Anlagenverwaltung Software

Investment Management automatisiert das Vermögens-, Portfolio- und Finanzanlagenmanagement. Diese Programme bieten Privatanlegern und traditionellen Investmenthäusern sowie Anbietern alternativer Anlagen, wie z. B. Hedgefonds und Dachfonds, eine integrierte Lösung für die Verfolgung der Portfolio-Aktivität und Buchführung und der Einhaltung von Bestimmungen. Investment Management ist mit Bankensoftware und Finanzrisikomanagement Software verbunden.

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von EquityEffect

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Komplettlösung für die Verwaltung des Eigentums an privaten Unternehmen – Aktien und Optionen von der Gründung bis zum Ausstieg. Sorge für eine genaue, klare und aktuelle Kapitalisierungstabelle. Erfahre mehr über EquityEffect Komplettlösung für die Verwaltung des Eigentums an privaten Unternehmen – Aktien und Optionen von der Gründung bis zum Ausstieg. Erfahre mehr über EquityEffect

AIM

von Altvia Solutions

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Mit AIM, der führenden Private Equity-Lösung auf der Salesforce-Plattform, kannst du deine Daten in einem zentralen System für betriebliche Effizienz konsolidieren und Workflows optimieren, um sie für Wachstum zu skalieren. AIM ist Lightning-ready mit einer übersichtlichen und einfachen Benutzeroberfläche, die auf Benutzerfreundlichkeit und Geschwindigkeit ausgelegt ist. Mit AIM erhältst du die Grundlage zum Aufbau einer unternehmensweiten Technologielösung, um die Leistungsfähigkeit deiner Daten zu nutzen und dir einen Informationsvorsprung zu verschaffen, mit dem du deiner Konkurrenz Jahre voraus bist. Erfahre mehr über AIM Verwalte Mittelbeschaffung, Dealflow, Due Diligence und Portfolios. Für alternative Vermögensverwalter und institutionelle Anleger. Erfahre mehr über AIM
Front-to-Back-Software für Start-up- oder etablierte Hedgefonds und Vermögensverwalter. Neben einem Portfolio-Management-System bietet HedgeGuard zwei zusätzliche Dienstleistungen an: Middle-Office-Outsourcing und VDI. Erfahre mehr über HEDGEGUARD Front-, Middle- und Back-Office-Software für Startup- oder etablierte Hedgefonds und Asset Manager. Erfahre mehr über HEDGEGUARD
FundCount ist eine Partnerschaft-Buchhaltung und analytische Software-Lösung für Hedge-Fonds, Private Equity und Fondsverwalter. Ein integrierter Multi-Currency-Hauptbuch und automatisierte Workflow-Tools verbessern die betriebliche Effizienz und die Genauigkeit von NAV und anderen Berechnungen. Out-of-the-box und maßgeschneiderte Reporting-Optionen erfüllen alle Kunden-Reporting-Anforderungen. Am besten bewertete Fund Accounting und Reporting System-Firme von Hedgeweek. FundCount bietet Geschwindigkeit, Genauigkeit und analytischen Einblick in Deine Firma. Erfahre mehr über FundCount Automatisierte Partnerschaft-Buchhaltung, Reporting und Analyse-Software für Hedge-Fonds, Private Equity und Fondsverwalter. Erfahre mehr über FundCount

von eFront

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eFront ist der führenden Software-Anbieter von Lösungen für die Finanzbranche mit anerkannter Kompetenz für Alternative Investments und Risikomanagement. eFront-Lösungen dienen großen Unternehmen in den Bereichen Private-Equity, Immobilien-Investment-Banking und Versicherungssektoren. eFront bietet Frontinvest, Vorder GP, Investor Portale, Pevara, FrontPM und FrontERM. Erfahre mehr über eFront Die führenden Software-Anbieter von Lösungen, die für die Finanzbranche entwickelt wurden. Erfahre mehr über eFront

von VestServe

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Vestserve bietet eine integrierte Multi-Currency Investment-Management-Lösung „IMS“, die jede Anlageklasse unterstützt. Portfolio-Management-Funktionen: Regel-basierte Modellierung / Compliance, Performance-Messung (ex GIPS, IRR.), Risikoanalyse, Breakout-Zuweisungen und Returns auf allen Ebenen, Szenario-Tool und Zinskurvenanalyse. Fortgeschrittenere Abrechnungsfunktionen umfassen Was-wäre-wenn und Cash-Flow-Analyse, Berechnung komplexer Gebühren, unitization und Datenaggregation. Erfahre mehr über VestServe Skalierbare, voll integrierte, Echtzeit-Portfolio Accounting und Management-Lösung, die die Geschäftsentwicklung wesentlich verbessern kann. Erfahre mehr über VestServe

von FINARTIS

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Prospero Lösungs-Suite ist genau auf die Bedürfnisse bestimmter Segmente der Finanzdienstleistungsbranche abgestimmt: Wealth Management, Asset Management, Fondsadministration und Familienbüros / Unabhängiges Asset Management. Prospero deckt alle Finanz-, Transaktions-, Verarbeitung und Reporting-Anforderungen ab, von Front-Office-Systemen über Mittel- und bis hin zu Back-Office-Bereichen. Erfahre mehr über Prospero Prospero umfasst Wealth Management, Asset Management, Fondsadministration und Familienbetriebe / Unabhängiges Asset Management. Erfahre mehr über Prospero

von Broadridge Financial Solutions

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Hol dir ein unabhängiges, prüffähiges und zugängliches Berichtsheft von einem zuverlässigen Partner. Vollständige, genaue und zeitnahe Informationen und Visualisierungen zur Unterstützung von Handel, Compliance, Treuhandaufsicht und anderen wichtigen Anlageverwaltungsfunktionen werden bereitgestellt. Die preisgekrönte Lösung umfasst eine globale Anlageklasse mit mehreren Währungen, Echtzeit-Plattform mit professionellen Buchhaltungsdiensten, um dein Investmentberichtsheft zu erstellen. Erfahre mehr über Broadridge Investment Accounting Erhalte vollständige, genaue und zeitnahe Informationen zur Unterstützung von Investment-Management-Funktionen. Erfahre mehr über Broadridge Investment Accounting
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
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. Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

von inStream Solutions

(40 Bewertungen)
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Cloudbasierte Vermögensverwaltungs- und Finanzplanungslösung für Finanzberater. Cloudbasierte Vermögensverwaltungs- und Finanzplanungslösung für Finanzberater.
Juniper Square is easy-to-use, all-in-one investment management software that enables managers to raise more capital, improve investment operations, and increase investor satisfaction. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 14,000 investments and $730B of real estate assets. Juniper Square is easy-to-use, all-in-one investment management software designed specifically for real estate.
Stessa makes it easy for rental property investors to track, manage and report on their real estate investments for FREE. Tens of thousands of investors use Stessa to track over $25 billion in real estate assets. Save time and optimize your single-family rentals and multifamily buildings with performance dashboards, automated income and expense tracking, document organization tools, and tax-ready financial reports. Allows investment property owners to track, manage and communicate the performance of their real estate portfolio.

von Backstop Solutions Group

(36 Bewertungen)
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Backstops leistungsstarke, benutzerfreundliche Investment-Management-Software ist speziell auf institutionelle und alternative Investment-Management-Profis zugeschnitten, die von der Datenmenge, die in ihre Posteingänge und Aktenschränke fließt, überwältigt sind. Die preisgekrönte und branchenführende Produktivitätssuite von Backstop enthält die wichtigsten Tools für die Verwaltung von Portfolios, die Überwachung von Research, die Durchführung von IDD/ODD, die Kapitalbeschaffung und die Betreuung von Investoren. Backstop Solutions bietet Cloud-basierte Produktivitätslösungen für institutionelle Wertpapierfirmen und alternative Vermögensverwalter.

von Investor Management Services

(33 Bewertungen)
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Investor Management Services (IMS) is the leading investor management software platform for CRE owners and investment firms. Today, we have over 500+ customers who have been able to reallocate thousands of hours back to value-add activities for their 75,000+ investors. The IMS Platform is being used to manage $45+ Billion in equity. Commercial real estate firms have used IMS to save time and resources, drive value, and improve the investor experience. Providing real estate investment firms with CRM, investor dashboards, document management, distribution calculations, & analytics.
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration. Carta is the investment and ownership platform for VC firms and their portfolio companies.
Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a personalised investment universe driven by state-of-the-art analytics. With a total combined AuM over $1.5tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios. An award-winning provider of quantitative analytics specialising in asset selection, portfolio construction & customised reporting.
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Investors and advisors come to DealCloud to power their deal teams.

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von eMoney Advisor

(10 Bewertungen)
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eMoney Advisor ist das einzige Vermögens-Planungssystem für Finanzberater, das überragende Transparenz, Zugänglichkeit, Sicherheit und Organisation für alles bietet, was die finanziellen Lebensbedingungen ihrer Kunden beeinflusst. Eine Technologie, die von Beratern für Berater entwickelt und erstellt wurde, sind eMoneys preisgekrönte Software und ihre Ressourcen darauf zugeschnitten, die Fähigkeit des Beraters zu transformieren, umfassende Finanzpläne umzusetzen und Kunden auf eine sichere finanzielle Zukunft vorzubereiten. eMoney Advisor ist das einzige Vermögens-Planungssystem für Finanzberater, das überragende Transparenz, Zugänglichkeit und Sicherheit bietet.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
Ermöglicht es Unternehmen und Einzelpersonen ihre internationalen Geldtransfers durchzuführen und wertvolle Zeit, Geld und Risiko zu sparen. Ermöglicht es Unternehmen und Einzelpersonen ihre internationalen Geldtransfers durchzuführen und wertvolle Zeit, Geld und Risiko zu sparen.

von FinLab Solutions

(7 Bewertungen)
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www.finlab.com PackHedge by FinLab Solutions SA is a leader amongst investment management solutions for all types of funds (HF, Mutual Funds, Private Equity, UCITS, ETF, Real Estate, etc.) and other investment vehicles (Equities, Forwards, Currencies, etc.). Providing research & analysis, risk management, portfolio construction and shadow accounting, liquidity & cash-flow forecasting/analysis (for portfolios, managed accounts and FoFs), CRM & document management, workflow and flexible reporting. Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.
The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.
Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate. Successfully manage deals, track transaction pipeline, and automatically generate reports. Additional features include smart alerts/notifications, file storage, search, data export, demographic data, and customizable workflow templates. Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.
Vantage Software bietet umfassende, aber intuitive Lösungen für alternative Wertpapierfirmen zur Verwaltung ihrer Geschäfte. Die Kunden verwalten über 1 Billion US-Dollar in Private-Equity-, Venture-Capital- und Immobilienanlagen. Die Spezialisierung liegt auf Investor-Portal- und Accounting-, Reporting-, Kontaktmanagement-, Portfolio-Überwachungs- und Deal-Flow-Lösungen. Vantage Software bietet umfassende, aber intuitive Lösungen für alternative Wertpapierfirmen zur Verwaltung ihrer Geschäfte.
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization Ready-to-use presentation of financial analytics that can be distributed instantly.
Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals
Ersetze Excel, um deine Cap-Table zu verwalten. Verfolgt Mitarbeiterbeteiligungsprogramme (ESOP), modelliert Finanzierungsrunden und verwaltet alle Dokumente. Ersetze Excel, um deine Cap-Table zu verwalten. Verfolgt Mitarbeiterbeteiligungsprogramme (ESOP), modelliert Finanzierungsrunden und verwaltet alle Dokumente.
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Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung. Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung.
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.

von FactSet Research Systems

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

von Chartsmart Software

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

von Opulos Financial Software

(3 Bewertungen)
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Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more! Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes.

von ProTrak International

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

von Stock Portfolio Organizer

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

von FACT Software Group

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

von Tier1 Financial Solutions

(3 Bewertungen)
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Global relationship management software for capital markets, corporate and investment banking, and investment management. Global relationship management software for capital markets, corporate and investment banking, and investment management.

von Advent Software

(2 Bewertungen)
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Portfoliobuchhaltungs- und Berichtserstattungssystem, das Geschwindigkeit, Genauigkeit und Einfachheit in deine Portfolioverwaltung bringt. Portfoliobuchhaltungs- und Berichtserstattungssystem, das Geschwindigkeit, Genauigkeit und Einfachheit in deine Portfolioverwaltung bringt.
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.
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.
The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships. The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.
With us you'll have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, CRM and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals. With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.
An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents. An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.

von IHS Markit

(2 Bewertungen)
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Ipreos iLEVEL-Plattform ist eine cloudbasierte Portfolio-Monitoring-Lösung, die es privaten Kapitalanlegern ermöglicht, die Performance ihrer Portfolios nahtlos zu bewerten und zu berichten. iLEVEL vereinfacht den Prozess der Datenerhebung von Portfoliounternehmen und Fondsbeteiligungen, aggregiert und zentral speichert sie. iLEVEL reduziert den Zeit- und Arbeitsaufwand deiner Front- und Backoffice-Abteilung dramatisch und unterstützt gleichzeitig eine neue Stufe der Integrität, Einsicht und Reaktionsfähigkeit für das gesamte Unternehmen. Ipreos iLEVEL-Plattform ist die branchenführende cloudbasierte Portfolio-Monitoring-Lösung für private Kapitalanleger.

von Cogenta Computing

(2 Bewertungen)
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IRS-fähige Steuererklärungssoftware mit Verwaltung der Handelshistorie, Wash-Sales-Berichterstattung und Leistungsanalysen für aktive Händler. IRS-fähige Steuererklärungssoftware mit Verwaltung der Handelshistorie, Wash-Sales-Berichterstattung und Leistungsanalysen für aktive Händler.
Upgrade your commercial real estate acquisitions and development team with a platform designed to turbocharge your team. The CRE Suite brings efficient collaboration and cross-platform integration along with interactive online tools that allow you to crush the competition. Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Plaid is a technology platform that enables applications to connect with users bank accounts.
AppFolio Investment Management is a smarter, all-in-one software solution designed for real estate investment management that empowers managers with flexible tools for fund management and syndication. Investment Managers can respond quickly to questions, with key data securely stored and right at their fingertips, while providing a better, personalized experience for investors. Learn more about AppFolio Investment Management. AppFolio Investment Management is designed for real estate investment management.

von Personal Capital

(2 Bewertungen)
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Get the most advanced technology in personal finance, now available to everyone. Get the most advanced technology in personal finance, now available to everyone.
Investment-Management-Lösung für Fonds- und Asset-Manager, umfasst Handels- und Auftragsmanagement, Fondsadministration usw.

von eVestment

(1 Bewertung)
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Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.

von Project Planning and Management

(1 Bewertung)
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Projektfinanzierung und PPP/PFI-Software zur Bewertung und Auswertung von Industrieprojekten, einschließlich: Öl, Gas, Petrochemie, Energie, Zellstoff, Papier, Transport und Infrastruktur. Der Promoter berechnet wichtige Investitionskriterien wie Barwert-, IRR-, Amortisations- und Kreditdeckungsquoten. Es führt auch Sensitivitäts- und Breakeven-Analysen sowie Monte-Carlo-Simulationen durch. Zur Bewertung und Auswertung von Industrieprojekten, einschließlich Öl, Gas, Petrochemie, Energie, Zellstoff, Papier, Transport und Infrastruktur.
Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change. Create, manage, modify, monitor, and measure investment portfolios.

von Dynamo Software

(1 Bewertung)
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Dynamo ist eine webbasierte CRM-Lösung mit branchenspezifischen Funktionen zur Verwaltung des Front- und Middle-Office-Geschäfts alternativer Investmentfirmen. Mit einer einfachen, intuitiven Nutzeroberfläche, einer engen Microsoft-Office-Integration und einem Smartphone- und Tablet-Mobilzugriff bietet Dynamo ein umfangreiches, interaktives Nutzererlebnis überall im Web. Dynamo optimiert Front-to-Back-Software für Investmentmanagement für Komplementäre, Kommanditisten und Leistungsträger.

von MetaQuotes Software

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

von Portfolio Pathway

(1 Bewertung)
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Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions. Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers.

von REDVision Technologies

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

von Parilux Investment Technology

(1 Bewertung)
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Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes. Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.
Seit 1987 bietet Croesus Finanzinstituten in ganz Nordamerika anspruchsvolle Vermögensverwaltungslösungen an. Derzeit nutzen 14.000 Investmentprofis Croesus-Lösungen, um Kundenvermögen von über 1 Billion Dollar zu verwalten. Mit seinen 180 engagierten Mitarbeitern ist Croesus für seine Fähigkeit zur effizienten Umwandlung von Daten in Informationen, Entwicklung von Portfolio-Management-Lösungen zur Steigerung der Effizienz und Bereitstellung von Business Intelligence für faktenbasierte Entscheidungsfindung bekannt. Croesus ist eine Portfoliomanagement- und CRM-Software mit folgenden Funktionen: Dokumentenverwaltung, Dashboard, Reporting, Abrechnung, usw.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

von Cap Hedge Ventures

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

von Argo Software Engineering

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

von Integrated Digital Systems

(1 Bewertung)
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Ein komplettes Vermögensverwaltungssystem, das eine umfassende Abdeckung der gesamten Investmentkette bietet, einschließlich CRM, Portfolio-Analyse, Vermögensallokation, Fondsregister, Compliance-Überwachung, Risikomanagement, Performance-Attribution und Kundenberichterstattung. VESTIO bedient die umfassenden Bedürfnisse von Investmentgesellschaften, Vermögensverwaltern, Händlern, Hedgefonds und Familienunternehmen. Das System umfasst Eigenkapital, Anleihen, Derivate, Rohstoffe, Immobilien und privates Eigenkapital. Das Komplettsystem umfasst Eigenkapital, Anleihen, Derivate, Rohstoffe, Immobilien und privates Beteiligungskapital.
M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features. Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

von ForecastThis

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

von Complex Interests

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

von Ionic Information

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

von Obsidian Suite

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Obsidian ist eine All-in-one-Plattform für Investorenmanagement. Viele Kunden im Finanzsektor haben damit bereits erfolgreich und zügig ihr Geschäft digitalisiert, Kosten gesenkt und den Vertriebszyklus optimiert. Im Rahmen unserer modernen Oberfläche können Kunden aus vier Suiten wählen: Finanz-CRM, Datenräume, Investorenportale und Geschäftsinformationen. Die Systeme sind in Rekordzeit einführbar. Wir gewährleisten branchenführende Sicherheit und Verschlüsselung mit Bankenstandard. Über 10.000 zufriedene Obsidian-Anwender haben damit bereits ihre Arbeitsabläufe umgestaltet. Die Obsidian Suite ist die einzige All-in-one-Plattform für Investorenmanagement. Finanz-CRM, Datenräume, Investorenportale und Geschäftsinformationen.
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CrowdStreet operates an award-winning online commercial real estate investment marketplace that gives accredited investors access to institutional-quality offerings. CrowdStreet technology allows sponsors to raise capital through online fundraising and manage their investors, both on the Marketplace and with a SaaS solution. CrowdStreet is helping to create a community where individual accredited investors and CRE firms can work together to build wealth through commercial real estate. Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

von Theorem Technologies

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Post-Trade Data Management platform for financial institutions. Key modules include Matching, Allocation, Risk Analysis, Reporting and Alerts. Asset managers, hedge funds and trading firms of all sizes benefit from the Theorem platform by streamlining their post-trade operations and through increased operational efficiencies. Theorem's flexibility allows firms to manage data across multiple brokers and multiple data sources without needing developer resources or expensive consultants. Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts.
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Die cloudbasierte Software MineralSoft liefert Öl- und Gasinvestoren Daten und Erkenntnisse, die sie für den Erfolg benötigen, einschließlich A&D, Land, GIS, Portfoliomanagement, Hauptbuch und Prüfungstools. MineralSoft liefert alle Tools und das Know-how, das Teams benötigen, um ein Hochleistungsportfolio für Öl und Gas von ihrem Computer, Tablet oder Smartphone zu erstellen. Mit der MineralSoft-Plattform kannst du aufkommende Chancen schneller erkennen, den täglichen Betrieb optimieren und branchenführende Erträge erzielen. Steigere die Rentabilität mit der führenden Portfolio-Management-Plattform für Mineralien, Lizenzgebühren und nicht betriebliche Working Interests.

von SK ADVISORY

(1 Bewertung)
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Platform that serves banks, financial services & insurance organizations in investment management. Platform that serves banks, financial services & insurance organizations in investment management.

von Agiletics

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

von Cogency Software

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Cogency Software ist ein führender Anbieter von automatisierten Buchhaltungs- und Betriebslösungen für Multi-Manager-Fonds (FOHF, FoPE-Fonds, Altersvorsorge, Stiftungen). Durch langjährige Erfahrung in der Zusammenarbeit mit Kunden hat Cogency Software ein tiefes Verständnis für alternative Anlagegeschäfte erworben und wendet dieses Branchenwissen auf die Schaffung seiner integrierten Produktsuite an, die Fonds- und Partnerschaftsbuchhaltung, Portfoliomanagement, IRM und CRM umfasst. Integrierte Managementlösung für Hedgefonds, das Daten aggregiert und eine umfassende Portfolioanalyse bietet.

von FoxTrot Software

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

von Linedata

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

von Envision Financial Systems

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

von Actforex

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

von Salentica

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

von Dolphin Enterprises

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

V3

von Vitech Systems Group

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Das V3-System ist eine umfassende Investmentverwaltungslösung, die Organisationen dabei unterstützt, administrative Exzellenz zu erreichen, erhebliche Verarbeitungseffizienzen zu nutzen und das Potenzial echter Business Intelligence zu nutzen. Das V3-System wurde speziell für die besonderen Anforderungen der Investitionsverwaltung entwickelt: Chancen-Management Fondsverwaltung Investor-Management Portfoliomanagement Fondsrechnung Leistungsanalyse Enterprise-Class-Software für Hedgefonds, außerbörsliches Eigenkapital und sonstige Vermögensverwaltungen

von Informa Investment Solutions

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Analysiere Anlagenmanager, Investmentfonds, Finanzmärkte, Anlageportfolios und Hedgefonds. Analysiere Anlagenmanager, Investmentfonds, Finanzmärkte, Anlageportfolios und Hedgefonds.

von GoldenGem

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

von MIMICS

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

von Vermilion Software

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

von Cogendi

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

von StreetOne

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

von Integrated Software

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

von Archway

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Archway, ein Softwareunternehmen, das die Finanzgeschäfte globaler Family Offices, Hedgefonds, Anlageberater, Prime Broker und Privatbanken unterstützt. Die Flaggschiffplattform ATWeb ist eine webbasierte Unternehmenslösung für die Buchhaltungs- und Investitionsindustrie. ATWeb integriert ein vollständiges Hauptbuch (G/V), um Portfolio-, Fonds- und Partnerschaftsbuchhaltung mit einem Portfolio-Management-System zu unterstützen. Die ATWeb-Modul-Suite stellt eine vollständige Palette von Finanzfunktionen dar, die speziell auf die Private-Equity-Branche ausgerichtet sind.

von Charles River

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

von VIRTU Financial

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

von GlobalBackOffice

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

von StatPro

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StatPro ist ein globaler Anbieter von Portfolioanalysen für die Investment-Community. Die cloudbasierten Services bieten wichtige Analysen der Portfolioleistung, Attribution sowie zu Risiken und Compliance. Diese Plattform hilft den Kunden, das verwaltete Vermögen zu erhöhen, den Kundenservice zu verbessern, strenge Vorschriften einzuhalten und Kosten zu senken. Die Datenabdeckung von StatPro umfasst globale Dividendenpapiere, globale Anleihen, globale Investmentfonds, Devisenkurse, Branchenklassifizierungen und die meisten Benchmarkfamilien. StatPro Revolution ist ein ausgereifter und nutzerfreundlicher Portfolioanalysedienst.

von Real Time Risk Systems

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

von QuantHouse

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

FIN

von Financial Information Network

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On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

von PriceMetrix

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

von Atomic Intelligence

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Content Search and Organization Service for Investment Professionals. Content Search and Organization Service for Investment Professionals.

von Profidata Group

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Ein wirklich integriertes Investment-Management-System für Banken, Investmentgesellschaften, Fondsgesellschaften, Versicherungen und institutionelle Investoren.

von FinlogiK

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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. Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.