Software para gestión de inversiones
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The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. Descubre más sobre Windham Portfolio Advisor For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting. Descubre más sobre Windham Portfolio Advisor
FundCount es una solución de software de contabilidad y análisis de sociedades para fondos de inversión, capital privado y administradores de fondos. Una contabilidad integrada multidivisa y herramientas de flujo de trabajo automatizadas mejoran la eficiencia operativa y aseguran la exactitud de los cálculos de NAV y otros. Las opciones de informes personalizados satisfacen todas las necesidades de creación de informes de los clientes. Votada como la mejor firma de sistemas de contabilidad y creación de informes por Hedgeweek, FundCount aporta velocidad, precisión y análisis analítico a tu empresa. Descubre más sobre FundCount Contabilidad automatizada de sociedad, creación de informes y software analítico para fondos de inversión, capital privado y administradores de fondos. Descubre más sobre FundCount
Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then Carta has expanded into valuations, investor services, and public markets. We now support 8,000+ companies, 500,000+ unique stakeholders, & have valued over $200B in private assets. Descubre más sobre Carta for Investors Carta is the ownership management platform for companies, investors, and employees. Descubre más sobre Carta for Investors
The #1 leading investment management software designed specifically for real estate. Juniper Square provides real estate investment managers easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is trusted by hundreds of investment sponsors including Tishman Speyer, Rockpoint, and Beacon Capital to manage nearly 10,000 real estate investments. Descubre más sobre Juniper Square A modern, all-in-one investment management system designed specifically for real estate. Descubre más sobre Juniper Square
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Descubre más sobre AIM Manage fundraising, deal flow, due diligence, and portfolios. For alternative asset fund managers and institutional investors. Descubre más sobre AIM
Software integral para startups o fondos de inversión y administradores de activos establecidos. Además de proporcionar un sistema de gestión de carteras, HedgeGuard ofrece dos servicios adicionales: tercerización de middle-office y VDI. Descubre más sobre HedgeGuard® Software de front-office, middle-office y back-office para startups o fondos de inversión y administradores de activos establecidos. Descubre más sobre HedgeGuard®
Tax Lien servicing software in the cloud with predictive analytics, portfolio analysis, and instant reports. LienApp lowers cost and risk by automating thousands of transactions most tax lien investors perform manually. LienApp by VADAR Systems has 1st Class support from 20 years of experience and customer satisfaction. Descubre más sobre LienApp Tax Lien Servicing in the Cloud. Descubre más sobre LienApp
El software basado en la nube de MineralSoft proporciona a los inversores en petróleo y gas los datos y las perspectivas que necesitan para tener éxito, incluida arquitectura y diseño, terreno, GIS, gestión de cartera, libro contable mayor y herramientas de auditoría. MineralSoft suministra todas las herramientas y los conocimientos que los equipos necesitan para elaborar una cartera de petróleo y gas de alto desempeño con la computadora, tableta o teléfono inteligente. La plataforma MineralSoft te ayudará a detectar oportunidades emergentes más rápido, optimizar las operaciones diarias y lograr rendimientos líderes en la industria. Descubre más sobre MineralSoft Impulsa una mayor rentabilidad con la plataforma de gestión de cartera líder para minerales, regalías e intereses de trabajo no operativo. Descubre más sobre MineralSoft
eFront Insight LP: la plataforma eFront Insight integra datos directamente de eFront Data Intelligence, el mejor servicio de datos de eFront en su clase. Obtenido directamente de sociedades de negocios (GP) y sometido a rigurosos protocolos de validación, los datos EDI se han convertido en el estándar para la granularidad e integridad de los datos. Los datos a nivel de fondo y los puntos de referencia precisos también se integran directamente de PitchBook para aumentar la agilidad y la eficiencia de los análisis del mercado privado. Descubre más sobre eFront Aprovecha los datos de inversión granulares, la tecnología confiable de evaluación comparativa y una plataforma poderosa para generar niveles de conocimiento sin precedentes. Descubre más sobre eFront
THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 121,000+ investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Descubre más sobre Foundersuite SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. Descubre más sobre Foundersuite
Vestserve proporciona una solución integrada de gestión de inversiones en varias monedas "IMS" que admite cualquier clase de activo. Características de la gestión de cartera: modelado/cumplimiento basado en reglas, medición del rendimiento (por ejemplo, GIPS, IRR), analíticas de riesgos, asignaciones y devoluciones en todos los niveles, herramienta de escenario y análisis de curvas de rendimiento. Las funciones contables más avanzadas incluyen el análisis de escenarios hipotéticos y el flujo de caja, el cálculo de tarifas complejas, la unidad y la agregación de datos. Descubre más sobre VestServe Solución de contabilidad y gestión de carteras en tiempo real, escalable y totalmente integrada, que puede mejorar considerablemente el rendimiento comercial. Descubre más sobre VestServe
For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. Descubre más sobre LiquidityCalendar.com Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules. Descubre más sobre LiquidityCalendar.com
Upgrade your commercial real estate acquisitions and development team with a platform designed to turbocharge your team. The CRE Suite brings efficient collaboration and cross-platform integration along with interactive online tools that allow you to crush the competition. Descubre más sobre The CRE Suite Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams. Descubre más sobre The CRE Suite
Libro de registro independiente, auditable y accesible por parte de un socio confiable. Entrega de información y visualización completa, precisa y oportuna para respaldar el comercio, el cumplimiento, la supervisión fiduciaria y otras funciones críticas de gestión de inversiones. Esta galardonada solución incluye una clase global de activos, una plataforma multidivisa y en tiempo real con servicios profesionales de contabilidad para generar un libro de registro para inversiones. Descubre más sobre Broadridge Investment Accounting Información completa, precisa y oportuna para respaldar las funciones de gestión de inversiones. Descubre más sobre Broadridge Investment Accounting
Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more! Descubre más sobre NüWorkflow Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes. Descubre más sobre NüWorkflow
El sistema V3 es una solución completa de gestión de inversiones que ayuda a las organizaciones a alcanzar la excelencia administrativa, aprovechar las eficiencias significativas de procesamiento y utilizar el potencial de la verdadera inteligencia comercial. El sistema V3 está diseñado específicamente para satisfacer las necesidades únicas de la administración de inversiones: Gestión de oportunidades Administración de fondos Gestión de inversores Gestión de cartera Contabilidad de fondos Analítica del desempeño Software de clase empresarial para fondos de inversión, capital privado y administración de activos alternativos.
Administra tu proceso de inversión: generación de ideas, valuación, captura comercial, contabilidad de fondos, reconciliación, atribución, análisis de riesgos. EFAdrin es un sistema de gestión de carteras de primera línea para fondos de cobertura, desarrollado para mejorar los flujos de trabajo de las áreas de atención al cliente, análisis y control de riesgos y trastienda, con un enfoque en la personalización y flexibilidad. Administra tu proceso de inversión: generación de ideas, valuación, captura comercial, contabilidad de fondos, reconciliación, atribución, análisis de riesgos.
Plataforma de gestión de patrimonios con Internet/computación móvil, cumplimiento y supervisión, CRM, gestión de carteras y creación de informes de clientes. Plataforma de gestión de patrimonios con Internet/computación móvil, cumplimiento y supervisión, CRM, gestión de carteras y creación de informes de clientes.
Troika es el software de gestión de la riqueza esencial para oficinas de familia, profesionales de clientes privados y fiduciarias offshore. Troika agilizará tus procesos ahorrando tiempo y dinero, reduciendo la duplicación de datos y automatizando completamente la producción de las cuentas fiduciarias. Troika puede vincularse al software de impuestos existente y fuentes de datos y puede importarse a Microsoft Office para informes fácilmente personalizables. Troika también reducirá el riesgo de cumplimiento y te ayudará con la creación de informes FATCA. Obligaciones. Troika es el software de gestión de la riqueza esencial para oficinas de familia, profesionales de clientes privados y fiduciarias offshore.
