239 resultaten
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HedgeGuard is een fintech-bedrijf dat nauw samenwerkt met de beleggingsgemeenschap (hedge funds, vermogensbeheerders en family offices) om hen te helpen een optimaal portefeuillebeheer en operationele efficiëntie te bereiken. Het productaanbod bestaat uit een cloudgebaseerd portfoliobeheersysteem en diensten voor de uitbestede middle office. Deze oplossingen zijn ontworpen door professionals uit de beleggingswereld die bekend zijn met de uitdagingen waarmee portfoliomanagers te maken hebben in de huidige steeds sterker concurrerende omgeving. Meer informatie over HEDGEGUARD De PMS bestaat uit volledige front-to-back-software die portfoliomanagers en beleggingsteams alle tools biedt die ze nodig hebben om hun fondsen te beheren. Meer informatie over HEDGEGUARD
De boekhoudsoftware van FundCount voor portefeuilles en partnerschappen traceert, analyseert en rapporteert de waarde van complexe beleggingen in alle portefeuilles. Een geïntegreerde grootboekrapportage in meerdere valuta en geautomatiseerde workflowtools, waaronder directe feeds met makelaars/bewaarders, verbeteren de operationele efficiëntie. De software ondersteunt een breed scala aan soorten bedrijfsmiddelen en methodes voor het meten van portefeuilles. In combinatie met flexibele, on-demand klantrapportages brengt FundCount snelheid, nauwkeurigheid en analytisch inzicht voor je bedrijf. Meer informatie over FundCount Software voor beleggingsbeheer voor familiekantoren, hedgefondsen, private equity, fondsbeheerders met geïntegreerde partners en grootboekrapportage. Meer informatie over FundCount

door eFront

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eFront Insight LP - het eFront Insight-platform integreert gegevens rechtstreeks vanuit eFront Data Intelligence, de unieke gegevensdienst van eFront. EDI-gegevens zijn rechtstreeks afkomstig van algemene partners en wordt onderworpen aan strenge validatieprotocollen. Het is de standaard geworden voor de gedetailleerdheid en integriteit van gegevens. Gegevens op fondsniveau en precieze benchmarks worden ook rechtstreeks vanuit PitchBook geïntegreerd om de flexibiliteit en efficiëntie van analyses van de particuliere markt te vergroten. Meer informatie over eFront Maak gebruik van gedetailleerde beleggingsgegevens, betrouwbare benchmarktechnologie en een krachtig platform om ongekende inzichten te genereren. Meer informatie over eFront

door FINARTIS

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De reeks oplossingen van Prospero zijn precies afgestemd op de behoeften van specifieke segmenten van de financiële dienstverlening: vermogensbeheer, activabeheer, fondsadministratie en beheer van family offices en onafhankelijk vermogen. Prospero dekt alle financiële, transactie-, verwerkings- en rapportagebehoeften, van frontoffice tot middle- en backoffice. Meer informatie over Prospero Prospero is geschikt voor vermogensbeheer, activabeheer, fondsadministratie en beheer van family offices en onafhankelijk vermogen. Meer informatie over Prospero

door VestServe

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Vestserve biedt een geïntegreerde oplossing voor beleggingsbeheer (IMS) in meerdere valuta die elke vermogensklasse ondersteunt. Kenmerken van portfoliobeheer zijn: op regels gebaseerde modellering/naleving, prestatiemeting (bijv. GIPS, IRR), risicoanalyse, doorbraaktoewijzingen en rendement op alle niveaus, scenariotool en rendementscurveanalyse. Meer geavanceerde boekhoudfuncties omvatten analyse van what-if en kasstroom, berekening van complexe vergoedingen, unitisatie en aggregatie van gegevens. Meer informatie over VestServe Schaalbare, volledig geïntegreerde, realtime accounting- en managementoplossing voor portfolio's, die de bedrijfsprestaties aanzienlijk kan verbeteren. Meer informatie over VestServe

door Broadridge Financial Solutions

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Krijg een onafhankelijk, controleerbaar en toegankelijk verslag van een betrouwbare partner. De oplossing biedt volledige, accurate en tijdige informatie en visualisatie ter ondersteuning van handel, naleving, fiduciair toezicht en andere essentiële functies voor beleggingsbeheer. De bekroonde oplossing omvat een realtime platform met wereldwijde activaklassen en meerdere valuta voor professionele boekhouddiensten om je investeringsverslagen te produceren. Meer informatie over Broadridge Investment Accounting Krijg volledige, accurate en tijdige informatie ter ondersteuning van functies voor beleggingsbeheer. Meer informatie over Broadridge Investment Accounting
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Complete oplossing voor het beheer van een onderneming in particulier eigendom - aandelen en opties, van begin tot einde. Houd je kapitaaltabel nauwkeurig, duidelijk en up-to-date. Meer informatie over EquityEffect Complete oplossing voor het beheer van een onderneming in particulier eigendom - aandelen en opties, van begin tot einde. Meer informatie over EquityEffect

Q4

door Q4

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Q4 is the leading global provider of cloud-based investor relations solutions, with the mission of partnering with customers to achieve their strategic objectives. With the Q4 Experience, clients gain access to a portfolio of innovative solutions to help them successfully meet their business objectives, including for websites, video conferencing and virtual events, investor relations CRM, investor targeting, corporate access, and capital markets intelligence. Meer informatie over Q4 Cloud-based investor relations solutions for websites, video conferencing, virtual events, IR CRM, investor targeting & intelligence. Meer informatie over Q4
Deze software is met name geschikt voor bedrijven die startkapitaal, durfkapitaal of private equity werven (en voor de consultants en investeringsbankiers die hen daarbij helpen). Foundersuite maakt software om kapitaal aan te trekken en investeerders te beheren. De productlijn van Foundersuite omvat de toonaangevende Investor CRM. Deze CRM is gebaseerd op een database van meer dan 141.000 investeerders om je te helpen je trechter op te bouwen. Founderpakket bevat ook Pitch Deck Hosting en Investor Update-tools om te helpen bij de outreach naar en relatie-ontwikkeling met investeerders. Software voor het werven van financiering door business angels, startkapitaal, durfkapitaal of private equity. Founderpakket maakt de toonaangevende Investor CRM en de Investor Database- en Investor Updater-tools.
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Eenvoudig te gebruiken software voor portfoliobeheer voor vermogensbeheerders en individuele beleggers. Werkt op Windows, Mac, iOS en Android. Portfolio's, volglijsten, grafieken, meldingen en meer. StockMarketEye maakt het gemakkelijk om meerdere beleggingsportfolio's bij te houden en de markten te monitoren om je beleggingen effectief te beheren. Gegevens worden lokaal op je computer opgeslagen, maar kunnen tussen gebruikers worden gedeeld met de geïntegreerde online synchronisatieservice. StockMarketEye is beschikbaar voor Windows, Mac, Linux, Android en iOS. Eenvoudig te gebruiken software voor portfoliobeheer voor bedrijven en individuele beleggers. Volg je investeringen op Win/Mac/iOS/Android.
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Juniper Square is gebruiksvriendelijke, alles-in-één software voor beleggingsbeheer waarmee managers meer kapitaal kunnen aantrekken, investeringsactiviteiten kunnen verbeteren en de tevredenheid van beleggers kunnen verhogen. Juniper Square is speciaal ontworpen voor de vastgoedsector en wordt vertrouwd door honderden vastgoedpartners om meer dan 14.000 investeringen en $ 730 miljard aan vastgoedactiva te beheren. Juniper Square is gebruiksvriendelijke, alles-in-één software voor beleggingsbeheer speciaal ontworpen voor de vastgoedsector.
Follow the money throughout the real estate property investment lifecycle. MRI Software provides a comprehensive and connected suite of real estate property investment management solutions. As your real estate property investment grows, manage financial reporting and minimize risk exposure with treasury debt management ¿ all part of the MRI Software Property Investment Financial Tool set. With MRI, make competitive, comprehensive, and strategic decisions with technology tailored for real estate investment management.
Stessa maakt het voor vastgoedbeleggers gemakkelijk om hun vastgoedbeleggingen gratis te volgen, te beheren en erover te rapporteren. Tienduizenden beleggers gebruiken Stessa om meer dan $ 25 miljard aan vastgoedactiva bij te houden. Bespaar tijd en optimaliseer je eengezinswoningen en meergezinswoningen met prestatiedashboards, geautomatiseerd bijhouden van inkomsten en onkosten, tools voor documentorganisatie en financiële rapporten die klaar zijn voor de belastingaangifte. Het stelt eigenaren van vastgoedbeleggingen in staat om de prestaties van hun vastgoedportefeuille bij te houden, te beheren en erover te communiceren.

door inStream Solutions

(40 beoordelingen)
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Cloudgebaseerde oplossing voor vermogensbeheer en financiële planning voor financieel adviseurs. Cloudgebaseerde oplossing die helpt bij vermogensbeheer, financiële planning, klantloyaliteit, rapportage en meer.

door Backstop Solutions Group

(36 beoordelingen)
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Backstop's powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors. Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.
Investor Management Services (IMS) is een toonaangevend softwareplatform voor investeerdersbeheer voor CRE-eigenaren en beleggingsondernemingen. Momenteel heeft dit platform meer dan 500 klanten die duizenden uren hebben kunnen toewijzen aan activiteiten met toegevoegde waarde voor hun meer dan 75.000 investeerders. Het IMS-platform wordt gebruikt om meer dan $ 45 miljard aan eigen vermogen te beheren. Commerciële vastgoedbedrijven gebruiken IMS om tijd en middelen te besparen, waarde te stimuleren en de ervaring van investeerders te verbeteren. Levert CRM, beleggersdashboards, documentbeheer, distributieberekeningen en analytics voor vastgoedbeleggingsondernemingen.
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration. Carta is the investment and ownership platform for VC firms and their portfolio companies.
DealCloud biedt een platform, services en expertise om de mogelijkheden voor het maken van deals van investeringsbankiers en private equity dealteams te versterken. Het platform is speciaal ontworpen voor dit doel. Met een implementatieteam dat de klanten op het platform ondersteunt en een accountbeheerteam dat hen vooruit helpt. DealCloud komt uit de wereld van private equity en investment banking en begrijpt wat klanten nodig hebben om een deal uit te voeren. Investeerders en adviseurs komen naar DealCloud om hun dealteams te ondersteunen.
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Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a personalised investment universe driven by state-of-the-art analytics. With a total combined AuM over $1.5tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios. An award-winning provider of quantitative analytics specialising in asset selection, portfolio construction & customised reporting.

emX

door eMoney Advisor

(11 beoordelingen)
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eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility and security.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

door FinLab Solutions

(8 beoordelingen)
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www.finlab.com PackHedge by FinLab Solutions SA is a leader amongst investment management solutions for all types of funds (HF, Mutual Funds, Private Equity, UCITS, ETF, Real Estate, etc.) and other investment vehicles (Equities, Forwards, Currencies, etc.). Providing research & analysis, risk management, portfolio construction and shadow accounting, liquidity & cash-flow forecasting/analysis (for portfolios, managed accounts and FoFs), CRM & document management, workflow and flexible reporting. Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.
Covercy Terra - Delight your investors, Delegate your back office. Terra makes it easy for Investors to complete the investment process faster, enables you to send multiple capital calls with a few clicks and most of all gives you complete control and tracking over the entire process. Terra makes it easy for investors to complete the investment payment process seamlessly and gives investment managers complete control
Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals
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. For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.
Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate. Successfully manage deals, track transaction pipeline, and automatically generate reports. Additional features include smart alerts/notifications, file storage, search, data export, demographic data, and customizable workflow templates. Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.
Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations. Our clients manage over $1 Trillion in private equity, venture capital and real-estate investments. We specialize in investor portal and accounting, reporting, contact management, portfolio monitoring and deal flow solutions. Vantage Software offers comprehensive but intuitive solutions for alternative investment firms to manage their operations.
Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools. Investment management solution that helps businesses create and manage portfolios, capital through financial analysis tools.
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Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
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.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Plaid is a technology platform that enables applications to connect with users bank accounts.

door FactSet Research Systems

(4 beoordelingen)
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FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For. FactSet provides integrated software and data solutions to investment professionals.

door Dynamo Software

(3 beoordelingen)
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Dynamo is een online CRM-oplossing met sectorspecifieke mogelijkheden voor het beheren van de front- en middle-office van beleggingsinstellingen op het gebied van alternatieve activa. Het Dynamo-platform heeft een eenvoudige, intuïtieve interface, een nauwe integratie met Microsoft Office en toegang via mobiele telefoons en tablets, en biedt overal op het internet een rijke, interactieve gebruikerservaring. Dynamo-software stroomlijnt het beheer van front-to-back-beleggingsactiviteiten voor GP's, LP's en serviceproviders.

door Portfolio Pathway

(3 beoordelingen)
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Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions. Investment management tool that helps businesses manage client portfolios, trade orders, reports, invoices, processing fees, and more.

door Chartsmart Software

(3 beoordelingen)
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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.

door Opulos Financial Software

(3 beoordelingen)
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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! Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes.

door ProTrak International

(3 beoordelingen)
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Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms

door Stock Portfolio Organizer

(3 beoordelingen)
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Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas. An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs

door FACT Software Group

(3 beoordelingen)
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Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation. * Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating

door Tier1 Financial Solutions

(3 beoordelingen)
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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.
AppFolio Investment Management is a smarter, all-in-one software solution designed for real estate investment management that empowers managers with flexible tools for fund management and syndication. Investment Managers can respond quickly to questions, with key data securely stored and right at their fingertips, while providing a better, personalized experience for investors. Learn more about AppFolio Investment Management. AppFolio Investment Management is designed for real estate investment management.
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. We are in business to help hedge funds win the tech battle by creating software that works better and costs less.

door Advent Software

(2 beoordelingen)
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Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing 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.
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.

AIM

door Altvia Solutions

(2 beoordelingen)
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AIM, de hoogwaardige Private Equity-oplossing op het Salesforce-platform, geeft je de mogelijkheid om al je gegevens te consolideren in één centraal systeem voor operationele efficiëntie, en workflows te optimaliseren voor groei. AIM is Lightning-ready met een schone en eenvoudige gebruikersinterface die is ontworpen voor gebruiksgemak en snelheid. AIM geeft je de basis om een ondernemingsbrede technologische oplossing te bouwen zodat je de kracht van je gegevens kunt benutten en je een informatievoorsprong hebt waarmee je je concurrenten jaren voor blijft. Beheer fondsenwerving, deal flow, due diligence en portefeuilles. Voor beheerders van alternatieve vermogensfondsen en institutionele beleggers.
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 web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.
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With us you'll have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, CRM and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals. With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.
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.

door IHS Markit

(2 beoordelingen)
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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 the industry leading cloud-based portfolio management platform for private capital investors.
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. Investment real estate platform for acquisitions, development, asset management and investor reporting.
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.

door eVestment

(1 review)
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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.

door Project Planning and Management

(1 review)
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Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key investment criteria such as NPVs, IRRs, payback and loan cover ratios. It also undertakes sensitivity and breakeven analysis and Monte Carlo simulations. For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.
Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change. Create, manage, modify, monitor, and measure investment portfolios.

door MetaQuotes Software

(1 review)
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TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools. Using this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version. TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

door REDVision Technologies

(1 review)
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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.

door Parilux Investment Technology

(1 review)
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Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes. Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

door Croesus

(1 review)
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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. Croesus draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry.

door Ledgex

(1 review)
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Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

door Cap Hedge Ventures

(1 review)
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The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

door Argo Software Engineering

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

door Integrated Digital Systems

(1 review)
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VESTIO is the Wealth & Asset Management Software Solution that offers comprehensive coverage and complete automation of the entire investment chain. Catering to the comprehensive needs of Investment Companies, Wealth Managers, Traders, Hedge Funds, and Family Offices by presenting effective management, monitoring, and control of their core operations. VESTIO is the Wealth & Asset Management Software Solution that offers comprehensive coverage and automation of the entire investment.

door M2Wealth

(1 review)
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M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features. Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

door ForecastThis

(1 review)
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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.

door Cogenta Computing

(1 review)
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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.

door Complex Interests

(1 review)
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Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a going concern for generations to come. Complex Interests fosters the 6 elements of family stewardship: 1) complete family inventory, 2) document repository, 3) relationship diagrams, 4) notice of upcoming expiration dates, 5) institutional memory of legal/tax strategies, and 6) list of to-do items. "System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

door Ionic Information

(1 review)
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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.

door Obsidian Suite

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SmartDocs is een elektronische oplossing voor KYC- en abonnementsdocumenten. Eenvoudig te gebruiken webformulieren elimineren alle fouten en omissies en het heen en weer gaan met klanten. Een elektronische handtekeningoptie draagt bij aan het gemak. Alle gegevens die in documenten worden ingevoerd, worden opgeslagen in KYC-kluizen om je op de hoogte te houden van aankomende looptijden, ID-vervaltijden en worden gebruikt om alle toekomstige documenten vooraf in te vullen om een tijdverlaging van 98% voor complexe documenten te garanderen. Andere producten van Obsidian Suite zijn onder andere: IR-portals, bedrijfsinformatie, CRM en meer! Obsidian SmartDocs is de toonaangevende oplossing voor elektronische abonnementen en KYC-documenten voor beleggingsondernemingen.

door CrowdStreet

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

door Theorem Technologies

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Post-Trade Data Management platform for financial institutions. Key modules include Matching, Allocation, Risk Analysis, Reporting and Alerts. Asset managers, hedge funds and trading firms of all sizes benefit from the Theorem platform by streamlining their post-trade operations and through increased operational efficiencies. Theorem's flexibility allows firms to manage data across multiple brokers and multiple data sources without needing developer resources or expensive consultants. Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts.

door MineralSoft

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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. Drive higher profitability with the leading portfolio management platform for minerals, royalties and non-op working interest.

door SK ADVISORY

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Platform that serves banks, financial services & insurance organizations in investment management. Platform that serves banks, financial services & insurance organizations in investment management.

door Trademetria

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All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors. Have a trading firm? Manage every cent that goes into your trading business with our Trademetria for Manager solution. All-in-one trading journal, goal tracking, back office reporting and trade analyzer software for traders and investors.
AtomInvest provides next generation technology systems for alternative investment managers, enabling them to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. Empowers Alternatives fund managers to manage their investments and their entire investor base in a single, cutting-edge portal.

door AIRR

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AIRR is a full-service SaaS solution that includes integration with any system that investor is using, consolidates information from all these systems and helps synchronize the work of each participant in the investment process. AIRR is a full-service integration platform for investment professionals available as a single SaaS solution.

door Agiletics

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

door Cogency Software

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

door FoxTrot Software

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A simple yet robust and flexible solution to manage all of your compensation needs. Commission or fee based, multiple split & overrides along with an intuitive step-by-step approach puts efficiency back into your back office operations department Financial Services Compensation Management and Compliance software for Broker-Dealers and RIAs

door Linedata

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Longview Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders, and compliance officers. Longview Trading offers advanced portfolio modeling, order generation, electronic trading, and compliance functionality. By providing seamless integration to hundreds of trading destinations globally, Longview Trading simplifies and automates the trade process. Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

door Envision Financial Systems

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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.

door Actforex

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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.

door Salentica

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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. An immersive CRM for Financial Wealth Management. From Business Development to Client Engagement, and Analytics to Optimization.

door Dolphin Enterprises

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Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income. Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

V3

door Vitech Systems Group

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The V3 System is a complete investment administration solution that helps organizations achieve administrative excellence, harness significant processing efficiencies and realize the potential of true business intelligence. The V3 System is specifically designed to meet the unique needs of investment administration: Opportunity Management Fund Administration Investor Management Portfolio Management Fund Accounting Performance Analytics Enterprise-class software for hedge fund, private equity and alternative asset administration.

door Informa Investment Solutions

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

door GoldenGem

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Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices. Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices.

door MIMICS

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MIMICS Portfolio software modules provide a full range of functionality. Treasury Portfolio - reliable software for managing your proprietary trading. Customer Portfolio - efficiently manage your customer's portfolios and trading. Fund Portfolio - powerful portfolio accounting software for mutual funds, pensions, and hedge funds. Central Bank Portfolio - portfolio management software enhanced for central banks. Powerful and flexible software solutions for managing your business' Portfolio functions.

door Vermilion Software

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

door Cogendi

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C*neo brings together all aspects of the investment process for funds of funds and professional investors in a single platform thereby enhancing the overall fluidity of the management system: selection of investments, portfolio management, monitoring of risks and compliance, tracking of investors, corporate strategy and dashboards. All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

door StreetOne

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Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system for RIAs, hdge fund managers, prime brokers and clearing firms. Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

door Integrated Software

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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

door Archway

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Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more. Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.

door Charles River

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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.

door VIRTU Financial

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

door GlobalBackOffice

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The solution includes an accounting engine and general ledger; a financing module; collateral and margin reports as part of a risk module; a centralised counterparty module for compliance; a centralised security and market data module; a central rates and fees template engine which can drive fees, commissions, margin, and financing rates; a stock loan module; and a configurable client P&L module. We have integrated with DMA trading platforms, prime brokers, fund administrators, custodian banks. The ideal solution for a broad range of financial services firms from prime brokers to family offices.

door StatPro

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StatPro is a global provider of portfolio analytics for the investment community. Our cloud-based services provide vital analysis of portfolio performance, attribution, risk and compliance. This platform helps our clients increase assets under management, improve client service, meet tough regulations and reduce costs. StatPro data coverage includes global equities, global bonds, global mutual funds, FX rates, sector classifications and most families of benchmarks. StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

door Real Time Risk Systems

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Outsourced trading analytics and development on the Protozoa platform. Outsourced trading analytics and development on the Protozoa platform.

door QuantHouse

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

FIN

door Financial Information Network

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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.

Kopersgids voor Beleggingssoftware

Beleggingssoftware is een platform voor het beheer van de beleggingsportefeuille en financiële activa van een organisatie. Het biedt geïntegreerde tools om de activiteiten van de portefeuille, de beleggingsfondsen en de compliance-normen voor audits te volgen.

De software is nauw verwant aan software voor banken en financiële risicomanagement software en biedt verschillende vergelijkbare functionaliteiten. Om deze redenen is het geschikt voor individuele beleggers, traditionele beleggingsondernemingen en alternatieve beleggingsverkopers, zoals hedgefondsen.

De voordelen van beleggingssoftware

Beleggers moeten hun gemeenschappelijke en op de beurs verhandelde fondsen dagelijks nauwlettend in de gaten houden. De software biedt verschillende voordelen die bedrijven helpen hun workflows te stroomlijnen, aan de wettelijke normen te blijven voldoen en hun productiviteit te verhogen.

Hier volgen enkele details van de voordelen van de software:

  • Verkrijgen van realtime prestatie-analyse: beleggingssoftware volgt de accountactiviteiten om de financiële adviseurs te informeren over de prestaties van hun portefeuille. Het helpt ze om de prestaties aan het begin en het einde van een bepaalde periode te vergelijken. Ze kunnen ook realtime resultaten zien, waardoor ze direct winst en verlies kunnen berekenen.
  • Beheren van alle beleggingsrekeningen op één plek: beleggingsbeheerders kunnen portefeuilles groeperen en elk daarvan categoriseren om ze gemakkelijk te kunnen raadplegen. Ze kunnen alle investeringen monitoren vanaf een centrale locatie, zelfs als de fondsen zijn verdeeld over meerdere rekeningen of geografieën en verschillende bemiddelingskosten hebben.
  • De beurzen volgen om weloverwogen beslissingen te nemen: het is van cruciaal belang om de juiste aandelen te selecteren om in te beleggen. De software stelt op basis van de wensen volglijsten op, zodat de beste opties uit de lijsten kunnen worden geselecteerd. Het helpt beleggers ook bij het bijhouden van gratis online bronnen voor potentiële effectenportefeuilles waarin ze kunnen beleggen.

Algemene functies van beleggingssoftware.

  • Invoer/uitvoer van gegevens: het importeren en exporteren van informatie alsook rapporten in PDF- of Excel-formaat naar en van de beleggingssoftware.
  • Volgen van beleggingen: het volgen van kapitaaltoewijzing en de prijzen van de aandelen in de loop van de tijd.
  • Benchmarken: het vergelijken van de belangrijkste gegevens van het bedrijf met de gegevens van prominente marktspelers in de sector.
  • Klantbeheer: het organiseren van de interacties van het bedrijf met huidige en potentiële klanten.
  • Compliance-rapportage: het controleren, volgen en aan de interne en externe belanghebbenden doorgeven van regelgevende gegevens.
  • Obligaties/aandelen: het volgen van de obligaties en aandelen in de portefeuille van een klant.

Overwegingen bij de aankoop van beleggingssoftware

  • Gemak van implementatie en gebruik: verkopers werken aan een betere gebruikerservaring omdat klanten kiezen voor systemen die eenvoudig te implementeren en te gebruiken zijn. Een meerderheid van het personeel zal zijn financiële partner laten vallen als een andere onderneming hen een betere technologische ervaring biedt. Daarom moet de tool die gekozen wordt eenvoudig in gebruik zijn voor medewerkers en klanten. Een eenvoudig te gebruiken interface zal klanten ondersteunen bij het kapitaliseren van de voordelen.
  • Realtime risico- en compliance-rapportage: de software moet mogelijkheden hebben voor realtime risicowaardering en -berekening om bedrijven te helpen prestatierapporten te genereren en strategieën te ontwikkelen. Het moet een op regels gebaseerde compliance-engine hebben en de mogelijkheid om compliance-workflows aan te passen. Het moet managers helpen om rapporten te genereren over risicoratio's, zoals liquiditeit, blootstelling en value at risk, om de toewijzing en ontleding van risico's te analyseren.
  • Machine learning transformeert de manier waarop organisaties hun klanten bedienen: voorspellende analyse en machine learning kunnen beleggers helpen om inzicht te krijgen in belangrijke marktgebeurtenissen die van invloed kunnen zijn op de portefeuilles van een klant. De inzichten helpen de software de volgende beste actie voor de klant te ontdekken en te suggereren. Zelflerende modules kunnen de activiteit van de bezoekers volgen en hun interesses leren kennen. Op basis van deze informatie kunnen adviseurs hun communicatiestrategie aanpassen om beter met klanten in contact te komen en ze te behouden.
  • Meer aandacht voor het winnen en behouden van millennial klanten: beleggers zullen zich grotendeels richten op millennials, aangezien deze laatste het personeelsbestand beginnen te domineren en hogere bedragen gaan verdienen. Millennials proberen echter op eigen houtje te investeren door het controleren van online reviews en aanbevelingen door peers. Om deze demografische ontwikkeling aan te boren, hebben bedrijven de nieuwste technologieën nodig om te communiceren, betalingen te vereenvoudigen en transparantie te garanderen. Bied een self-serviceplatform om hun ervaring te personaliseren en hun portefeuille te consolideren en te analyseren, zodat millennials volledig eigenaar zijn van hun activa.