Software para gestión de inversiones

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Por Investor Management Services

(18 reseñas)
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! Descubre más sobre IMS Platform Brindar CRM, paneles de inversores, gestión de documentos, cálculos de distribución y analíticas a empresas de inversión inmobiliaria. Descubre más sobre IMS Platform

Por Dynamo Software

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

Por Juniper Square

(18 reseñas)
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. Descubre más sobre Juniper Square Moderno sistema de gestión de inversiones integral, diseñado específicamente para los bienes raíces. Descubre más sobre Juniper Square

Por FundCount

(6 reseñas)
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
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

Por Backstop Solutions Group

(9 reseñas)
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. Descubre más sobre Backstop Backstop Solutions ofrece soluciones de productividad basadas en la nube para empresas de inversión institucionales y gestores de activos alternativos. Descubre más sobre Backstop
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

Por Theorem Technologies

(1 reseña)
Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts. Descubre más sobre Theorem Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts. Descubre más sobre Theorem

Por Altvia Solutions

(0 reseñas)
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

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®

Por Stessa

(17 reseñas)
Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate portfolio, 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. Descubre más sobre Stessa Allows investment property owners to track, manage and communicate the performance of their real estate portfolio. Descubre más sobre Stessa

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

Por MineralSoft

(1 reseña)
El software basado en la nube de MineralSoft proporciona a los inversores en petróleo y gas los datos y las perspectivas que necesitan para tener éxito, incluida arquitectura y diseño, terreno, GIS, gestión de cartera, libro contable mayor y herramientas de auditoría. MineralSoft suministra todas las herramientas y los conocimientos que los equipos necesitan para elaborar una cartera de petróleo y gas de alto desempeño con la computadora, tableta o teléfono inteligente. La plataforma MineralSoft te ayudará a detectar oportunidades emergentes más rápido, optimizar las operaciones diarias y lograr rendimientos líderes en la industria. Descubre más sobre MineralSoft Impulsa una mayor rentabilidad con la plataforma de gestión de cartera líder para minerales, regalías e intereses de trabajo no operativo. Descubre más sobre MineralSoft

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

Por Foundersuite

(90 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

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
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

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

Por Plaid

(0 reseñas)
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Descubre más sobre Plaid Plaid is a technology platform that enables applications to connect with users bank accounts. Descubre más sobre Plaid
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. Descubre más sobre Vantage Software Vantage Software ofrece soluciones integrales, pero intuitivas para que las empresas de inversión alternativa puedan administrar sus operaciones. Descubre más sobre Vantage Software

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

Por Vitech Systems Group

(0 reseñas)
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 EFAdrin

(0 reseñas)
Administra tu proceso de inversión: generación de ideas, valuación, captura comercial, contabilidad de fondos, reconciliación, atribución, análisis de riesgos. EFAdrin es un sistema de gestión de carteras de primera línea para fondos de cobertura, desarrollado para mejorar los flujos de trabajo de las áreas de atención al cliente, análisis y control de riesgos y trastienda, con un enfoque en la personalización y flexibilidad. Administra tu proceso de inversión: generación de ideas, valuación, captura comercial, contabilidad de fondos, reconciliación, atribución, análisis de riesgos.

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.

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 agilizará tus procesos ahorrando tiempo y dinero, reduciendo la duplicación de datos y automatizando completamente la producción de las cuentas fiduciarias. Troika puede vincularse al software de impuestos existente y fuentes de datos y puede importarse a Microsoft Office para informes fácilmente personalizables. Troika también reducirá el riesgo de cumplimiento y te ayudará con la creación de informes FATCA. Obligaciones. Troika es el software de gestión de la riqueza esencial para oficinas de familia, profesionales de clientes privados y fiduciarias offshore.

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.

Por Croesus

(1 reseña)
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.

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.

Por eMoney Advisor

(7 reseñas)
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.

Por Integrated Digital Systems

(1 reseña)
One-stop wealth management system that offers comprehensive coverage over the entire investment chain including CRM, portfolio analysis, Asset allocation, fund registry, compliance monitoring, risk management, performance attribution, and client reporting. VESTIO caters to the comprehensive needs of investment companies, wealth managers, traders, hedge funds, and family offices. The system covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity. One-stop wealth management system that covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.

