Logiciels de gestion des investissements

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

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IMS Platform

IMS Platform

par Investor Management Services

(12 avis)

Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM, investor dashboards, document management, distribution calculations, & analytics. Deliver the transparency investors demand while reducing costs & adding back-end efficiencies. Companies like RADCO, Peak, & CapSol rely on IMS to help manage 43K+ investors. To learn how IMS can help save time & resources & provide a winning investor experience, SEE A DEMO! En savoir plus sur IMS Platform

Providing real estate investment firms with CRM, investor dashboards, document management, distribution calculations, & analytics. En savoir plus sur IMS Platform

Dynamo

Dynamo

par Dynamo Software

(1 avis)

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

Logiciel destiné à la communauté de gestion des actifs atypiques : capital-investissement, fonds spéculatifs, fonds de fonds et investisseurs institutionnels. En savoir plus sur Dynamo

Juniper Square

Juniper Square

par Juniper Square

(12 avis)

Founded in 2014, Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for the real estate industry, Juniper Square is trusted by hundreds of investment sponsors to manage more than 10,000 real estate investments and over $250 billion in assets. En savoir plus sur Juniper Square

A modern, all-in-one investment management system designed specifically for real estate. En savoir plus sur Juniper Square

Windham Portfolio Advisor

Windham Portfolio Advisor

par Windham Labs

(6 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

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting. En savoir plus sur Windham Portfolio Advisor

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

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

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

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. En savoir plus sur Obsidian Suite

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

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

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®

Logiciel de Front, Middle et Back Office pour les start-up ou fonds spéculatifs et les gestionnaires de ressources. En savoir plus sur HedgeGuard®

Carta for Investors

Carta for Investors

par Carta

(4 avis)

Carta is building the global ownership management platform, and in the process, mapping the ownership network for companies, investors, and employees. Founded in 2012, Carta started by helping private companies manage their cap tables. Since then Carta has expanded into valuations, investor services, and public markets. We now support 8,000+ companies, 500,000+ unique stakeholders, & have valued over $200B in private assets. En savoir plus sur Carta for Investors

Carta is the ownership management platform for companies, investors, and employees. En savoir plus sur Carta for Investors

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

Tax Lien Servicing in the Cloud. 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

Le premier fournisseur de logiciels et de solutions dédiés à l'industrie financière. En savoir plus sur eFront

Foundersuite

Foundersuite

par Foundersuite

(84 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 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

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

Solution de comptabilité et de gestion de portefeuille évolutive et totalement intégrée conçu pour améliorer drastiquement vos performances commerciales. En savoir plus sur VestServe

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

Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules. En savoir plus sur LiquidityCalendar.com

The CRE Suite

The CRE Suite

par CREModels

(2 avis)

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

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. 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

NüWorkflow

NüWorkflow

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

EFAdrin

EFAdrin

par EFAdrin

(0 avis)

Gérez votre processus d'investissement : génération d'idées, valorisation, saisie commerciale, comptabilité des fonds, rapprochement, attribution, analyse des risques.

Gérez votre processus d'investissement : génération d'idées, valorisation, saisie commerciale, comptabilité des fonds, rapprochement, attribution, analyse des risques.

Troika

Troika

par thewealthworks

(0 avis)

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies.

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies.

V3

V3

par Vitech Systems Group

(0 avis)

Enterprise-class software for hedge fund, private equity and alternative asset administration.

Enterprise-class software for hedge fund, private equity and alternative asset administration.

emX

emX

par eMoney Advisor

(5 avis)

eMoney Advisor est le seul système de planification de patrimoine pour les conseillers financiers qui offre transparence, accessibilité et sécurité.

eMoney Advisor est le seul système de planification de patrimoine pour les conseillers financiers qui offre transparence, accessibilité et sécurité.

Axys

Axys

par Advent Software

(2 avis)

Tercero

Tercero

par Third Financial Software

(0 avis)

Everest

Everest

par Black Mountain Systems

(0 avis)

Black Mountain offre une gamme de solutions logicielles financières hautement configurables pour les gestionnaires d'investissements, les prêteurs directs, les banques, etc.

