APR* when utilizing autopay, accompanied by flexible repayment options that come with no hidden fees or tricks. You can easily get pre-qualified in just two minutes through an entirely online process. Understanding your financial standing is crucial, and tracking your credit score along with your finances can all be managed within a single app. Additionally, ensure the well-being of yourself and your family with our comprehensive range of insurance products, including swift and straightforward life insurance via Ladder. Furthermore, Lantern by SoFi enables you to compare PPP offers from various lenders, alleviating some of the financial pressures on your small business. This multifaceted approach to finance empowers you to take control of your financial destiny more effectively.

FundStudio offers hedge fund managers, commodity trading advisors, asset management firms, and family offices a comprehensive platform for real-time operations and reporting, along with outsourced managed services, ensuring they have complete insight into the status of their funds or managed accounts, as well as the essential tools for effective management. Users can capture transactions and trades through various methods, including real-time FIX connections, file uploads, API integrations, or manual input directly on the screen. The platform allows for the allocation of orders to different accounts and strategies, facilitating precise management. It also implements compliance measures like position limits and asset-class restrictions, along with more intricate programmatic rules like leverage adjustments. Users can monitor real-time intra-day profit and loss, while also defining various perspectives of data through dynamic "pivot tables" in real-time. Cash management is seamlessly handled, covering trade settlements, margin requirements, coupon payments, and principal movements. Additionally, users can forecast cash flow and fulfill investor due diligence questionnaire demands by collaborating with fund administrators to generate net asset values at both the master-fund and feeder fund levels. This holistic approach enables greater efficiency and transparency in fund management.

Finbox offers precise and current insights into publicly traded companies globally, adopting a straightforward strategy to deliver results effectively. You can begin with a free trial or choose a subscription plan starting at just $10 per month. Our flexible options allow you to customize your experience and only pay for what you actually require. We make certain that over 900 million data points are regularly updated, ensuring you have access to the latest information and never have to deal with outdated data. Indeed, we source our data directly from S&P Global Market Intelligence, which is renowned for its reliable fundamentals and forecasting information. You can monitor your preferred stocks by setting up smart watchlists and adjusting views to highlight the metrics that matter most to you. Additionally, our mobile-friendly website enables you to keep informed about the latest developments and data while on the move, making it easier than ever to stay connected to the market. Take control of your investment strategy today and discover the power of informed decision-making.

Basil is a user-friendly and feature-rich application designed for tracking portfolios and conducting investment research, catering to both beginners and experienced finance professionals alike. This app is equipped with powerful tools that enable users to effectively monitor and manage their investment portfolios, ensuring a smooth and engaging experience that simplifies the intricacies of financial markets. With its portfolio tracking capabilities, Basil offers real-time insights and analytics related to users' investments. The platform features a comprehensive dashboard that showcases asset allocation, investment performance, and historical growth metrics. Users can effortlessly track various securities, including stocks, bonds, mutual funds, and ETFs, with updates reflecting the latest market data. Customizable alerts notify users of significant changes and potential opportunities within their portfolios, keeping them well-informed. Furthermore, Basil functions as a robust research tool that goes beyond mere tracking. It collects a wide range of financial news and market data, providing users with in-depth analysis and access to advanced statistics that can enhance their investment decision-making process. This combination of tracking and research capabilities makes Basil an indispensable resource for anyone looking to navigate the financial landscape more effectively.

As a wealth advisor, our platform allows you to treat each portfolio with the utmost care and attention, akin to managing it as your sole investment, offering a degree of personalization and tax optimization that was previously reserved for only the wealthiest clients. You can examine every account on a daily basis to identify potential tax management opportunities, such as tax-loss harvesting, deferring short to long-term gains, permanently deferring gains, and executing tax-sensitive transitions. Tailor each client's tax management strategies according to their individual tax rates while also establishing a tax budget that aligns with their financial goals. Furthermore, you can incorporate varying levels of customization at both the account and household levels regarding their targeted asset allocation. This includes adjusting allocation weights, product compositions, sector and security limitations, as well as implementing social responsibility criteria as per client requests. Embrace proactive tax management and social responsibility in your approach, ensuring that your strategies are not merely reactive. Our collaboration with you is focused on automating your workflows to seamlessly align with your practice and facilitate your ongoing growth in this dynamic market. By prioritizing these personalized services, you can enhance client satisfaction and strengthen long-term relationships.

