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- Logiciels d'immobilier commercial
- Logiciels de CRM pour le secteur financier
- Logiciels de comptabilité de fonds
- Logiciels de gestion de portefeuille d'actions
- Logiciels de gestion des risques financiers
- Logiciels de hedge fund
- Logiciels de reporting financier
- Logiciels pour investisseurs
- Logiciels pour services financiers
On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.
On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.
ValueOne is a practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. Targeted towards U.S. and Canadian companies with 50+ brokers, ValueOne has been designed exclusively for the investment industry and offers a rich suite of practice management tools, detail business intelligence reporting and access to our in-house expertise - all accessible via our secure web portal.
Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.
Content Search and Organization Service for Investment Professionals.
Content Search and Organization Service for Investment Professionals.
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.
FinlogiK est un processus de traitement direct (STP) et un système complet de gestion d'affaires et de portefeuille (TPMS). Le système TPMS de FinlogiK offre un retour sur investissement supérieur en combinant des interfaces et une configuration système simples avec la fiabilité des processus de flux de travail intégrés, une sécurité complète, des capacités d'audit et des rapports conviviaux et performants.
Le système TPMS de FinlogiK gère plus de cinquante types d'instruments financiers allant du simple instrument de trésorerie aux dérivés complexes.
Suite complète de modules de solutions intégrées, conçue pour les traders, les gestionnaires de fonds, les investisseurs institutionnels et les courtiers.
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.
Solution intégrée de gestion des finances et des investissements fournissant toutes les fonctionnalités requises par les entités qui investissent dans des actions, des obligations, des bons du Trésor, des contrats de change, des dérivés et d'autres types d'investissement. Idéal pour les family offices, les sociétés de services financiers et de gestion d'actifs, les fonds de capital-investissement, qui nécessitent un traitement direct et un traitement comptable automatique. NAVInvest propose également des modules de conformité, de CRM et de nombreux autres.
Complément vertical à Microsoft Dynamics NAV : une solution intégrée de gestion des finances/des investissements.
Portal-based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers portfolio info, risk analytics, research, news and more.
Portal-based asset management solution for Investment Management Firms.
Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a "silo" approach to data management.
Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more.
Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti 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
Portfolio modeling tool that helps with performance analysis, risk metrics, allocation analysis, and more.
Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options. Designed with the modern Wealth Manager in mind, it delivers unique flexibility and design to meet cust and evolving business needs, covering all aspects and type of insitutions.
Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.
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.
Portfolio Accounting Management System is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.
Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation, portfolios, cash management, risk measurement
AML, and much more.
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation and much more.
For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, which allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API. This flexibility, coupled with the system's broad and robust functionality, delivers a highly focused set of features for investment management firms of all types.
Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.
Have all your client, prospect, and portfolio data where and when you need it.
Have all your client, prospect, and portfolio data where and when you need it.
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $2.2 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has helped clients like AIG, Mutual of Omaha, and Cisco streamline their investment accounting operations.
Automated, integrated, web-based investment accounting and reporting.
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.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Black Mountain est une entreprise de logiciels qui offre des solutions hautement configurables, notamment pour la gestion de portefeuille, la gestion des commandes commerciales, la conformité, la gestion de la recherche, les prêts directs, comptabilité et agent de portefeuille, attribution de performance et reporting de data warehouse. Parmi les clients figurent plusieurs des principaux gestionnaires d'investissement, fonds de crédit, hedge funds, fonds de placement privés, prêteurs directs et banques qui utilisent la plateforme pour gérer toutes sortes de prêts, de titres à revenu fixe, d'alternatives, etc.
Black Mountain offre une gamme de solutions logicielles financières hautement configurables pour les gestionnaires d'investissements, les prêteurs directs, les banques, etc.
Institutional allocators representing over $1.7 trillion in assets leverage our award-winning software to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.
Cloud-based portolio exposure, risk and liquidity software that helps institutional allocators with transaction management and more.
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.
Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.
Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.
TOWER is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution.
TOWER is a technological solution that gives a response to the entire process of financial advice in all its extent.
Plateforme de gestion de patrimoine en ligne par l'intermédiaire de l'informatique mobile, offrant conformité et supervision, CRM, gestion de portefeuille et reporting clients.
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution.
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution.
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.
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.
