Logiciels de gestion des investissements

Logiciels de gestion des investissements, France : utilisez Capterra.fr pour trouver les meilleurs outils pour votre entreprise.

Pourquoi Capterra est gratuit

À propos des options de classement

Logiciels filtrés :

184 produits trouvés

Note du produit

Déploiement

Fonctionnalités

Juniper Square

Juniper Square

par Juniper Square

(9 avis)

Juniper Square is transforming the real estate investment experience for both managers and investors with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is easy-to-use for the manager, provides an unparalleled experience to the investor and was designed specifically for the real estate industry. Clients like Beacon Capital, The Reliant Group, and Cortland Partners rely on Juniper Square to help manage over 25,000 investors. En savoir plus sur Juniper Square

IMS Platform

IMS Platform

par Investor Management Services

(11 avis)

Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM system, investor dashboards, document management, distribution calculations, and analytics. Deliver the transparency your investors demand while reducing costs and adding efficiencies to processes like distribution calculations and disbursements. To learn how IMS will help you save time and resources, take a free demo today! En savoir plus sur IMS Platform

Windham Portfolio Advisor

Windham Portfolio Advisor

par Windham Labs

(4 avis)

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

Eze Investment Suite

Eze Investment Suite

par Eze Software

(1 avis)

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

Obsidian Suite

Obsidian Suite

par Obsidian Solutions

(0 avis)

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. En savoir plus sur Obsidian Suite

Backstop

Backstop

par Backstop Solutions Group

(1 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

HedgeGuard®

HedgeGuard®

par HedgeGuard

(0 avis)

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®

LiquidityCalendar.com

LiquidityCalendar.com

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. En savoir plus sur LiquidityCalendar.com

LienApp

LienApp

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

eFront

eFront

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

Foundersuite

Foundersuite

par Foundersuite

(81 avis)

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 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. En savoir plus sur Foundersuite

FundCount

FundCount

par FundCount

(1 avis)

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

VestServe

VestServe

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

NüWorkflow

NüWorkflow

par Opulos Financial Software

(4 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

EFAdrin

EFAdrin

par EFAdrin

(0 avis)

Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis. EFAdrin is a top-of-the-line Portfolio Management System for Hedge Funds, built to enhance the workflows of front, middle and back office, with a focus on customization and flexibility.

Troika

Troika

par thewealthworks

(0 avis)

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. Troika will streamline your processes; saving time and money by reducing data duplication and fully automating the production of trust accounts. Troika can be linked to existing tax software and data feeds and can output to Microsoft Office for easily customisable reports. Troika will also reduce your compliance risk and assists with FATCA reporting. obligations.

V3

V3

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

emX

emX

par eMoney Advisor

(5 avis)

eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.

Axys

Axys

par Advent Software

(2 avis)

Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.

Tercero

Tercero

par Third Financial Software

(0 avis)

Wealth management platform with internet / mobile computing, compliance and oversight, CRM, portfolio management, and client reporting.

Everest

Everest

par Black Mountain Systems

(0 avis)

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

inStream

inStream

par inStream Solutions

(38 avis)

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

PSIT

PSIT

par Infinite Wealth Management Services

(0 avis)

Savings and investment tracking software with automatic back up and summary report generation for financial advisors and brokers.

VAIT

VAIT

par Verdant Analysis

(0 avis)

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

PRISM

PRISM

par RaisePartner

(0 avis)

Quantitative portfolio management web application for investment managers.

Croesus

Croesus

par Croesus

(0 avis)

Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over 1 trillion dollars in client assets. With its 180 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making.

iLEVEL

iLEVEL

par Ipreo

(2 avis)

Ipreo's iLEVEL platform is a cloud-based portfolio monitoring solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and centrally storing it. iLEVEL dramatically reduces time and effort expended by your front and back offices while supporting a new level of integrity, insight, and responsiveness for the entire firm.

PowerBroker

PowerBroker

par Envision Financial Systems

(0 avis)

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

XENTIS

XENTIS

par Profidata Group

(0 avis)

Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.

Cogency

Cogency

par Cogency Software

(0 avis)

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.

Portfolio Plus

Portfolio Plus

par Strategic Information Technology

(0 avis)

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

iBalance

iBalance

par softTarget

(4 avis)

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

AIM

AIM

par Altvia Solutions

(2 avis)

AIM, the private equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition.

VESTIO

VESTIO

par Integrated Digital Systems

(1 avis)

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

ATWeb

ATWeb

par Archway

(0 avis)

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.