Black Mountain offre une gamme de solutions logicielles financières hautement configurables pour les gestionnaires d'investissements, les prêteurs directs, les banques, etc.

inStream

inStream

par inStream Solutions

(39 avis)

Backstop

Backstop

par Backstop Solutions Group

(4 avis)

Backstop Solutions propose des solutions de productivité basées sur le cloud pour les investisseurs institutionnels et autres gestionnaires d'actifs.

Backstop Solutions propose des solutions de productivité basées sur le cloud pour les investisseurs institutionnels et autres gestionnaires d'actifs.

PSIT

PSIT

par Infinite Wealth Management Services

(0 avis)

VAIT

VAIT

par Verdant Analysis

(0 avis)

Croesus

Croesus

par Croesus

(1 avis)

Croesus est un logiciel de gestion de portefeuille et CRM disposant des fonctionnalités suivantes : Gestion des documents, tableaux de bord, reporting, facturation, etc.

Croesus est un logiciel de gestion de portefeuille et CRM disposant des fonctionnalités suivantes : Gestion des documents, tableaux de bord, reporting, facturation, etc.

iLEVEL

iLEVEL

par Ipreo

(2 avis)

La plateforme iLEVEL d'Ipreo est la solution leader sur le marché de surveillance de portefeuille basée sur le Cloud pour les investisseurs privés.

La plateforme iLEVEL d'Ipreo est la solution leader sur le marché de surveillance de portefeuille basée sur le Cloud pour les investisseurs privés.

PowerBroker

PowerBroker

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.

XENTIS

XENTIS

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.

Cogency

Cogency

par Cogency Software

(0 avis)

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

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.

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.

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

eRFP

eRFP

par InHub

(3 avis)

InHub is evolving the way the institutional investment community hires by bringing the RFP process online through 1 simple technology.

InHub is evolving the way the institutional investment community hires by bringing the RFP process online through 1 simple technology.

AIM

AIM

par Altvia Solutions

(2 avis)

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors.

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors.

VESTIO

VESTIO

par Integrated Digital Systems

(1 avis)

One-stop wealth management system that covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.

One-stop wealth management system that covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.

ATWeb

ATWeb

par Archway

(0 avis)

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

PortfolioNet

PortfolioNet

par Galeo

(0 avis)

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

StockMarketEye

StockMarketEye

par TransparenTech

(55 avis)

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Wealth Management Platform

Wealth Management Platform

par Macroaxis

(5 avis)

Ready-to-use presentation of financial analytics that can be distributed instantly.

Ready-to-use presentation of financial analytics that can be distributed instantly.

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.

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

NaviPlan

NaviPlan

par Advicent

(2 avis)

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.

AlternativeSoft

AlternativeSoft

par AlternativeSoft

(2 avis)

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.

PerTrac

PerTrac

par Strategic Financial Solutions

(1 avis)

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.

TeamWox GroupWare

TeamWox GroupWare

par MetaQuotes Software

(1 avis)

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

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.

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.

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)

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

Ledgex

Ledgex

par Ledgex

(1 avis)

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

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 and more.

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.

FA Solutions

FA Solutions

par FA Solutions

(1 avis)

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

FundWare

FundWare

par Funds-Axis

(1 avis)

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules

Prospero

Prospero

par FINARTIS

(0 avis)

Prospero couvre la gestion de patrimoine, la gestion d'actifs, l'administration de fonds et Family Offices/la gestion d'actifs indépendants.

Prospero couvre la gestion de patrimoine, la gestion d'actifs, l'administration de fonds et Family Offices/la gestion d'actifs indépendants.

LongView Trading

LongView Trading

par Linedata

(0 avis)

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

ActTrader

ActTrader

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.

Advisor Desk

Advisor Desk

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.

MIC Manager

MIC Manager

par Dolphin Enterprises

(0 avis)

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

StyleADVISOR

StyleADVISOR

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.