Por Cogency Software

(0 reseñas)
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 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.

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.

Por Ipreo

(2 reseñas)
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.

Por Cogenta Computing

(1 reseña)
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.

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.

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.

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.

Por Advicent

(4 reseñas)
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.

Por Obsidian Suite

(1 reseña)
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.

Por Covercy

(7 reseñas)
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

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.

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.

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.

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.

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.

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.

Por FA Solutions

(1 reseña)
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 GoldenGem

(0 reseñas)
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.

Por PriceMetrix

(0 reseñas)
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 Archway

(0 reseñas)
Archway, una empresa de software, respalda las operaciones financieras globales de oficinas familiares, fondos de inversión, asesores de inversiones, operadores principales y bancos privados. Su plataforma insignia, ATWeb, es una solución empresarial implementada en la web para el sector de la contabilidad y las inversiones. ATWeb integra un libro mayor (G/L) completo para respaldar la contabilidad de carteras, fondos y sociedades con un sistema de administración de carteras. El conjunto de módulos de ATWeb representa un conjunto completo de capacidades financieras diseñadas específicamente para los sectores de capital privado.
PortfolioNet is an integrated solution consisting of portfolio data processing and subsequent access via a web platform. It allows you to view all of your assets and perform custom, in depth analysis, and to generate personalized reports. It is a GIPS compliant Portfolio Management System that assists you in the construction of efficient portfolios and monitoring of their performance or asset allocation. PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

Por Solovis

(0 reseñas)
Solovis is a portfolio management software and data analytics company serving the asset management industry. We revolutionize the way institutional and high net-worth investors analyze and manage their complex portfolios by enabling greater transparency, real-time performance insight, and more advanced risk management processes and reporting. Solovis was founded by two veterans of the asset management industry and has a growing base of Endowment, Foundation, OCIO and FAMO clients. Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Por Black Mountain Systems

(0 reseñas)
Black Mountain is a software company that offers highly configurable solutions including portfolio management, trade order management, compliance, research management, direct lending, portfolio accounting & agent, performance attribution and data warehouse reporting. Our clients consist of many of the world's leading investment managers, credit funds, hedge funds, private equity, direct lenders and banks who use our platform to manage all varieties of loans, fixed income, alternatives, etc. Black Mountain offers a suite of highly configurable financial software solutions for investment managers, direct lenders, banks, etc.

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.

Por Bipsync

(0 reseñas)
Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. Combining easy to use note-taking and organization tools with a powerful underlying automation engine, Bipsync makes your research process smarter, faster, and more consistent. Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

Por TransparenTech

(76 reseñas)
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.

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.

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.

Por Ledgex

(1 reseña)
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.

Por Cogendi

(0 reseñas)
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 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.

Por AlternativeSoft

(2 reseñas)
— 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.

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 is a global provider of portfolio analytics for the investment community. Our cloud-based services provide vital analysis of portfolio performance, attribution, risk and compliance. This platform helps our clients increase assets under management, improve client service, meet tough regulations and reduce costs. StatPro data coverage includes global equities, global bonds, global mutual funds, FX rates, sector classifications and most families of benchmarks. StatPro Revolution is a sophisticated and beautiful portfolio analytics service.
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization Ready-to-use presentation of financial analytics that can be distributed instantly.

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.

Por Funds-Axis

(1 reseña)
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.

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 offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in one system with high level of user experience. It provides controlling, analysing, monitoring and enables efficient advisory network with strong customer engagement while staying regulatory compliant. Additional client portal and app is available. It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

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.
PAM HYIP is a most reliable HYIP investment script. Our solution support multi currencies, responsive design and multiple payment gateway. Set up an investment management website that will work on any devise.

Por GlobalBackOffice

(0 reseñas)
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.

Por Blaze Portfolio Systems

(0 reseñas)
Atom Align is a web-based portfolio modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the model rebalancing process with its intuitive design and comprehensive features. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block order management. Web-based trade order management and model rebalancing platform for investment professionals.

Por Dolphin Enterprises

(0 reseñas)
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 Vermilion Software

(0 reseñas)
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 Craft Silicon

(0 reseñas)
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation, portfolios, cash management, risk measurement AML, and much more. Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation and much more.

