102 results
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Browser based SaaS (EMS + OMS) for Asset & Wealth Managers. Connectivity with 300+ Brokers & Banks Learn more about QUO
Trading & Portfolio Aggregation platform for Asset Managers, Family Offices & Hedge Funds * View your aggregate portfolios across 300+ custodians * Trade all asset classes from one browser-based EMS * Market Data for 15 MM + Listed & OTC securities * Equities, Fixed Income, OTC, FX, Funds, Crypto & Structured Product * Trade reporting, broker recon, commission management 300+ Banks & Brokers on one platform - Zero installation & new features every month Learn more about QUO
Trading & Portfolio Aggregation platform for Asset Managers, Family Offices & Hedge Funds * View your aggregate portfolios across 300+ custodians * Trade all asset classes from one browser-based EMS * ...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Everysk

Everysk

(0 reviews)
Risk and portfolio analytics including stress testing, VaR, backtests, factor exposures, and scenario analysis for multi asset classes. Learn more about Everysk
Everysk enables money managers of any size with multi-asset risk engine integrated with an automation platform. Our clients can establish robust and repeatable risk processes, design custom dashboards, and our fully automated workflows will help you analyze, organize and securely distribute information about your investments, saving you valuable time. Learn more about Everysk
Everysk enables money managers of any size with multi-asset risk engine integrated with an automation platform. Our clients can establish robust and repeatable risk processes, design custom dashboards,...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers. Learn more about Backstop
Backstop Solutions exists to help the institutional and 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
Backstop Solutions exists to help the institutional and alternative investment industry make the most of their time. Every minute matters in our industry, and we want to help our clients replace their ...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L Learn more about FundCount
FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. Combined with flexible, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm. Learn more about FundCount
FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, in...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance. Learn more about VestServe
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
Vestserve, provides an integrated multi-currency investment management solution "IMS" that supports any asset class. Portfolio management features: rules based modeling/compliance, performance measurem...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Keep track of your hedge / mutual funds with the tools of a professional fund allocator through AlternativeSoft’s innovative investment
AlternativeSoft’s versatile platform redefines investment optimization, providing the most extensive set of quantitative tools available on the market for investment management, report creation and risk analysis. Highly intuitive and user friendly, our platform provides both a greater breadth of analytics and monitoring options all at a faster speed than other competing platforms. Featuring free customized fact sheets, free installation and free 24hr
AlternativeSoft’s versatile platform redefines investment optimization, providing the most extensive set of quantitative tools available on the market for investment management, report creation and ris...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Premier cloud-based investment management software to streamline operations for fund managers and institutional investors.
Dynamo Software is a leader in the alternative investment ecosystem, providing an industry-tailored and highly configurable front-to-back office platform. Dynamo offers cloud-based investment management software to fund managers, asset owners, and associated service providers. With tailored solutions for both GPs and LPs, Dynamo streamlines investment operations across the whole firm. Solutions include deal management, investor relations, portfolio management, reporting, and research management.
Dynamo Software is a leader in the alternative investment ecosystem, providing an industry-tailored and highly configurable front-to-back office platform. Dynamo offers cloud-based investment managemen...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more.
Investment management program to streamline portfolio construction, shadow accounting, risk research & cashflow analysis, CRM, & more....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Our PMS is a fuly front-to-back software providing portfolio managers and buyside teams with all the tools required to run their funds.
For Fund managers, Hedge Funds, Family Offices, Asset Managers or crypto-funds managers! We provide a comprehensive cloud-based Portfolio Management System and an outsourced Middle Office service. Our goal is to help our clients achieve optimal operational efficiency.
For Fund managers, Hedge Funds, Family Offices, Asset Managers or crypto-funds managers! We provide a comprehensive cloud-based Portfolio Management System and an outsourced Middle Office service. Our ...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Empowers Alternatives fund managers to manage their investments and their entire investor base in a single, cutting-edge portal.
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.
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 soluti...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Solutions for Risk, Performance, and Investor Reporting
The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just software, it is a service. At Northstar, our experts will fully integrate your back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly software as a service.
The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just software, it is a service. At Northstar, our experts will ...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
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.
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm.
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor...
Expense allocation software and expense management for hedge funds, private equity funds, asset managers and fund administrators. $3K+.
Resolvr is a leading expense allocation software for hedge funds, private equity funds, asset manager and fund administrators. The software utilizes automated expense management and allocation strategies to save financial services clients 6-11% per invoice. Typical finance department expense department reductions average around 40% with Resolvr, and it manages over $330B AUA. Resolvr pricing starts at $3K/month, flat rate. Integrations: QuickBooks, SS&C Geneva, Concur. Competitors: Concur, ID
Resolvr is a leading expense allocation software for hedge funds, private equity funds, asset manager and fund administrators. The software utilizes automated expense management and allocation strategi...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global relationship management software for capital markets, corporate and investment banking, and investment management....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
We are in business to help hedge funds win the tech battle by creating software that works better and costs less.
Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it be our OMS, PMS, EMS, CRM, Risk, or any other service, our goal is 100% satisfaction based on our clients needs. The software offers the simplest user experience in the industry. We would love the opportunity to serve you.
Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it b...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing and more.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Customer information and billing platform that provides enterprise solutions and client support through value-added modules.
Customer information and billing platform that provides enterprise solutions and client support through value-added modules.
Customer information and billing platform that provides enterprise solutions and client support through value-added modules....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Financial risk management solution that helps businesses manage assets and complexities involved with derivative trading.
Numerix is the leader of innovative capital markets technology solutions and real-time intelligence capabilities for trading and risk management. Committed to the exploration and adoption of latest technologies, Numerix is dedicated to driving a more open, fintech oriented, digital financial services market. Built upon a foundation of deep practical knowledge, experience and IT understanding, Numerix helps its users reimagine operations, modernize business processes and capture profitability
Numerix is the leader of innovative capital markets technology solutions and real-time intelligence capabilities for trading and risk management. Committed to the exploration and adoption of latest tec...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Run proprietary or vendor trading applications assured of maximum performance and the support of expert technical staff.
Run proprietary or vendor trading applications assured of maximum performance and the support of expert technical staff.
Run proprietary or vendor trading applications assured of maximum performance and the support of expert technical staff....
Analytical tools for the valuation of financial instruments including interest rate derivatives, foreign exchange, commodities and more
Resolution provides tools for valuation, risk management and hedge accounting of derivatives and other financial instruments. Coverage includes interest rate swaps, caps, floors, swaptions, fx options, commodity swaps & options and equity options. Use pre-built calculators, build your own spreadsheets or direct access via SDK. A web-based solution for independent valuation, treasury management and hedge accounting is also available. Free trial is available for download.
Resolution provides tools for valuation, risk management and hedge accounting of derivatives and other financial instruments. Coverage includes interest rate swaps, caps, floors, swaptions, fx options,...
Represents a comprehensive database management system for the Charity or Not-For-Profit.
Represents a comprehensive database management system for the Charity or Not-For-Profit.
Represents a comprehensive database management system for the Charity or Not-For-Profit....
A "must-have" tool for any Investment Operations team!
A complete reconciliation and data aggregation / transformation tool. Allows for quick configuration and file mapping for easy implementation. Many user-friendly features allow you to manage reconciliation exceptions. Achieve significant time savings and added control over investment operations processes. We can extract data from PDF documents both structured and unstructured.
A complete reconciliation and data aggregation / transformation tool. Allows for quick configuration and file mapping for easy implementation. Many user-friendly features allow you to manage reconcil...
Mid office account reconciliation and exception management for investment managers and hedge funds.
Opens and resolves exceptions based on your rules, Reconciles positions and transactions for all security types, Reconciles among multiple systems and parties, Links related unmatched transactions, positions and cash, Automatically notifies appropriate internal and external parties, Ages outstanding exceptions, Facilitates trend and risk analysis, Maintains a complete audit trail, along with notes.
Opens and resolves exceptions based on your rules, Reconciles positions and transactions for all security types, Reconciles among multiple systems and parties, Links related unmatched transactions, pos...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Forecasting software for stocks, ETFs, forex, cryptocurrencies, commodities and other markets
Software application for forecasting real-world stocks, ETFs, forex currency pairs, cryptocurrencies, commodities and other markets. It creates market simulation models in which thousands of virtual traders apply their own trading strategies to real-world market data to trade, compete and adapt on a virtual market. Their collective behavior is used to generate one-step-ahead forecasts and trading signals. Models evolve incrementally in real-time without overfitting to historical data.
Software application for forecasting real-world stocks, ETFs, forex currency pairs, cryptocurrencies, commodities and other markets. It creates market simulation models in which thousands of virtual tr...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Fully integrated software for private equity and mergers and acquisitions for investment banks and corporate M&A departments.
Fully integrated software for private equity and mergers and acquisitions for investment banks and corporate M&A departments.
Fully integrated software for private equity and mergers and acquisitions for investment banks and corporate M&A departments....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensio...
Hedge fund accounting software (partnership allocation system) for hedge fund administrators, fund managers and accounting firms.
HedgeTek - Fi-Tek's industry leading Partnership Allocation System for monetised (Capital based) and unitised (Multi-series/ Class & Equalisation) hedge funds and other partnerships. HedgeTek is the most established Investor Accounting platform which was developed in partnership with a major Big Four accounting firm, and continues to be enhanced with inputs provided by industry leading administrators, accounting firms and multi-billion dollar fund managers.
HedgeTek - Fi-Tek's industry leading Partnership Allocation System for monetised (Capital based) and unitised (Multi-series/ Class & Equalisation) hedge funds and other partnerships. HedgeTek is the m...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms.
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents. Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the conv...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts.
Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts.
Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, availabl...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Provides comprehensive data on the private and public markets including companies, investors, funds, investments, and people.
Provides comprehensive data on the private and public markets including companies, investors, funds, investments, and people.
Provides comprehensive data on the private and public markets including companies, investors, funds, investments, and people....
Cogency

Cogency

(0 reviews)
Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.
Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clients, Cogency Software has gained an intimate understanding of alternative investment operations and applies this industry insight to the creation of its integrated product suite which includes fund and partnership accounting, portfolio management, IRM and CRM.
Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clie...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.
Longview Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders, and compliance officers. Longview Trading offers advanced portfolio modeling, order generation, electronic trading, and compliance functionality. By providing seamless integration to hundreds of trading destinations globally, Longview Trading simplifies and automates the trade process.
Longview Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders...
Online trading platforms for financial institutions in the retail forex trading market-space.
Online trading platforms for financial institutions in the retail forex trading market-space.
Online trading platforms for financial institutions in the retail forex trading market-space....
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprise...
V3

V3

(0 reviews)
Enterprise-class software for hedge fund, private equity and alternative asset administration.
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
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 ...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Unique software that allows access to powerful, managed risk analysis calculation resources from within your existing spreadsheets.
With RiskAPI PortfolioScience has created unique software allowing users access to powerful, managed risk analysis calculation resources from within their existing spreadsheets. Integrate sophisticated portfolio risk management into your existing environment. Access a full range of analysis tools - VAR, Correlation, Beta, and more - all within your existing framework. RiskAPI offers one simple, affordable and powerful right out-of-the box risk management solution
With RiskAPI PortfolioScience has created unique software allowing users access to powerful, managed risk analysis calculation resources from within their existing spreadsheets. Integrate sophisticate...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Effectively manage client information and allocation and maintain comprehensive tracking of investment securities and strategies.
Effectively manage client information and allocation and maintain comprehensive tracking of investment securities and strategies.
Effectively manage client information and allocation and maintain comprehensive tracking of investment securities and strategies....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
FundsTOTAL provides intuitive cloud-based portfolio and risk applications for hedge funds and their investors.
FundsTOTAL is a cloud-based portfolio management, risk analysis and performance attribution application suite for hedge fund managers and their investors. It is an optimal solution for hedge funds that want real-time portfolio and risk management applications accessible anytime anywhere, without the burden of maintaining a technology infrastructure. FundsTOTAL gives you a powerful, feature-rich solution with no up-front expenses and affordable subscription fees.
FundsTOTAL is a cloud-based portfolio management, risk analysis and performance attribution application suite for hedge fund managers and their investors. It is an optimal solution for hedge funds that...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
ATWeb

ATWeb

(0 reviews)
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.
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Generate a list of portfolios that obey portfolio selection constraints, but which are indifferent to the utility.
Generate a list of portfolios that obey portfolio selection constraints, but which are indifferent to the utility.
Generate a list of portfolios that obey portfolio selection constraints, but which are indifferent to the utility....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Products for brokers, hedge funds and investment managers enable sophisticated automated trading strategies.
Products for brokers, hedge funds and investment managers enable sophisticated automated trading strategies.
Products for brokers, hedge funds and investment managers enable sophisticated automated trading strategies....
dCRM

dCRM

(0 reviews)
Reduces operational risk surrounding OTC derivative processing through the automation and consolidation of post trade confirmations.
dCRM is Digiterre's unified relationship management system which enables you to track, manage and report on all relationship activities between companies, contacts, funds, regulators and related counterparties. dCRM is the product of choice of many of the world's largest hedge funds, fund of funds, institutional asset managers and hedge fund service providers wishing to maximize the value of their client and investor relationships.
dCRM is Digiterre's unified relationship management system which enables you to track, manage and report on all relationship activities between companies, contacts, funds, regulators and related counte...
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Provides the ability to trade baskets and single orders of global equities, futures and options, either manually or algorithmically.
Provides the ability to trade baskets and single orders of global equities, futures and options, either manually or algorithmically.
Provides the ability to trade baskets and single orders of global equities, futures and options, either manually or algorithmically....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Offering hedge fund administration, investor display, investment tracker system, administrative forms.
Offering hedge fund administration, investor display, investment tracker system, administrative forms.
Offering hedge fund administration, investor display, investment tracker system, administrative forms....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis
Cloud-based platform which helps investment firms with application hosting, compliance, disaster recovery and cyber security.
Cloud-based platform which helps investment firms with application hosting, compliance, disaster recovery and cyber security.
Cloud-based platform which helps investment firms with application hosting, compliance, disaster recovery and cyber security....
  • Investor Reporting
  • Investor Accounting
  • Portfolio Management
  • Portfolio Analysis
  • Profit/Loss Statement
  • Performance Analysis