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Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes.
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!
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...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas.
Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and perfor...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
* Automatic Mark-to-Market Reports
* Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets.
Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots.
Includes full accounting : prepare P&L & Balance Sheet for each Family Member.
For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.
Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets.
I...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
We are in business to help hedge funds win the tech battle by creating software that works better and costs less.
Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it be our OMS, PMS, EMS, CRM, Risk, or any other service, our goal is 100% satisfaction based on our clients needs. The software offers the simplest user experience in the industry. We would love the opportunity to serve you.
Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it b...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing and more.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
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.
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
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 powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships.
The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent inves...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
With FA you'll have everything in one software platform: portfolio management, analysis, reporting, client management, and sales.
With FA you will have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, client management, and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals.
With FA you will have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, client management, and sales. We're the leading provi...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
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.
An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents....
IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.
IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and storing it in a centralized repository, where firms can generate customized analytics and reports in real time.
IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simpl...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Investment real estate platform for acquisitions, development, asset management and investor reporting.
Use the only platform built from the ground up to streamline real world real estate transactions and business processes. Designed to reduce time to execute and provide unique data insights, the CRE Suite delivers interactive online tools and a flexible modeling framework that allow you to crush the competition. The CRE Suite provides consistency, security, and adaptability not found anywhere else.
Use the only platform built from the ground up to streamline real world real estate transactions and business processes. Designed to reduce time to execute and provide unique data insights, the CRE Sui...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Software suite that seamlessly manage your deal flow and track portfolio performance. Kushim builds tools tailored for VC and PE firms.
Software suite that seamlessly manages your deal flow and tracks portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings entire investment teams and their workflow together so that you spend less time trying to complete the puzzle and more time discovering the next big thing. Kushim builds tools tailored to investors.
Software suite that seamlessly manages your deal flow and tracks portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings enti...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.
Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key investment criteria such as NPVs, IRRs, payback and loan cover ratios. It also undertakes sensitivity and breakeven analysis and Monte Carlo simulations.
Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key inv...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Create, manage, modify, monitor, and measure investment portfolios.
Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change.
Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallo...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.
TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools.
Using this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information.
Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version.
TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback ...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
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.
India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.
Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes.
Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performa...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Investment management tool that helps manage client accounts, identify business opportunities, verify compliance and project revenue.
Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montral and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.
Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montral and Toronto, the company draws on expertise and know-how to prov...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions.
The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensio...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Cloud-based platform that helps investment professionals raise family office capital, organize investor interactions, and manage funds.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.
The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coup...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
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, market data distribution system and internal order matching facility.
Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers, market data distribution system and internal order matching facility....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
IDS FinTech is a financial software provider, offering portfolio management and trading solution to financial companies in the MENA.
IDS FinTech is a financial software provider, offering portfolio management and trading solution to financial companies and banks. Servicing financial solutions to investment banks, brokerage firms, funds and family offices by offering solutions for effective management, automation and monitoring of entire investment process. Vestio, our asset management system, provides modeling, benchmarking, rebalancing, risk calculators, ad-hoc compliance tools with a direct integration with trading engines.
IDS FinTech is a financial software provider, offering portfolio management and trading solution to financial companies and banks. Servicing financial solutions to investment banks, brokerage firms, fu...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement
M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features.
M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort t...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
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.
Financial software solution to aid in generating economic forecasts and optimizing future objectives using data....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders.
On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders.
On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.
Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a going concern for generations to come. Complex Interests fosters the 6 elements of family stewardship: 1) complete family inventory, 2) document repository, 3) relationship diagrams, 4) notice of upcoming expiration dates, 5) institutional memory of legal/tax strategies, and 6) list of to-do items.
Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a g...
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.
Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms.
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents.
Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the conv...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.
CrowdStreet operates an award-winning online commercial real estate investment marketplace that gives accredited investors access to institutional-quality offerings. CrowdStreet technology allows sponsors to raise capital through online fundraising and manage their investors, both on the Marketplace and with a SaaS solution. CrowdStreet is helping to create a community where individual accredited investors and CRE firms can work together to build wealth through commercial real estate.
CrowdStreet operates an award-winning online commercial real estate investment marketplace that gives accredited investors access to institutional-quality offerings. CrowdStreet technology allows spons...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations.
All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks.
All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to ...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts.
Post-Trade Data Management platform for financial institutions. Key modules include Matching, Allocation, Risk Analysis, Reporting and Alerts.
Asset managers, hedge funds and trading firms of all sizes benefit from the Theorem platform by streamlining their post-trade operations and through increased operational efficiencies. Theorem's flexibility allows firms to manage data across multiple brokers and multiple data sources without needing developer resources or expensive consultants.
Post-Trade Data Management platform for financial institutions. Key modules include Matching, Allocation, Risk Analysis, Reporting and Alerts.
Asset managers, hedge funds and trading firms of all siz...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Drive higher profitability with the leading portfolio management platform for minerals, royalties and non-op working interest.
MineralSoft's cloud-based software provides oil & gas investors with the data and insights they need to succeed, including A&D, land, GIS, portfolio management, general ledger, and auditing tools. MineralSoft supplies all the tools and expertise teams need to build a high-performance oil & gas portfolio from their computer, tablet or smart phone. The MineralSoft platform will help you spot emerging opportunities faster, optimize daily operations, and achieve industry-leading returns.
MineralSoft's cloud-based software provides oil & gas investors with the data and insights they need to succeed, including A&D, land, GIS, portfolio management, general ledger, and auditing tools. Mine...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Platform that serves banks, financial services & insurance organizations in investment management.
Platform that serves banks, financial services & insurance organizations in investment management.
Platform that serves banks, financial services & insurance organizations in investment management....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones.
TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities.
TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones.
TOGGLE Copilot is a smart portfolio dashboard, availabl...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more....
BetterCapital.us is a simple, clean, and beautiful way to track your real estate investing portfolio in real-time.
More than just a tracking tool, BetterCapital.us offers the opportunity to analyze the performance of your real estate holdings and track your progress over time. If you want to see how much money you're making, how many deals you have under your belt, and which ones are bumping along at a steady pace, BetterCapital.us is the perfect tool for you.
More than just a tracking tool, BetterCapital.us offers the opportunity to analyze the performance of your real estate holdings and track your progress over time. If you want to see how much money you'...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes.
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative investment groups at investment banks, real estate and crowdfunding firms. Katipult's product covers all aspects of private deal management including issuer qualification, investor onboarding and KYC, and deal brokering and syndication.
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative in...
Cash Flow Portal is a real estate syndication software that makes it easy for GPs to raise capital.
You and investors can access all the deals' information conveniently from the dashboard and have a holistic overview of each deal. Create and update deals. Add, manage, and organize assets by property type and class. View how much capital is already raised. Add investors, sort them by class, % of class, investment %, and investment status.
Store and distribute documentation. Automate K1s, distributions, updates, investor workflows, and get comprehensive reports.
You and investors can access all the deals' information conveniently from the dashboard and have a holistic overview of each deal. Create and update deals. Add, manage, and organize assets by property ...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
CAMS
(0 reviews)
Customer Cash Management Systems. CAMS processes a multitude of investment products.
Customer Cash Management Systems. CAMS processes a multitude of investment products.
Customer Cash Management Systems. CAMS processes a multitude of investment products....
Cogency
(0 reviews)
Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.
Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clients, Cogency Software has gained an intimate understanding of alternative investment operations and applies this industry insight to the creation of its integrated product suite which includes fund and partnership accounting, portfolio management, IRM and CRM.
Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clie...
FoxTrot
(0 reviews)
Financial Services Compensation Management and Compliance software for Broker-Dealers and RIAs
A simple yet robust and flexible solution to manage all of your compensation needs. Commission or fee based, multiple split & overrides along with an intuitive step-by-step approach puts efficiency back into your back office operations department
A simple yet robust and flexible solution to manage all of your compensation needs. Commission or fee based, multiple split & overrides along with an intuitive step-by-step approach puts efficiency bac...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
LongView Trading
(0 reviews)
Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.
Longview Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders, and compliance officers. Longview Trading offers advanced portfolio modeling, order generation, electronic trading, and compliance functionality. By providing seamless integration to hundreds of trading destinations globally, Longview Trading simplifies and automates the trade process.
Longview Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Envision Investor Management Suite
(0 reviews)
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.
Global multi-currency mutual fund order processing system for distributors and broker dealers....
Market Maker
(0 reviews)
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.
Online trading platforms for financial institutions in the retail forex trading market-space....
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
Advisor Desk
(0 reviews)
An immersive CRM for Financial Wealth Management. From Business Development to Client Engagement, and Analytics to Optimization.
Engage is an incredibly flexible cloud-based CRM that gives you full control over every aspect of your business. We provide you with the tools and support necessary for you to deliver high-value advice and bespoke client experiences.
Our single pane of glass model puts client relationship and
financial information in one place. Allowing you to grow your
business, show value to customers, and be more efficient.
Pre-built integrations to popular portfolio management and custodians.
Engage is an incredibly flexible cloud-based CRM that gives you full control over every aspect of your business. We provide you with the tools and support necessary for you to deliver high-value advice...
- Client Management
- Benchmarking
- Commodity Futures
- Performance Metrics
- Bonds / Stocks
- For Investors & Traders
MIC Manager
(0 reviews)
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprise...
Investment Management Software Buyers Guide
Table of Contents
Investment management software is a platform for managing an organisation's investment portfolio and financial assets. It offers integrated tools to track portfolio activities, investment funds, and audit compliance standards.
The software is closely related to banking software and financial risk management software , offering several similar functionalities. For these reasons, it suits individual investors, traditional investment firms, and alternative investment vendors such as hedge funds.
The benefits of investment management software
Investors have to closely monitor their mutual and exchange-traded funds every day. The software offers various benefits that help businesses streamline their workflows, stay compliant of regulatory norms, and increase productivity.
Here are some details of the software's benefits:
- Get real-time performance analysis: Investment management software tracks account activities to update financial advisors on their portfolio's performance. It helps them compare performance at the start and end of a specific time period. They can also see real-time results, which helps them instantly calculate gains and losses.
- Manage all your investment accounts in one place: Investment managers can group portfolios and categorise each one for easy reference. They can monitor all the investments from a central location, even if the funds are distributed among multiple accounts or geographies and have varied brokerage charges.
- Track stock markets to make informed decisions: It's vital to select the right stocks for investment. The software sets up watchlists based on your requirements, so that you can select the best options from the lists. It also helps investors track free online sources for potential securities portfolios, in which they can invest.
Typical features of investment management software
- Data import/export: Import and export information as well as reports—in PDF or Excel formats—to and from the investment management software.
- Investments tracking: Monitor capital allocation and asset prices over time.
- Benchmarking: Compare key metrics of your business against the metrics of prominent market players in your industry.
- Client management: Organise your firm's interactions with current and potential customers.
- Compliance reporting: Audit, track, and report regulatory data to your internal and external stakeholders.
- Bonds/stocks: Purchase and track the bonds and stocks in a customer's portfolio.
Considerations when purchasing investment management software
- Ease of implementation and use: Vendors are working on better user experience as customers choose systems that are easy to implement and use. Most of the workforce will dump their financial partner if offered a better technological experience by another firm. Therefore, the tool you choose should be easy to use for employees and clients. An easy-to-use interface will support clients in regularly capitalising the benefits.
- Real-time risk and compliance reporting: The software should have capabilities for real-time risk valuation and calculation to help firms generate performance reports and develop strategies. It should have a rule-based compliance engine and ability to customise compliance workflows. It should help managers generate reports on risk ratios such as liquidity, exposure, value at risk to analyse risk attribution, and decomposition.
Relevant investment management software trends
- Machine learning transforming how organisations serve clients: Predictive analytics and machine learning can help investors gather insights on vital market events that can impact a client's portfolios. The insights help the software learn and suggest the next best action for the client. Self-learning modules can track visitor activity and learn about their interests. Based on this info, advisors can modify their communication strategy to better engage with and retain clients.
- Greater focus on gaining, retaining millennial customers: Investors will largely target millennials as the latter starts dominating the workforce and earning higher amounts. However, millennials seek to invest on their own by checking online reviews and peer recommendations. To tap this demographic, firms need the latest technologies to communicate, facilitate payments, and ensure transparency. Offer a self-service platform to personalise their experience as well as consolidate and analyse their portfolio, so that millennials have full ownership of their assets.