Por Agile Financial Technologies

(0 reseñas)
Agilis Investment Management Suite (IMS) is the winner of the Best Investment Mgt. Software Award. It offers Front-Mid-Back office functionality in both STP (Straight-Through-Processing) & as individual modules. It is Multi-Currency, Mult-Entity & Multi-Asset Class (Equity, Debt, Money Markets, Real Estate etc). It also offers complete Investment Accounting within the same system. Key features include Customer Management, KYC, Risk Profiling, Model Portfolios, Performance Mgt, Analytics etc. Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

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.

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

Por eBusiness Systems

(0 reseñas)
EB-IMS es un sofisticado sistema de gestión de inversiones desarrollado por E-Business Systems que proporciona acceso basado en la web a una gama de herramientas de gestión y análisis de cartera de inversión, con diversos niveles de acceso controlado por el usuario a través de Internet. Como sistema basado en la web, los usuarios pueden acceder y utilizar el sistema a través de un navegador de Internet dondequiera que tengan un servicio de Internet. Sofisticado sistema basado en la web con acceso a una gama de herramientas de gestión y análisis de cartera de inversión y personalizaciones de clientes.

Por Preqin Solutions

(0 reseñas)
Preqin Solutions, anteriormente Baxon Solutions, ofrece un software de colaboración en la nube líder del mercado para agilizar todo el proceso de gestión de la cartera, incluidas la supervisión, la gestión y la creación de informes del rendimiento de la inversión. La plataforma automatiza la compilación, el análisis y el intercambio de información financiera de una cartera. Simplificación de la gestión de la cartera: software de capital privado

Por PATRONAS Financial Systems

(0 reseñas)
Buy-side IBOR system for investment managers, custodians and fund managers who wish to optimize their business processes. Buy-side IBOR system for investment managers, custodians and fund managers who wish to optimize their business processes.

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.
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.
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.

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%.

Por Elysys

(0 reseñas)
Integrated Finance / Investment Management solution providing all the functionality required by entities that invest in Equities, Bonds, Treasuries, Currency contracts, Derivatives and other types of investments. Ideal for Family Offices, Financial Services and Asset Management Companies, Private Equity Funds, who require straight through processing and an automatic accounting treatment. NAVInvest also offers compliance, CRM and many other modules. Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.
The ARM HYIP is a fully secure and most advanced script in the high-yield investment market. And this script is widely used for its compact price and enlarged features. Fully secure and most advanced script in the high-yield investment market.

Por Argo Software Engineering

(1 reseña)
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.

Por Atomic Intelligence

(0 reseñas)
Content Search and Organization Service for Investment Professionals. Content Search and Organization Service for Investment Professionals.
Portfolio Lab offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Portfolio Lab is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects. Features - Allocation analysis with drill-down - Performance analysis - Risk metrics and stress test - Multiple integrations with custodians/third party vendors The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

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.

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.

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.

Por MetaQuotes Software

(1 reseña)
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.

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.

Por Parilux Investment Technology

(1 reseña)
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.

Por FINARTIS

(0 reseñas)
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 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.
Horizon HPM is a Portfolio Management Solution for Fund Managers that automates the operating process and reduces related risk. The goal of HPM is to cover the majority of assets and respond to the needs of every user in the asset management company. Horizon Portfolio Manager covers the whole fund life cycle: position keeping and portfolio analysis, front-to-back orders and executions workflow, middle office management, audit and compliance, data management, report designer... A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

Por Neville & Rowe

(0 reseñas)
ImpactEdge es una aplicación de software empresarial que recopila, analiza y presenta información dirigida a los usuarios comerciales en el sector de gestión de inversiones. ImpactEdge brinda información rápida y precisa con solo tocar un botón. ImpactEdge: la aplicación de inteligencia comercial y analíticas para el sector de gestión de inversiones.

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.
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.

Por Pakkala Helsinki

(0 reseñas)
Develop missing functionalities and additional modules to current systems rapidly and cost effectively with ready functionalities and add-on modules. Feature-rich and flexible open source portfolio management and securities processing software. Easy development with easy-to-learn, high level development tools. Feature-rich and flexible open source portfolio management and securities processing software modules.

