Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

Trusted by investors in over 160+ countries, Portseido is your best portfolio tracker that helps you track all investments in one place, manage your dividends & more.

Portseido is a powerful portfolio and dividend tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. Have your investments under control from your mobile device. Track all investments in one place, see past and future dividends, monitor asset allocations, measure and benchmark portfolio performance, and more.

POWERFUL PORTFOLIO TRACKER

• Cover over 70+ stock exchanges, 20,000+ ETFs, and Cryptos
• Display in any currency in the world
• Aggregate multiple portfolios and easily switch between them
• Easy to set up

TRACK YOUR DIVIDENDS

• Automatically add dividends
• Track historical dividends
• Manage and plan your future dividends

MANAGE YOUR ASSET ALLOCATION

• See how your portfolio is allocated
• Monitor how each position performs
• Track your average cost over time

MEASURE PORTFOLIO PERFORMANCE

• Measure your performance against your preferred benchmarks
• Track your return with Simple Return, Time-Weighted Return (TWR) and Money-Weighted Return (MWR)
• See your performance in any period

EASY TO IMPORT FROM BROKERS

• Support importing data directly from multiple brokers (DEGIRO, Trading 212, Robinhood, TD Ameritrade & more)