Investment Management Software

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Obsidian Suite

Obsidian Suite

by Obsidian Solutions

(0 reviews)

Obsidian is an all in one investor management framework with a proven track record helping financial clients rapidly digitize operations, cut costs, and improve sales cycles. Our modern interface lets clients choose from 4 key suites: Finance CRM, Data Rooms, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. We provide the best in class cyber security, and bank level encryption. Join 10K+ happy Obsidian users, and transform your operations. Learn more about Obsidian Suite

Backstop

Backstop

by Backstop Solutions Group

(0 reviews)

Backstop Solutions exists to help the alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their complicated task lists with streamlined business processes. We do this by bringing best-in-class, cloud-based productivity technology to asset managers and allocators alike, helping them better raise and retain capital, perform research and portfolio management, and service their key stakeholders. Learn more about Backstop

Eze Investment Suite

Eze Investment Suite

by Eze Software

(1 review)

Eze Software's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems. Learn more about Eze Investment Suite

HedgeGuard®

HedgeGuard®

by HedgeGuard

(0 reviews)

Front-to-back software for start-up or established hedge funds and asset managers. In addition of providing a portfolio management system, HedgeGuard offers two additional services: middle-office outsourcing and VDI. Learn more about HedgeGuard®

Windham Portfolio Advisor

Windham Portfolio Advisor

by Windham Capital Management

(4 reviews)

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. Learn more about Windham Portfolio Advisor

LiquidityCalendar.com

LiquidityCalendar.com

by LiquidityCalendar

(0 reviews)

For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. Learn more about LiquidityCalendar.com

Juniper Square

Juniper Square

by Juniper Square

(4 reviews)

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

NüWorkflow

NüWorkflow

by Opulos Financial Software

(4 reviews)

Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes. Learn more about NüWorkflow

Foundersuite

Foundersuite

by Foundersuite

(78 reviews)

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. Learn more about Foundersuite

FundCount

FundCount

by FundCount

(1 review)

FundCount is a partnership accounting and analytical software solution for hedge funds, private equity and fund administrators. An integrated multicurrency general ledger and automated workflow tools improve operational efficiency and ensure accuracy of NAV and other calculations. Out-of-the-box and customized reporting options meet all client reporting needs. Voted Best Fund Accounting and Reporting Systems Firm by Hedgeweek, FundCount brings speed, accuracy and analytical insight to your firm. Learn more about FundCount

VestServe

VestServe

by VestServe

(0 reviews)

Vestserve, provides an integrated multi-currency investment management solution "IMS" that supports any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (ex. GIPS, IRR), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. More advanced accounting features include what-if and cash flow analysis, calculation of complex fees, unitization and data aggregation. Learn more about VestServe

ProTrak Advantage

ProTrak Advantage

by ProTrak International

(3 reviews)

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. Learn more about ProTrak Advantage

EFAdrin

EFAdrin

by EFAdrin

(0 reviews)

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

Tercero

Tercero

by Third Financial Software

(0 reviews)

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

Troika

Troika

by thewealthworks

(0 reviews)

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

PSIT

PSIT

by Infinite Wealth Management Services

(0 reviews)

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

PowerBroker

PowerBroker

by Envision Financial Systems

(0 reviews)

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

Croesus

Croesus

by Croesus

(0 reviews)

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

eFront

eFront

by eFront

(0 reviews)

eFront is the leading software provider of solutions dedicated to the financial industry with recognized expertise in Alternative Investments and Risk Management. eFront's solutions serve major companies in the Private Equity, Real-Estate Investment, Banking, and Insurance sectors. eFront offers FrontInvest, Front GP, Investor portals, Pevara, FrontPM, and FrontERM.

emX

emX

by eMoney Advisor

(2 reviews)

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.

VESTIO

VESTIO

by Integrated Digital Systems

(1 review)

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

Cogency

Cogency

by Cogency Software

(0 reviews)

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.

VAIT

VAIT

by Verdant Analysis

(0 reviews)

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

inStream

inStream

by inStream Solutions

(34 reviews)

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

iLEVEL

iLEVEL

by Ipreo

(2 reviews)

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

TradeLog

TradeLog

by Cogenta Computing

(0 reviews)

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

Axys

Axys

by Advent Software

(2 reviews)

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

Blueleaf

Blueleaf

by Blueleaf

(0 reviews)

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

XENTIS

XENTIS

by Profidata Group

(0 reviews)

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

Portfolio Plus

Portfolio Plus

by Strategic Information Technology

(0 reviews)

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

SimCorp Dimension

SimCorp Dimension

by SimCorp

(1 review)

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

NaviPlan

NaviPlan

by Advicent

(1 review)

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

Wealth EOffice

Wealth EOffice

by REDVision Technologies

(1 review)

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

Wealth Office

Wealth Office

by Fusion Advisor

(0 reviews)

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

iBalance

iBalance

by softTarget

(4 reviews)

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

StyleADVISOR

StyleADVISOR

by Informa Investment Solutions

(0 reviews)

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

WealthNET

WealthNET

by eFINSERVE

(0 reviews)

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

SyMath

SyMath

by Symetrics

(0 reviews)

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

FA Solutions

FA Solutions

by FA Solutions

(1 review)

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.

GoldenGem

GoldenGem

by GoldenGem

(0 reviews)

Neural network stock market analysis.

ValueOne

ValueOne

by PriceMetrix

(0 reviews)

ValueOne is a practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. Targeted towards U.S. and Canadian companies with 50+ brokers, ValueOne has been designed exclusively for the investment industry and offers a rich suite of practice management tools, detail business intelligence reporting and access to our in-house expertise - all accessible via our secure web portal.

ATWeb

ATWeb

by Archway

(0 reviews)

Archway, a software company, supports the financial operations of global Family Offices, Hedge Funds, Investment Advisors, Prime Brokers and Private Banks. Its flagship platform, ATWeb, is a web deployed enterprise solution for the accounting and investment industry. ATWeb integrates a full general ledger (G/L) to support portfolio, fund and partnership accounting with a portfolio management system.

PortfolioNet

PortfolioNet

by Galeo

(0 reviews)

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

GlobalAsset

GlobalAsset

by Taliance

(0 reviews)

GlobalAsset: innovative real-time analytics platform providing on demand data and what-if analysis for alternative investments portfolios. It will help you to: -Reduce operational risks and costs by drastically improving data quality & accessibility -Achieve sophisticated tax, financing and waterfall modelling to merge actual performance & scenarios forecasting -Provide middle- and front-officers with on-demand data and analytics to decrease turn-around time in controlling & due diligence

Solovis

Solovis

by Solovis

(0 reviews)

Solovis is a portfolio management software and data analytics company serving the asset management industry. We revolutionize the way institutional and high net-worth investors analyze and manage their complex portfolios by enabling greater transparency, real-time performance insight, and more advanced risk management processes and reporting. Solovis was founded by two veterans of the asset management industry and has a growing base of Endowment, Foundation, OCIO and FAMO clients.

Everest

Everest

by Black Mountain Systems

(0 reviews)

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

PerTrac

PerTrac

by Strategic Financial Solutions

(1 review)

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

Bipsync

Bipsync

by Bipsync

(0 reviews)

Bipsync Research Management Software (RMS) is an integrated research environment that's proven to enhance investor productivity, boost fund collaboration and simplify compliance. Combining easy to use note-taking and organization tools with a powerful underlying automation engine, Bipsync makes your research process smarter, faster, and more consistent.

StockMarketEye

StockMarketEye

by TransparenTech

(26 reviews)

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

LoanPost

LoanPost

by The LoanPost

(0 reviews)

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

Smartleaf

Smartleaf

by Smartleaf

(0 reviews)

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

WealthArc

WealthArc

by WealthArc

(0 reviews)

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

Ledgex

Ledgex

by Ledgex

(1 review)

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.

c*neo

c*neo

by Cogendi

(0 reviews)

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.

WealthObjects

WealthObjects

by WealthObjects

(0 reviews)

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

ActTrader

ActTrader

by Actforex

(0 reviews)

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

AlternativeSoft

AlternativeSoft

by AlternativeSoft

(0 reviews)

- Analytical software solution for portfolio construction, long only funds+ETF+hedge funds+UCITSIII selection. - Linked to all alternative investment databases, to Morningstar mutual funds database and to Bloomberg. - Easy to use, easy to install, free support. - Used by the largest banks in the USA and in Swizterland.

StatPro Revolution

StatPro Revolution

by StatPro

(0 reviews)

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.

Wealth Management Platform

Wealth Management Platform

by Macroaxis

(5 reviews)

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

Chartsmart

Chartsmart

by Chartsmart Software

(3 reviews)

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

Charles River IMS

Charles River IMS

by Charles River

(0 reviews)

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

FundWare

FundWare

by Funds-Axis

(0 reviews)

FundWare is an out-of-the box investment compliance solution that is used by hundreds of fund managers worldwide. FundWare functionality includes: - Investment Compliance: UCITS and Non-UCITS Rules, US 1940 Act, Canadian Mutual fund rules - AIFMD + Annex IV Reporting: Leverage Calculations, Liquidity Monitoring, Risk Management, Regulatory Reporting - Global Disclosures Monitoring: Major Shareholding Rules, Takeovers, Short Selling - Depositaries: Cash Flow Monitoring, Custody Oversight

Assetmax

Assetmax

by Fimax AMS

(0 reviews)

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

HYIP Manager Script

HYIP Manager Script

by PAM HYIP

(0 reviews)

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

GlobalBackOffice

GlobalBackOffice

by GlobalBackOffice

(0 reviews)

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.

PRISM

PRISM

by RaisePartner

(0 reviews)

Quantitative portfolio management web application for investment managers.

ATOM Align

ATOM Align

by Blaze Portfolio Systems

(0 reviews)

Atom Align is a web-based portfolio modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the model rebalancing process with its intuitive design and comprehensive features. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block order management.

MIC Manager

MIC Manager

by Dolphin Enterprises

(0 reviews)

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.

Vermilion Reporting Suite

Vermilion Reporting Suite

by Vermilion Software

(0 reviews)

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

IMSplus

IMSplus

by PROFILE

(0 reviews)

Advanced Investment management platform with STP, front-to-back coverage for Private Wealth Management, Personal Banking & Brokerage, Custody and Asset & Fund Management. IMSplus modular architecture provides the flexibility to customize and configure the built-in solutions while covering all the Front, Middle and Back Office business needs. IMSplus provides powerful and advanced front-end functionality for mobile and web use with IMSplus Mobility and IMSplus Web solutions.

Bankers Realm

Bankers Realm

by Craft Silicon

(0 reviews)

A one-stop-shop for investment Management Firms

Agilis Investment Management

Agilis Investment Management

by Agile Financial Technologies

(0 reviews)

Agilis Investment Management Suite (IMS) is the winner of the Best Investment Mgt. Software Award. It offers Front-Mid-Back office functionality in both STP (Straight-Through-Processing) & as individual modules. It is Multi-Currency, Mult-Entity & Multi-Asset Class (Equity, Debt, Money Markets, Real Estate etc). It also offers complete Investment Accounting within the same system. Key features include Customer Management, KYC, Risk Profiling, Model Portfolios, Performance Mgt, Analytics etc.

Caltina

Caltina

by Caltina

(0 reviews)

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

CU SHARE

CU SHARE

by Integrated Software

(0 reviews)

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

EBIMS

EBIMS

by eBusiness Systems

(0 reviews)

EB-IMS is a sophisticated investments management system developed by E-Business Systems providing web-based access to a range of investment portfolio analysis and management tools, with diverse levels of controlled user access through the Internet. As a web based system, users can access and use the system through an Internet browser wherever they have an Internet service.

Preqin Solutions

Preqin Solutions

by Preqin Solutions

(0 reviews)

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

ReconAdvantage

ReconAdvantage

by PortfolioShop

(4 reviews)

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

fi360 Toolkit

fi360 Toolkit

by fi360

(1 review)

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.

FX Agency Advisor

FX Agency Advisor

by FXATrade

(0 reviews)

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

Formula Stocks

Formula Stocks

by Formula Stocks

(0 reviews)

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

AIM

AIM

by Altvia Solutions

(1 review)

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

NAVInvest

NAVInvest

by Elysys

(0 reviews)

Integrated Finance / Investment Management solution providing all the functionality required by entities that invest in Equities, Bonds, Treasuries, Currency contracts, Derivatives and other types of investments. Ideal for Family Offices, Financial Services and Asset Management Companies, Private Equity Funds, who require straight through processing and an automatic accounting treatment. NAVInvest also offers compliance, CRM and many other modules.

HYIP Investment Script

HYIP Investment Script

by ARM HYIP

(0 reviews)

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

Argo Trading Platform

Argo Trading Platform

by Argo Software Engineering

(1 review)

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

LongView Trading

LongView Trading

by Linedata

(0 reviews)

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.

Atomic Intelligence

Atomic Intelligence

by Atomic Intelligence

(0 reviews)

Content Search and Organization Service for Investment Professionals.

Portfolio Lab

Portfolio Lab

by Kwanti

(0 reviews)

Portfolio Lab offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Portfolio Lab is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects. Features - Allocation analysis with drill-down - Performance analysis - Risk metrics and stress test - Multiple integrations with custodians/third party vendors

PM1e

PM1e

by Expersoft Systems

(0 reviews)

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

Balance

Balance

by Balance Financial

(0 reviews)

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

FINFOX Pro

FINFOX Pro

by ECOFIN

(0 reviews)

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

TeamWox GroupWare

TeamWox GroupWare

by MetaQuotes Software

(1 review)

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

Wizetrade Commodities

Wizetrade Commodities

by The Wizetrade Group

(1 review)

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

Parilux Fund Manager

Parilux Fund Manager

by Parilux Investment Technology

(1 review)

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.

Prospero

Prospero

by SAGE

(0 reviews)

Prospero suite of solutions are precisely fitted to the needs of specific segments of the financial services industry: Wealth Management, Asset Management, Fund Administration, and Family Offices/Independent Asset Management. Prospero covers all financial, transactional, processing and reporting needs from the Front-Office to the Middle and Back-Office areas.

Advisor Desk

Advisor Desk

by Salentica

(0 reviews)

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

Dynamo

Dynamo

by Dynamo Software

(0 reviews)

Dynamo Hedge Fund Edition is a Web-based CRM solution with industry-specific capabilities for managing fundraising, investor relations, and fund reporting. The application is also utilized by funds of funds for manager due diligence, pipeline management, and performance tracking. With a simple, intuitive interface, tight Microsoft Office integration, and smartphone and tablet mobile access, Dynamo delivers a rich, interactive user experience anywhere over the Web.

PAM

PAM

by Princeton Financial Systems

(0 reviews)

Portfolio Accounting and Management.

Horizon Portfolio Management

Horizon Portfolio Management

by HorizonSoftware

(0 reviews)

Horizon HPM is a Portfolio Management Solution for Fund Managers that automates the operating process and reduces related risk. The goal of HPM is to cover the majority of assets and respond to the needs of every user in the asset management company. Horizon Portfolio Manager covers the whole fund life cycle: position keeping and portfolio analysis, front-to-back orders and executions workflow, middle office management, audit and compliance, data management, report designer...

ImpactEdge

ImpactEdge

by Neville & Rowe

(0 reviews)

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

Nirvana Enterprise

Nirvana Enterprise

by Nirvana Solutions

(0 reviews)

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

Portfolio Workstation

Portfolio Workstation

by Alpha Level

(0 reviews)

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

LienApp

LienApp

by VADAR Systems

(0 reviews)

Cloud-based tax lien servicing software with predictive analytics, portfolio analysis, and instant reports. LienApp lowers cost and risk by automating thousands of transactions most tax lien investors perform manually. LienApp by VADAR Systems has 1st Class support from 20 years of experience and customer satisfaction.

Pakkala Helsinki

Pakkala Helsinki

by Pakkala Helsinki

(0 reviews)

Develop missing functionalities and additional modules to current systems rapidly and cost effectively with ready functionalities and add-on modules. Feature-rich and flexible open source portfolio management and securities processing software. Easy development with easy-to-learn, high level development tools.

RedQuarry RMS

RedQuarry RMS

by RedQuarry

(2 reviews)

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

Investors WorkStation

Investors WorkStation

by mhj3.com

(1 review)

Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change.

PortfolioPathway

PortfolioPathway

by Portfolio Pathway

(1 review)

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

FINTRX Platform

FINTRX Platform

by Capital Hedge

(1 review)

FINTRX allows alternative investment professionals to raise capital and organize investor interaction with incredible ease. FINTRX fuses constantly updated investor intelligence (family offices & institutions) with an integrated CRM. FINTRX users can access live family office data & family office directory information, while gaining access to a suite of marketing and CRM tools built within the interface. Merge data, create and send performance distribution list to investors, & raise capital

M2Advisor

M2Advisor

by M2Wealth

(1 review)

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.

CAMS

CAMS

by Agiletics

(0 reviews)

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

FoxTrot

FoxTrot

by FoxTrot Software

(0 reviews)

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

Portfolio Director

Portfolio Director

by Portfolio Systems

(0 reviews)

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

AdvisorVision

AdvisorVision

by AdviceAmerica

(0 reviews)

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

eReportal

eReportal

by Varden Technologies

(0 reviews)

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

Promoter

Promoter

by Project Planning and Management

(0 reviews)

Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key investment criteria such as NPVs, IRRs, payback and loan cover ratios. It also undertakes sensitivity and breakeven analysis and Monte Carlo simulations.

MIMICS Portfolio Management

MIMICS Portfolio Management

by MIMICS

(0 reviews)

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.

StreetMetrics

StreetMetrics

by StreetOne

(0 reviews)

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

POSIT

POSIT

by Investment Technology Group

(0 reviews)

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

Protozoa

Protozoa

by Real Time Risk Systems

(0 reviews)

Outsourced trading analytics and development on the Protozoa platform.

QuantFACTORY and QuantFEED

QuantFACTORY and QuantFEED

by QuantHouse

(0 reviews)

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

FIN

FIN

by Financial Information Network

(0 reviews)

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

FinlogiK

FinlogiK

by FinlogiK

(0 reviews)

FinlogiK is a full fledged Straight Through Processing (STP) Trade and Portfolio Management System (TPMS). FinlogiK's TPMS offers superior return on investment by combining straight forward user interfaces, easy system configuration with the robustness of integrated workflow processes, full security and audit capability and powerful user-friendly reporting. FinlogiK's TPMS manages over fifty types of financial instruments ranging from simple cash instrument to complex derivatives.

Microgen G3

Microgen G3

by Microgen

(0 reviews)

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

AdvisorCube

AdvisorCube

by FinanceCube

(0 reviews)

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

Bancstreet Asset Management

Bancstreet Asset Management

by Bancstreet Capital Partners

(0 reviews)

Portal-based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers portfolio info, risk analytics, research, news and more.

Visual FPM

Visual FPM

by Computer Design

(0 reviews)

Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

Portfolio Genius

Portfolio Genius

by TPG Software

(0 reviews)

Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a "silo" approach to data management.

Floodlight Investing

Floodlight Investing

by Floodlight Investing

(0 reviews)

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

SS&C Investment Management

SS&C Investment Management

by SS&C Technologies

(0 reviews)

SS&C Investment Management Software Solutions help asset management firms establish integrated infrastructures and streamline back office functions. We specialize in tailoring the right solutions for each client. SS&C's Solutions are able to scale from the affordable investment accounting for smaller insurance companies, to complete portfolio management, accounting, and partnership accounting for hedge funds, fund of funds, or private equity firms.

Sentry PM

Sentry PM

by ClearStructure Financial Technology

(0 reviews)

For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, which allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API. This flexibility, coupled with the system's broad and robust functionality, delivers a highly focused set of features for investment management firms of all types.

Investment Reporting & Analytics

Investment Reporting & Analytics

by Clearwater Analytics

(0 reviews)

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $2.2 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has helped clients like AIG, Mutual of Omaha, and Cisco streamline their investment accounting operations.

The Imagine Trading System

The Imagine Trading System

by Imagine Software

(0 reviews)

Imagine Software is a leading provider of real-time, integrated portfolio and risk management solutions. The firm's award-winning, cross-asset, multi-strategy system, the Imagine Trading System, enables clients to: * Maximize returns and manage risk * Achieve transparency * Gain operational efficiencies The cloud-based ASP solution serves the needs of thousands of users among hedge funds, pension funds, asset managers, plus broker-dealers large institutional banks.

Kraytis Risk manager

Kraytis Risk manager

by Kraytis

(0 reviews)

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

TechRules Tower

TechRules Tower

by TechRules

(0 reviews)

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

XWare Trader

XWare Trader

by Forexware

(0 reviews)

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

Nutmeg

Nutmeg

by Nutmeg

(0 reviews)

Investment Management solution that allows you to manage your own portfolio.

Rapper Software

Rapper Software

by Themasoft

(0 reviews)

Rapper Software is developed using the newest technologies and is fully 'touchscreen proof'. It can be used on modern devices like smartphones and tablets. Within the software portfolios can be shaped, selected and managed. Information like performance, risk, allocation and cashflow projections are available per portfolio. All the information can be shared with the individual investor using the MyRapper client application.

FIGARO

FIGARO

by JHC

(0 reviews)

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

Misys FusionInvest

Misys FusionInvest

by Misys

(0 reviews)

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

Archer

Archer

by Archer

(0 reviews)

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

Fortress

Fortress

by BRT

(0 reviews)

Fortress is a NextGen interface, fully secure & mobile, designed for the customers of Wealth Managers, Independent Asset Managers, Private Banks and Trusts. It enables anytime, anywhere and on any device to have a 360 portfolio overview, to support decision-making and deliver insights for clients in addition to operating as a unique communication companion.

RiskValue

RiskValue

by SYSTEMIC

(0 reviews)

An integrated cross-asset and customer-oriented software system for the financial services industry covering the complete needs of investment management operations and financial risk management function.

FundManager.io

FundManager.io

by BaseVenture

(0 reviews)

BaseVenture is an award-winning provider of innovative private fund administration software to fund administrators, private banks and trusts, fund managers, family offices, and wealth advisors. Our flagship product, FundManager.io, utilizes modern technology to automate private fund management and administration from end to end. The result for our clients is more time, money, and energy to focus on growth and satisfying investors.

Global WealthES

Global WealthES

by Fi-Tek

(0 reviews)

Global Wealth Enterprise Solution (Global WealthES) is a complete wealth management solution (front, middle and back-office) on a single, web-based platform targeted for wealth managers, banks and financial institutions. Global WealthES is also branded as TrustPortal in the domestic private bank and trust markets. Key functionalities supported in Global WealthES includes Investment Planning, Account Enrolment, Investment Management, Business Intelligence, Comprehensive Reporting and many more.

KoreConX Manage IR

KoreConX Manage IR

by KoreConX

(0 reviews)

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

ForecastThis

ForecastThis

by ForecastThis

(0 reviews)

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

DiligenceVault

DiligenceVault

by DiligenceVault

(0 reviews)

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

finbox.io

finbox.io

by finbox.io

(0 reviews)

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

Dealpath

Dealpath

by Dealpath

(5 reviews)

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.

Cubits

Cubits

by Synertree CMS

(2 reviews)

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

Captools/net

Captools/net

by Captools

(1 review)

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

FinFolio

FinFolio

by FinFolio

(1 review)

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.

V3 for Investment

V3 for Investment

by Vitech Systems Group

(0 reviews)

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

FXCM

FXCM

by FXCM

(0 reviews)

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

B-One

B-One

by Bi-Sam

(0 reviews)

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

IBS-Pams

IBS-Pams

by Innovative Banking Software

(0 reviews)

Portfolio Accounting Management System is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.

RADAR

RADAR

by Assetbook

(0 reviews)

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

The Caissa Platform

The Caissa Platform

by Caissa

(0 reviews)

Institutional allocators representing over $1.7 trillion in assets leverage our award-winning software to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.

Broadridge Investment Accounting

Broadridge Investment Accounting

by Broadridge Financial Solutions

(0 reviews)

Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions. Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record.

focus:360 adviser

focus:360 adviser

by Focus Solutions

(0 reviews)

Financial planning product for high net worth clients.

InvestmentPro

InvestmentPro

by Miles Software Solutions

(0 reviews)

Built on a robust architecture InvestmentPro is a fully integrated portfolio management & risk management solution. With integrated front, middle and back office features the solution delivers transparency and consistency across business functions and departments. Fund & portfolio managers can view sophisticated reports around portfolio valuation, performance & attribution, investment compliance as well as risk analytics all from a single solution. Managers can extend online portfolio reporting.

SDK.finance

SDK.finance

by SDK.finance

(0 reviews)

Here are the major products and services that may be built with SDK.finance platform: Loyalty programs Gift cards Prepaid cards Billing E-wallet Currency exchange Payment processing Bitcoin based services mPOS acquiring Payment systems Mobile payments P2P money transfer Lending platforms Card's transaction router

Angelloop

Angelloop

by Angelloop

(0 reviews)

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

Investment Account Manager

Investment Account Manager

by QUANT IX SOFTWARE

(0 reviews)

Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool.

Zapflow

Zapflow

by Zapflow

(0 reviews)

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

PackHedge

PackHedge

by FinLab Solutions

(0 reviews)

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

InvestWell

InvestWell

by Excel Net Solutions

(0 reviews)

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

TrueFundManager

TrueFundManager

by Apollo Enterprise Solutions

(0 reviews)

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

ETNA Trader

ETNA Trader

by ETNA Software

(0 reviews)

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

Integrata

Integrata

by Enfusion

(0 reviews)

For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our globally recognized platform, Integrata, provides asset managers full front-to-back office functionality on a single platform including order and execution management, portfolio management, reconciliations, valuations and risk, full fund accounting and fund services.

Financial Services Cloud

Financial Services Cloud

by Salesforce FinServ

(0 reviews)

Unite bankers and advisors with the world's #1 CRM, reimagined for financial services. Built upon Sales and Service Cloud, firms can unlock the full power of their financial institution across different lines of business, core systems, processes, and channels. The Financial Services Cloud data model comes with out-of-the-box industry standard objects built directly on the Salesforce platform. Unlock the full power of your financial institution today with Financial Services Cloud.

Complex Interests

Complex Interests

by Complex Interests

(0 reviews)

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

dxTrade

dxTrade

by Devexperts

(0 reviews)

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

Investfly

Investfly

by Investfly

(0 reviews)

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

Tindeco VISION

Tindeco VISION

by Tindeco Financial Services

(0 reviews)

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

Visible Alpha Insights

Visible Alpha Insights

by Visible Alpha

(0 reviews)

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

InvestorFlow

InvestorFlow

by InvestorFlow

(0 reviews)

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

IMS Platform

IMS Platform

by Investor Management Services

(0 reviews)

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

SharePad

SharePad

by Ionic Information

(0 reviews)

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

HYIP Script

HYIP Script

by EC HYIP

(0 reviews)

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

Seraf

Seraf

by Seraf

(0 reviews)

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

Ad Network Hub

Ad Network Hub

by ParetoLogic

(0 reviews)

Integrates ad networks into a single portal. Shows daily, weekly, monthly aggregated revenue and data trends.

CrowdStreet

CrowdStreet

by CrowdStreet

(0 reviews)

Build wealth with CrowdStreet - Join clients like KBS, Hines, Hamilton Zanze and Hempel who leverage the The CrowdStreet platform for online fundraising and investment management. With over 72,000 investors and $4.8 billion in investment dollars managed across over $5.8 billion in market capitalization, CrowdStreets investment management platform is specifically built to help CRE firms easily scale their business.

Red Deer

Red Deer

by Red Deer

(0 reviews)

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