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Content Search and Organization Service for Investment Professionals.
Content Search and Organization Service for Investment Professionals.
Ein wirklich integriertes Investment-Management-System für Banken, Investmentgesellschaften, Fondsgesellschaften, Versicherungen und institutionelle Investoren.
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.
Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.
Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.
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.
Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.
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.
Portal-based asset management solution for Investment Management Firms.
Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
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.
Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more.
Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti 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
Portfolio modeling tool that helps with performance analysis, risk metrics, allocation analysis, and more.
Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options. Designed with the modern Wealth Manager in mind, it delivers unique flexibility and design to meet cust and evolving business needs, covering all aspects and type of insitutions.
Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.
Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.
Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.
Portfolio Accounting Management System is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.
Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation, portfolios, cash management, risk measurement
AML, and much more.
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation and much more.
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.
Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.
Have all your client, prospect, and portfolio data where and when you need it.
Have all your client, prospect, and portfolio data where and when you need it.
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.
Automated, integrated, web-based investment accounting and reporting.
Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Black Mountain ist ein Software-Unternehmen, das in hohem Maße konfigurierbare Lösungen bietet, einschließlich Vermögensverwaltung, Handel-Auftragsmanagement, Compliance, Forschungsmanagement, Direktkredite, Portfolio-Buchhaltung & Agenten, Leistung-Zuordnung und Daten-Warehouse Berichterstattung. Unsere Kunden bestehen aus vielen der führenden Investment-Managern der Welt, Kreditfonds, Hedgefonds, Private Equity, Direktbanken und Banken, die unsere Plattform verwenden, um alle Arten von Darlehen, festverzinsliche Wertpapiere, Alternative usw. zu verwalten.
Black Mountain bietet eine Reihe von hochgradig konfigurierbaren Finanzsoftwarelösungen für Investment-Manager, direkte Kreditgeber, Banken usw.
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.
Cloud-based portolio exposure, risk and liquidity software that helps institutional allocators with transaction management and more.
Forex trading software with auto alert window integration that works on all time frames.
Forex trading software with auto alert window integration that works on all time frames.
Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.
Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.
TOWER is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution.
TOWER is a technological solution that gives a response to the entire process of financial advice in all its extent.
Wealth-Management-Plattform mit Internet-/Mobile-Computing, Compliance und Aufsicht, CRM, Portfolio-Management und Kundenreporting.
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution.
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution.
Client engagement software that includes client cash flow reporting and account aggregation functionality.
Client engagement software that includes client cash flow reporting and account aggregation functionality.
Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.
Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.
Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.
Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.
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.
Web-based trade order management and model rebalancing platform for investment professionals.
Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.
Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.
Einsatzbereite Lösung für Buchung, Bestandführung, Risiko und Betrieb in allen Anlageklassen im Rahmen einer modernen Technologieplattform.
Einsatzbereite Lösung für Buchung, Bestandführung, Risiko und Betrieb in allen Anlageklassen im Rahmen einer modernen Technologieplattform.
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.
Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.
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.
PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.
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.
Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis
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.
Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.
EB-IMS ist ein ausgereiftes Investment-Management-System, das von E-Business Systems entwickelt wurde und webbasierten Zugriff auf eine Reihe von Investmentportfolioanalyse- und Managementtools bietet. Der Zugriff aus diese Tools über das Internet wird auf verschiedene Ebenen gesteuert. Als webbasiertes System können Nutzer über einen Internetbrowser auf das System zugreifen und es nutzen, wo immer es einen Internetdienst gibt.
Anspruchsvolles webbasiertes System mit Zugriff auf eine Reihe von Portfolioanalyse- und Managementtools sowie Kundenanpassungen
FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.
FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.
Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.
Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.
Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.
Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.
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.
The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.
Vollständig integriertes Portfolio- und Risikomanagementsystem mit umfassender Abdeckung und Analyse der Asset-Klassen.
Vollständig integriertes Portfolio- und Risikomanagementsystem mit umfassender Abdeckung und Analyse der Asset-Klassen.
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.
Portfolio Management Made Easy - Private Capital Software
A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.
A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.
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
This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.
SDK.finance is an enterprise-level the Fully-fledged Payment & Loyalty Platform for Banks and payment providers (EMI, PSP).
Solutions:
Digital Retail Bank
Event payments
Wallet Engine
Loyalty for E-commerce
SDK.finance is an enterprise-level the Fully-fledged Payment & Loyalty Platform for Banks and payment providers (EMI, PSP).
