Software para gestión de inversiones

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IMS Platform

IMS Platform

Por Investor Management Services

(12 reseñas)

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, & analytics. Deliver the transparency investors demand while reducing costs & adding back-end efficiencies. Companies like RADCO, Peak, & CapSol rely on IMS to help manage 43K+ investors. To learn how IMS can help save time & resources & provide a winning investor experience, SEE A DEMO! Descubre más sobre IMS Platform

Providing real estate investment firms with CRM, investor dashboards, document management, distribution calculations, & analytics. Descubre más sobre IMS Platform

Dynamo

Dynamo

Por Dynamo Software

(1 reseña)

Software para la comunidad de activos alternativos: capital privado, fondos de inversión, fondos de fondos e inversores institucionales. Descubre más sobre Dynamo

Software para la comunidad de activos alternativos: capital privado, fondos de inversión, fondos de fondos e inversores institucionales. Descubre más sobre Dynamo

Juniper Square

Juniper Square

Por Juniper Square

(12 reseñas)

Founded in 2014, Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for the real estate industry, Juniper Square is trusted by hundreds of investment sponsors to manage more than 10,000 real estate investments and over $250 billion in assets. Descubre más sobre Juniper Square

A modern, all-in-one investment management system designed specifically for real estate. Descubre más sobre Juniper Square

Windham Portfolio Advisor

Windham Portfolio Advisor

Por Windham Labs

(6 reseñas)

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

FundCount

Por FundCount

(1 reseña)

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

Obsidian Suite

Obsidian Suite

Por Obsidian Solutions

(0 reseñas)

Obsidian es un marco de gestión de inversionistas todo en uno con un historial comprobado que ayuda a los clientes financieros a digitalizar rápidamente las operaciones, reducir costos y mejorar los ciclos de ventas. Esta moderna interfaz permite a los clientes elegir entre 4 suites clave: Financia CRM, salas de datos, portales de inversores e inteligencia comercial, mientras te beneficias de las implementaciones más rápidas del mercado. La empresa brinda la mejor seguridad cibernética en su clase y cifrado de nivel bancario. Únete a más de 10 000 usuarios felices de Obsidian y transforma tus operaciones. Descubre más sobre Obsidian Suite

Obsidian Suite es el único marco de trabajo de gestión de inversionistas todo en uno. CRM financiero, salas de datos, portales de inversores e inteligencia comercial. Descubre más sobre Obsidian Suite

Eze Investment Suite

Eze Investment Suite

Por Eze Software

(1 reseña)

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. Descubre más sobre Eze Investment Suite

Los productos Eze, por diseño, resuelven las necesidades únicas y crecientes de los clientes con software altamente configurable, expansivo e integrado. Descubre más sobre Eze Investment Suite

HedgeGuard®

HedgeGuard®

Por HedgeGuard

(0 reseñas)

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®

Carta for Investors

Carta for Investors

Por Carta

(4 reseñas)

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

LienApp

LienApp

Por VADAR Systems

(0 reseñas)

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

eFront

eFront

Por eFront

(0 reseñas)

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

Foundersuite

Foundersuite

Por Foundersuite

(84 reseñas)

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

VestServe

Por VestServe

(0 reseñas)

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

LiquidityCalendar.com

LiquidityCalendar.com

Por LiquidityCalendar

(0 reseñas)

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

The CRE Suite

The CRE Suite

Por CREModels

(2 reseñas)

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

Broadridge Investment Accounting

Broadridge Investment Accounting

Por Broadridge Financial Solutions

(0 reseñas)

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

NüWorkflow

NüWorkflow

Por Opulos Financial Software

(3 reseñas)

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

V3

V3

Por Vitech Systems Group

(0 reseñas)

Software de clase empresarial para fondos de inversión, capital privado y administración de activos alternativos.

Software de clase empresarial para fondos de inversión, capital privado y administración de activos alternativos.

EFAdrin

EFAdrin

Por EFAdrin

(0 reseñas)

Administra tu proceso de inversión: generación de ideas, valuación, captura comercial, contabilidad de fondos, reconciliación, atribución, análisis de riesgos.

