Software de gestión de carteras

Software de gestión de carteras: encuentra el mejor producto para tu empresa utilizando la página Capterra España.

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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
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
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. Descubre más sobre Dynamo Dynamo agiliza el software de gestión de operaciones de inversión para administración y atención al público de socios generales, socios limitados y proveedores de servicios. Descubre más sobre Dynamo

Por Altvia Solutions

(0 opiniones)
AIM, la principal solución de capital privado en la plataforma Salesforce, te permite consolidar tus datos en un sistema central para lograr la eficiencia operativa y optimizar los flujos de trabajo para escalar con el fin de fomentar el crecimiento. AIM está lista para el uso de Lightning con una interfaz de usuario minimalista y simple, diseñada para la facilidad de uso y la velocidad. Con AIM, obtienes la base sobre la que construir tu solución tecnológica en toda la empresa para aprovechar el poder de tus datos y darte una ventaja informativa que te coloca años por delante de la competencia. Descubre más sobre AIM Gestiona la recaudación de fondos, el flujo de negocios, la diligencia debida y las carteras. Para administradores de fondos de activos alternativos e inversores institucionales. 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

Por eFront

(0 opiniones)
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

Por VestServe

(0 opiniones)
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

Por TruEquity

(0 opiniones)
Solución completa para la administración de la propiedad privada de la empresa: stock y opciones, desde el inicio hasta la salida. Mantén tu tabla de capitalización precisa, clara y actualizada. Descubre más sobre Truequity Solución completa para la administración de la propiedad privada de la empresa: stock y opciones, desde el inicio hasta la salida. Descubre más sobre Truequity

Por Broadridge Financial Solutions

(0 opiniones)
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
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. SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools.
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.
Cloud-based wealth management and financial planning solution for financial advisers. Cloud-based wealth management and financial planning solution for financial advisers.
Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate investments, for free. Over 10,000 investors use Stessa to save time and optimize their single-family rentals and multifamily buildings with Visual performance dashboards, Automated income and expense tracking, and Tax-ready financial reports Get started in minutes: add your properties, link your financial accounts, and everything updates in real-time. Allows investment property owners to track, manage and communicate the performance of their real estate portfolio.
Fundada en 2014, Juniper Square está transformando el sector de fondos privados con un software fácil de usar que agiliza la recaudación de fondos, la administración de inversiones y la creación de informes de los inversores. Diseñada específicamente para el sector de los bienes raíces, Juniper Square cuenta con la confianza de cientos de patrocinadores de inversiones para administrar más de 10 000 inversiones en bienes raíces y más de 250 mil millones de dólares en activos. Moderno sistema de gestión de inversiones integral, diseñado específicamente para los bienes raíces.
Software de gestión de inversores (IMS) para FIRMAS INMOBILIARIAS COMERCIALES. La plataforma IMS proporciona un CRM personalizado para inmuebles comerciales, paneles de inversores, gestión de documentos y cálculos de distribución a las empresas de inversión inmobiliaria. Entrega la transparencia que exigen los inversores y, al mismo tiempo, reduce costos y suma eficiencias en el back-end. Empresas como RADCO, Peak y CapSol confían en IMS para administrar a más de 49 000 inversores. Para averiguar qué hace IMS para ahorrarte tiempo y recursos, y proporcionar una experiencia ganadora a los inversionistas, ¡VE UNA DEMOSTRACIÓN! Brindar CRM, paneles de inversores, gestión de documentos, cálculos de distribución y analíticas a empresas de inversión inmobiliaria.
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration. Carta is the investment and ownership platform for VC firms and their portfolio companies.
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.
— Solución de software analítico para la construcción de carteras, la mejor selección de fondos de inversión, selección de ETF, hojas de datos personalizadas para fondos de inversión. — Los clientes son fondos de inversión para hojas de datos, inversores en fondos para encontrar los mejores fondos y, así, construir los mejores. — Vinculado a todas las bases de datos de fondos de inversión, a la base de datos de Morningstar, a Bloomberg, a Reuters Eikon, a Excel, a .xml. — Fácil de usar, fácil de instalar, asistencia gratuita. — Utilizado por los bancos más grandes de EE. UU., Reino Unido y Suiza. Solución de software analítico para la construcción de carteras, la mejor selección de fondos de inversión/de larga duración, hojas de datos de fondos personalizadas.
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.
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.
Covercy Terra - Delight your investors, Delegate your back office. Terra makes it easy for Investors to complete the investment process faster, enables you to send multiple capital calls with a few clicks and most of all gives you complete control and tracking over the entire process. Terra makes it easy for investors to complete the investment payment process seamlessly and gives investment managers complete control
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. For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.
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.
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.
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.
Vantage Software ofrece soluciones integrales, pero intuitivas para que las empresas de inversión alternativa puedan administrar sus operaciones. Sus clientes gestionan más de un billón de dólares en inversiones de capital privado, capital de riesgo e inversiones inmobiliarias. Se especializa en portal de inversores y soluciones de contabilidad, creación de informes, gestión de contactos, supervisión de cartera y flujo de negocios. Vantage Software ofrece soluciones integrales, pero intuitivas para que las empresas de inversión alternativa puedan administrar sus operaciones.
Portfolio management solution that helps manage compliance management, modeling, scenario simulation, and workflow automation. Portfolio management solution that helps manage compliance management, modeling, scenario simulation, and workflow automation.
Al aprovechar el motor de cálculo incomparable de NaviPlan, los asesores pueden adaptarse fácilmente a las necesidades del cliente mediante planes completos y detallados o evaluaciones rápidas. Ahorra tiempo valioso con las integraciones al tiempo que tranquilizas a tus clientes a través de la seguridad de datos con certificación ISO y los planes más detallados y precisos del sector. Las expectativas de los clientes están en aumento, y NaviPlan permite a los asesores mantenerse al día con estas demandas. Al aprovechar los cálculos incomparables de NaviPlan, los asesores pueden adaptarse a las necesidades del cliente a través de planes detallados o evaluaciones rápidas.
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.
FactSet is an investment management software with a strong focus on financial data analytics for banking professionals. FactSet is an investment management software with a strong focus on financial data analytics for banking professionals.
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.
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! Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
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
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.
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.
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.
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.
Un conjunto integrado de gestión de la investigación que conserva a la perfección tus notas, evaluaciones de clasificación y documentos. Un conjunto integrado de gestión de la investigación que conserva a la perfección tus notas, evaluaciones de clasificación y documentos.
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.
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas. An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
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. Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams.
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.
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.