PortfolioNet

PortfolioNet

par Galeo

(0 avis)

PortfolioNet is an integrated solution consisting of portfolio data processing and subsequent access via a web platform. It allows you to view all of your assets and perform custom, in depth analysis, and to generate personalized reports. It is a GIPS compliant Portfolio Management System that assists you in the construction of efficient portfolios and monitoring of their performance or asset allocation.

StockMarketEye

StockMarketEye

par TransparenTech

(39 avis)

Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS.

Wealth Management Platform

Wealth Management Platform

par Macroaxis

(5 avis)

Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization

Chartsmart

Chartsmart

par Chartsmart Software

(3 avis)

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.

PerTrac

PerTrac

par Strategic Financial Solutions

(1 avis)

Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.

Dynamo

Dynamo

par Dynamo Software

(1 avis)

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.

NaviPlan

NaviPlan

par Advicent

(1 avis)

As the industrys most powerful and flexible financial planning application, the NaviPlan financial planning software allows you to accommodate all client needs, from simple to sophisticated. NaviPlan is the financial services industry leader for detailed tax planning, advanced solutions, and ultra high-net-worth clients, yet it is flexible enough to produce quick, goal-based assessments on the fly.

TeamWox GroupWare

TeamWox GroupWare

par MetaQuotes Software

(1 avis)

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.

Wizetrade Commodities

Wizetrade Commodities

par The Wizetrade Group

(1 avis)

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

Wealth EOffice

Wealth EOffice

par REDVision Technologies

(1 avis)

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Parilux Fund Manager

Parilux Fund Manager

par Parilux Investment Technology

(1 avis)

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.

Ledgex

Ledgex

par Ledgex

(1 avis)

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.

Argo Trading Platform

Argo Trading Platform

par Argo Software Engineering

(1 avis)

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers, market data distribution system and internal order matching facility.

FA Solutions

FA Solutions

par FA Solutions

(1 avis)

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.

Prospero

Prospero

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.

LongView Trading

LongView Trading

par Linedata

(0 avis)

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.

ActTrader

ActTrader

par Actforex

(0 avis)

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

Advisor Desk

Advisor Desk

par Salentica

(0 avis)

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

MIC Manager

MIC Manager

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.

StyleADVISOR

StyleADVISOR

par Informa Investment Solutions

(0 avis)

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

GoldenGem

GoldenGem

par GoldenGem

(0 avis)

Neural network stock market analysis.

Vermilion Reporting Suite

Vermilion Reporting Suite

par Vermilion Software

(0 avis)

Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution.

WealthNET

WealthNET

par eFINSERVE

(0 avis)

Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.

CU SHARE

CU SHARE

par Integrated Software

(0 avis)

Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment

AlternativeSoft

AlternativeSoft

par AlternativeSoft

(0 avis)

- Analytical software solution for portfolio construction, best long only and best hedge funds selection, ETF selection, customized fact sheets for hedge funds. - Clients are hedge funds for fact sheets, investors in funds to find the best funds and build the best - Linked to all hedge funds databases, to Morningstar database, to Bloomberg, to Reuters Eikon, to Excel, to .xml. - Easy to use, easy to install, free support. - Used by the largest banks in the USA, UK and Switzerland.

Charles River IMS

Charles River IMS

par Charles River

(0 avis)

Award-winning software for all security types that enhances investment management operations from decision support through settlement.

GlobalBackOffice

GlobalBackOffice

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.

StatPro Revolution

StatPro Revolution

par StatPro

(0 avis)

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.

PAM

PAM

par Princeton Financial Systems

(0 avis)

Portfolio Accounting and Management.

ValueOne

ValueOne

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.

Atomic Intelligence

Atomic Intelligence

par Atomic Intelligence

(0 avis)

Content Search and Organization Service for Investment Professionals.

Horizon Portfolio Management

Horizon Portfolio Management

par HorizonSoftware

(0 avis)

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...

NAVInvest

NAVInvest

par Elysys

(0 avis)

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.

Portfolio Lab

Portfolio Lab

par Kwanti

(0 avis)

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

PM1e

PM1e

par Expersoft Systems

(0 avis)

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.

ImpactEdge

ImpactEdge

par Neville & Rowe

(0 avis)

ImpactEdge is a business software application that collates, analyses and presents information targeted at Business Users in the Investment Management Industry. ImpactEdge gives you fast, accurate information at the touch of a button.