Administra tu proceso de inversión: generación de ideas, valuación, captura comercial, contabilidad de fondos, reconciliación, atribución, análisis de riesgos.

Tercero

Tercero

Por Third Financial Software

(0 reseñas)

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

Troika

Por thewealthworks

(0 reseñas)

Troika es el software de gestión de la riqueza esencial para oficinas de familia, profesionales de clientes privados y fiduciarias offshore.

Troika es el software de gestión de la riqueza esencial para oficinas de familia, profesionales de clientes privados y fiduciarias offshore.

PSIT

PSIT

Por Infinite Wealth Management Services

(0 reseñas)

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.

Croesus

Croesus

Por Croesus

(1 reseña)

Croesus is a Portfolio Management & CRM Software with the following features: Document Management, Dashboard, Reporting, Billing etc.

Croesus is a Portfolio Management & CRM Software with the following features: Document Management, Dashboard, Reporting, Billing etc.

PowerBroker

PowerBroker

Por Envision Financial Systems

(0 reseñas)

Global multi-currency mutual fund order processing system for distributors and broker dealers.

Global multi-currency mutual fund order processing system for distributors and broker dealers.

emX

emX

Por eMoney Advisor

(5 reseñas)

eMoney Advisor es el único sistema de planificación patrimonial para asesores financieros que ofrece transparencia, accesibilidad y seguridad superior.

eMoney Advisor es el único sistema de planificación patrimonial para asesores financieros que ofrece transparencia, accesibilidad y seguridad superior.

Backstop

Backstop

Por Backstop Solutions Group

(4 reseñas)

Backstop Solutions ofrece soluciones de productividad basadas en la nube para empresas de inversión institucionales y gestores de activos alternativos.

Backstop Solutions ofrece soluciones de productividad basadas en la nube para empresas de inversión institucionales y gestores de activos alternativos.

VESTIO

VESTIO

Por Integrated Digital Systems

(1 reseña)

One-stop wealth management system that 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

Cogency

Por Cogency Software

(0 reseñas)

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

VAIT

VAIT

Por Verdant Analysis

(0 reseñas)

Financial modeling and ratio analysis application for creating long-term investment strategies.

Financial modeling and ratio analysis application for creating long-term investment strategies.

inStream

inStream

Por inStream Solutions

(39 reseñas)

Cloud-based wealth management and financial planning solution for financial advisers.

Cloud-based wealth management and financial planning solution for financial advisers.

iLEVEL

iLEVEL

Por Ipreo

(2 reseñas)

Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors.

Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors.

TradeLog

TradeLog

Por Cogenta Computing

(0 reseñas)

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.

Axys

Axys

Por Advent Software

(2 reseñas)

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.

Blueleaf

Blueleaf

Por Blueleaf

(0 reseñas)

Have all your client, prospect, and portfolio data where and when you need it.

Have all your client, prospect, and portfolio data where and when you need it.

XENTIS

XENTIS

Por Profidata Group

(0 reseñas)

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.

Portfolio Plus

Portfolio Plus

Por Strategic Information Technology

(0 reseñas)

The plug-in banking software architecture allows you to start small and add an array of banking services as your business grows.

The plug-in banking software architecture allows you to start small and add an array of banking services as your business grows.

NaviPlan

NaviPlan

Por Advicent

(2 reseñas)

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.

Wealth EOffice

Wealth EOffice

Por REDVision Technologies

(1 reseña)

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.

Wealth Office

Wealth Office

Por Fusion Advisor

(0 reseñas)

Wealth platform for family offices that offers custom client portals from any data source.

Wealth platform for family offices that offers custom client portals from any data source.

iBalance

iBalance

Por softTarget

(4 reseñas)

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

eRFP

eRFP

Por InHub

(3 reseñas)

InHub is evolving the way the institutional investment community hires by bringing the RFP process online through 1 simple technology.

InHub is evolving the way the institutional investment community hires by bringing the RFP process online through 1 simple technology.

StyleADVISOR

StyleADVISOR

Por Informa Investment Solutions

(0 reseñas)

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.

WealthNET

WealthNET

Por eFINSERVE

(0 reseñas)

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.

SyMath

SyMath

Por Symetrics

(0 reseñas)

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.

FA Solutions

FA Solutions

Por FA Solutions

(1 reseña)

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

GoldenGem

GoldenGem

Por GoldenGem

(0 reseñas)

Neural network stock market analysis.

Neural network stock market analysis.

ValueOne

ValueOne

Por PriceMetrix

(0 reseñas)

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

ATWeb

ATWeb

Por Archway

(0 reseñas)

El conjunto de módulos de ATWeb representa un conjunto completo de capacidades financieras diseñadas específicamente para los sectores de capital privado.

El conjunto de módulos de ATWeb representa un conjunto completo de capacidades financieras diseñadas específicamente para los sectores de capital privado.

PortfolioNet

PortfolioNet

Por Galeo

(0 reseñas)

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

Solovis

Solovis

Por Solovis

(0 reseñas)

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Everest

Everest

Por Black Mountain Systems

(0 reseñas)

Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc.

Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc.

PerTrac

PerTrac

Por Strategic Financial Solutions

(1 reseña)

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

Bipsync

Por Bipsync

(0 reseñas)

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

StockMarketEye

StockMarketEye

Por TransparenTech

(55 reseñas)

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Smartleaf

Smartleaf

Por Smartleaf

(0 reseñas)

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.

WealthArc

WealthArc

Por WealthArc

(0 reseñas)

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

Ledgex

Por Ledgex

(1 reseña)

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

c*neo

c*neo

Por Cogendi

(0 reseñas)

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

WealthObjects

WealthObjects

Por WealthObjects

(0 reseñas)

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms.

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms.

AlternativeSoft

AlternativeSoft

Por AlternativeSoft

(2 reseñas)

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.

ActTrader

ActTrader

Por Actforex

(0 reseñas)

Online trading platforms for financial institutions in the retail forex trading market-space.

Online trading platforms for financial institutions in the retail forex trading market-space.

StatPro Revolution

StatPro Revolution

Por StatPro

(0 reseñas)

StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

Wealth Management Platform

Wealth Management Platform

Por Macroaxis

(5 reseñas)

Ready-to-use presentation of financial analytics that can be distributed instantly.

Ready-to-use presentation of financial analytics that can be distributed instantly.

Chartsmart

Chartsmart

Por Chartsmart Software

(3 reseñas)

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

FundWare

Por Funds-Axis

(1 reseña)

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.

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.

Charles River IMS

Charles River IMS

Por Charles River

(0 reseñas)

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

Wealth Management Platform

Por Dorsum

(0 reseñas)

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

Assetmax

Assetmax

Por Fimax AMS

(0 reseñas)

Complete and flexible software platform for Independent Asset Managers and Family Offices.

Complete and flexible software platform for Independent Asset Managers and Family Offices.

HYIP Manager Script

HYIP Manager Script

Por PAM HYIP

(0 reseñas)

Set up an investment management website that will work on any devise.

Set up an investment management website that will work on any devise.

GlobalBackOffice

GlobalBackOffice

Por GlobalBackOffice

(0 reseñas)

The ideal solution for a broad range of financial services firms from prime brokers to family offices.

The ideal solution for a broad range of financial services firms from prime brokers to family offices.

ATOM Align

ATOM Align

Por Blaze Portfolio Systems

(0 reseñas)

Web-based trade order management and model rebalancing platform for investment professionals.

Web-based trade order management and model rebalancing platform for investment professionals.

MIC Manager

MIC Manager

Por Dolphin Enterprises

(0 reseñas)

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

Vermilion Reporting Suite

Vermilion Reporting Suite

Por Vermilion Software

(0 reseñas)

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.

Bankers Realm

Bankers Realm

Por Craft Silicon

(0 reseñas)

A one-stop-shop for investment Management Firms

A one-stop-shop for investment Management Firms

Agilis Investment Management

Agilis Investment Management

Por Agile Financial Technologies

(0 reseñas)

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

Caltina

Caltina

Por Caltina

(0 reseñas)

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.

CU SHARE

CU SHARE

Por Integrated Software

(0 reseñas)

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

EBIMS

EBIMS

Por eBusiness Systems

(0 reseñas)

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.

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

Preqin Solutions

Por Preqin Solutions

(0 reseñas)

Portfolio Management Made Easy - Private Capital Software

Portfolio Management Made Easy - Private Capital Software

ReconAdvantage

ReconAdvantage

Por PortfolioShop

(4 reseñas)

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.

fi360 Toolkit

fi360 Toolkit

Por fi360

(1 reseña)

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

FX Agency Advisor

FX Agency Advisor

Por FXATrade

(0 reseñas)

Forex trading software with auto alert window integration that works on all time frames.

Forex trading software with auto alert window integration that works on all time frames.

Formula Stocks

Formula Stocks

Por Formula Stocks

(0 reseñas)

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%.

AIM

AIM

Por Altvia Solutions

(2 reseñas)

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors.

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors.

NAVInvest

NAVInvest

Por Elysys

(0 reseñas)

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.

HYIP Investment Script

HYIP Investment Script

Por ARM HYIP

(0 reseñas)

Fully secure and most advanced script in the high-yield investment market.

Fully secure and most advanced script in the high-yield investment market.

Argo Trading Platform

Argo Trading Platform

Por Argo Software Engineering

(1 reseña)

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.

LongView Trading

LongView Trading

Por Linedata

(0 reseñas)

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

Atomic Intelligence

Atomic Intelligence

Por Atomic Intelligence

(0 reseñas)

Content Search and Organization Service for Investment Professionals.

Content Search and Organization Service for Investment Professionals.

Portfolio Lab

Portfolio Lab

Por Kwanti

(0 reseñas)

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

PM1e

PM1e

Por Expersoft Systems

(0 reseñas)

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.

Balance

Balance

Por Balance Financial

(0 reseñas)

Client engagement software that includes client cash flow reporting and account aggregation functionality.

Client engagement software that includes client cash flow reporting and account aggregation functionality.

FINFOX Pro

FINFOX Pro

Por ECOFIN

(0 reseñas)

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.

TeamWox GroupWare

TeamWox GroupWare

Por MetaQuotes Software

(1 reseña)

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

Wizetrade Commodities

Wizetrade Commodities

Por The Wizetrade Group

(1 reseña)

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts.

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts.

Parilux Fund Manager

Parilux Fund Manager

Por Parilux Investment Technology

(1 reseña)

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

Prospero

Prospero

Por FINARTIS

(0 reseñas)

Prospero cubre la gestión del patrimonio, gestión de activos, administración de fondos y gestión independiente de activos/oficinas familiares.

Prospero cubre la gestión del patrimonio, gestión de activos, administración de fondos y gestión independiente de activos/oficinas familiares.

Advisor Desk

Advisor Desk

Por Salentica

(0 reseñas)

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.

PAM

PAM

Por Princeton Financial Systems

(0 reseñas)

Portfolio Accounting and Management.

Portfolio Accounting and Management.

Horizon Portfolio Management

Horizon Portfolio Management

Por HorizonSoftware

(0 reseñas)

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

ImpactEdge

ImpactEdge

Por Neville & Rowe

(0 reseñas)

ImpactEdge: la aplicación de inteligencia comercial y analíticas para el sector de gestión de inversiones.

ImpactEdge: la aplicación de inteligencia comercial y analíticas para el sector de gestión de inversiones.

Nirvana Enterprise

Nirvana Enterprise

Por Nirvana Solutions

(0 reseñas)

Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.

Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.

Portfolio Workstation

Portfolio Workstation

Por Alpha Level

(0 reseñas)

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.

Pakkala Helsinki

Pakkala Helsinki

Por Pakkala Helsinki

(0 reseñas)

Feature-rich and flexible open source portfolio management and securities processing software modules.

Feature-rich and flexible open source portfolio management and securities processing software modules.

RedQuarry RMS

RedQuarry RMS

Por RedQuarry

(2 reseñas)

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.

Promoter

Promoter

Por Project Planning and Management

(1 reseña)

For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.

For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.

Investors WorkStation

Investors WorkStation

Por mhj3.com

(1 reseña)

Create, manage, modify, monitor, and measure investment portfolios.

Create, manage, modify, monitor, and measure investment portfolios.

PortfolioPathway

PortfolioPathway

Por Portfolio Pathway

(1 reseña)

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

FINTRX Platform

FINTRX Platform

Por Capital Hedge

(1 reseña)

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

M2Advisor

M2Advisor

Por M2Wealth

(1 reseña)

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

ForecastThis

ForecastThis

Por ForecastThis

(1 reseña)

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.

CAMS

CAMS

Por Agiletics

(0 reseñas)

Customer Cash Management Systems. CAMS processes a multitude of investment products.

Customer Cash Management Systems. CAMS processes a multitude of investment products.

FoxTrot

FoxTrot

Por FoxTrot Software

(0 reseñas)

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

Portfolio Director

Por Portfolio Systems

(0 reseñas)

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.

AdvisorVision

AdvisorVision

Por AdviceAmerica

(0 reseñas)

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

eReportal

Por Varden Technologies

(0 reseñas)

Web-based enterprise reporting and business intelligence solution for the financial services sector.

Web-based enterprise reporting and business intelligence solution for the financial services sector.

MIMICS Portfolio Management

MIMICS Portfolio Management

Por MIMICS

(0 reseñas)

Powerful and flexible software solutions for managing your business' Portfolio functions.

Powerful and flexible software solutions for managing your business' Portfolio functions.

StreetMetrics

StreetMetrics

Por StreetOne

(0 reseñas)

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

POSIT

POSIT

Por Investment Technology Group

(0 reseñas)

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

Protozoa

Protozoa

Por Real Time Risk Systems

(0 reseñas)

Outsourced trading analytics and development on the Protozoa platform.

Outsourced trading analytics and development on the Protozoa platform.

QuantFACTORY and QuantFEED

QuantFACTORY and QuantFEED

Por QuantHouse

(0 reseñas)

Algo trading tools and Low Latency Data feeds.

Algo trading tools and Low Latency Data feeds.

FIN

FIN

Por Financial Information Network

(0 reseñas)

Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

FinlogiK

FinlogiK

Por FinlogiK

(0 reseñas)

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.

Microgen G3

Microgen G3

Por Microgen

(0 reseñas)

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.

AdvisorCube

AdvisorCube

Por FinanceCube

(0 reseñas)

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.

Bancstreet Asset Management

Bancstreet Asset Management

Por Bancstreet Capital Partners

(0 reseñas)

Portal-based asset management solution for Investment Management Firms.

Portal-based asset management solution for Investment Management Firms.

Visual FPM

Visual FPM

Por Computer Design

(0 reseñas)

Investment 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

Portfolio Genius

Por TPG Software

(0 reseñas)

Front-to-back, Integrated Investment Accounting & Risk Management.

Front-to-back, Integrated Investment Accounting & Risk Management.

Floodlight Investing

Floodlight Investing

Por Floodlight Investing

(0 reseñas)

Investment portfolio construction and analysis service for financial advisers.

Investment portfolio construction and analysis service for financial advisers.

Sentry PM

Sentry PM

Por ClearStructure Financial Technology

(0 reseñas)

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Investment Reporting & Analytics

Investment Reporting & Analytics

Por Clearwater Analytics

(0 reseñas)

Automated, integrated, web-based investment accounting and reporting.

Automated, integrated, web-based investment accounting and reporting.

The Imagine Trading System

The Imagine Trading System

Por Imagine Software

(0 reseñas)

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.

Kraytis Risk manager

Kraytis Risk manager

Por Kraytis

(0 reseñas)

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

TechRules Tower

TechRules Tower

Por TechRules

(0 reseñas)

Modular integral solution that allows financial advisers to improve customer service through better portfolio management.

Modular integral solution that allows financial advisers to improve customer service through better portfolio management.

XWare Trader

XWare Trader

Por Forexware

(0 reseñas)

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

Rapper Software

Por Themasoft

(0 reseñas)

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

FIGARO

FIGARO

Por JHC

(0 reseñas)

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.

Misys FusionInvest

Misys FusionInvest

Por Finastra

(0 reseñas)

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics.

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics.

Archer

Archer

Por Archer

(0 reseñas)

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

Fortress

Por BRT

(0 reseñas)

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

RiskValue

RiskValue

Por SYSTEMIC

(0 reseñas)

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

FundManager.io

FundManager.io

Por BaseVenture

(0 reseñas)

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

Global WealthES

Global WealthES

Por Fi-Tek

(0 reseñas)

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

KoreConX Manage IR

KoreConX Manage IR

Por KoreConX

(0 reseñas)

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.

DiligenceVault

DiligenceVault

Por DiligenceVault

(0 reseñas)

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.

finbox.io

finbox.io

Por finbox.io

(0 reseñas)

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.

FinFolio

FinFolio

Por FinFolio

(6 reseñas)

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Dealpath

Dealpath

Por Dealpath

(5 reseñas)

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.

PackHedge

PackHedge

Por FinLab Solutions

(4 reseñas)

Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.

Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.

Captools/net

Captools/net

Por Captools

(2 reseñas)

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.

Asset Manager

Asset Manager

Por SimCorp

(1 reseña)

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.

FXCM

FXCM

Por FXCM

(1 reseña)

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.

Complex Interests

Complex Interests

Por Complex Interests

(1 reseña)

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

CrowdStreet

CrowdStreet

Por CrowdStreet

(1 reseña)

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

FactSet

FactSet

Por FactSet Research Systems

(1 reseña)

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.

Axia

Axia

Por PROFILE

(0 reseñas)

Axia es la solución de gestión de inversiones de omnicanal habilitada para MiFID II y basada en la web.

Axia es la solución de gestión de inversiones de omnicanal habilitada para MiFID II y basada en la web.

IBS-Pams

IBS-Pams

Por Innovative Banking Software

(0 reseñas)

Pams 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.

RADAR

RADAR

Por Assetbook

(0 reseñas)

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.

The Caissa Platform

The Caissa Platform

Por Caissa

(0 reseñas)

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

focus:360 adviser

focus:360 adviser

Por Focus Solutions

(0 reseñas)

Financial planning product for high net worth clients.

Financial planning product for high net worth clients.

InvestmentPro

InvestmentPro

Por Miles Software Solutions

(0 reseñas)

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

Designer

Designer

Por Taliance

(0 reseñas)

Esta innovadora plataforma analítica en tiempo real que proporciona datos sobre la demanda y análisis hipotéticos para carteras de inversiones alternativas.

Esta innovadora plataforma analítica en tiempo real que proporciona datos sobre la demanda y análisis hipotéticos para carteras de inversiones alternativas.

SDK.finance

SDK.finance

Por SDK.finance

(0 reseñas)

Back-end software for the quickest technological start of any FinTech products.

Back-end software for the quickest technological start of any FinTech products.

Angelloop

Angelloop

Por Angelloop

(0 reseñas)

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.

Investment Account Manager

Investment Account Manager

Por QUANT IX SOFTWARE

(0 reseñas)

Desktop based investment software for portfolio management.

Desktop based investment software for portfolio management.

Zapflow

Zapflow

Por Zapflow

(0 reseñas)

The power tool for deal flow, deal and portfolio management for professional investors & VCs.

The power tool for deal flow, deal and portfolio management for professional investors & VCs.

InvestWell

InvestWell

Por Excel Net Solutions

(0 reseñas)

A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance).

A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance).

TrueFundManager

TrueFundManager

Por Apollo Enterprise Solutions

(0 reseñas)

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.

ETNA Trader

ETNA Trader

Por ETNA Software

(0 reseñas)

Online trading platform with intuitive DnD interface, smart order routing, risk management, and built-in compliance engine.

Online trading platform with intuitive DnD interface, smart order routing, risk management, and built-in compliance engine.

Enfusion

Enfusion

Por Enfusion

(0 reseñas)

Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.

Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.

dxTrade

dxTrade

Por Devexperts

(0 reseñas)

A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment.