GoldenGem

GoldenGem

par GoldenGem

(0 avis)

Neural network stock market analysis.

Neural network stock market analysis.

Vermilion Reporting Suite

Vermilion Reporting Suite

par Vermilion Software

(0 avis)

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.

WealthNET

WealthNET

par eFINSERVE

(0 avis)

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

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

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

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

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.

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

GlobalBackOffice

GlobalBackOffice

par GlobalBackOffice

(0 avis)

The ideal solution for a broad range of financial services firms from prime brokers to family offices.

The ideal solution for a broad range of financial services firms from prime brokers to family offices.

StatPro Revolution

StatPro Revolution

par StatPro

(0 avis)

StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

PAM

PAM

par Princeton Financial Systems

(0 avis)

Portfolio Accounting and Management.

Portfolio Accounting and Management.

ValueOne

ValueOne

par PriceMetrix

(0 avis)

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

Atomic Intelligence

Atomic Intelligence

par Atomic Intelligence

(0 avis)

Content Search and Organization Service for Investment Professionals.

Content Search and Organization Service for Investment Professionals.

Horizon Portfolio Management

Horizon Portfolio Management

par HorizonSoftware

(0 avis)

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

NAVInvest

NAVInvest

par Elysys

(0 avis)

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.

Portfolio Lab

Portfolio Lab

par Kwanti

(0 avis)

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

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.

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 - the Business Intelligence & Analytics application for the Investment Management industry.

ImpactEdge - the Business Intelligence & Analytics application for the Investment Management industry.

Bankers Realm

Bankers Realm

par Craft Silicon

(0 avis)

A one-stop-shop for investment Management Firms

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.

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.

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.

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.

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.

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)

Web-based trade order management and model rebalancing platform for investment professionals.

Web-based trade order management and model rebalancing platform for investment professionals.

Smartleaf

Smartleaf

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.

Agilis Investment Management

Agilis Investment Management

par Agile Financial Technologies

(0 avis)

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

EBIMS

EBIMS

par eBusiness Systems

(0 avis)

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations.

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations.

SyMath

SyMath

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.

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.

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)

Portfolio Management Made Easy - Private Capital Software

Portfolio Management Made Easy - Private Capital Software

WealthArc

WealthArc

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.

Bipsync

Bipsync

par Bipsync

(0 avis)

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

Solovis

Solovis

par Solovis

(0 avis)

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Assetmax

Assetmax

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.

WealthObjects

WealthObjects

par WealthObjects

(0 avis)

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

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

Pakkala Helsinki

Pakkala Helsinki

par Pakkala Helsinki

(0 avis)

Feature-rich and flexible open source portfolio management and securities processing software modules.

Feature-rich and flexible open source portfolio management and securities processing software modules.

Caltina

Caltina

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.

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%.

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)

Set up an investment management website that will work on any devise.

Set up an investment management website that will work on any devise.

Wealth Office

Wealth Office

par Fusion Advisor

(0 avis)

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

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

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.

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

Wealth Management Platform

Wealth Management Platform

par Dorsum

(0 avis)

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

ReconAdvantage

ReconAdvantage

par PortfolioShop

(4 avis)

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.

RedQuarry RMS

RedQuarry RMS

par RedQuarry

(2 avis)

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.

Promoter

Promoter

par Project Planning and Management

(1 avis)

For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.

For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.

Investors WorkStation

Investors WorkStation

par mhj3.com

(1 avis)

Create, manage, modify, monitor, and measure investment portfolios.

Create, manage, modify, monitor, and measure investment portfolios.

PortfolioPathway

PortfolioPathway

par Portfolio Pathway

(1 avis)

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

FINTRX Platform

FINTRX Platform

par Capital Hedge

(1 avis)

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

fi360 Toolkit

fi360 Toolkit

par fi360

(1 avis)

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

M2Advisor

M2Advisor

par M2Wealth

(1 avis)

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

ForecastThis

ForecastThis

par ForecastThis

(1 avis)

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.

CAMS

CAMS

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.