Por RedQuarry

(2 reseñas)
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.

Por Project Planning and Management

(1 reseña)
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.

Por Portfolio Pathway

(1 reseña)
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.
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.

Por M2Wealth

(1 reseña)
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

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.

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.

Por FoxTrot Software

(0 reseñas)
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

Por Portfolio Systems

(0 reseñas)
Portfolio Director offers you a clear concise way of managing multiple accounts under one "umbrella." Setting up new accounts and managing the information is a snap! It offers consolidated reports, market updates, portfolio yields, accounts yields, allocation reporting, benchmark comparisons and much more! It's perfect for investment advisory firms, tax accounting firms, high net worth individuals, family offices, and investment professionals. Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.
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 StreetOne

(0 reseñas)
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 Investment Technology Group

(0 reseñas)
POSIT is an advanced order management and execution management system, with a high level of client service, and unique liquidity destinations. We protect traders with the purest global liquidity, whether large blocks or aggregated across disparate dark sources. With advanced liquidity filtration and the easy integration of POSIT tools into your systems, we'll help you increase your crossing opportunities, automate matching, reduce trading times, and significantly lower your costs. Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

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.
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 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.

Por FinlogiK

(0 reseñas)
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 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.

Por Bancstreet Capital Partners

(0 reseñas)
Portal-based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers portfolio info, risk analytics, research, news and more. Portal-based asset management solution for Investment Management Firms.

Por Computer Design

(0 reseñas)
Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path. Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

Por TPG Software

(0 reseñas)
Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a "silo" approach to data management. Front-to-back, Integrated Investment Accounting & Risk Management.

Por ClearStructure Financial Technology

(0 reseñas)
For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, which allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API. This flexibility, coupled with the system's broad and robust functionality, delivers a highly focused set of features for investment management firms of all types. Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Por Clearwater Analytics

(0 reseñas)
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $2.2 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has helped clients like AIG, Mutual of Omaha, and Cisco streamline their investment accounting operations. Automated, integrated, web-based investment accounting and reporting.

Por Imagine Software

(0 reseñas)
Imagine Software is a leading provider of real-time, integrated portfolio and risk management solutions. The firm's award-winning, cross-asset, multi-strategy system, the Imagine Trading System, enables clients to: * Maximize returns and manage risk * Achieve transparency * Gain operational efficiencies The cloud-based ASP solution serves the needs of thousands of users among hedge funds, pension funds, asset managers, plus broker-dealers large institutional banks. A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.
Measure and manage you portfolio risk. Risk and portfolio analysis based on equity and mutual fund portfolios for individual investors, money managers and finance departments of corporations. Find out your daily value at risk and risk contribution of your holdings. Build portfolios based on your risk tolerance. Get mutual fund analysis based on the holdings of the funds in your portfolio. Find implcit exposures to securities based on your funds. Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

Por TechRules

(0 reseñas)
TOWER is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. TOWER is a technological solution that gives a response to the entire process of financial advice in all its extent.

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.

Por Themasoft

(0 reseñas)
Rapper Software is developed using the newest technologies and is fully 'touchscreen proof'. It can be used on modern devices like smartphones and tablets. Within the software portfolios can be shaped, selected and managed. Information like performance, risk, allocation and cashflow projections are available per portfolio. All the information can be shared with the individual investor using the MyRapper client application. Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

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.
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.

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 is a NextGen interface, fully secure & mobile, designed for the customers of Wealth Managers, Independent Asset Managers, Private Banks and Trusts. It enables anytime, anywhere and on any device to have a 360 portfolio overview, to support decision-making and deliver insights for clients in addition to operating as a unique communication companion. Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

Por SYSTEMIC

(0 reseñas)
An integrated cross-asset and customer-oriented software system for the financial services industry covering the complete needs of investment management operations and financial risk management function. Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

Por BaseVenture

(0 reseñas)
BaseVenture is an award-winning provider of innovative private fund administration software to fund administrators, private banks and trusts, fund managers, family offices, and wealth advisors. Our flagship product, FundManager.io, utilizes modern technology to automate private fund management and administration from end to end. The result for our clients is more time, money, and energy to focus on growth and satisfying investors. Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.
Global WealthES is a comprehensive and integrated wealth management solution for large & medium sized financial institutions. The application delivers straight through processing and includes in-depth functionalities on Financial Planning, Investment Management, Securities Processing & Accounting, Regulatory & Compliance Review, Client Access Portal, Reports & Statements and Business Intelligence. Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

Por LiquidityCalendar

(0 reseñas)
Para que los inversores de fondos de inversión gestionen mejor los informes de liquidez. Traduce las disposiciones de liquidez, como los bloqueos, puertas, aranceles y plazos de preaviso, en cronogramas procesables que descubren cuánto puedes canjear y cuándo. Esta aplicación crea automáticamente los informes de liquidez, calcula los programas de canje, cuánto puede canjearse y cuándo para cada suscripción. Evita el montaje manual y propenso a errores de términos y fechas en hojas de cálculo. Software que descubre cuánto puedes rescatar y cuándo. Traduce bloqueos, puertas, honorarios y plazos de preavisos en cronogramas procesables.
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.

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.

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.

Por FinFolio

(9 reseñas)
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.

Por FinLab Solutions

(6 reseñas)
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.

Por Dealpath

(5 reseñas)
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.

Por ProTrak International

(3 reseñas)
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

Por FactSet Research Systems

(3 reseñas)
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.

Por FACT Software Group

(3 reseñas)
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

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.
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.

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.

Por Complex Interests

(1 reseña)
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.

Por CrowdStreet

(1 reseña)
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.
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 PROFILE

(0 reseñas)
Axia es la solución de gestión de inversiones de omnicanal habilitada para MiFID II y basada en la web. Axia mejora la agilidad del negocio a través de un proceso de configuración rápida, al mismo tiempo que ofrece opciones flexibles para la obtención de licencia, el abastecimiento, la implementación y la fijación de precios. Diseñado con el gestor de patrimonio moderno en mente, este software ofrece una flexibilidad y un diseño únicos para satisfacer las necesidades comerciales del cliente y en evolución al cubrir todos los aspectos y el tipo de instituciones. Axia es la solución de gestión de inversiones de omnicanal habilitada para MiFID II y basada en la web.

Por Innovative Banking Software

(0 reseñas)
Portfolio Accounting Management System is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking. Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.

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.
Institutional allocators representing over $1.7 trillion in assets leverage our award-winning software to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool. An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

Por Focus Solutions

(0 reseñas)
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution. Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution.

Por Miles Software Solutions

(0 reseñas)
Built on a robust architecture InvestmentPro is a fully integrated portfolio management & risk management solution. With integrated front, middle and back office features the solution delivers transparency and consistency across business functions and departments. Fund & portfolio managers can view sophisticated reports around portfolio valuation, performance & attribution, investment compliance as well as risk analytics all from a single solution. Managers can extend online portfolio reporting. The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

Por Taliance

(0 reseñas)
GlobalAsset: innovadora plataforma analítica en tiempo real que proporciona datos sobre la demanda y análisis hipotéticos para carteras de inversiones alternativas. Te ayudará a: — Reducir los riesgos operacionales y los gastos mejorando drásticamente la calidad de los datos y accesibilidad. — Lograr un sofisticado modelo impositivo, financiación y cascada para fusionar el rendimiento real y los pronósticos de escenarios. — Proporcionar a los funcionarios medios y frontales datos y analíticas bajo demanda para disminuir el tiempo de respuesta en el control y gestiones necesarias. Esta innovadora plataforma analítica en tiempo real que proporciona datos sobre la demanda y análisis hipotéticos para carteras de inversiones alternativas.

Por SDK.finance

(0 reseñas)
Here are the major products and services that may be built with SDK.finance platform: Loyalty programs Gift cards Prepaid cards Billing E-wallet Currency exchange Payment processing Bitcoin based services mPOS acquiring Payment systems Mobile payments P2P money transfer Lending platforms Card's transaction router Back-end software for the quickest technological start of any FinTech products.

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.

Por QUANT IX SOFTWARE

(0 reseñas)
Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool. Desktop based investment software for portfolio management.

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.

Por Excel Net Solutions

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

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.