Solution modulaire de gestion de patrimoine basée sur le web, comprenant des fonctionnalités de profilage client, d'allocation d'actifs et de reportings de conformité.
Solution modulaire de gestion de patrimoine basée sur le web, comprenant des fonctionnalités de profilage client, d'allocation d'actifs et de reportings de conformité.
Atom Align is a web-based portfolio modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the model rebalancing process with its intuitive design and comprehensive features. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block order management.
Web-based trade order management and model rebalancing platform for investment professionals.
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.
Solution clé en main conçue pour la réservation, le maintien en position, le risque et les opérations applicables à tout un éventail de ressources sur une plateforme technologique moderne.
Solution clé en main conçue pour la réservation, le maintien en position, le risque et les opérations applicables à tout un éventail de ressources sur une plateforme technologique moderne.
Rapper Software is developed using the newest technologies and is fully 'touchscreen proof'. It can be used on modern devices like smartphones and tablets.
Within the software portfolios can be shaped, selected and managed. Information like performance, risk, allocation and cashflow projections are available per portfolio. All the information can be shared with the individual investor using the MyRapper client application.
Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.
PortfolioNet est une solution intégrée consistant en un traitement des données de portefeuille et en un accès ultérieur via une plateforme web. Il vous permet de visualiser tous vos actifs, d'effectuer une analyse personnalisée et approfondie et de générer des rapports personnalisés. Il s'agit d'un système de gestion de portefeuille conforme à GIPS qui vous aide à construire des portefeuilles efficaces et à surveiller leur performance ou leur répartition de l'actif.
PortfolioNet est une solution intégrée suisse consistant en un traitement des données d'un portefeuille et en un accès ultérieur via une plateforme web.
Gérez votre processus d'investissement : génération d'idées, valorisation, saisie des transactions, comptabilité des fonds, rapprochement, attribution, analyse des risques. EFAdrin est un système de gestion de portefeuille haut de gamme pour les fonds spéculatifs, conçu pour améliorer les flux de travail de front, middle et back office, en mettant l'accent sur la personnalisation et la flexibilité.
Gérez votre processus d'investissement : génération d'idées, valorisation, saisie commerciale, comptabilité des fonds, rapprochement, attribution, analyse des risques.
Agilis Investment Management Suite (IMS) is the winner of the Best Investment Mgt. Software Award. It offers Front-Mid-Back office functionality in both STP (Straight-Through-Processing) & as individual modules. It is Multi-Currency, Mult-Entity & Multi-Asset Class (Equity, Debt, Money Markets, Real Estate etc). It also offers complete Investment Accounting within the same system. Key features include Customer Management, KYC, Risk Profiling, Model Portfolios, Performance Mgt, Analytics etc.
Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.
EB-IMS is a sophisticated investments management system developed by E-Business Systems providing web-based access to a range of investment portfolio analysis and management tools, with diverse levels of controlled user access through the Internet. As a web based system, users can access and use the system through an Internet browser wherever they have an Internet service.
Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations.
FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.
FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.
Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.
Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.
Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.
Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.
Built on a robust architecture InvestmentPro is a fully integrated portfolio management & risk management solution. With integrated front, middle and back office features the solution delivers transparency and consistency across business functions and departments. Fund & portfolio managers can view sophisticated reports around portfolio valuation, performance & attribution, investment compliance as well as risk analytics all from a single solution. Managers can extend online portfolio reporting.
The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.
Système de gestion de portefeuille et de gestion du risque entièrement intégré avec une couverture et des analyses complètes des catégories d'actifs.
Système de gestion de portefeuille et de gestion du risque entièrement intégré avec une couverture et des analyses complètes des catégories d'actifs.
Preqin Solutions, anciennement Baxon Solutions, fournit un logiciel de collaboration dans le cloud, leader sur le marché, permettant de rationaliser l'ensemble du processus de gestion de portefeuille, notamment la surveillance, la gestion et le reporting sur la performance des investissements. La plateforme automatise la compilation, l'analyse et l'échange des informations financières d'un portefeuille.
Gestion de portefeuille simplifiée - Logiciel de capital privé
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.
GlobalAsset: innovative real-time analytics platform providing on demand data and what-if analysis for alternative investments portfolios.
It will help you to:
-Reduce operational risks and costs by drastically improving data quality & accessibility
-Achieve sophisticated tax, financing and waterfall modelling to merge actual performance & scenarios forecasting
-Provide middle- and front-officers with on-demand data and analytics to decrease turn-around time in controlling & due diligence
This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.
SDK.finance is an enterprise-level the Fully-fledged Payment & Loyalty Platform for Banks and payment providers (EMI, PSP).
Solutions:
Digital Retail Bank
Event payments
Wallet Engine
Loyalty for E-commerce
SDK.finance is an enterprise-level the Fully-fledged Payment & Loyalty Platform for Banks and payment providers (EMI, PSP).
Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. Combining easy to use note-taking and organization tools with a powerful underlying automation engine, Bipsync makes your research process smarter, faster, and more consistent.
Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.
A complete middle- to back-office operations solution for asset managers. With technology delivered as an enterprise web application, and outsourcing services to fit each manager's needs. Archer supports operations with investment portfolio accounting for all account types, including institutional and SMA, performance measurement, custom reporting, trade settlement, model delivery & trading services, performance attribution, and more.
Middle- to back-office operations solutions, including an enterprise web application & outsourcing services to fit each manager's needs
Solovis is leading fintech innovation for institutional investors with a powerful cloud-based platform for multi-asset class portfolio management, reporting and analytics uniquely designed for the limited partner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders.
Cloud-based portfolio management platform that assists with data aggregation, analytics, predictions, and more.
Fortress is a NextGen interface, fully secure & mobile, designed for the customers of Wealth Managers, Independent Asset Managers, Private Banks and Trusts. It enables anytime, anywhere and on any device to have a 360 portfolio overview, to support decision-making and deliver insights for clients in addition to operating as a unique communication companion.
Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.
Cloud-based platform that lets businesses manage investment portfolios, front office operations and regulatory compliance.
Cloud-based platform that lets businesses manage investment portfolios, front office operations and regulatory compliance.
FundWare is an out-of-the box investment compliance solution that is used by hundreds of fund managers worldwide. FundWare functionality includes:
- Investment Compliance: UCITS and Non-UCITS Rules, US 1940 Act, Canadian Mutual fund rules
- AIFMD + Annex IV Reporting: Leverage Calculations, Liquidity Monitoring, Risk Management, Regulatory Reporting
- Global Disclosures Monitoring: Major Shareholding Rules, Takeovers, Short Selling
- Depositaries: Cash Flow Monitoring, Custody Oversight
SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules
An integrated cross-asset and customer-oriented software system for the financial services industry covering the complete needs of investment management operations and financial risk management function.
Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.
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.
Tax Lien Servicing in the Cloud.
BaseVenture is an award-winning provider of innovative private fund administration software to fund administrators, private banks and trusts, fund managers, family offices, and wealth advisors. Our flagship product, FundManager.io, utilizes modern technology to automate private fund management and administration from end to end. The result for our clients is more time, money, and energy to focus on growth and satisfying investors.
Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.
Global WealthES is a comprehensive and integrated wealth management solution for large & medium sized financial institutions. The application delivers straight through processing and includes in-depth functionalities on Financial Planning, Investment Management, Securities Processing & Accounting, Regulatory & Compliance Review, Client Access Portal, Reports & Statements and Business Intelligence.
Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.
Asset and Wealth Managers, Banks, Insurance Companies, Brokerages and many others work with WealthObjects to launch fully customised omni-channel digital platforms, or to improve their existing offerings.
YOUR STRATEGIC TECHNOLOGY PARTNER TO LAUNCH DIGITAL AND HYBRID ADVISORY WEALTH AND INVESTING PROPOSITIONS
Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence.
Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence.
Logiciel de moteur de recherche financier basé sur des algorithmes de recherche linguistique pour identifier les points de données, les détails de l'entreprise et les tendances du marché.
Logiciel de moteur de recherche financier basé sur des algorithmes de recherche linguistique pour identifier les points de données, les détails de l'entreprise et les tendances du marché.
For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets.
Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules.
Develop missing functionalities and additional modules to current systems rapidly and cost effectively with ready functionalities and add-on modules. Feature-rich and flexible open source portfolio management and securities processing software. Easy development with easy-to-learn, high level development tools.
Feature-rich and flexible open source portfolio management and securities processing software modules.
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.
Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool.
Desktop based investment software for portfolio management.
Treasury management platform for asset managers that contains cash management, portfolio financing, and counter party management.
Treasury management platform for asset managers that contains cash management, portfolio financing, and counter party management.
Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.
Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.
PAM HYIP is a most reliable HYIP investment script. Our solution support multi currencies, responsive design and multiple payment gateway.
Set up an investment management website that will work on any devise.
Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place.
Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place.
An investor relations module for organizing and sharing corporate information, and communicating with shareholders.
An investor relations module for organizing and sharing corporate information, and communicating with shareholders.
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 Inc. provides investors and analysts fundamentals data and a suite of research tools to help them understand the value and performance of their investments.
Finbox Inc. provides investors and analysts with fundamentals data and research tools so they can understand their investments.
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.
Finance management solution that helps advisors track investments across mutual funds, equity shares, bonds, life insurance and more.
Finance management solution that helps advisors track investments across mutual funds, equity shares, bonds, life insurance and more.
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.
Depuis plus de 10 ans, Enfusion fournit des innovations technologiques et son assistance au secteur mondial de gestion des investissements. Integrata, plateforme mondialement reconnue, offre aux gestionnaires de ressources toutes les fonctionnalités d'un guichet unique, y compris la gestion des ordres, des exécutions et des portefeuilles, les rapprochements, les valorisations et les risques, la comptabilité complète des fonds, les services de fonds externalisés et un data warehouse.
Logiciel de gestion des investissements leader sur le marché qui intègre de manière transparente des solutions à plusieurs ressources pour l'accueil, le middle-office et le back-office.
Une plateforme de trading multi-actifs pouvant être marquée en blanc ou personnalisée et intégrée à votre environnement de trading.
Une plateforme de trading multi-actifs pouvant être marquée en blanc ou personnalisée et intégrée à votre environnement de trading.
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.
Dion Globals award-winning wealth management solution, Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics & asset administration, seamlessly integrating with a firms infrastructure and third-party vendors. The omnichannel, easy-to-use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to changing regulatory requirements
A multi award-winning, modular, data agnostic and Front-to-Back office solution, hosted on AWS automates wealth management processes.
Investment management platform that provides financial asset administration through risk assessment.
Investment management platform that provides financial asset administration through risk assessment.
Investment management solution that provides analysis for investor clients through insights, content protection, forecasts and more.
Investment management solution that provides analysis for investor clients through insights, content protection, forecasts and more.
Customer relationship management software designed for the financial industry for professionals.
Customer relationship management software designed for the financial industry for professionals.
EC HYIP fournit un script PHP HYIP exempt de bogues et hautement sécurisé avec plusieurs passerelles de paiement et paramètres de renvoi avancés. Une équipe d'experts utilise les dernières technologies pour rendre le script facile à installer et à comprendre. Le script s'installe en quelques clics. EC HYIP est le choix idéal pour créer un programme HYIP performant pour votre entreprise d'investissement en ligne. Le script rendra votre site plus performant que les autres.
Fournit un script PHP HYIP exempt de bogues et hautement sécurisé avec plusieurs passerelles de paiement et paramètres de renvoi avancés.
Seraf est un outil professionnel de gestion de portefeuille destiné aux investisseurs des entreprises en phase de démarrage. Cette solution permet à des fonds, des groupes d'investisseurs providentiels, des family offices, des investisseurs en micro capital-risque, des accélérateurs et des investisseurs particuliers de suivre, d'analyser, d'optimiser, de faire état et d'évaluer leurs portefeuilles.
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.
Integrates ad networks into a single portal. Shows daily, weekly, monthly aggregated revenue and data trends.
Integrates ad networks into a single portal. Shows daily, weekly, monthly aggregated revenue and data trends.
Red Deer aide les plus grandes entreprises d'investissement du monde à examiner, comprendre et obtenir un aperçu unique de leurs données. À disposition des clients un outil en mesure d'optimiser le processus d'investissement, tout en intégrant la conformité et l'efficacité opérationnelle dans les flux de travail front, middle et back-office. MAÎTRISEZ LES MARCHÉS, VOS DONNÉES, VOTRE PORTEFEUILLE, AVEC RED DEER CONÇU POUR LA GESTION DE LA CONFORMITÉ
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
iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity
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.
La plateforme Global Wealth de SS&C est une solution complète, basée sur le cloud, qui vous permet de gérer de bout en bout l'ensemble du processus d'investissement sur une plateforme unique, en exploitant une base de données unique, à partir d'un fournisseur unique.
La plateforme Global Wealth de SS&C est une solution complète, basée sur le cloud, qui vous permet de gérer l'ensemble du processus d'investissement.
PureFacts provides a full suite of wealth management software, along with consulting and custom digital solutions to help financial services firms increase productivity, reduce costs and create exceptional client experiences at every touchpoint. Firms in Canada and the U.S.A. rely on PureFacts for data accuracy and ease of software implementation. Our digital solutions include digital onboarding and goals-based investing, along with mobile-friendly client and advisor portals.
A total solution for wealth management: fee calculators, performance reporting, goals-based investing, digital onboarding, portals.
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.
The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.
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.
Investment Metrics powers the global institutional investment community by providing performance analytics and reporting solutions fueled by the industrys leading database. By leveraging our unique insights into global asset allocation trends, performance benchmarks, asset flows, plan sponsor and style universe performance, we power the global institutional investment community to make more informed, data-driven investment decisions.
Powering the global institutional investment community through performance analytics and reporting solutions fueled by data.
Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in one system with high level of user experience. It provides controlling, analysing, monitoring and enables efficient advisory network with strong customer engagement while staying regulatory compliant. Additional client portal and app is available.
It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values.
With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning.
With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Your Research and Portfolio AI Analyst.
Butterwire uses machine learning to distil professional stock, portfolio, and market insights.
Have your own AI analyst help you research stocks, as well as build and manage truly active portfolios.
Butterwire offers real productivity gains to equity investment professionals.
AI driven, professional grade investment insight and analysis.
A Cloud Based Real Estate Asset Management and Accounting Platform build for Property Investors. Easily manage the financial position of your portfolio, balance your books, gain insight into the performance of your properties.
A Cloud Based Real Estate Asset Management and Accounting Platform
Mutual fund software for IFA and distributors that automates investors onboarding processes, client management and much more.
Mutual fund software for IFA and distributors that automates investors onboarding processes, client management and much more.
DPC Monitor is used by foundations, pension schemes, family offices, individuals, insurance companies - to monitor, control, and analyse. Automatically gathers all information about the portfolio in one place, and keep it daily updated. Manage all contents: funds, equity, bonds, private equity, currency, liabilities, real estate, collections, derivatives, etc. Makes the portfolio accessible to all stakeholders, always, everywhere. It is modularised and can be easily adapted and configured.
Empowers portfolio owners and portfolio managers in monitoring, analysing, collaborating, documenting, and governing their portfolios.
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.
EXM helps your assets define, communicate & control the execution of your portfolio companies business strategy, helping management increase the probability of delivering the value-creation plan. It promotes strong alignment around value-creation drivers, impeccable execution of objectives & seamless collaboration between all stakeholders to maximise the chances of a successful return for Investors. EXM supports your investment strategy from 100-day planning to exit ensuring maximum exit value
EXM supports your investment strategy from 100-day planning to exit ensuring maximum exit value and control for your assets
Logiciels de gestion des investissements : guide d'achat
Table des matières
Un logiciel de gestion des investissements est une plateforme de gestion du portefeuille d'investissements et des actifs financiers d'une organisation. Il offre des outils intégrés pour suivre les activités de portefeuille, les fonds d'investissement et les normes de conformité en matière d'audit.
Ce logiciel est étroitement lié aux logiciels pour le secteur bancaire et aux logiciels de gestion des risques financiers , offrant plusieurs fonctionnalités similaires. Pour ces raisons, il convient aux investisseurs individuels, aux sociétés d'investissement traditionnelles et aux vendeurs d'investissements alternatifs tels que les hedge funds.
Avantages d'un logiciel de gestion des investissements
Les investisseurs doivent surveiller de près leurs fonds mutuels et leurs fonds négociés en bourse chaque jour. Le logiciel offre divers avantages qui aident les entreprises à rationaliser leurs flux de travail, à se conformer aux normes réglementaires et à accroître leur productivité.
Voici quelques détails sur les avantages du logiciel :
- Obtenez une analyse de performance en temps réel : le logiciel de gestion des investissements permet de suivre les activités des comptes pour informer les conseillers financiers de la performance de leur portefeuille. Cela les aide à comparer la performance au début et à la fin d'une période donnée. Ils peuvent aussi voir les résultats en temps réel, ce qui les aide à calculer instantanément les gains et les pertes.
- Gérez tous vos comptes d'investissement en un seul endroit : les gestionnaires d'investissements peuvent regrouper les portefeuilles et les classer par catégorie pour faciliter la consultation. Ils peuvent surveiller tous les investissements à partir d'un emplacement central, même si les fonds sont répartis entre plusieurs comptes ou régions géographiques et ont des frais de courtage variés.
- Suivez les marchés boursiers pour prendre des décisions éclairées : il est essentiel de choisir les bons titres dans lesquels investir. Le logiciel met en place des listes de surveillance en fonction de vos besoins afin que vous puissiez sélectionner les meilleures options à partir des listes. Il aide également les investisseurs à suivre les sources en ligne gratuites pour les portefeuilles de titres potentiels dans lesquels ils peuvent investir.
Fonctionnalités clés d'un logiciel de gestion des investissements
- Import/export des données : importez et exportez de l'information ainsi que des rapports, en format PDF ou Excel, à destination et en provenance du logiciel de gestion des investissements.
- Suivi des investissements : surveillez la répartition du capital et les prix des actifs au fil du temps.
- Analyse comparative : comparez les indicateurs clés de votre entreprise avec les indicateurs des principaux acteurs du marché dans votre secteur.
- Gestion des clients : organisez les interactions de votre entreprise avec les clients actuels et potentiels.
- Reporting de conformité : auditez, suivez et rapportez les données réglementaires à vos parties prenantes internes et externes.
- Obligations/actions : achetez et suivez les obligations et les actions dans le portefeuille d'un client.
Points à prendre en compte au moment d'acheter un logiciel de gestion des investissements
- Facilité de mise en œuvre et d'utilisation : les fournisseurs travaillent sur une meilleure expérience utilisateur, alors que les clients choisissent des systèmes qui sont faciles à mettre en œuvre et à utiliser. La majorité du personnel quittera son partenaire financier si une autre entreprise lui offre une meilleure expérience technologique. Par conséquent, l'outil que vous choisissez devrait être facile à utiliser pour les employés et les clients. Une interface facile à utiliser aidera les clients à capitaliser régulièrement les avantages.
- Reporting de risque et de conformité en temps réel : le logiciel devrait avoir des capacités d'évaluation et de calcul des risques en temps réel pour aider les entreprises à produire des rapports de performance et à élaborer des stratégies. Il devrait avoir un moteur de conformité fondé sur des règles et la capacité à personnaliser les flux de travail de conformité. Il devrait aider les gestionnaires à produire des rapports sur les ratios de risque comme la liquidité, l'exposition, la valeur à risque pour analyser l'attribution du risque et la décomposition.
Principales tendances en matière de logiciel de gestion des investissements
- Le machine learning transforme la façon dont les organisations servent leurs clients : l'analyse prédictive et le machine learning peuvent aider les investisseurs à recueillir des renseignements sur les événements cruciaux du marché qui peuvent avoir une incidence sur les portefeuilles d'un client. Les renseignements aident le logiciel à apprendre et à suggérer la prochaine meilleure action pour le client. Les modules d'autoapprentissage permettent de suivre l'activité des visiteurs et de connaître leurs intérêts. À partir de cette information, les conseillers peuvent modifier leur stratégie de communication pour mieux interagir avec les clients et les fidéliser.
- Une plus grande attention sur l'acquisition et la fidélisation des clients de la génération Y : les investisseurs cibleront en grande partie les jeunes adultes à mesure que ces derniers commenceront à dominer la population active et à gagner des montants plus élevés. Cependant, les jeunes adultes cherchent à investir par eux-mêmes en vérifiant les avis en ligne et les recommandations des pairs. Pour tirer parti de cette population, les entreprises ont besoin des technologies les plus récentes pour communiquer, faciliter les paiements et assurer la transparence. Offrez une plateforme libre-service pour personnaliser leur expérience, consolider et analyser leur portefeuille, de sorte que les jeunes adultes soient entièrement propriétaires de leurs actifs.