Captools Company licenses Captools/net (TM) investment portfolio tracking management software for independent broker-dealers, private financial advisors, investment advisor reps, private equity, fund managers, family offices, and independent wealth managers. Our encrypted, cloud based financial accounting software for selective data analysis allows your investment team to keep a private, independent record of your firm's investment performance with customized reporting for your clients. We perform this financial software support for customers worldwide, meeting a user tailored array of market, regulatory, and risk adjusted needs to help serve your optimal investment strategy.

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

In the early 2000s, SEI Family Office Services developed an advanced wealth management platform aimed at offering family offices and financial institutions a more cohesive alternative to isolated, single-function technology solutions. This platform, known as the Archway Platform, has proven its longevity and adaptability, simplifying complex processes by integrating essential accounting, investment data aggregation, and reporting tools into one cohesive system. Built upon a robust general ledger, this innovative technology streamlines the generation of accounting records across a wide range of business activities, including both traditional and alternative investment transactions, cash flows, bill payments, fee assessments, and capital distributions, ensuring that your accounting, investment, and administrative teams operate seamlessly within the same interface. Moreover, the built-in reporting capabilities of the Archway Platform enable users to harness detailed underlying data to create thorough and insightful financial reports, enhancing decision-making and strategic planning. Consequently, its design not only improves efficiency but also fosters collaboration among various teams, making it an invaluable asset for those in wealth management.

Our platform encompasses all asset categories, providing you with a unified interface to gain a comprehensive understanding of your portfolio, perform calculations based on tailored metrics for each asset type, and analyze performance through relevant groupings. By utilizing these tailored metrics, we assess the performance elements of your multi-asset class portfolios effectively. Our offerings include publicly traded equities, fixed-income securities, interests in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, whether through direct investments or partnerships, in addition to futures and options. Furthermore, you have the flexibility to establish your own investment framework. You can scrutinize and evaluate your positions over any specified timeframe, with the option to view them in detail or categorize them based on what matters most to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any customized criteria you determine. This tailored approach ensures that your investment analysis is as relevant and insightful as possible.

UNTAP is the next generation of portfolio management and value creation for Private Capital Markets. UNTAP Portfolio Management allows you to consolidate your financial results, create value planning and ESG metrics. - Greater confidence in achieving growth in Earned Value - Greater confidence in achieving sustainable returns. - Increased transparency between shareholders and investors It combines the power of portfolio monitoring, value-creation planning, and ESG tracking into one flexible solution. You can combine ESG metrics with portfolio monitoring and your VCP to measure, benchmark and improve sustainability goals. This will allow you to clearly show your stakeholders the positive changes that have been made to drive sustainable growth.

Clockwork Universe serves as a digital investment hub for private markets, aggregating a variety of alternative investments such as private equity, venture capital, direct private transactions, operating companies, syndicate or SPV deals, real estate, public equities, cash holdings, collectibles, and more within one comprehensive platform. The platform enhances portfolio oversight through a dynamic dashboard that integrates both quantitative and qualitative insights, managing transactions at individual holdings and portfolio levels, tracking opportunities with investment profiles, and organizing pipelines with tagging while offering custom metrics for each holding alongside overall portfolio performance metrics. Among its innovative features are Suggested Updates, which leverage AI to extract valuable insights from unstructured inbox information, a Chrome extension facilitating effortless data capture from sources like LinkedIn and Crunchbase, and a chat function tailored for portfolio collaboration that fosters focused discussions around investments. Additionally, this platform not only streamlines data management but also empowers investors with tools that enhance decision-making and strategic planning.

Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner. Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation.

We empower our clients to deliver integrated and embedded wealth solutions, creating products that resonate with their customers. This encompasses saving, investing, trading, and managing wealth seamlessly. Customers today demand digital financial offerings that are not only easy to access but also aesthetically pleasing and capable of maximizing their funds; if they can't find these features with you, they will likely seek alternatives. By keeping customers within your ecosystem, you can enhance relationships and boost revenue through investment propositions tailored to their needs, thereby fostering both your business's growth and adaptability. This represents the essence of cutting-edge digital investment solutions. Utilizing advanced technology means you can launch in a matter of months rather than years. The complete automation of the investment lifecycle helps maintain low costs. With API layers, businesses can integrate with any current or future in-house solutions, third-party applications, or data sources. Additionally, the platform's modular structure offers a versatile foundation for creating products that cater to a diverse range of customer needs, ensuring that you can meet the evolving demands of the market. This adaptability is crucial for staying competitive in an ever-changing financial landscape.

The Trade Brains Portal serves as an extensive resource for stock research and analysis, equipping investors with various tools to enhance their decision-making capabilities. Among its features, the Portfolio Analysis tool delivers valuable insights into the performance of owned assets, the dividends received, and access to comprehensive research reports, which help users effectively track and assess their investment portfolios. Additionally, the AI Stock Analysis Tool offers a collection of pre-made prompts that assist investors in conducting thorough fundamental evaluations of individual stocks. Users can also perform Portfolio Backtesting by utilizing a variety of metrics such as CAGR, annual returns, monthly returns, and overall portfolio growth, which aids in retrospective analysis and the refinement of investment strategies. Furthermore, the Stock Screener feature allows investors to filter and narrow down stock options based on tailored criteria, making the stock selection process more efficient and targeted. This suite of tools collectively empowers investors to make more informed and strategic financial decisions.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

PropertyDirector.com.au is a one-stop digital platform for property investors. Our platform offers: 1. Digital bookkeeping system that allows you to keep accurate records and transactions about your property portfolio. It is simple to use, but it is comprehensive. 2. This forecaster tool allows you to project the future value of your property portfolio for up to 10 years. 3. Access market activity reports to see the latest trends in Australian suburbs. 4. Access to research reports, including detailed demographic information for each suburb and property data for all properties throughout Australia. We can help you onboard by helping you to add your first set of properties for free. We are committed to long-term improvement of our platform in order to meet the needs of property investors. Professionals with extensive experience in property investing, project management and web/digital platforms own and operate the business.

The WOWS Investment portal connects startups and SMEs to global investors and facilitates primary and secondary equity raising. It provides a user-friendly interface to showcase companies, tools for equity management and capital raising, as well as investor matchmaking. Key features include: - Showcasing companies: Upload pitch decks and present businesses. - Investment Tracking : Investors can track their investments and shareholding values in real-time using dashboards that are personalized. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication support: Direct Q&A between investors and companies and insights into funding history. WOWS Global's goal is to simplify fundraising, maximize opportunities for investment, and drive growth within the private market sector through advanced technology and a large investor network.

The TMX Stock Screener serves as a complimentary tool for stock traders, enabling them to identify the most promising stocks for investment opportunities. This user-friendly platform aims to simplify the stock selection process for both novice and experienced investors alike.

StockFetcher's innovative text-based filtering system allows users to construct powerful stock screens by utilizing everyday language. This approach to free-text filters is designed to simplify the interaction with the extensive technical analysis tools that StockFetcher offers, making it accessible without requiring complex mathematical knowledge. By leveraging a combination of easily understood phrases and widely recognized technical indicators, the platform enables users to achieve remarkable screening capabilities. After setting up your desired criteria, StockFetcher conducts real-time screening based on the most recent end-of-day data, utilizing its proprietary technical indicators, stock price information, and advanced charting tools. The outcomes derived from these free-text queries are generated in response to the specific phrases you input, rather than being pre-configured. This flexibility ensures that users can tailor their screening process precisely to their investing strategies and preferences.

The Nasdaq Stock Screener serves as a complimentary tool for investors, aiding them in identifying top stocks worth considering for investment. This resource simplifies the process of stock selection, making it easier for traders to pinpoint potential opportunities in the market.

The MSN Money Stock Screener serves as a complimentary resource for stock traders, enabling them to identify the most promising stocks for their investment portfolios. This tool simplifies the process of evaluating various stocks, helping users make informed financial decisions.

ChartMill was founded in 2008/2009 and has since grown into a solid financial analysis tool for the American, European, and Canadian markets. Currently, we monitor more than 22,500 shares daily. In-depth screening and analysis are possible on both a fundamental and technical basis with our own technical and fundamental rating system. The software allows you to accurately search for stocks and ETFs that meet your set criteria.

The CNBC Stock Screener serves as a complimentary resource for stock traders, enabling them to discover top investment opportunities in the market. This tool simplifies the process of identifying promising stocks tailored to their investment strategies.