Bankers Realm

Bankers Realm

par Craft Silicon

(0 avis)

A one-stop-shop for investment Management Firms

Blueleaf

Blueleaf

par Blueleaf

(0 avis)

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

FX Agency Advisor

FX Agency Advisor

par FXATrade

(0 avis)

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

Nirvana Enterprise

Nirvana Enterprise

par Nirvana Solutions

(0 avis)

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

Balance

Balance

par Balance Financial

(0 avis)

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

FINFOX Pro

FINFOX Pro

par ECOFIN

(0 avis)

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

ATOM Align

ATOM Align

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.

Smartleaf

Smartleaf

par Smartleaf

(0 avis)

Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.

Agilis Investment Management

Agilis Investment Management

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.

EBIMS

EBIMS

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.

SyMath

SyMath

par Symetrics

(0 avis)

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

Portfolio Workstation

Portfolio Workstation

par Alpha Level

(0 avis)

Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.

Preqin Solutions

Preqin Solutions

par Preqin Solutions

(0 avis)

Preqin Solutions, formerly Baxon Solutions, delivers market-leading cloud collaboration software for streamlining the entire portfolio management process, including monitoring, management and reporting of investment performance. The platform automates compilation, analysis and exchange of a portfolio's financial information.

WealthArc

WealthArc

par WealthArc

(0 avis)

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.

GlobalAsset

GlobalAsset

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

Bipsync

Bipsync

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.

Solovis

Solovis

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.

Assetmax

Assetmax

par Fimax AMS

(0 avis)

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

FundWare

FundWare

par Funds-Axis

(0 avis)

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

WealthObjects

WealthObjects

par WealthObjects

(0 avis)

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

Pakkala Helsinki

Pakkala Helsinki

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.

Caltina

Caltina

par Caltina

(0 avis)

Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors.

Formula Stocks

Formula Stocks

par Formula Stocks

(0 avis)

Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.

HYIP Manager Script

HYIP Manager Script

par PAM HYIP

(0 avis)

PAM HYIP is a most reliable HYIP investment script. Our solution support multi currencies, responsive design and multiple payment gateway.

Wealth Office

Wealth Office

par Fusion Advisor

(0 avis)

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

TradeLog

TradeLog

par Cogenta Computing

(0 avis)

IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders.

ReconAdvantage

ReconAdvantage

par PortfolioShop

(4 avis)

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

RedQuarry RMS

RedQuarry RMS

par RedQuarry

(2 avis)

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

Investors WorkStation

Investors WorkStation

par mhj3.com

(1 avis)

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.

PortfolioPathway

PortfolioPathway

par Portfolio Pathway

(1 avis)

PortfolioPathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution. From performance reporting, to operational workflow, to account aggregation, PortfolioPathway can ease the burden of using multiple systems to get the information Advisors need to manage their business.

FINTRX Platform

FINTRX Platform

par Capital Hedge

(1 avis)

Powered by Cap Hedge Ventures, 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.

fi360 Toolkit

fi360 Toolkit

par fi360

(1 avis)

The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships.

M2Advisor

M2Advisor

par M2Wealth

(1 avis)

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.

ForecastThis

ForecastThis

par ForecastThis

(1 avis)

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

CAMS

CAMS

par Agiletics

(0 avis)

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

FoxTrot

FoxTrot

par FoxTrot Software

(0 avis)

Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms.

Portfolio Director

Portfolio Director

par Portfolio Systems

(0 avis)

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

AdvisorVision

AdvisorVision

par AdviceAmerica

(0 avis)

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.

eReportal

eReportal

par Varden Technologies

(0 avis)

eReportal is an interactive and open-ended reporting platform. It reduces the labor and complexity at each step of the reporting workflow - from data reach/verification, presentation, to publication. It has such features as interactive reporting, on-demand data recon, complex packaging, dashboard, and on-the-fly presentation builder. Equipped with dynamic workflow, risk alerts, and firm-wide report management, your reporting cycle will be organized and automated.

Promoter

Promoter

par Project Planning and Management

(0 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.

MIMICS Portfolio Management

MIMICS Portfolio Management

par MIMICS

(0 avis)

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.

c*neo

c*neo

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.

StreetMetrics

StreetMetrics

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.

POSIT

POSIT

par Investment Technology Group

(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.

Protozoa

Protozoa

par Real Time Risk Systems

(0 avis)

Outsourced trading analytics and development on the Protozoa platform.

QuantFACTORY and QuantFEED

QuantFACTORY and QuantFEED

par QuantHouse

(0 avis)

QuantHouse is a global provider of end-to-end systematic trading solutions, including ultra-low latency market data technologies, algo-trading development frameworks, proximity hosting and order routing services for hedge funds, market makers, proprietary desks and latency-sensitive sell-side firms.

FIN

FIN

par Financial Information Network

(0 avis)

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

FinlogiK

FinlogiK

par FinlogiK

(0 avis)

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.

Microgen G3

Microgen G3

par Microgen

(0 avis)

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

AdvisorCube

AdvisorCube

par FinanceCube

(0 avis)

Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based.

Bancstreet Asset Management

Bancstreet Asset Management

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.

Visual FPM

Visual FPM

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.

Portfolio Genius

Portfolio Genius

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.

Floodlight Investing

Floodlight Investing

par Floodlight Investing

(0 avis)

Floodlight is a web-based portfolio construction and analysis tool for financial advisers. It focuses on construction of customized portfolios using an asset allocation-driven investment approach. Extensive analytical features, including scenario analysis, stress testing, Monte Carlo analysis and factor regression analysis, allow a thorough understanding of the portfolio to be developed, encouraging iterative improvement and tailoring of the portfolio.

Sentry PM

Sentry PM

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.

Investment Reporting & Analytics

Investment Reporting & Analytics

par Clearwater Analytics

(0 avis)

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.

The Imagine Trading System

The Imagine Trading System

par Imagine Software

(0 avis)

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.

Kraytis Risk manager

Kraytis Risk manager

par Kraytis

(0 avis)

Measure and manage you portfolio risk. Risk and portfolio analysis based on equity and mutual fund portfolios for individual investors, money managers and finance departments of corporations. Find out your daily value at risk and risk contribution of your holdings. Build portfolios based on your risk tolerance. Get mutual fund analysis based on the holdings of the funds in your portfolio. Find implcit exposures to securities based on your funds.

TechRules Tower

TechRules Tower

par TechRules

(0 avis)

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

XWare Trader

XWare Trader

par Forexware

(0 avis)

Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.

LoanPost

LoanPost

par The LoanPost

(0 avis)

We are the industry leading web-based loan management platform for loan mods, short sales, non-performing notes, REO, etc..We provide the most complete, turnkey system with customizable options to make our platform work efficiently for every vertical within the industry including asset management, loss mitigation, sub-servicing, wholesale processing firms, borrower outreach services, and more. Tap into our vendor circle network to expand your capabilities and service offerings.

Rapper Software

Rapper Software

par Themasoft

(0 avis)

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.

FIGARO

FIGARO

par JHC

(0 avis)

FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.

Misys FusionInvest

Misys FusionInvest

par Finastra

(0 avis)

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

Archer

Archer

par Archer

(0 avis)

Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels.

Fortress

Fortress

par BRT

(0 avis)

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.

RiskValue

RiskValue

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.

HYIP Investment Script

HYIP Investment Script

par ARM HYIP

(0 avis)

The ARM HYIP is a fully secure and most advanced script in the high-yield investment market. And this script is widely used for its compact price and enlarged features.

FundManager.io

FundManager.io

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.

Global WealthES

Global WealthES

par Fi-Tek

(0 avis)

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.

KoreConX Manage IR

KoreConX Manage IR

par KoreConX

(0 avis)

An investor relations module for organizing and sharing corporate information, and communicating with shareholders.

DiligenceVault

DiligenceVault

par DiligenceVault

(0 avis)

A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners.

finbox.io

finbox.io

par finbox.io

(0 avis)

Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

Dealpath

Dealpath

par Dealpath

(5 avis)

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.

FinFolio

FinFolio

par FinFolio

(4 avis)

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.

Captools/net

Captools/net

par Captools

(2 avis)

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.

Cubits

Cubits

par Synertree CMS

(2 avis)

Synertree CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental focused, quantitative built, and client oriented.

Asset Manager

Asset Manager

par SimCorp

(1 avis)

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

B-One

B-One

par Bi-Sam

(1 avis)

Single solution for data management, performance measurement, attribution, risk management, GIPS composite management and client reporting.

FXCM

FXCM

par FXCM

(0 avis)

A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.

Axia

Axia

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.

IBS-Pams

IBS-Pams

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.

RADAR

RADAR

par Assetbook

(0 avis)

Portfolio management system for investment advisers that provides a combination of web based software and personalized service.

The Caissa Platform

The Caissa Platform

par Caissa

(0 avis)

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.

Broadridge Investment Accounting

Broadridge Investment Accounting

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.

focus:360 adviser

focus:360 adviser

par Focus Solutions

(0 avis)

Financial planning product for high net worth clients.

InvestmentPro

InvestmentPro

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.

SDK.finance

SDK.finance

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

Angelloop

Angelloop

par Angelloop

(0 avis)

Investment management platform for founders & investors with features such as social networking, reporting, & business intelligence.

Investment Account Manager

Investment Account Manager

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.

Zapflow

Zapflow

par Zapflow

(0 avis)

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

PackHedge

PackHedge

par FinLab Solutions

(0 avis)

PackHedge by FinLab Solutions SA is the worlds most advanced investment industry solution for all types of funds (Alternative/Hedge, Private Equity, Traditional/Mutual, UCITS, ETF, Real Estate, etc.) and other investment vehicles (Equities, Forwards, Currencies, etc.). It covers research & analysis, risk management, asset allocation, portfolio management and shadow accounting for portfolios, managed accounts and funds of funds with liquidity and cash-flow forecasting/analysis, as well as due d

InvestWell

InvestWell

par Excel Net Solutions

(0 avis)

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

TrueFundManager

TrueFundManager

par Apollo Enterprise Solutions

(0 avis)

Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM.

ETNA Trader

ETNA Trader

par ETNA Software

(0 avis)

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

Integrata

Integrata

par Enfusion

(0 avis)

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 and fund services.

Complex Interests

Complex Interests

par Complex Interests

(0 avis)

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.

dxTrade

dxTrade

par Devexperts

(0 avis)

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

Investfly

Investfly

par Investfly

(0 avis)

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

Tindeco VISION

Tindeco VISION

par Tindeco Financial Services

(0 avis)

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

Visible Alpha Insights

Visible Alpha Insights

par Visible Alpha

(0 avis)

The Visible Alpha Insights Platform isolates the forecasts, assumptions and business logic from raw analyst models and integrates them into directly comparable, apples-to-apples views. The result is a powerful, dynamic platform that allows professional investors to review variances in opinion, quantify investment controversies, and assess their own investment theories with greater confidence. Visible Alpha Insights data is available via the web-based platform, Excel Add-In and API feeds.

InvestorFlow

InvestorFlow

par InvestorFlow

(0 avis)

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

SharePad

SharePad

par Ionic Information

(0 avis)

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

HYIP Script

HYIP Script

par EC HYIP

(0 avis)

EC HYIP provides bug free and highly secured PHP HYIP script with multiple payment gateways and advance referral settings. Our expert team use latest technologies to make the script easy to install and easy to understand. Within few clicks, our script get installed. EC HYIP is perfect choice to create a successful HYIP program for your online investment business. Our script will make your website more powerful than others.

Seraf

Seraf

par Seraf

(0 avis)

Seraf is a professional portfolio management tool for investors in early stage companies. Our solution enables funds, angel groups, family offices, micro-VCs, accelerators and individual investors to track, analyze, optimize, report on and value their portfolios.

CrowdStreet

CrowdStreet

par CrowdStreet

(0 avis)

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 72,000 investors and $4.8 billion in investment dollars managed across over $5.8 billion in market capitalization, CrowdStreets investment management platform is specifically built to help CRE firms easily scale their business.

Red Deer

Red Deer

par Red Deer

(0 avis)

Red Deer helps the worlds leading investment firms see, understand and gain unique insight from their data. We help our clients optimize their investment process, while embedding compliance and operational efficiencies within front, middle and back-office workflows. KEEP UP WITH THE MARKETS, YOUR DATA, YOUR PORTFOLIO, REGULATION RED DEER

iDEAL Wealth & Funds

iDEAL Wealth & Funds

par Credence Analytics

(0 avis)

iDEAL Wealth & Funds Unified Investment Management System is a modular, scalable, holistic Investment management platform supporting operations of any type of financial entity like Asset Management, Fund Management, UITF, IAMs/IFAs, Insurance, Sovereign wealth Funds, Pension Funds and Family Offices. The modular nature of the platform allows & supports deployment as standalone installations or can work with institutions existing infrastructure. It has multi-entity, multi-currency and multi

Ledgy

Ledgy

par Ledgy

(0 avis)

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

B2B white-label robo advisory

B2B white-label robo advisory

par WeAdvise

(0 avis)

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

Global Wealth Platform (GWP)

Global Wealth Platform (GWP)

par SS&C Technologies

(0 avis)

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider.

PureFacts Wealth Management

PureFacts Wealth Management

par PureFacts Financial Solutions

(0 avis)

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

Broker-Lender CRM

Broker-Lender CRM

par BrightOffice Cloud CRM

(0 avis)

New or established broker or lending business BrightOffice can support you. We currently provide systems across the board from commercial brokers & lenders to consumer lenders & retail brokers. Our Cloud CRM platforms gives the users the ability to add new products and diversify into new markets. By having fully integrated loan process workflows in your system you can manage your tasks from fact find & credit check right through to application capture & invoicing.