Savings and investment tracking software with automatic back up and summary report generation for financial advisors and brokers. Savings and investment tracking software with automatic back up and summary report generation for financial advisors and brokers.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over 1 trillion dollars in client assets. With its 180 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus is a Portfolio Management & CRM Software with the following features: Document Management, Dashboard, Reporting, Billing etc.
Backstop Solutions existe para ayudar al sector de las inversiones alternativas a aprovechar su tiempo al máximo. Cada minuto importa en este sector y el objetivo es ayudar a los clientes a reemplazar sus complicadas listas de tareas con procesos de negocio optimizados. Esta solución lo hace proporcionando la mejor tecnología de productividad basada en la nube a los administradores de activos y a los asignadores, ayudándoles a mejorar y retener capital, gestionar investigaciones y carteras y prestar servicios a sus principales accionistas. Backstop Solutions ofrece soluciones de productividad basadas en la nube para empresas de inversión institucionales y gestores de activos alternativos.
eMoney Advisor es el único sistema de planificación patrimonial para asesores financieros que ofrece transparencia, accesibilidad, seguridad y organización superior para todo lo que afecte la vida financiera de los clientes. Una tecnología concebida y creada por asesores para asesores, el galardonado software y los recursos de eMoney están diseñados para transformar la capacidad del asesor para implementar planes financieros integrales y preparar a los clientes para un futuro financiero seguro. eMoney Advisor es el único sistema de planificación patrimonial para asesores financieros que ofrece transparencia, accesibilidad y seguridad superior.
One-stop wealth management system that offers comprehensive coverage over the entire investment chain including CRM, portfolio analysis, Asset allocation, fund registry, compliance monitoring, risk management, performance attribution, and client reporting. VESTIO caters to the comprehensive needs of investment companies, wealth managers, traders, hedge funds, and family offices. The system covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity. One-stop wealth management system that covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.
Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clients, Cogency Software has gained an intimate understanding of alternative investment operations and applies this industry insight to the creation of its integrated product suite which includes fund and partnership accounting, portfolio management, IRM and CRM. Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.
Ipreo's iLEVEL platform is a cloud-based portfolio monitoring solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and centrally storing it. iLEVEL dramatically reduces time and effort expended by your front and back offices while supporting a new level of integrity, insight, and responsiveness for the entire firm. Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors.
IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders. IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.
Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors. Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.
By leveraging the unrivaled calculation engine of NaviPlan, advisors can easily adapt to client needs through comprehensive, detailed plans or quick assessments. Save valuable time with our integrations while putting your clients minds at ease through ISO-certified data security and the most in-depth and precise plans in the industry. Client expectations are on the rise, and NaviPlan enables advisors to keep up with these demands. By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.
India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners. India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.
Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation. Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.
RFP Tool for Investment Fiduciaries: InHub's RFP solution allows users to create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online and prudently document the entire process for a fiduciary audit file. Common RFPs types include Investment Consultant RFPs, Recordkeeper RFPs, Actuarial RFPs, Trustee RFPs, Investment Manager RFPs and more. Sample RFP questions, potential candidates and additional services are offered. InHub is evolving the way the institutional investment community hires by bringing the RFP process online through 1 simple technology.
Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker. Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.
With us you'll have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, CRM and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals. With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.
ValueOne is a practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. Targeted towards U.S. and Canadian companies with 50+ brokers, ValueOne has been designed exclusively for the investment industry and offers a rich suite of practice management tools, detail business intelligence reporting and access to our in-house expertise - all accessible via our secure web portal. Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.
Archway, una empresa de software, respalda las operaciones financieras globales de oficinas familiares, fondos de inversión, asesores de inversiones, operadores principales y bancos privados. Su plataforma insignia, ATWeb, es una solución empresarial implementada en la web para el sector de la contabilidad y las inversiones. ATWeb integra un libro mayor (G/L) completo para respaldar la contabilidad de carteras, fondos y sociedades con un sistema de administración de carteras. El conjunto de módulos de ATWeb representa un conjunto completo de capacidades financieras diseñadas específicamente para los sectores de capital privado.
PortfolioNet is an integrated solution consisting of portfolio data processing and subsequent access via a web platform. It allows you to view all of your assets and perform custom, in depth analysis, and to generate personalized reports. It is a GIPS compliant Portfolio Management System that assists you in the construction of efficient portfolios and monitoring of their performance or asset allocation. PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.
Solovis is a portfolio management software and data analytics company serving the asset management industry. We revolutionize the way institutional and high net-worth investors analyze and manage their complex portfolios by enabling greater transparency, real-time performance insight, and more advanced risk management processes and reporting. Solovis was founded by two veterans of the asset management industry and has a growing base of Endowment, Foundation, OCIO and FAMO clients. Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.
Black Mountain is a software company that offers highly configurable solutions including portfolio management, trade order management, compliance, research management, direct lending, portfolio accounting & agent, performance attribution and data warehouse reporting. Our clients consist of many of the world's leading investment managers, credit funds, hedge funds, private equity, direct lenders and banks who use our platform to manage all varieties of loans, fixed income, alternatives, etc. Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc.
Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.
Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. Combining easy to use note-taking and organization tools with a powerful underlying automation engine, Bipsync makes your research process smarter, faster, and more consistent. Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.
Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.
Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts. Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.
A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface. A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
C*neo brings together all aspects of the investment process for funds of funds and professional investors in a single platform thereby enhancing the overall fluidity of the management system: selection of investments, portfolio management, monitoring of risks and compliance, tracking of investors, corporate strategy and dashboards. All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.
- Analytical software solution for portfolio construction, best long only and best hedge funds selection, ETF selection, customized fact sheets for hedge funds. - Clients are hedge funds for fact sheets, investors in funds to find the best funds and build the best - Linked to all hedge funds databases, to Morningstar database, to Bloomberg, to Reuters Eikon, to Excel, to .xml. - Easy to use, easy to install, free support. - Used by the largest banks in the USA, UK and Switzerland. Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.
StatPro is a global provider of portfolio analytics for the investment community. Our cloud-based services provide vital analysis of portfolio performance, attribution, risk and compliance. This platform helps our clients increase assets under management, improve client service, meet tough regulations and reduce costs. StatPro data coverage includes global equities, global bonds, global mutual funds, FX rates, sector classifications and most families of benchmarks. StatPro Revolution is a sophisticated and beautiful portfolio analytics service.
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization Ready-to-use presentation of financial analytics that can be distributed instantly.
Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens. Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.
FundWare es una solución lista para usarse de cumplimiento de la inversión utilizada por cientos de gestores de fondos en todo el mundo. Las funciones de FundWare incluyen: - Cumplimiento de la inversión: Normas UCITS y no UCITS, ley 1940 de los Estados Unidos, reglamento de fondos mutuos de Canadá - Creación de informes AIFMD + anexo IV: Cálculos de apalancamiento, supervisión de liquidez, gestión de riesgos, creación de informes normativos - Supervisión de divulgación global: Principales reglas de participación, adquisiciones, venta corta - Depositarios: Control del flujo de caja, supervisión de la custodia Solución SaaS para supervisar el cumplimiento de las inversiones con UCITS, informes AIFMD (anexo 4) y la normativa de valor en riesgo y divulgación global.
Award-winning software for all security types that enhances investment management operations from decision support through settlement. Award-winning software for all security types that enhances investment management operations from decision support through settlement.
Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in one system with high level of user experience. It provides controlling, analysing, monitoring and enables efficient advisory network with strong customer engagement while staying regulatory compliant. Additional client portal and app is available. It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.
The solution includes an accounting engine and general ledger; a financing module; collateral and margin reports as part of a risk module; a centralised counterparty module for compliance; a centralised security and market data module; a central rates and fees template engine which can drive fees, commissions, margin, and financing rates; a stock loan module; and a configurable client P&L module. We have integrated with DMA trading platforms, prime brokers, fund administrators, custodian banks. The ideal solution for a broad range of financial services firms from prime brokers to family offices.
Atom Align is a web-based portfolio modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the model rebalancing process with its intuitive design and comprehensive features. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block order management. Web-based trade order management and model rebalancing platform for investment professionals.
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income. Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.
Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution. Designed to address all these critical business issues within a single integrated enterprise client reporting software solution.
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation, portfolios, cash management, risk measurement AML, and much more. Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation and much more.
Agilis Investment Management Suite (IMS) is the winner of the Best Investment Mgt. Software Award. It offers Front-Mid-Back office functionality in both STP (Straight-Through-Processing) & as individual modules. It is Multi-Currency, Mult-Entity & Multi-Asset Class (Equity, Debt, Money Markets, Real Estate etc). It also offers complete Investment Accounting within the same system. Key features include Customer Management, KYC, Risk Profiling, Model Portfolios, Performance Mgt, Analytics etc. Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.
Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors. Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors.
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment
EB-IMS es un sofisticado sistema de gestión de inversiones desarrollado por E-Business Systems que proporciona acceso basado en la web a una gama de herramientas de gestión y análisis de cartera de inversión, con diversos niveles de acceso controlado por el usuario a través de Internet. Como sistema basado en la web, los usuarios pueden acceder y utilizar el sistema a través de un navegador de Internet dondequiera que tengan un servicio de Internet. Sofisticado sistema basado en la web con acceso a una gama de herramientas de gestión y análisis de cartera de inversión y personalizaciones de clientes.
Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting of investment performance. The platform automates compilation, analysis and exchange of a portfolio's financial information. Portfolio Management Made Easy - Private Capital Software
Buy-side IBOR system for investment managers, custodians and fund managers who wish to optimize their business processes. Buy-side IBOR system for investment managers, custodians and fund managers who wish to optimize their business processes.
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships. The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.
Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%. Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.
Integrated Finance / Investment Management solution providing all the functionality required by entities that invest in Equities, Bonds, Treasuries, Currency contracts, Derivatives and other types of investments. Ideal for Family Offices, Financial Services and Asset Management Companies, Private Equity Funds, who require straight through processing and an automatic accounting treatment. NAVInvest also offers compliance, CRM and many other modules. Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.
The ARM HYIP is a fully secure and most advanced script in the high-yield investment market. And this script is widely used for its compact price and enlarged features. Fully secure and most advanced script in the high-yield investment market.
Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers, market data distribution system and internal order matching facility. Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.
LongView Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders, and compliance officers. LongView Trading offers advanced portfolio modeling, order generation, electronic trading, and compliance functionality. By providing seamless integration to hundreds of trading destinations globally, LongView Trading simplifies and automates the trade process. Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.
Portfolio Lab offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Portfolio Lab is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects. Features - Allocation analysis with drill-down - Performance analysis - Risk metrics and stress test - Multiple integrations with custodians/third party vendors The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.
Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients. Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.
Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities. Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.
Dynamo es una solución CRM basada en web con herramientas específicas industriales para administrar operaciones de gestión en empresas de inversión en activos alternativos. La plataforma Dynamo es simple, con una interfaz intuitiva, una integración perfecta con Microsoft Office y acceso móvil a smartphones y tabletas; ofrece al usuario una experiencia rica e interactiva en toda la web. Software para la comunidad de activos alternativos: capital privado, fondos de inversión, fondos de fondos e inversores institucionales.
TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools. Using this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version. TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.
Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes. Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.
El paquete de soluciones de Prospero se ajusta con precisión a las necesidades de segmentos específicos del sector de los servicios financieros: Gestión del patrimonio, gestión de activos, administración de fondos y gestión independiente de activos/oficinas familiares. Prospero cubre todas las necesidades financieras, transaccionales, de procesamiento y de informes de las áreas de atención al cliente, análisis y control de riesgos y trastienda. Prospero cubre la gestión del patrimonio, gestión de activos, administración de fondos y gestión independiente de activos/oficinas familiares.
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.
Horizon HPM is a Portfolio Management Solution for Fund Managers that automates the operating process and reduces related risk. The goal of HPM is to cover the majority of assets and respond to the needs of every user in the asset management company. Horizon Portfolio Manager covers the whole fund life cycle: position keeping and portfolio analysis, front-to-back orders and executions workflow, middle office management, audit and compliance, data management, report designer... A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.
ImpactEdge es una aplicación de software empresarial que recopila, analiza y presenta información dirigida a los usuarios comerciales en el sector de gestión de inversiones. ImpactEdge brinda información rápida y precisa con solo tocar un botón. ImpactEdge: la aplicación de inteligencia comercial y analíticas para el sector de gestión de inversiones.
Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols. Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.
Develop missing functionalities and additional modules to current systems rapidly and cost effectively with ready functionalities and add-on modules. Feature-rich and flexible open source portfolio management and securities processing software. Easy development with easy-to-learn, high level development tools. Feature-rich and flexible open source portfolio management and securities processing software modules.
Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key investment criteria such as NPVs, IRRs, payback and loan cover ratios. It also undertakes sensitivity and breakeven analysis and Monte Carlo simulations. For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.
Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change. Create, manage, modify, monitor, and measure investment portfolios.
PortfolioPathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. From performance reporting, to operational workflow, to account aggregation, PortfolioPathway can ease the burden of using multiple systems to get the information Advisors need to manage their business. Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.
Floodlight is a web-based portfolio construction and analysis tool for financial advisers. It focuses on construction of customized portfolios using an asset allocation-driven investment approach. Extensive analytical features, including scenario analysis, stress testing, Monte Carlo analysis and factor regression analysis, allow a thorough understanding of the portfolio to be developed, encouraging iterative improvement and tailoring of the portfolio. Investment portfolio construction and analysis service for financial advisers.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.
M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features. Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement
Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms. Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms.
Portfolio Director offers you a clear concise way of managing multiple accounts under one "umbrella." Setting up new accounts and managing the information is a snap! It offers consolidated reports, market updates, portfolio yields, accounts yields, allocation reporting, benchmark comparisons and much more! It's perfect for investment advisory firms, tax accounting firms, high net worth individuals, family offices, and investment professionals. Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.
Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling. Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.
eReportal is an interactive and open-ended reporting platform. It reduces the labor and complexity at each step of the reporting workflow - from data reach/verification, presentation, to publication. It has such features as interactive reporting, on-demand data recon, complex packaging, dashboard, and on-the-fly presentation builder. Equipped with dynamic workflow, risk alerts, and firm-wide report management, your reporting cycle will be organized and automated. Web-based enterprise reporting and business intelligence solution for the financial services sector.
MIMICS Portfolio software modules provide a full range of functionality. Treasury Portfolio - reliable software for managing your proprietary trading. Customer Portfolio - efficiently manage your customer's portfolios and trading. Fund Portfolio - powerful portfolio accounting software for mutual funds, pensions, and hedge funds. Central Bank Portfolio - portfolio management software enhanced for central banks. Powerful and flexible software solutions for managing your business' Portfolio functions.
Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system for RIAs, hdge fund managers, prime brokers and clearing firms. Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.
POSIT is an advanced order management and execution management system, with a high level of client service, and unique liquidity destinations. We protect traders with the purest global liquidity, whether large blocks or aggregated across disparate dark sources. With advanced liquidity filtration and the easy integration of POSIT tools into your systems, we'll help you increase your crossing opportunities, automate matching, reduce trading times, and significantly lower your costs. Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.
QuantHouse is a global provider of end-to-end systematic trading solutions, including ultra-low latency market data technologies, algo-trading development frameworks, proximity hosting and order routing services for hedge funds, market makers, proprietary desks and latency-sensitive sell-side firms. Algo trading tools and Low Latency Data feeds.
FinlogiK is a full fledged Straight Through Processing (STP) Trade and Portfolio Management System (TPMS). FinlogiK's TPMS offers superior return on investment by combining straight forward user interfaces, easy system configuration with the robustness of integrated workflow processes, full security and audit capability and powerful user-friendly reporting. FinlogiK's TPMS manages over fifty types of financial instruments ranging from simple cash instrument to complex derivatives. Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.
Sistema de gestión de banca privada e inversiones diseñado para las necesidades de los bancos privados internacionales que operan tanto dentro como fuera del territorio. Sistema de gestión de banca privada e inversiones diseñado para las necesidades de los bancos privados internacionales que operan tanto dentro como fuera del territorio.
Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based. Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based.
Portal-based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers portfolio info, risk analytics, research, news and more. Portal-based asset management solution for Investment Management Firms.
Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path. Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a "silo" approach to data management. Front-to-back, Integrated Investment Accounting & Risk Management.
For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, which allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API. This flexibility, coupled with the system's broad and robust functionality, delivers a highly focused set of features for investment management firms of all types. Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $2.2 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has helped clients like AIG, Mutual of Omaha, and Cisco streamline their investment accounting operations. Automated, integrated, web-based investment accounting and reporting.
Imagine Software is a leading provider of real-time, integrated portfolio and risk management solutions. The firm's award-winning, cross-asset, multi-strategy system, the Imagine Trading System, enables clients to: * Maximize returns and manage risk * Achieve transparency * Gain operational efficiencies The cloud-based ASP solution serves the needs of thousands of users among hedge funds, pension funds, asset managers, plus broker-dealers large institutional banks. A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.
Measure and manage you portfolio risk. Risk and portfolio analysis based on equity and mutual fund portfolios for individual investors, money managers and finance departments of corporations. Find out your daily value at risk and risk contribution of your holdings. Build portfolios based on your risk tolerance. Get mutual fund analysis based on the holdings of the funds in your portfolio. Find implcit exposures to securities based on your funds. Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.
TOWER is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. TOWER is a technological solution that gives a response to the entire process of financial advice in all its extent.
Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options. Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.
Rapper Software is developed using the newest technologies and is fully 'touchscreen proof'. It can be used on modern devices like smartphones and tablets. Within the software portfolios can be shaped, selected and managed. Information like performance, risk, allocation and cashflow projections are available per portfolio. All the information can be shared with the individual investor using the MyRapper client application. Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.
FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities. FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.
Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels. Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels.
Fortress is a NextGen interface, fully secure & mobile, designed for the customers of Wealth Managers, Independent Asset Managers, Private Banks and Trusts. It enables anytime, anywhere and on any device to have a 360 portfolio overview, to support decision-making and deliver insights for clients in addition to operating as a unique communication companion. Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.
An integrated cross-asset and customer-oriented software system for the financial services industry covering the complete needs of investment management operations and financial risk management function. Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.
BaseVenture is an award-winning provider of innovative private fund administration software to fund administrators, private banks and trusts, fund managers, family offices, and wealth advisors. Our flagship product, FundManager.io, utilizes modern technology to automate private fund management and administration from end to end. The result for our clients is more time, money, and energy to focus on growth and satisfying investors. Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.
Global WealthES is a comprehensive and integrated wealth management solution for large & medium sized financial institutions. The application delivers straight through processing and includes in-depth functionalities on Financial Planning, Investment Management, Securities Processing & Accounting, Regulatory & Compliance Review, Client Access Portal, Reports & Statements and Business Intelligence. Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.
An investor relations module for organizing and sharing corporate information, and communicating with shareholders. An investor relations module for organizing and sharing corporate information, and communicating with shareholders.
A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners. A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners.
Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster. Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.
Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM, investor dashboards, document management & distribution calculations. Deliver the transparency investors demand while reducing costs & adding back-end efficiencies. Companies like RADCO, Peak, & CapSol rely on IMS to help manage 49K+ investors. To learn how IMS can help save time & resources & provide a winning investor experience, SEE A DEMO! Providing real estate investment firms with CRM, investor dashboards, document management, distribution calculations, & analytics.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate. Successfully manage deals, track transaction pipeline, and automatically generate reports. Additional features include smart alerts/notifications, file storage, search, data export, demographic data, and customizable workflow templates. Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.
PackHedge by FinLab Solutions SA is a leader amongst investment management solutions for all types of funds (HF, Mutual Funds, Private Equity, UCITS, ETF, Real Estate, etc.) and other investment vehicles (Equities, Forwards, Currencies, etc.). Providing research & analysis, risk management, portfolio construction and shadow accounting, liquidity & cash-flow forecasting/analysis (for portfolios, managed accounts and funds of funds), CRM & document management, workflow and flexible reporting. Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation. * Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.
FactSet is an investment management software with a strong focus on financial data analytics for investment banking professionals. FactSet is an investment management software with a strong focus on financial data analytics for investment banking professionals.
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.
Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a going concern for generations to come. Complex Interests fosters the 6 elements of family stewardship: 1) complete family inventory, 2) document repository, 3) relationship diagrams, 4) notice of upcoming expiration dates, 5) institutional memory of legal/tax strategies, and 6) list of to-do items. "System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.
La galardonada suite de inversiones Eze Software cuenta con un conjunto de aplicaciones totalmente integradas que proporcionan funcionalidades de administración de activos de primera clase para agilizar el ciclo de inversión de las inversiones. Las aplicaciones se pueden combinar para un flujo de trabajo de principio a fin sin fisuras, usado de forma independiente o integrado con otros sistemas de terceros. Los productos Eze, por diseño, resuelven las necesidades únicas y crecientes de los clientes con software altamente configurable, expansivo e integrado.
Build wealth with CrowdStreet - Join clients like KBS, Hines, Hamilton Zanze and Hempel who leverage the The CrowdStreet platform for online fundraising and investment management. With over 72,000 investors and $4.8 billion in investment dollars managed across over $5.8 billion in market capitalization, CrowdStreets investment management platform is specifically built to help CRE firms easily scale their business. Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.
Axia es la solución de gestión de inversiones de omnicanal habilitada para MiFID II y basada en la web. Axia mejora la agilidad del negocio a través de un proceso de configuración rápida, al mismo tiempo que ofrece opciones flexibles para la obtención de licencia, el abastecimiento, la implementación y la fijación de precios. Diseñado con el gestor de patrimonio moderno en mente, este software ofrece una flexibilidad y un diseño únicos para satisfacer las necesidades comerciales del cliente y en evolución al cubrir todos los aspectos y el tipo de instituciones. Axia es la solución de gestión de inversiones de omnicanal habilitada para MiFID II y basada en la web.
Portfolio Accounting Management System is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking. Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.
Portfolio management system for investment advisers that provides a combination of web based software and personalized service. Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
Institutional allocators representing over $1.7 trillion in assets leverage our award-winning software to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool. An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution. Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution.
Built on a robust architecture InvestmentPro is a fully integrated portfolio management & risk management solution. With integrated front, middle and back office features the solution delivers transparency and consistency across business functions and departments. Fund & portfolio managers can view sophisticated reports around portfolio valuation, performance & attribution, investment compliance as well as risk analytics all from a single solution. Managers can extend online portfolio reporting. The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.
GlobalAsset: innovadora plataforma analítica en tiempo real que proporciona datos sobre la demanda y análisis hipotéticos para carteras de inversiones alternativas. Te ayudará a: — Reducir los riesgos operacionales y los gastos mejorando drásticamente la calidad de los datos y accesibilidad. — Lograr un sofisticado modelo impositivo, financiación y cascada para fusionar el rendimiento real y los pronósticos de escenarios. — Proporcionar a los funcionarios medios y frontales datos y analíticas bajo demanda para disminuir el tiempo de respuesta en el control y gestiones necesarias. Esta innovadora plataforma analítica en tiempo real que proporciona datos sobre la demanda y análisis hipotéticos para carteras de inversiones alternativas.
Here are the major products and services that may be built with SDK.finance platform: Loyalty programs Gift cards Prepaid cards Billing E-wallet Currency exchange Payment processing Bitcoin based services mPOS acquiring Payment systems Mobile payments P2P money transfer Lending platforms Card's transaction router Back-end software for the quickest technological start of any FinTech products.
Investment management platform for founders & investors with features such as social networking, reporting, & business intelligence. Investment management platform for founders & investors with features such as social networking, reporting, & business intelligence.
Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool. Desktop based investment software for portfolio management.
InvestWell Software that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance). Easy Access A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance).
Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM. Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM.