Sharesight
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.
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NaviPlan
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.
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HiddenLevers
Top wealth management companies utilize the HiddenLevers Advisor Platform to assess client risk profiles, conduct portfolio stress tests, and develop strategies that mitigate risks while aligning with future objectives. The platform enables advisors to create tailored proposals showcasing risk tolerance, fee attribution, stress test results, and detailed breakdowns by style and sector, all presented under their own branding. Furthermore, HiddenLevers equips executives in financial institutions with vital business intelligence, allowing them to oversee risks associated with assets under management (AUM), clientele, revenue streams, and overall profitability, right down to the individual advisor's portfolio. This platform offers customizable tools for monitoring and visualizing risk metrics, asset movements, and key performance indicators specific to the firm, empowering leaders to navigate growth and complexity effectively and adapt swiftly to changing market conditions. By leveraging such insights, firms can enhance decision-making processes and improve client outcomes.
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BlackRock 360 Evaluator
Evaluate investments within a portfolio framework in just minutes. You can either import existing portfolios or create new ones, explore various models, or access your previously saved portfolios to begin the process. The 360° Evaluator allows for an objective assessment of your portfolio by examining crucial factors such as exposure distributions, costs, risk elements, and additional metrics. It also enables advisors to generate tailored client reports that illustrate the value they provide. By utilizing the 360° Evaluator, advisors can ensure that portfolios are optimized to meet their intended goals while facilitating the sharing of vital information with clients. Leveraging data and analytics from Aladdin, this tool allows advisors to efficiently identify key portfolio attributes, make comparisons with other portfolios, and adapt strategies in response to market changes and client needs. Furthermore, investment concepts can be communicated to clients in a straightforward and visually engaging manner. The client report generated by the 360° Evaluator includes a comprehensive portfolio overview that features details on holdings, analytics, insights, and more, providing clients with a deeper understanding of their investments. This streamlined approach not only enhances client relationships but also fosters confidence in the advisor's expertise.
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