Por Project Planning and Management

(1 opinión)
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.
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 Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions. Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers.
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 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.
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.
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.
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.
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.
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.

Por Integrated Digital Systems

(1 opinión)
Wealth management tool which enables optimization of profits through reduced operational risks. Wealth management tool which enables optimization of profits through reduced operational risks.
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.
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
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.
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.
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.
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.
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.
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. 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.
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 100,000 investors and $9 billion in investment dollars managed across over $11 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.
Post-Trade Data Management platform for financial institutions. Key modules include Matching, Allocation, Risk Analysis, Reporting and Alerts. Asset managers, hedge funds and trading firms of all sizes benefit from the Theorem platform by streamlining their post-trade operations and through increased operational efficiencies. Theorem's flexibility allows firms to manage data across multiple brokers and multiple data sources without needing developer resources or expensive consultants. Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts.
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. Impulsa una mayor rentabilidad con la plataforma de gestión de cartera líder para minerales, regalías e intereses de trabajo no operativo.
Platform that serves banks, financial services & insurance organizations in investment management. Platform that serves banks, financial services & insurance organizations in investment management.
AppFolio Investment Management is a smarter, all-in-one software solution designed for real estate investment management that empowers managers with flexible tools for fund management and syndication. Investment Managers can respond quickly to questions, with key data securely stored and right at their fingertips, while providing a better, personalized experience for investors. Learn more about AppFolio Investment Management. AppFolio Investment Management is designed for real estate investment management.

Por Agiletics

(0 opiniones)
Customer Cash Management Systems. CAMS processes a multitude of investment products. Customer Cash Management Systems. CAMS processes a multitude of investment products.

Por FINARTIS

(0 opiniones)
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.

Por Cogency Software

(0 opiniones)
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.

Por FoxTrot Software

(0 opiniones)
A simple yet robust and flexible solution to manage all of your compensation needs. Commission or fee based, multiple split & overrides along with an intuitive step-by-step approach puts efficiency back into your back office operations department Financial Services Compensation Management and Compliance software for Broker-Dealers and RIAs
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.

Por Envision Financial Systems

(0 opiniones)
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.

Por Actforex

(0 opiniones)
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.

Por Salentica

(0 opiniones)
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.

Por Dolphin Enterprises

(0 opiniones)
Software para empresas hipotecarias canadienses que administran capital privado y asignan esos fondos a hipotecas a través de un préstamo sindicado o un MIC (Mortgage Investment Corporation). Como software para empresas, los sistemas de esta solución mejoran la eficiencia corporativa general y la precisión de los datos al tiempo que reducen el tiempo dedicado a la gestión, lo que permite dedicar más tiempo al negocio clave de generar ingresos. Administra los datos para los MIC mediante la integración de los datos corporativos de toda la información de contacto relevante, los detalles de la hipoteca y los cálculos.

Por Vitech Systems Group

(0 opiniones)
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.

Por Informa Investment Solutions

(0 opiniones)
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.

Por GoldenGem

(0 opiniones)
Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices. Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices.
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.

Por Vermilion Software

(0 opiniones)
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.

Por Cogendi

(0 opiniones)
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.

Por StreetOne

(0 opiniones)
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.

Por Integrated Software

(0 opiniones)
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

Por Archway

(0 opiniones)
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.

Por Charles River

(0 opiniones)
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.

Por VIRTU Financial

(0 opiniones)
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. Liquidity sourcing software that helps traders to enhance liquidity across investments & minimize information leakage and market impact

Por GlobalBackOffice

(0 opiniones)
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.
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.

Por Real Time Risk Systems

(0 opiniones)
Outsourced trading analytics and development on the Protozoa platform. Outsourced trading analytics and development on the Protozoa platform.
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.

Por Financial Information Network

(0 opiniones)
On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

Por PriceMetrix

(0 opiniones)
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.

Por Atomic Intelligence

(0 opiniones)
Content Search and Organization Service for Investment Professionals. Content Search and Organization Service for Investment Professionals.

Por Profidata Group

(0 opiniones)
XENTIS, the integrated, modular investment management system for banks, investment companies, fund companies, insurances and institutional investors. Designed to manage the entire investment lifecycle, XENTIS is used by thousands of users to manage assets worth over one trillion EUR, and to price more than 6,000 funds and 30,000 mandates daily. XENTIS comprehensive functionality fully supports the entire investment process by automating front-, middle- and back-office operations. Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.

Por FinlogiK

(0 opiniones)
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.

Por Microgen

(0 opiniones)
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.

Por Elysys

(0 opiniones)
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.