Logiciels de hedge fund
Un logiciel de hedge fund fournit une analyse de la performance des fonds ainsi que des outils de comptabilité back-office et de gestion client pour les gestionnaires de hedge funds. Les fonctionnalités incluent des solutions pour les aspects opérationnels, comptables, de suivi, de reporting et de valorisation des hedge funds. Ce type de logiciel peut également analyser la volatilité des fonds et prévoir les rendements pour faciliter la prise de décision. Voir aussi : logiciel de gestion des investissements, logiciel pour le secteur bancaire, logiciel de gestion des risques financiers et logiciel anti-fraude.
Filtrer les résultats (91)
Note du produit
- Autre (1)
- Cloud, SaaS, web (59)
- Installation (Mac) (3)
- Installation (Windows) (41)
- Linux/Unix (2)
- Mobile (Android natif) (2)
- Mobile (iOS natif) (5)
- Open source (2)
- Analyse de portefeuille (44)
- Analyse des performances (45)
- Calcul des pertes et des profits (35)
- Gestion de la conformité (45)
- Gestion des fonds (29)
- Gestion des portefeuilles (48)
- Gestion des risques (29)
- Mesure des performances (25)
- Rapports de conformité (25)
- Reporting des investisseurs (43)
Dynamo Hedge Fund Edition est une solution de CRM spécialisée, qui offre des capacités de gestion des collectes de fonds, des relations avec les investisseurs et de reporting des fonds. L'application est également employée par les fonds de fonds, afin d'assurer la diligence raisonnable des gestionnaires, la gestion des pipelines et le suivi des performances. Grâce à son interface simple et intuitive, ses capacités d'intégration directe avec Microsoft Office et l'accès mobile simple à la solution à partir de tablettes et de smartphones, Dynamo vous fournit une expérience en ligne variée et interactive, où que vous soyez. En savoir plus sur Dynamo Logiciel destiné à la communauté de gestion des actifs atypiques : capital-investissement, fonds spéculatifs, fonds de fonds et investisseurs institutionnels. En savoir plus sur Dynamo
Post-Trade Data Management platform for financial institutions. Key modules include trade 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. En savoir plus sur Theorem Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts. En savoir plus sur Theorem
DocSend provides a clear and seamless way to securely send documents and view data on how individuals engage with content. With a powerful link-based system, it¿s easy to analyze content performance and get visibility into who is most interested in working with you. DocSend Spaces also provides a lightweight deal room that allows you to put all your deal specific content in one place and see who¿s most engaged with it. En savoir plus sur DocSend DocSend is content management and tracking solution that helps finance professionals find, share, and track confidential material. En savoir plus sur DocSend
The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just software, it is a service. At Northstar, our experts will fully integrate your back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly software as a service. En savoir plus sur Northstar Risk and Performance Analysis Platform Solutions for Risk, Performance, and Investor Reporting En savoir plus sur Northstar Risk and Performance Analysis Platform
Vestserve fournit une solution de gestion des investissements (IMS) intégrée et multidevise prenant en charge toutes les classes d'actifs. Fonctionnalités de gestion de portefeuille : modélisation et conformité basées sur des règles, mesures de performance (p. ex. GIPS, taux de rentabilité interne), analyse des risques, breakout allocations et returns, outil de création de scénarios et analyse de courbes de rendement. Fonctionnalités de comptabilité avancées : analyse par simulation et analyse de flux de trésorerie, calcul de frais complexes, groupement et agrégation de données. En savoir plus sur VestServe Solution de comptabilité et de gestion de portefeuille évolutive et totalement intégrée conçu pour améliorer drastiquement vos performances commerciales. En savoir plus sur VestServe
The V3 System is a complete investment administration solution that helps organizations achieve administrative excellence, harness significant processing efficiencies and realize the potential of true business intelligence. The V3 System is specifically designed to meet the unique needs of investment administration: Opportunity Management Fund Administration Investor Management Portfolio Management Fund Accounting Performance Analytics Enterprise-class software for hedge fund, private equity and alternative asset administration.