A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment.

Investfly

Investfly

Por Investfly

(0 reseñas)

An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.

An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.

Tindeco VISION

Tindeco VISION

Por Tindeco Financial Services

(0 reseñas)

Fully integrated PMS, risk, OMS, regulatory CRM, portfolio structuring, quantitative strategies and analytics workbench.

Fully integrated PMS, risk, OMS, regulatory CRM, portfolio structuring, quantitative strategies and analytics workbench.

Visible Alpha Insights

Visible Alpha Insights

Por Visible Alpha

(0 reseñas)

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence.

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence.

InvestorFlow

InvestorFlow

Por InvestorFlow

(0 reseñas)

Customer relationship management software designed for the financial industry for professionals.

Customer relationship management software designed for the financial industry for professionals.

SharePad

SharePad

Por Ionic Information

(0 reseñas)

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

HYIP Script

HYIP Script

Por EC HYIP

(0 reseñas)

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings.

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings.

Seraf

Seraf

Por Seraf

(0 reseñas)

Software de gestión de cartera que ayuda a los fondos y a los inversores de fase temprana a rastrear, analizar, valorar e informar sobre el rendimiento.

Software de gestión de cartera que ayuda a los fondos y a los inversores de fase temprana a rastrear, analizar, valorar e informar sobre el rendimiento.

Red Deer

Red Deer

Por Red Deer

(0 reseñas)

Red Deer optimiza el proceso de inversión proporcionando una visión única y una inteligencia procesable para mejorar el rendimiento.

Red Deer optimiza el proceso de inversión proporcionando una visión única y una inteligencia procesable para mejorar el rendimiento.

iDEAL Wealth & Funds

iDEAL Wealth & Funds

Por Credence Analytics

(0 reseñas)

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity

Ledgy

Ledgy

Por Ledgy

(0 reseñas)

Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents.

Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents.

B2B white-label robo advisory

B2B white-label robo advisory

Por WeAdvise

(0 reseñas)

White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers.

White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers.

Global Wealth Platform (GWP)

Global Wealth Platform (GWP)

Por SS&C Technologies

(0 reseñas)

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process.

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process.

PureFacts Wealth Management

PureFacts Wealth Management

Por PureFacts Financial Solutions

(0 reseñas)

Configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability.

Configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability.

Broker-Lender CRM

Broker-Lender CRM

Por BrightOffice Cloud CRM

(0 reseñas)

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

ZUPUT

ZUPUT

Por ZUPUT

(0 reseñas)

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.

InvestWorks

InvestWorks

Por Investment Metrics

(0 reseñas)

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers.

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers.

Optimizer

Optimizer

Por Synertree CMS

(0 reseñas)

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

DataRails

DataRails

Por DataRails

(0 reseñas)

Machine-learning, algorithmic technology for portfolio management of financial assets.

Machine-learning, algorithmic technology for portfolio management of financial assets.

butterwire

butterwire

Por Butterwire

(0 reseñas)

AI driven, professional grade investment insight and analysis.

AI driven, professional grade investment insight and analysis.

Kitt

Kitt

Por Kitt

(0 reseñas)

A Cloud Based Real Estate Asset Management and Accounting Platform

A Cloud Based Real Estate Asset Management and Accounting Platform

GoDigital

GoDigital

Por Optimum Financial Solutions

(0 reseñas)

Mutual fund software for IFA & distributors.

Mutual fund software for IFA & distributors.

Monitor

Monitor

Por Digital Portfolio Control

(0 reseñas)

Empowers asset owners and asset managers in following, analysing, collaboration and governance for asset portfolios.

Empowers asset owners and asset managers in following, analysing, collaboration and governance for asset portfolios.

TDI Direction Change Indicator

TDI Direction Change Indicator

Por HPC Sphere

(0 reseñas)

Calculates the market entry point for placing trades by taking into consideration the values of RSI.

Calculates the market entry point for placing trades by taking into consideration the values of RSI.

Theorem

Theorem

Por Theorem Technologies

(0 reseñas)

Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts.

Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts.