Logiciels de gestion des investissements

Un logiciel de gestion des investissements automatise la gestion du patrimoine, des portefeuilles et des actifs financiers. Pour les investisseurs individuels et les sociétés d'investissement traditionnelles, ainsi que pour les fournisseurs d'investissements alternatifs tels que les fonds spéculatifs et les fonds de fonds, ce programme offre une solution intégrée pour suivre l'activité des portefeuilles, la comptabilité et la conformité réglementaire. Voir aussi : logiciel pour le secteur bancaire et logiciel de gestion des risques financiers.

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AppFolio Investment Management is a smarter, all-in-one software solution designed for real estate investment management that empowers managers with flexible tools for fund management and syndication. Investment Managers can respond quickly to questions, with key data securely stored and right at their fingertips, while providing a better, personalized experience for investors. Learn more about AppFolio Investment Management. En savoir plus sur AppFolio Investment Management AppFolio Investment Management is designed for real estate investment management. En savoir plus sur AppFolio Investment Management
Juniper Square is easy-to-use, all-in-one investment management software that enables managers to raise more capital, improve investment operations, and increase investor satisfaction. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 12,000 investments and $650B of real estate assets. En savoir plus sur Juniper Square Juniper Square is easy-to-use, all-in-one investment management software designed specifically for real estate. En savoir plus sur Juniper Square

par Investor Management Services

(29 avis)
Logiciel de gestion des investisseurs pour LES AGENCES IMMOBILIÈRES COMMERCIALES. IMS Platform fournit aux sociétés d'investissement immobilier un CRM conçu spécifiquement pour l'immobilier commercial, des tableaux de bord pour les investisseurs, une gestion des documents et des calculs de distribution. Offrez la transparence exigée par les investisseurs tout en réduisant les coûts et en augmentant l'efficacité en back-end. Des entreprises comme RADCO, Peak et CapSol s'appuient sur IMS pour gérer plus de 49 000 investisseurs. Pour savoir comment IMS peut vous aider à gagner du temps, à économiser des ressources et à offrir une expérience investisseur gagnante, REGARDEZ UNE DÉMO ! En savoir plus sur IMS Platform La plateforme fournit aux sociétés d'investissement immobilier un CRM, des tableaux de bord pour les investisseurs, une gestion des documents, des calculs de distribution et des analyses. En savoir plus sur IMS Platform
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. En savoir plus sur Windham Portfolio Advisor For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting. En savoir plus sur Windham Portfolio Advisor
FundCount est une solution logicielle de comptabilité et d'analyse de partenariat pour les fonds spéculatifs, le capital-investissement et les administrateurs de fonds. Un référentiel général multidevises intégré et des outils de flux de travail automatisés améliorent l'efficacité opérationnelle et garantissent la précision de la NAV et d'autres calculs. Les options de reporting personnalisées et prêtes à l'emploi répondent à tous les besoins de reporting des clients. Élu meilleur cabinet de comptabilité et de reporting des fonds par Hedgeweek, FundCount apporte rapidité, précision et perspicacité analytique à votre entreprise. En savoir plus sur FundCount Logiciel automatisé de comptabilité, de reporting et d'analyse de partenariat pour les fonds spéculatifs, les fonds de capital-investissement et les administrateurs de fonds. En savoir plus sur FundCount
Primée, la suite logicielle d'investissement d'Eze offre un ensemble d'applications intégrées qui comporte d'excellentes fonctionnalités de gestion des actifs, afin de rationaliser le cycle de vie des investissements. Les applications peuvent être combinées pour créer un flux de travail complet et intuitif, qu'il soit configuré séparément ou intégré à d'autres systèmes tiers. En savoir plus sur Eze Investment Suite Les produits Eze sont conçus pour répondre aux exigences uniques et croissantes des clients, en leur fournissant des logiciels configurables, évolutifs et intégrés. En savoir plus sur Eze Investment Suite

par Backstop Solutions Group

(17 avis)
Backstop Solutions vise à aider les investisseurs alternatifs à tirer le meilleur parti de leur temps. Chaque minute compte dans ce secteur et l'équipe de Backstop veut donc permettre à ses clients de remplacer leurs listes de tâches complexes par des processus d'affaires simplifiés. Pour ce faire, ils mettent à la disposition des gestionnaires d'actifs et des investisseurs la meilleure technologie de productivité basée sur le cloud pour les aider à mieux mobiliser et conserver les capitaux, effectuer des recherches, gérer des portefeuilles et servir leurs principales parties prenantes. En savoir plus sur Backstop Backstop Solutions propose des solutions de productivité basées sur le cloud pour les investisseurs institutionnels et autres gestionnaires d'actifs. En savoir plus sur Backstop
Dynamo est une solution CRM basée sur le web avec des capacités spécifiques au secteur pour gérer les opérations de front et middle office des sociétés d'investissement alternatives. L'interface simple et intuitive de la plateforme Dynamo, l'intégration étroite à Microsoft Office et l'accès mobile aux smartphones et aux tablettes offrent une expérience utilisateur riche et interactive partout sur le web. En savoir plus sur Dynamo Dynamo rationalise le logiciel de gestion des opérations d'investissement du front au back-office pour les GPs, les LPs et les fournisseurs de services. En savoir plus sur Dynamo
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration. En savoir plus sur Carta for Investors Carta is the investment and ownership platform for VC firms and their portfolio companies. En savoir plus sur Carta for Investors

par Altvia Solutions

(0 avis)
AIM, solution de capital privé sur la plateforme Salesforce, vous permet de consolider vos données dans un système central unique pour l'efficacité opérationnelle et l'optimisation des workflows afin de s'adapter en fonction de la croissance. AIM est compatible Lightning avec une interface utilisateur claire et simple conçue pour la facilité d'utilisation et la rapidité. Avec AIM, vous obtenez la base nécessaire pour créer votre solution technologique à l'échelle de l'entreprise afin de tirer parti de la puissance de vos données et de vous donner un avantage informationnel vous permettant de prendre des années d'avance sur vos concurrents. En savoir plus sur AIM Gérez la levée de fonds, la diligence raisonnable et les portefeuilles. Pour les gestionnaires de fonds d'actifs alternatifs et les investisseurs institutionnels. En savoir plus sur AIM
Logiciel de Front et Back Office pour les start-up ou fonds spéculatifs et les gestionnaires de ressources. Outre le système de gestion de portefeuille, HedgeGuard propose deux services supplémentaires : l'externalisation de middle-office et VDI. En savoir plus sur HEDGEGUARD Logiciel de Front, Middle et Back Office pour les start-up ou fonds spéculatifs et les gestionnaires de ressources. En savoir plus sur HEDGEGUARD
Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate investments, for free. Over 10,000 investors use Stessa to save time and optimize their single-family rentals and multifamily buildings with Visual performance dashboards, Automated income and expense tracking, and Tax-ready financial reports Get started in minutes: add your properties, link your financial accounts, and everything updates in real-time. En savoir plus sur Stessa Allows investment property owners to track, manage and communicate the performance of their real estate portfolio. En savoir plus sur Stessa
Le logiciel cloud de MineralSoft fournit aux investisseurs pétroliers et gaziers les données et ressources nécessaires pour réussir, notamment l'acquisition et le développement, les terres, le SIG, la gestion de portefeuille, le grand livre et des outils d'audit. Il leur offre tous les outils et toute l'expertise nécessaires pour concevoir un portefeuille gazier et pétrolier haute performance à partir de leur ordinateur, tablette ou smartphone. Cette plateforme vous aidera à repérer plus rapidement les opportunités émergentes, à optimiser les opérations quotidiennes et à générer les meilleurs rendements du secteur. En savoir plus sur MineralSoft Augmentez votre rentabilité grâce à la première plateforme de gestion de portefeuille pour les minéraux, les royalties et les participations directes non opérationnelles. En savoir plus sur MineralSoft
Le logiciel Vantage propose des solutions complètes et intuitives qui permettent aux entreprises d'investissement alternatives de gérer leurs opérations. Les clients gèrent plus d'un billion de dollars d'investissements en capitaux privés, en capitaux de risque et dans l'immobilier. Une spécialisation dans les solutions de portail et comptabilité d'investisseurs, de reporting, de gestion des contacts, de surveillance de portefeuille et de flux de transactions vous est proposée. En savoir plus sur Vantage Software Le logiciel Vantage propose des solutions complètes et intuitives qui permettent aux entreprises d'investissement alternatives de gérer leurs opérations. En savoir plus sur Vantage Software

par VADAR Systems

(0 avis)
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. En savoir plus sur LienApp Tax Lien Servicing in the Cloud. En savoir plus sur LienApp
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. En savoir plus sur Foundersuite SOFTWARE FOR RAISING ANGEL, SEED & VC. Foundersuite makes the leading Investor CRM + an Investor Database and Investor Updater tools. En savoir plus sur Foundersuite
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. En savoir plus sur The CRE Suite Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams. En savoir plus sur The CRE Suite

par eFront

(0 avis)
eFront est le fournisseur de logiciels et de solutions dédiés à l'industrie financière, spécialisé dans les placements alternatifs et la gestion des risques. Les solutions eFront sont employées par les grandes entreprises du capital-investissement, de l'immobilier d'investissement, du secteur bancaire et des assurances. eFront comprend FrontInvest, Front GP, les portails d'investisseurs, Pevara, FrontPM et FrontERM. En savoir plus sur eFront Le premier fournisseur de logiciels et de solutions dédiés à l'industrie financière. En savoir plus sur eFront

par VestServe

(0 avis)
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

par Broadridge Financial Solutions

(0 avis)
Obtenir un livre d'enregistrement indépendant, vérifiable et accessible auprès d'un partenaire fiable. Ils fournissent des informations et des visualisations complètes, précises et en temps opportun pour encadrer le trading, la conformité, la surveillance fiduciaire et d'autres fonctions critiques de gestion des investissements. Cette solution primée comprend une plateforme internationale, en temps réel et multidevises avec des services de comptabilité professionnels pour créer votre portefeuille d'investissement. En savoir plus sur Broadridge Investment Accounting Obtenir des informations complètes, précises et en temps opportun pour encadrer les fonctions de gestion des investissements. En savoir plus sur Broadridge Investment Accounting

par Plaid

(0 avis)
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. En savoir plus sur Plaid Plaid is a technology platform that enables applications to connect with users bank accounts. En savoir plus sur Plaid

par TruEquity

(0 avis)
Solution complète pour la gestion de propriétaires de sociétés privées, pour les actions et les options, du début à la fin. Maintenez votre table de capitalisation précise, claire et à jour. En savoir plus sur Truequity Solution complète pour la gestion de propriétaires de sociétés privées, pour les actions et les options, du début à la fin. En savoir plus sur Truequity

par Opulos Financial Software

(3 avis)
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! En savoir plus sur NüWorkflow Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes. En savoir plus sur NüWorkflow
Logiciel de gestion de portefeuilles facile à utiliser pour les gestionnaires d'actifs et les investisseurs individuels. Fonctionne sur Windows, Mac, iOS et Android. Portefeuilles, listes de surveillance, graphiques, alertes, etc. StockMarketEye facilite le suivi de plusieurs portefeuilles d'investissements et la surveillance des marchés pour gérer efficacement vos investissements. Les données sont stockées localement sur votre ordinateur, mais peuvent être partagées entre les utilisateurs grâce à un service intégré de synchronisation en ligne. StockMarketEye est disponible sur Windows, Mac, Linux, Android et iOS. Logiciel de gestion de portefeuilles facile à utiliser pour les entreprises et les investisseurs individuels. Suivez vos investissements sur Windows/Mac/iOS/Android.
Solution cloud de gestion de patrimoine et de planification financière conçue pour les conseillers financiers.
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 $1.5tn 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.
eMoney Advisor est le seul système de planification de patrimoine pour les conseillers financiers qui offre transparence, accessibilité, sécurité et une organisation supérieures pour tout ce qui affecte la vie financière de leurs clients. Une technologie imaginée et créée par des conseillers pour les conseillers, les logiciels et les ressources primés d'eMoney sont conçus pour transformer la capacité du conseiller à mettre en œuvre des plans financiers complets et préparer leurs clients à un avenir financier sûr. eMoney Advisor est le seul système de planification de patrimoine pour les conseillers financiers qui offre transparence, accessibilité et sécurité.
FinFolio simplifie la gestion de patrimoine pour les conseillers en investissement. Reporting de performance, trading, rééquilibrage de portefeuille, gestion des commandes, gestion des contacts, facturation et portails clients sur une seule plateforme. Cette solution s'intègre à la plupart des produits dans le domaine de la gestion de patrimoine. Elle s'exécute sur le cloud ou peut être installée localement. Gestion de portefeuille, rapports, portails de négociation et clients pour conseillers en investissement et gestionnaires de patrimoine professionnels.
Permet aux entreprises et aux particuliers d'effectuer leurs transferts d'argent internationaux et de gagner du temps précieux, de l'argent et d'éviter les risques. Permet aux entreprises et aux particuliers d'effectuer leurs transferts d'argent internationaux et de gagner du temps précieux, de l'argent et d'éviter les risques.
PackHedge by FinLab Solutions SA is a leader amongst investment management solutions for all types of funds (HF, Mutual Funds, Private Equity, UCITS, ETF, Real Estate, etc.) and other investment vehicles (Equities, Forwards, Currencies, etc.). Providing research & analysis, risk management, portfolio construction and shadow accounting, liquidity & cash-flow forecasting/analysis (for portfolios, managed accounts and funds of funds), CRM & document management, workflow and flexible reporting. Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization Ready-to-use presentation of financial analytics that can be distributed instantly.
Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate. Successfully manage deals, track transaction pipeline, and automatically generate reports. Additional features include smart alerts/notifications, file storage, search, data export, demographic data, and customizable workflow templates. Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.
Gestion de portefeuille : gestion de la conformité, modélisation, simulation de scénarios, rééquilibrage de portefeuille, automatisation des flux de travail. Gestion de portefeuille : gestion de la conformité, modélisation, simulation de scénarios, rééquilibrage de portefeuille, automatisation des flux de travail.
En exploitant le moteur de calcul inégalé de NaviPlan, les conseillers peuvent facilement s'adapter aux besoins de leurs clients grâce à des plans complets et détaillés ou à des évaluations rapides. Gagnez un temps précieux avec les intégrations tout en rassurant vos clients grâce à la sécurité des données certifiée ISO et aux plans les plus détaillés et les plus précis du secteur. Les attentes des clients sont de plus en plus élevées et NaviPlan permet aux conseillers de répondre à ces demandes. En exploitant les calculs inégalés de NaviPlan, les conseillers peuvent s'adapter aux besoins de leurs clients grâce à des plans détaillés ou à des évaluations rapides.
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.

par FactSet Research Systems

(4 avis)
FactSet est un logiciel de gestion des investissements axé sur l'analyse de données financières destiné aux professionnels des banques d'investissement. FactSet est un logiciel de gestion des investissements axé sur l'analyse de données financières destiné aux professionnels des banques d'investissement.
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.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation. * Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
Système de comptabilité et de reporting pour les portefeuilles. Synonyme de rapidité, de précision et de simplicité pour les fonctions de gestion de portefeuilles.
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.
The fi360 Toolkit est une solution logicielle web performante qui fournit les fonctionnalités d'analyse, de gestion et de reporting nécessaires pour aider les professionnels de l'investissement à gérer et à documenter des processus d'investissements prudents. Ce système de gestion fiduciaire clé en main est facile à utiliser, à reproduire et à comprendre. The fi360 Toolkit favorise la conformité, offre aux utilisateurs de meilleures informations et fournit un différenciateur qui favorise des relations meilleures avec les clients. The fi360 Toolkit est une solution web permettant d'analyser, de comparer, de suivre et de documenter des investissements. De plus, cette solution est facile à utiliser et à comprendre.
An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents. An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.
La plateforme iLEVEL d'Ipreo est une solution de surveillance de portefeuille basée sur le Cloud, qui permet aux investisseurs en capital privé d'évaluer et de rendre compte de façon transparente de la performance de leurs portefeuilles. iLEVEL simplifie le processus de collecte de données auprès des entreprises de portefeuille et finance les investissements, en les agrégeant et en les stockant de manière centralisée. iLEVEL réduit considérablement le temps et les efforts consacrés au front-office et au back-office, tout en soutenant un niveau accru d'intégrité, de perspicacité et de réactivité pour l'ensemble de l'entreprise. La plateforme iLEVEL d'Ipreo est la solution leader sur le marché de surveillance de portefeuille basée sur le Cloud pour les investisseurs privés.
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas. An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
La solution de gestion des investissements pour les gestionnaires de fonds et d'actifs, comprend la négociation et la gestion des commandes, l'administration des fonds, etc.
Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.

par Project Planning and Management

(1 avis)
Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key investment criteria such as NPVs, IRRs, payback and loan cover ratios. It also undertakes sensitivity and breakeven analysis and Monte Carlo simulations. For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.
Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change. Create, manage, modify, monitor, and measure investment portfolios.
TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools. Using this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version. TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.
Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions. Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers.
India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners. India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.
Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes. Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.
Depuis 1987, Croesus offre des solutions sophistiquées de gestion de patrimoine aux institutions financières partout en Amérique du Nord. Actuellement, 14 000 professionnels de l'investissement utilisent les solutions de Croesus pour gérer plus de 1 billion de dollars d'actifs de clients. Avec ses 180 employés, Croesus est reconnu pour sa capacité à transformer efficacement les données en information, à développer des solutions de gestion de portefeuille pour améliorer l'efficacité et à fournir la business intelligence pour la prise de décision fondée sur des données factuelles. Croesus est un logiciel de gestion de portefeuille et CRM disposant des fonctionnalités suivantes : Gestion des documents, tableaux de bord, reporting, facturation, etc.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.
Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers, market data distribution system and internal order matching facility. Broker-neutral multi-assets trading Platform combines order management and charting screens, algorithmic trading servers and more.
With us you'll have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, CRM and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals. With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

par Integrated Digital Systems

(1 avis)
Système de gestion de patrimoine à guichet unique offrant une couverture complète de toute la chaîne d'investissement : CRM, analyse de portefeuille, allocation des actifs, registre de fonds, surveillance de la conformité, gestion des risques, attribution de performances et reporting client. VESTIO répond aux besoins globaux des sociétés d'investissement, des gestionnaires de patrimoine, des traders, des hedge funds et des family offices. Le système couvre les actions, les obligations, les dérivés, les produits de base, l'immobilier et les capitaux propres. Système de gestion de patrimoine à guichet unique couvrant les actions, les obligations, les produits dérivés, les produits de base, l'immobilier et les capitaux propres.
FundWare is an out-of-the box investment compliance solution that is used by hundreds of fund managers worldwide. FundWare functionality includes: - Investment Compliance: UCITS and Non-UCITS Rules, US 1940 Act, Canadian Mutual fund rules - AIFMD + Annex IV Reporting: Leverage Calculations, Liquidity Monitoring, Risk Management, Regulatory Reporting - Global Disclosures Monitoring: Major Shareholding Rules, Takeovers, Short Selling - Depositaries: Cash Flow Monitoring, Custody Oversight SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules
M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features. Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement
Financial software solution to aid in generating economic forecasts and optimizing future objectives using data. Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.
Logiciel de préparation des déclarations fiscales avec gestion de l'historique des transactions, reporting des ventes fictives et analyse des performances pour les traders actifs. Logiciel de préparation des déclarations fiscales avec gestion de l'historique des transactions, reporting des ventes fictives et analyse des performances pour les traders actifs.
Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a going concern for generations to come. Complex Interests fosters the 6 elements of family stewardship: 1) complete family inventory, 2) document repository, 3) relationship diagrams, 4) notice of upcoming expiration dates, 5) institutional memory of legal/tax strategies, and 6) list of to-do items. "System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.
An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more. An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.
Solution logicielle d'investissement conçue pour vous aider à prendre des décisions d'achat en vous basant sur des informations et des données fournies depuis un tableau de bord unique. Solution logicielle d'investissement conçue pour vous aider à prendre des décisions d'achat en vous basant sur des informations et des données fournies depuis un tableau de bord unique.
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.
Build wealth with CrowdStreet - Join clients like KBS, Hines, Hamilton Zanze and Hempel who leverage the The CrowdStreet platform for online fundraising and investment management. With over 100,000 investors and $9 billion in investment dollars managed across over $11 billion in market capitalization, CrowdStreets investment management platform is specifically built to help CRE firms easily scale their business. Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.
Post-Trade Data Management platform for financial institutions. Key modules include Matching, Allocation, Risk Analysis, Reporting and Alerts. Asset managers, hedge funds and trading firms of all sizes benefit from the Theorem platform by streamlining their post-trade operations and through increased operational efficiencies. Theorem's flexibility allows firms to manage data across multiple brokers and multiple data sources without needing developer resources or expensive consultants. Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts.
Platform that serves banks, financial services & insurance organizations in investment management. Platform that serves banks, financial services & insurance organizations in investment management.

par Agiletics

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

par FINARTIS

(0 avis)
La suite de solutions Prospero répond précisément aux besoins de segments spécifiques du secteur des services financiers : Gestion de patrimoine, gestion d'actifs, administration de fonds et family offices/gestion d'actifs indépendants. Prospero couvre tous les besoins financiers, transactionnels, de traitement et de reporting du Front-Office aux zones Middle et Back-Office. Prospero couvre la gestion de patrimoine, la gestion d'actifs, l'administration de fonds et Family Offices/la gestion d'actifs indépendants.

par Cogency Software

(0 avis)
Cogency Software est un leader du secteur des solutions automatisées de comptabilité et d'opérations pour les fonds multigestionnaires (FOHF, fonds FoPE, fonds de pension, fonds de dotation). Grâce à sa solide expérience de collaboration avec ses clients, Cogency Software a acquis une profonde compréhension des opérations d'investissement alternatif. Il met à profit cette connaissance du secteur pour créer sa gamme de produits intégrés, qui comprend la comptabilité des fonds et des partenariats, la gestion de portefeuille, l'IRM et le CRM. Solution de gestion intégrée pour les fonds spéculatifs. Elle agrège les données et fournit une analyse approfondie du portefeuille.

par FoxTrot Software

(0 avis)
A simple yet robust and flexible solution to manage all of your compensation needs. Commission or fee based, multiple split & overrides along with an intuitive step-by-step approach puts efficiency back into your back office operations department Financial Services Compensation Management and Compliance software for Broker-Dealers and RIAs
LongView Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders, and compliance officers. LongView Trading offers advanced portfolio modeling, order generation, electronic trading, and compliance functionality. By providing seamless integration to hundreds of trading destinations globally, LongView Trading simplifies and automates the trade process. Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

par Envision Financial Systems

(0 avis)
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.

par Actforex

(0 avis)
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.

par Salentica

(0 avis)
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.

par Dolphin Enterprises

(0 avis)
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.

par Vitech Systems Group

(0 avis)
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.

par Informa Investment Solutions

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

par GoldenGem

(0 avis)
Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices. Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices.
MIMICS Portfolio software modules provide a full range of functionality. Treasury Portfolio - reliable software for managing your proprietary trading. Customer Portfolio - efficiently manage your customer's portfolios and trading. Fund Portfolio - powerful portfolio accounting software for mutual funds, pensions, and hedge funds. Central Bank Portfolio - portfolio management software enhanced for central banks. Powerful and flexible software solutions for managing your business' Portfolio functions.

par Vermilion Software

(0 avis)
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.

par Cogendi

(0 avis)
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.

par StreetOne

(0 avis)
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.

par Integrated Software

(0 avis)
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

par Archway

(0 avis)
Archway, une entreprise de logiciels, prend en charge les opérations financières des family offices, des hedge funds, des conseillers en investissement, des courtiers principaux et des banques privées du monde entier. Sa plateforme phare, ATWeb, est une solution d'entreprise déployée sur le web pour le secteur de la comptabilité et des investissements. ATWeb intègre un grand livre général (GLG) pour prendre en charge la comptabilité de portefeuille, de fonds et de partenariat avec un système de gestion de portefeuille. La suite de modules ATWeb offre un ensemble complet de fonctionnalités financières spécialement conçues pour les secteurs du capital-investissement.

par Charles River

(0 avis)
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.

par VIRTU Financial

(0 avis)
POSIT is an advanced order management and execution management system, with a high level of client service, and unique liquidity destinations. We protect traders with the purest global liquidity, whether large blocks or aggregated across disparate dark sources. With advanced liquidity filtration and the easy integration of POSIT tools into your systems, we'll help you increase your crossing opportunities, automate matching, reduce trading times, and significantly lower your costs. Liquidity sourcing software that helps traders to enhance liquidity across investments & minimize information leakage and market impact

par GlobalBackOffice

(0 avis)
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.

par Real Time Risk Systems

(0 avis)
Outsourced trading analytics and development on the Protozoa platform. Outsourced trading analytics and development on the Protozoa platform.
QuantHouse est un fournisseur mondial de solutions de trading systématiques de bout en bout, comprenant des technologies de données de marché à latence ultrafaible, des cadres de développement de trading algorithmique, des services d'hébergement de proximité et de routage des ordres pour les hedge funds, les market makers, les bureaux propriétaires et les sociétés de ventes sensibles aux latences. Outils de trading algorithmique et flux de données à faible latence.

par Financial Information Network

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

par PriceMetrix

(0 avis)
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.

par Atomic Intelligence

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

par Profidata Group

(0 avis)
Système de gestion des investissements véritablement intégré pour les banques, les entreprises d'investissement, les entreprises de fonds, les assurances et les investisseurs institutionnels. Système de gestion des investissements véritablement intégré pour les banques, les entreprises d'investissement, les entreprises de fonds, les assurances et les investisseurs institutionnels.

par FinlogiK

(0 avis)
FinlogiK est un processus de traitement direct (STP) et un système complet de gestion d'affaires et de portefeuille (TPMS). Le système TPMS de FinlogiK offre un retour sur investissement supérieur en combinant des interfaces et une configuration système simples avec la fiabilité des processus de flux de travail intégrés, une sécurité complète, des capacités d'audit et des rapports conviviaux et performants. Le système TPMS de FinlogiK gère plus de cinquante types d'instruments financiers allant du simple instrument de trésorerie aux dérivés complexes. Suite complète de modules de solutions intégrées, conçue pour les traders, les gestionnaires de fonds, les investisseurs institutionnels et les courtiers.

par Microgen

(0 avis)
Private banking and investment management system designed for the needs of international private banks operating both on and off-shore. Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.

par Elysys

(0 avis)
Solution intégrée de gestion des finances et des investissements fournissant toutes les fonctionnalités requises par les entités qui investissent dans des actions, des obligations, des bons du Trésor, des contrats de change, des dérivés et d'autres types d'investissement. Idéal pour les family offices, les sociétés de services financiers et de gestion d'actifs, les fonds de capital-investissement, qui nécessitent un traitement direct et un traitement comptable automatique. NAVInvest propose également des modules de conformité, de CRM et de nombreux autres. Complément vertical à Microsoft Dynamics NAV : une solution intégrée de gestion des finances/des investissements.

par Bancstreet Capital Partners

(0 avis)
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.

par Computer Design

(0 avis)
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.

par TPG Software

(0 avis)
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. Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more.
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.

par PROFILE

(0 avis)
Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options. Designed with the modern Wealth Manager in mind, it delivers unique flexibility and design to meet cust and evolving business needs, covering all aspects and type of insitutions. Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.

par Expersoft Systems

(0 avis)
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.

par Innovative Banking Software

(0 avis)
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.

par Craft Silicon

(0 avis)
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.

par ClearStructure Financial Technology

(0 avis)
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.

par Blueleaf

(0 avis)
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.
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.

par Assetbook

(0 avis)
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.
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.

par Black Mountain Systems

(0 avis)
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.
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.
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.

par Nirvana Solutions

(0 avis)
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.
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.

par Third Financial Software

(0 avis)
Plateforme de gestion de patrimoine en ligne par l'intermédiaire de l'informatique mobile, offrant conformité et supervision, CRM, gestion de portefeuille et reporting clients.

par Focus Solutions

(0 avis)
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.

par Balance Financial

(0 avis)
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.

par Forexware

(0 avis)
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.

par ECOFIN

(0 avis)
Solution modulaire de gestion de patrimoine basée sur le web, comprenant des fonctionnalités de profilage client, d'allocation d'actifs et de reportings de conformité. Solution modulaire de gestion de patrimoine basée sur le web, comprenant des fonctionnalités de profilage client, d'allocation d'actifs et de reportings de conformité.

par Blaze Portfolio Systems

(0 avis)
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.

par Smartleaf

(0 avis)
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.
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.
PortfolioNet est une solution intégrée consistant en un traitement des données de portefeuille et en un accès ultérieur via une plateforme web. Il vous permet de visualiser tous vos actifs, d'effectuer une analyse personnalisée et approfondie et de générer des rapports personnalisés. Il s'agit d'un système de gestion de portefeuille conforme à GIPS qui vous aide à construire des portefeuilles efficaces et à surveiller leur performance ou leur répartition de l'actif. PortfolioNet est une solution intégrée suisse consistant en un traitement des données d'un portefeuille et en un accès ultérieur via une plateforme web.

par EFAdrin

(0 avis)
Gérez votre processus d'investissement : génération d'idées, valorisation, saisie des transactions, comptabilité des fonds, rapprochement, attribution, analyse des risques. EFAdrin est un système de gestion de portefeuille haut de gamme pour les fonds spéculatifs, conçu pour améliorer les flux de travail de front, middle et back office, en mettant l'accent sur la personnalisation et la flexibilité. Gérez votre processus d'investissement : génération d'idées, valorisation, saisie commerciale, comptabilité des fonds, rapprochement, attribution, analyse des risques.

par Agile Financial Technologies

(0 avis)
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.

par eBusiness Systems

(0 avis)
EB-IMS is a sophisticated investments management system developed by E-Business Systems providing web-based access to a range of investment portfolio analysis and management tools, with diverse levels of controlled user access through the Internet. As a web based system, users can access and use the system through an Internet browser wherever they have an Internet service. Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations.
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.

par Symetrics

(0 avis)
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.
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.

par Miles Software Solutions

(0 avis)
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.
Système de gestion de portefeuille et de gestion du risque entièrement intégré avec une couverture et des analyses complètes des catégories d'actifs. Système de gestion de portefeuille et de gestion du risque entièrement intégré avec une couverture et des analyses complètes des catégories d'actifs.

par Preqin Solutions

(0 avis)
Preqin Solutions, anciennement Baxon Solutions, fournit un logiciel de collaboration dans le cloud, leader sur le marché, permettant de rationaliser l'ensemble du processus de gestion de portefeuille, notamment la surveillance, la gestion et le reporting sur la performance des investissements. La plateforme automatise la compilation, l'analyse et l'échange des informations financières d'un portefeuille. Gestion de portefeuille simplifiée - Logiciel de capital privé

par WealthArc

(0 avis)
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.

par Taliance

(0 avis)
GlobalAsset: innovative real-time analytics platform providing on demand data and what-if analysis for alternative investments portfolios. It will help you to: -Reduce operational risks and costs by drastically improving data quality & accessibility -Achieve sophisticated tax, financing and waterfall modelling to merge actual performance & scenarios forecasting -Provide middle- and front-officers with on-demand data and analytics to decrease turn-around time in controlling & due diligence This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.

par SDK.finance

(0 avis)
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.

par Bipsync

(0 avis)
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.

par Archer

(0 avis)
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.

par Solovis

(0 avis)
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.
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.

par Fimax AMS

(0 avis)
Complete and flexible software platform for Independent Asset Managers and Family Offices. Complete and flexible software platform for Independent Asset Managers and Family Offices.

par SYSTEMIC

(0 avis)
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.

par BaseVenture

(0 avis)
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.

par WealthObjects

(0 avis)
Asset and Wealth Managers, Banks, Insurance Companies, Brokerages and many others work with WealthObjects to launch fully customised omni-channel digital platforms, or to improve their existing offerings. YOUR STRATEGIC TECHNOLOGY PARTNER TO LAUNCH DIGITAL AND HYBRID ADVISORY WEALTH AND INVESTING PROPOSITIONS

par Angelloop

(0 avis)
Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence. Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence.

par LiquidityCalendar

(0 avis)
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.

par Pakkala Helsinki

(0 avis)
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.

par Caltina

(0 avis)
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.

par QUANT IX SOFTWARE

(0 avis)
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.

par Formula Stocks

(0 avis)
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%.
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.

par Fusion Advisor

(0 avis)
Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place. Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place.
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.

par DiligenceVault

(0 avis)
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.

par finbox.io

(0 avis)
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.

par Zapflow

(0 avis)
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.

par Excel Net Solutions

(0 avis)
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).

par Apollo Enterprise Solutions

(0 avis)
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.

par ETNA Software

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

par Enfusion

(0 avis)
Depuis plus de 10 ans, Enfusion fournit des innovations technologiques et son assistance au secteur mondial de gestion des investissements. Integrata, plateforme mondialement reconnue, offre aux gestionnaires de ressources toutes les fonctionnalités d'un guichet unique, y compris la gestion des ordres, des exécutions et des portefeuilles, les rapprochements, les valorisations et les risques, la comptabilité complète des fonds, les services de fonds externalisés et un data warehouse. Logiciel de gestion des investissements leader sur le marché qui intègre de manière transparente des solutions à plusieurs ressources pour l'accueil, le middle-office et le back-office.

par Devexperts

(0 avis)
Une plateforme de trading multi-actifs pouvant être marquée en blanc ou personnalisée et intégrée à votre environnement de trading. Une plateforme de trading multi-actifs pouvant être marquée en blanc ou personnalisée et intégrée à votre environnement de trading.