FoxTrot

FoxTrot

par FoxTrot Software

(0 avis)

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

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

Portfolio Director

Portfolio Director

par Portfolio Systems

(0 avis)

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.

AdvisorVision

AdvisorVision

par AdviceAmerica

(0 avis)

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

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

eReportal

eReportal

par Varden Technologies

(0 avis)

Web-based enterprise reporting and business intelligence solution for the financial services sector.

Web-based enterprise reporting and business intelligence solution for the financial services sector.

MIMICS Portfolio Management

MIMICS Portfolio Management

par MIMICS

(0 avis)

Powerful and flexible software solutions for managing your business' Portfolio functions.

Powerful and flexible software solutions for managing your business' Portfolio functions.

c*neo

c*neo

par Cogendi

(0 avis)

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

StreetMetrics

StreetMetrics

par StreetOne

(0 avis)

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

POSIT

POSIT

par Investment Technology Group

(0 avis)

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

Protozoa

Protozoa

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.

QuantFACTORY and QuantFEED

QuantFACTORY and QuantFEED

par QuantHouse

(0 avis)

Algo trading tools and Low Latency Data feeds.

Algo trading tools and Low Latency Data feeds.

FIN

FIN

par Financial Information Network

(0 avis)

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

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

FinlogiK

FinlogiK

par FinlogiK

(0 avis)

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.

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.

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.

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 for Investment Management Firms.

Portal-based asset management solution for Investment Management Firms.

Visual FPM

Visual FPM

par Computer Design

(0 avis)

Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

Portfolio Genius

Portfolio Genius

par TPG Software

(0 avis)

Front-to-back, Integrated Investment Accounting & Risk Management.

Front-to-back, Integrated Investment Accounting & Risk Management.

Floodlight Investing

Floodlight Investing

par Floodlight Investing

(0 avis)

Investment portfolio construction and analysis service for financial advisers.

Investment portfolio construction and analysis service for financial advisers.

Sentry PM

Sentry PM

par ClearStructure Financial Technology

(0 avis)

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Investment Reporting & Analytics

Investment Reporting & Analytics

par Clearwater Analytics

(0 avis)

Automated, integrated, web-based investment accounting and reporting.

Automated, integrated, web-based investment accounting and reporting.

The Imagine Trading System

The Imagine Trading System

par Imagine Software

(0 avis)

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.

Kraytis Risk manager

Kraytis Risk manager

par Kraytis

(0 avis)

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

TechRules Tower

TechRules Tower

par TechRules

(0 avis)

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

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.

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

Rapper Software

Rapper Software

par Themasoft

(0 avis)

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

FIGARO

FIGARO

par JHC

(0 avis)

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.

Misys FusionInvest

Misys FusionInvest

par Finastra

(0 avis)

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

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

Archer

Archer

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.

Fortress

Fortress

par BRT

(0 avis)

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

RiskValue

RiskValue

par SYSTEMIC

(0 avis)

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

HYIP Investment Script

HYIP Investment Script

par ARM HYIP

(0 avis)

Fully secure and most advanced script in the high-yield investment market.

Fully secure and most advanced script in the high-yield investment market.

FundManager.io

FundManager.io

par BaseVenture

(0 avis)

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

Global WealthES

Global WealthES

par Fi-Tek

(0 avis)

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

KoreConX Manage IR

KoreConX Manage IR

par KoreConX

(0 avis)

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.

DiligenceVault

DiligenceVault

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.

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.

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

FinFolio

FinFolio

par FinFolio

(6 avis)

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Dealpath

Dealpath

par Dealpath

(5 avis)

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.

PackHedge

PackHedge

par FinLab Solutions

(4 avis)

Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.

Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.

Captools/net

Captools/net

par Captools

(2 avis)

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.

Asset Manager

Asset Manager

par SimCorp

(1 avis)

FXCM

FXCM

par FXCM

(1 avis)

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.

Complex Interests

Complex Interests

par Complex Interests

(1 avis)

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

CrowdStreet

CrowdStreet

par CrowdStreet

(1 avis)

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

FactSet

FactSet

par FactSet Research Systems

(1 avis)

FactSet is an investment management software with a strong focus on financial data analytics for investment banking professionals.

FactSet is an investment management software with a strong focus on financial data analytics for investment banking professionals.

Axia

Axia

par PROFILE

(0 avis)

Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.

Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.

IBS-Pams

IBS-Pams

par Innovative Banking Software

(0 avis)

Pams 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.

RADAR

RADAR

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.

The Caissa Platform

The Caissa Platform

par Caissa

(0 avis)

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

focus:360 adviser

focus:360 adviser

par Focus Solutions

(0 avis)

Financial planning product for high net worth clients.

Financial planning product for high net worth clients.

InvestmentPro

InvestmentPro

par Miles Software Solutions

(0 avis)

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

Designer

Designer

par Taliance

(0 avis)

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.

SDK.finance

SDK.finance

par SDK.finance

(0 avis)

Back-end software for the quickest technological start of any FinTech products.

Back-end software for the quickest technological start of any FinTech products.

Angelloop

Angelloop

par Angelloop

(0 avis)

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

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

Investment Account Manager

Investment Account Manager

par QUANT IX SOFTWARE

(0 avis)

Desktop based investment software for portfolio management.

Desktop based investment software for portfolio management.

Zapflow

Zapflow

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.

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).

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.

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.

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

Enfusion

Enfusion

par Enfusion

(0 avis)

Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.

Market-leading investment management software, seamlessly integrating multi-asset class solutions for front, middle and back office.

dxTrade

dxTrade

par Devexperts

(0 avis)

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

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.

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.

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)

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence.

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence.

InvestorFlow

InvestorFlow

par InvestorFlow

(0 avis)

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

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.

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)

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings.

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings.

Seraf

Seraf

par Seraf

(0 avis)

Un logiciel de gestion de portefeuille qui aide les fonds et les investisseurs de capitaux de démarrage à suivre, analyser, évaluer et faire état du rendement des placements.

Un logiciel de gestion de portefeuille qui aide les fonds et les investisseurs de capitaux de démarrage à suivre, analyser, évaluer et faire état du rendement des placements.

Red Deer

Red Deer

par Red Deer

(0 avis)

iDEAL Wealth & Funds

iDEAL Wealth & Funds

par Credence Analytics

(0 avis)

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity

Ledgy

Ledgy

par Ledgy

(0 avis)

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

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.

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 the entire investment process.

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process.

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.

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)

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

ZUPUT

ZUPUT

par ZUPUT

(0 avis)

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.

InvestWorks

InvestWorks

par Investment Metrics

(0 avis)

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers.

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers.

Optimizer

Optimizer

par Synertree CMS

(0 avis)

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value

DataRails

DataRails

par DataRails

(0 avis)

Machine-learning, algorithmic technology for portfolio management of financial assets.

Machine-learning, algorithmic technology for portfolio management of financial assets.

butterwire

butterwire

par Butterwire

(0 avis)

AI driven, professional grade investment insight and analysis.

AI driven, professional grade investment insight and analysis.

Kitt

Kitt

par Kitt

(0 avis)

A Cloud Based Real Estate Asset Management and Accounting Platform

A Cloud Based Real Estate Asset Management and Accounting Platform

GoDigital

GoDigital

par Optimum Financial Solutions

(0 avis)

Mutual fund software for IFA & distributors.

Mutual fund software for IFA & distributors.

Monitor

Monitor

par Digital Portfolio Control

(0 avis)

Empowers asset owners and asset managers in following, analysing, collaboration and governance for asset portfolios.

Empowers asset owners and asset managers in following, analysing, collaboration and governance for asset portfolios.

TDI Direction Change Indicator

TDI Direction Change Indicator

par HPC Sphere

(0 avis)

Calculates the market entry point for placing trades by taking into consideration the values of RSI.

Calculates the market entry point for placing trades by taking into consideration the values of RSI.

Theorem

Theorem

par Theorem Technologies

(0 avis)

Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts.

Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts.