Sharesight
sharesight.comConsolidate investment holdings and dividend records
Consolidate investment holdings and dividend records
Advisor CRM connecting client communication, meetings and policy context
Company and opportunity records connected with the team's Outlook conversations
Household expense records and category budgets on Android and Windows
Put connected operational metrics on shared dashboards and team screens.
Contact records and sales pipelines with configurable follow-up automations
Self-hosted personal budgets, import rules and transaction reports
Shared customer and deal work with connected appointment and support tools
Track investment transactions in a self-hosted portfolio application
Contact records, sales visibility, and a connected daily task list
Pay-cycle expense records with a calendar and reviewable captured entries
Experience feedback records with delivery paths and tracked follow-up
Contact enrichment and dated company signals across sales tools
Build hospitality rotas while tracking wage costs, attendance and employee records.
Group expense sharing with unequal splits and offline records
Artwork images connected to collection records and rights information
Configure employee records, HR forms and approval workflows across a broad HR platform.
Company spending with limits and accounting synchronization
Installed bookkeeping for sales, purchases and financial reports
Self-hosted personal records with flexible categories and import mapping
Israeli banking with cheque deposits, account records and separate business payments
Customer invoicing and rent collection with configurable merchant and property records
Prepare Slovak invoices and connect electronic document delivery