Black Mountain est une entreprise de logiciels qui offre des solutions hautement configurables, notamment pour la gestion de portefeuille, la gestion des commandes commerciales, la conformité, la gestion de la recherche, les prêts directs, comptabilité et agent de portefeuille, attribution de performance et reporting de data warehouse. Parmi les clients figurent plusieurs des principaux gestionnaires d'investissement, fonds de crédit, hedge funds, fonds de placement privés, prêteurs directs et banques qui utilisent la plateforme pour gérer toutes sortes de prêts, de titres à revenu fixe, d'alternatives, etc. Black Mountain offre une gamme de solutions logicielles financières hautement configurables pour les gestionnaires d'investissements, les prêteurs directs, les banques, etc.
Numerix est le leader des solutions technologiques novatrices des marchés de capitaux et des solutions d'information en temps réel pour les transactions et la gestion des risques. Engagé dans la découverte et l'adoption des dernières technologies, Numerix se consacre à la création d'un marché des services financiers numérique plus ouvert et tourné vers la technologie financière. Tirant parti de connaissances pratiques approfondies et d'une grande expérience dans le domaine de l'informatique, Numerix aide ses utilisateurs à réinventer leurs opérations, à moderniser leurs processus métier et à accroître leur rentabilité. Numerix Oneview est la seule véritable plateforme de tarification multiactifs, de gestion des risques, d'analyse et de gestion des transactions en temps réel du marché.
Solution clé en main conçue pour la réservation, le maintien en position, le risque et les opérations applicables à tout un éventail de ressources sur une plateforme technologique moderne. Solution clé en main conçue pour la réservation, le maintien en position, le risque et les opérations applicables à tout un éventail de ressources sur une plateforme technologique moderne.
Provides the ability to trade baskets and single orders of global equities, futures and options, either manually or algorithmically. Provides the ability to trade baskets and single orders of global equities, futures and options, either manually or algorithmically.
Ouvre et résout les exceptions en fonction de vos règles, réconcilie les positions et les transactions pour tous les types de titres, réconcilie les positions et les transactions entre plusieurs systèmes et parties, réconcilie les transactions non appariées, les positions et les liquidités, notifie automatiquement les parties internes et externes appropriées, les exceptions en suspens, facilite l'analyse des tendances et des risques, maintient une piste d'audit complète, ainsi que des notes.
dCRM est le système unifié de gestion des relations de Digiterre qui vous permet de suivre et gérer toutes les activités relationnelles entre les entreprises, les contacts, les fonds, les régulateurs et les contreparties liées et de produire des rapports à leur sujet. dCRM est le produit de prédilection de certains des plus grands hedge funds, fonds de fonds, gestionnaires d'actifs institutionnels et fournisseurs de services de fonds spéculatifs souhaitant maximiser la valeur de leurs relations avec les clients et investisseurs. Réduit le risque opérationnel associé au traitement des dérivés de gré à gré grâce à l'automatisation et à la consolidation des confirmations post-transaction.
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.
Cross-channel information management platform that helps financial institutions manage content, websites, and documents. Cross-channel information management platform that helps financial institutions manage content, websites, and documents.
Archway, a software company, supports the financial operations of global Family Offices, Hedge Funds, Investment Advisors, Prime Brokers and Private Banks. Its flagship platform, ATWeb, is a web deployed enterprise solution for the accounting and investment industry. ATWeb integrates a full general ledger (G/L) to support portfolio, fund and partnership accounting with a portfolio management system. The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.
Quantifi is a specialist provider of analytics, trading and risk management solutions. Our award-winning suite of integrated pre and post-trade solutions allow market participants to better value, trade and risk manage their exposures and respond effectively to changing market conditions. Founded in 2002, Quantifi is trusted by the worlds most sophisticated financial institutions including global banks, asset managers, hedge funds, insurance companies, pension funds and other institutions. Quantifi provides analytics, trading and risk management solutions to buy & sell side clients, from small start-ups to global leaders.
This user-friendly and flexible portal interface can be adjusted to suit front-, middle- and/or back office as well as individually for each user. It also works in connection/combination with already existing other front-end applications (FIX interface). It includes UCITS/AIFMD reporting, pre-/post trade compliance, disclosure levels, trade import/export, a complete risk module, a reconciliation module and can handle complex fund structures. Includes UCITS/AIFMD reporting, pre-/post trade compliance, disclosure levels, import/export and can handle complex fund structures.
Clienteer is an intuitive & highly configurable relationship management platform designed for hedge funds & institutional asset managers to assist in the areas of investor relations, fund marketing, operations, compliance, & the various workflows related to these activities. Unlike some CRMs, Clienteer supports multiple deployment options. Whether it is hosted by our clients, a third-party, or in a private or public cloud, Clienteer's flexible desktop, mobile & web-based solutions are unrivaled. Clienteer is the leading provider of relationship management and fund marketing technology to hedge funds and institutional managers.
Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a personalised investment universe driven by state-of-the-art analytics. With a total combined AuM over $1tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios. An award-winning provider of quantitative analytics specialising in asset selection, portfolio construction & customised reporting.
Resolution provides tools for valuation, risk management and hedge accounting of derivatives and other financial instruments. Coverage includes interest rate swaps, caps, floors, swaptions, fx options, commodity swaps & options and equity options. Use pre-built calculators, build your own spreadsheets or direct access via SDK. A web-based solution for independent valuation, treasury management and hedge accounting is also available. Free trial is available for download. Analytical tools for the valuation of financial instruments including interest rate derivatives, foreign exchange, commodities and more
Software application for forecasting real-world stocks, ETFs, forex currency pairs, cryptocurrencies, commodities and other markets. It creates market simulation models in which thousands of virtual traders apply their own trading strategies to real-world market data to trade, compete and adapt on a virtual market. Their collective behavior is used to generate one-step-ahead forecasts and trading signals. Models evolve incrementally in real-time without overfitting to historical data. Forecasting software for stocks, ETFs, forex, cryptocurrencies, commodities and other markets
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.
HedgeTek - Fi-Tek's industry leading Partnership Allocation System for monetised (Capital based) and unitised (Multi-series/ Class & Equalisation) hedge funds and other partnerships. HedgeTek is the most established Investor Accounting platform which was developed in partnership with a major Big Four accounting firm, and continues to be enhanced with inputs provided by industry leading administrators, accounting firms and multi-billion dollar fund managers. Hedge fund accounting software (partnership allocation system) for hedge fund administrators, fund managers and accounting firms.
Obsidian est un framework tout-en-un de gestion des investisseurs à l'efficacité prouvée : il permet à ses clients du secteur financier de numériser rapidement leurs transactions, de réduire les coûts et d'améliorer les cycles de vente. Ses clients utilisent son interface moderne pour sélectionner l'une des quatre suites principales (Finance CRM, Data Rooms, Investor Portals et Business Intelligence), tout en tirant parti des déploiements les plus rapides sur le marché. Obsidian offre le meilleur niveau de cybersécurité sur le marché ainsi que des fonctionnalités de cryptage dignes du secteur bancaire. Joignez-vous aux milliers d'utilisateurs (+ de 10 000) d'Obsidian et transformez vos activités. Obsidian Suite est le seul framework tout-en-un de gestion des investisseurs. Convient aux professionnels de la finance, du CRM et du business intelligence ainsi qu'aux data rooms et aux portails d'investisseurs.
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income. Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.
Effectively manage client information and allocation and maintain comprehensive tracking of investment securities and strategies. Effectively manage client information and allocation and maintain comprehensive tracking of investment securities and strategies.
Delivers comprehensive reporting and analysis capabilities, enabling hedge fund managers to analyze portfolios and transactions. Delivers comprehensive reporting and analysis capabilities, enabling hedge fund managers to analyze portfolios and transactions.
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.
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.
Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships. Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships.
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.
PureFunds, a bespoke Fund Administration solution, designed to add automation, enhance flexibility and provide reassurance in Transfer Agency work flow management. Services multiple Asset Classes. Records investor transactions at the LOT level, allowing flexibility for calculation of complex fees and charges. FIFO or Specific LOT dealing (Cash & Unit). Full Audit Functionality. PureFunds is partially an off-the-shelf solution; offering a tailored solution for specific client needs. Fund Administration Application.
The SGGG Portfolio System provides integrated real time trade order, portfolio, and operations management tools to start-up and established hedge fund managers. The software supports multiple portfolios, strategies, asset types, currencies and custodians in a single solution. The system offers connectivity to hundreds of dealers and trading systems and most of the major prime brokers. Integrated real time order management and portfolio accounting system.
A hedge fund marketing and sales intelligence software platform that reports back how your communications are being received. ProFundCom gives a systematic approach to hedge fund and asset management marketing. ProFundCom integrates to all CRM systems A hedge fund marketing and sales intelligence software platform that reports back how your communications are being received.
HazelTree provides clients with the technology to automate and streamline data management and treasury workflows that result in improved fund performance, risk management, and efficiency. Our software helps users optimize rates and exposures in the following treasury functions across multiple counterparties: Cash Management, PB Margin Management and Replication, OTC Collateral Management, Securities Financing and Reconciliation Optimize rates and exposures in Cash Management, PB Margin, OTC Collateral Management, Securities Financing and Reconciliation
Powerful data aggregation and reporting solutions for hedge funds - Real-time PNL, performance, risk, regulatory filings, transactions. Powerful data aggregation and reporting solutions for hedge funds - Real-time PNL, performance, risk, regulatory filings, transactions.
Solution providing hedge funds & investment offices with real time & historic NAV, portfolio analysis, and general ledger reporting. Solution providing hedge funds & investment offices with real time & historic NAV, portfolio analysis, and general ledger reporting.
Technical analysis software has self-optimizing indicators which help traders make precise and systematic trade decisions. Technical analysis software has self-optimizing indicators which help traders make precise and systematic trade decisions.
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.
A complete reconciliation and data aggregation / transformation tool. Allows for quick configuration and file mapping for easy implementation. Many user-friendly features allow you to manage reconciliation exceptions. Achieve significant time savings and added control over investment operations processes. We can extract data from PDF documents both structured and unstructured. A "must-have" tool for any Investment Operations team!
FundsTOTAL is a cloud-based portfolio management, risk analysis and performance attribution application suite for hedge fund managers and their investors. It is an optimal solution for hedge funds that want real-time portfolio and risk management applications accessible anytime anywhere, without the burden of maintaining a technology infrastructure. FundsTOTAL gives you a powerful, feature-rich solution with no up-front expenses and affordable subscription fees. FundsTOTAL provides intuitive cloud-based portfolio and risk applications for hedge funds and their investors.
Generate a list of portfolios that obey portfolio selection constraints, but which are indifferent to the utility. Generate a list of portfolios that obey portfolio selection constraints, but which are indifferent to the utility.
Cloud-based platform which helps investment firms with application hosting, compliance, disaster recovery and cyber security. Cloud-based platform which helps investment firms with application hosting, compliance, disaster recovery and cyber security.
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.
QuantRisk high-performance brand new Java based Energy Trading & Risk Platform is made of several systems seamlessly integrated & delivered in web browsers. These are: Trade Capture & Transaction Management; Real-time Energy Trading & Scheduling, Data Feed & Storage automation; Analytics, Monte Carlo Simulations, Stochastic Modeling; Market & Credit Risk Management; Assets Optimization. We provide multiple commodity, energy (including electricity) and currencies coverage. Automates analytics, simulation, valuation and risk computing for - a range of securities, asset classes and risk indicators evaluated.
Object Trading is a software company specialising in exchange connectivity software for market participants, sell-side and buy-side professionals and other financial software vendors. Its FrontRunner suite of components provides access via a range of APIs to market data and order execution aspects of exchange connectivity. Enhanced by risk management, service management and back-office integration components, FrontRunner provides a total solution for exchange connectivity needs. Core infrastructure for the global management and development of electronic trading systems. Product suite components include:
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.
Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path. Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a "silo" approach to data management. Front-to-back, Integrated Investment Accounting & Risk Management.
Powerful data aggregation and reporting solutions for hedge funds - Real-time PNL, performance, risk, regulatory filings, transactions and more. Powerful data aggregation and reporting solutions for hedge funds - performance, risk, regulatory filings, transactions and more.
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.
FINCAD Analytics Suite is the most transparent solution with comprehensive cross-asset coverage and documentation of all models, calculation methodologies, and references. Verify and validate every aspect of the valuation, including pricing of derivatives, measurement of counterparty exposure and risk, benchmarking against other systems, confirmation of dealer pricing and more. FINCAD Analytics Suite is available for use within Excel or as a software development kit. Provides cross asset coverage of over 1600 function-based derivative and fixed income analytics in a convenient Excel-based interface.
OpenGamma provides technology for financial institutions to improve analytics calculation and delivery to front-office and risk users. Using a completely open architecture, the OpenGamma Platform combines a flexible integration model with best-of-breed customizability and usability. Our unified approach will radically improve the quality, accuracy and timeliness of data to end-users, and significantly expand the capabilities of in-house IT resources. Contact us today to find out more. Enables a transparent and unified approach to trading and risk analytics that will radically improve the quality, accuracy.
Prepare and send end-of-day trading files to the prime brokers. Prepare start-of-day position files for the OMS. Prepare and send end-of-day trading files to the prime brokers. Prepare start-of-day position files for the OMS.
Fully integrated software for private equity and mergers and acquisitions for investment banks and corporate M&A departments. Fully integrated software for private equity and mergers and acquisitions for investment banks and corporate M&A departments.
A platform for institutional trading, middle-office users & servicing front with specialized functionality for fixed-income products. A platform for institutional trading, middle-office users & servicing front with specialized functionality for fixed-income products.
Realize gains in efficiency, cut accounts receivable time in half and drive down resource costs with our revenue and expense calculation engine. Broadridge's solution automates your billing and invoicing workflow, while providing a 360 view, helping you focus on growth. Enables mutual fund, capital market, and asset managers to optimize revenue with invoice reconciliation and fee allocation features.
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.
IntegriDATA EAS addresses the challenges of allocating expenses from invoice capture to GL booking and reimbursement. EAS acts as an intercompany expense subledger improving expense allocation efficiency and accuracy, helping to ensuring regulatory compliance. Helps investment managers automate the expense allocation process between management company and funds.
Cloud-based integrated delivery platform which helps investment firms improve operational efficiency, manage risk and achieve scale. Cloud-based integrated delivery platform which helps investment firms improve operational efficiency, manage risk and achieve scale.
For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules.
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.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to hedge funds, institutional asset managers and wealth management firms. 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
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.
Resolvr enables users to view, in real time, auditable workflows of spend data across their company. The software differentiates itself from the competition by offering autonomous cost apportionment and intelligent invoicing decisions through machine learning, as well as inter-application communication between departments or even companies. Resolvr is fully compatible with existing ERP software such as SAP, Oracle, QuickBooks, and more. Expense allocation, spend and claims management tool with dynamic expense apportionment.
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.
With RiskAPI PortfolioScience has created unique software allowing users access to powerful, managed risk analysis calculation resources from within their existing spreadsheets. Integrate sophisticated portfolio risk management into your existing environment. Access a full range of analysis tools - VAR, Correlation, Beta, and more - all within your existing framework. RiskAPI offers one simple, affordable and powerful right out-of-the box risk management solution Unique software that allows access to powerful, managed risk analysis calculation resources from within your existing spreadsheets.
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.
Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce. Cloud Hedge is a cloud based, collaboration and productivity solution designed specifically for Hedge Funds. Based on Salesforce.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our globally recognized platform, Integrata, provides asset managers full front-to-back office functionality on a single platform including order and execution management, portfolio management, reconciliations, valuations and risk, full fund accounting, outsourced fund services and a data warehouse. Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.