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.
Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.
A complete middle- to back-office operations solution for asset managers. With technology delivered as an enterprise web application, and outsourcing services to fit each manager's needs. Archer supports operations with investment portfolio accounting for all account types, including institutional and SMA, performance measurement, custom reporting, trade settlement, model delivery & trading services, performance attribution, and more.
Middle- to back-office operations solutions, including an enterprise web application & outsourcing services to fit each manager's needs
Solovis is leading fintech innovation for institutional investors with a powerful cloud-based platform for multi-asset class portfolio management, reporting and analytics uniquely designed for the limited partner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders.
Cloud-based portfolio management platform that assists with data aggregation, analytics, predictions, and more.
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.
Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.
Cloud-based platform that lets businesses manage investment portfolios, front office operations and regulatory compliance.
Cloud-based platform that lets businesses manage investment portfolios, front office operations and regulatory compliance.
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
SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules
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.
Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.
Tax Lien servicing software in the cloud 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.
Tax Lien Servicing in the Cloud.
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.
Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.
Global WealthES is a comprehensive and integrated wealth management solution for large & medium sized financial institutions. The application delivers straight through processing and includes in-depth functionalities on Financial Planning, Investment Management, Securities Processing & Accounting, Regulatory & Compliance Review, Client Access Portal, Reports & Statements and Business Intelligence.
Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.
Asset and Wealth Managers, Banks, Insurance Companies, Brokerages and many others work with WealthObjects to launch fully customised omni-channel digital platforms, or to improve their existing offerings.
YOUR STRATEGIC TECHNOLOGY PARTNER TO LAUNCH DIGITAL AND HYBRID ADVISORY WEALTH AND INVESTING PROPOSITIONS
Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence.
Investor management platform for founders & investors with features such as social networking, reporting, & business intelligence.
Finanzielle Suchmaschinensoftware basierend auf linguistischen Suchalgorithmen zur Identifizierung von Datenpunkten, Unternehmensdetails und Geschäftstrends.
Finanzielle Suchmaschinensoftware basierend auf linguistischen Suchalgorithmen zur Identifizierung von Datenpunkten, Unternehmensdetails und Geschäftstrends.
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.
Software That Uncovers How Much You Can Redeem & When. It Translates Lockups, Gates, Fees & Notices Periods to Actionable Schedules.
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.
Feature-rich and flexible open source portfolio management and securities processing software modules.
Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors.
Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors.
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.
Desktop based investment software for portfolio management.
Treasury management platform for asset managers that contains cash management, portfolio financing, and counter party management.
Treasury management platform for asset managers that contains cash management, portfolio financing, and counter party management.
Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.
Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.
PAM HYIP is a most reliable HYIP investment script. Our solution support multi currencies, responsive design and multiple payment gateway.
Set up an investment management website that will work on any devise.
Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place.
Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place.
An investor relations module for organizing and sharing corporate information, and communicating with shareholders.
An investor relations module for organizing and sharing corporate information, and communicating with shareholders.
A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners.
A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners.
Bietet Anlegern eine Reihe von grundlegenden Online-Anlagetools, mit denen sie schneller ihre Anlagen analysieren können.
Bietet Anlegern eine Reihe von grundlegenden Online-Anlagetools, mit denen sie schneller ihre Anlagen analysieren können.
The power tool for deal flow, deal and portfolio management for professional investors & VCs.
The power tool for deal flow, deal and portfolio management for professional investors & VCs.
Finance management solution that helps advisors track investments across mutual funds, equity shares, bonds, life insurance and more.
Finance management solution that helps advisors track investments across mutual funds, equity shares, bonds, life insurance and more.
Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM.
Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM.
Seit mehr als 10 Jahren bietet Enfusion der globalen Investment-Management-Branche technologische Innovationen und Unterstützung. Die weltweit anerkannte Plattform Integrata bietet Vermögensverwaltern umfassende Front-to-Back-Office-Funktionen auf einer einzigen Plattform, darunter Order- und Ausführungsmanagement, Portfoliomanagement, Abstimmungen, Bewertungen und Risiken, vollständige Fondsbuchhaltung und Fondsdienstleistungen.
Premiere Investment Management-Plattform, die sich nahtlos Multi-Asset-Class-Lösungen für Front-, Middle- und Backoffice integriert.
A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment.
A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment.
An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.
An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.
Dion Globals award-winning wealth management solution, Wealth Intelligence (WIN), offers a suite of standalone system agnostic modules for investment management, client interaction, order management, analytics & asset administration, seamlessly integrating with a firms infrastructure and third-party vendors. The omnichannel, easy-to-use and functionally rich modules enable firms to carry out effective and efficient management of client assets whilst adhering to changing regulatory requirements
A multi award-winning, modular, data agnostic and Front-to-Back office solution, hosted on AWS automates wealth management processes.
Investment management platform that provides financial asset administration through risk assessment.
Investment management platform that provides financial asset administration through risk assessment.
Investment management solution that provides analysis for investor clients through insights, content protection, forecasts and more.
Investment management solution that provides analysis for investor clients through insights, content protection, forecasts and more.
Customer relationship management software designed for the financial industry for professionals.
Customer relationship management software designed for the financial industry for professionals.
EC HYIP bietet ein fehlerfreies und hochgesichertes PHP HYIP-Skript mit mehreren Zahlungs-Gateways und erweiterten Verweiseinstellungen. Durch die von einem Expertenteam verwendeten neuesten Technologien ist das Skript einfach zu installieren und zu verstehen. Das Skript kann mit wenigen Klicks installiert werden. EC HYIP ist die perfekte Wahl, um ein erfolgreiches HYIP-Programm für dein Online-Investmentgeschäft zu erstellen. Durch dieses Skript wird deine Website leistungsfähiger als andere.
Es bietet ein fehlerfreies und hochgesichertes PHP HYIP-Skript mit mehreren Zahlungs-Gateways und erweiterten Verweiseinstellungen.
Seraf ist ein professionelles Portfolio-Management-Tool für Investoren in frühen Unternehmensphasen. Die Lösung ermöglicht es Fonds, Gruppen von Angel-Investoren, privaten Vermögensverwaltern, Micro-VCs, Accelerators und Privatanlegern, ihre Portfolios zu verfolgen, zu analysieren, zu optimieren, zu bewerten und Berichte zu erstellen.
Portfolio-Management-Software, die Fonds und Frühphaseninvestoren hilft, die Performance zu verfolgen, zu analysieren, zu bewerten und zu berichten.
Eze Softwares preisgekrönte Investitions-Suite verfügt über eine Reihe von vollständig integrierten Anwendungen, die First-Class-Asset-Management-Funktionalität bieten, um den Investitionslebenszyklus zu optimieren. Anwendungen können für einen nahtlosen Front-to-Back-Workflow miteinander kombiniert werden. Es gibt zudem eine Standalone-Variante oder eine integrierte Version mit anderen Systemen von Drittanbietern.
Eze Produkte von Design lösen einzigartige und wachsende Anforderungen des Kunden mit in hohem Maße konfigurierbarer, expansiver und integrierter Software.
Integrates ad networks into a single portal. Shows daily, weekly, monthly aggregated revenue and data trends.
Integrates ad networks into a single portal. Shows daily, weekly, monthly aggregated revenue and data trends.
Red Deer hilft den führenden Wertpapierhäusern der Welt zu sehen, zu verstehen und aus ihren Daten einzigartige Einblicke zu gewinnen. Den Kunden wird geholfen, ihren Investmentprozess zu optimieren und Compliance- und operative Effizienz in Front-, Middle- und Back-Office-Workflows zu integrieren. RED DEER – MIT DEN MÄRKTEN, IHREN DATEN, IHREM PORTFOLIO, DER REGULIERUNG SCHRITT HALTEN.
iDEAL Wealth & Funds Unified Investment Management System is a modular, scalable, holistic Investment management platform supporting operations of any type of financial entity like Asset Management, Fund Management, UITF, IAMs/IFAs, Insurance, Sovereign wealth Funds, Pension Funds and Family Offices. The modular nature of the platform allows & supports deployment as standalone installations or can work with institutions existing infrastructure. It has multi-entity, multi-currency and multi
iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity
White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers.
White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers.
SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider.
SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process.
PureFacts provides a full suite of wealth management software, along with consulting and custom digital solutions to help financial services firms increase productivity, reduce costs and create exceptional client experiences at every touchpoint. Firms in Canada and the U.S.A. rely on PureFacts for data accuracy and ease of software implementation. Our digital solutions include digital onboarding and goals-based investing, along with mobile-friendly client and advisor portals.
A total solution for wealth management: fee calculators, performance reporting, goals-based investing, digital onboarding, portals.
New or established broker or lending business BrightOffice can support you. We currently provide systems across the board from commercial brokers & lenders to consumer lenders & retail brokers. Our Cloud CRM platforms gives the users the ability to add new products and diversify into new markets. By having fully integrated loan process workflows in your system you can manage your tasks from fact find & credit check right through to application capture & invoicing.
The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.
ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.
ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.
Investment Metrics powers the global institutional investment community by providing performance analytics and reporting solutions fueled by the industrys leading database. By leveraging our unique insights into global asset allocation trends, performance benchmarks, asset flows, plan sponsor and style universe performance, we power the global institutional investment community to make more informed, data-driven investment decisions.
Powering the global institutional investment community through performance analytics and reporting solutions fueled by data.
Wealth Management Platform offers solution for all the needs of an advisory network. It is a front-to-mid software which integrates every functionality in one system with high level of user experience. It provides controlling, analysing, monitoring and enables efficient advisory network with strong customer engagement while staying regulatory compliant. Additional client portal and app is available.
It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.
Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values.
With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value propositions, right from the very beginning.
With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see your value
Your Research and Portfolio AI Analyst.
Butterwire uses machine learning to distil professional stock, portfolio, and market insights.
Have your own AI analyst help you research stocks, as well as build and manage truly active portfolios.
Butterwire offers real productivity gains to equity investment professionals.
AI driven, professional grade investment insight and analysis.
A Cloud Based Real Estate Asset Management and Accounting Platform build for Property Investors. Easily manage the financial position of your portfolio, balance your books, gain insight into the performance of your properties.
A Cloud Based Real Estate Asset Management and Accounting Platform
Mutual fund software for IFA and distributors that automates investors onboarding processes, client management and much more.
Mutual fund software for IFA and distributors that automates investors onboarding processes, client management and much more.
DPC Monitor is used by foundations, pension schemes, family offices, individuals, insurance companies - to monitor, control, and analyse. Automatically gathers all information about the portfolio in one place, and keep it daily updated. Manage all contents: funds, equity, bonds, private equity, currency, liabilities, real estate, collections, derivatives, etc. Makes the portfolio accessible to all stakeholders, always, everywhere. It is modularised and can be easily adapted and configured.
Empowers portfolio owners and portfolio managers in monitoring, analysing, collaborating, documenting, and governing their portfolios.
Calculates the market entry point for placing trades by taking into consideration the values of RSI.
Calculates the market entry point for placing trades by taking into consideration the values of RSI.
EXM helps your assets define, communicate & control the execution of your portfolio companies business strategy, helping management increase the probability of delivering the value-creation plan. It promotes strong alignment around value-creation drivers, impeccable execution of objectives & seamless collaboration between all stakeholders to maximise the chances of a successful return for Investors. EXM supports your investment strategy from 100-day planning to exit ensuring maximum exit value
EXM supports your investment strategy from 100-day planning to exit ensuring maximum exit value and control for your assets
Investment management solution that provides businesses with tools to upload, inspect, validate, edit, audit, and protect data.
Investment management solution that provides businesses with tools to upload, inspect, validate, edit, audit, and protect data.
Anlagenverwaltung Software: Kaufleitfaden
Inhaltsverzeichnis
Eine Anlagenverwaltung Software ist eine Plattform für die Verwaltung des Investitionsportfolios und der finanziellen Vermögenswerte einer Organisation. Die Lösung bietet integrierte Tools zur Verfolgung von Portfolioaktivitäten, Investmentfonds und zur Prüfung der Einhaltung von Standards an.
Die Software ist eng mit der [Banking Software](/directory/20008/banking-systems/software) und der Finanzrisikomanagement Software verwandt und bietet mehrere ähnliche Funktionen. Daher eignet sie sich für Einzelanleger, traditionelle Investmentfirmen und Anbieter alternativer Investitionen wie Hedgefonds.
Vorteile einer Anlagenverwaltung Software
Die Anleger müssen ihre Investment- und börsengehandelten Fonds Tag für Tag genau beobachten. Die Lösung bietet verschiedene Vorteile, die Unternehmen dabei helfen, ihre Arbeitsabläufe zu rationalisieren, die Einhaltung gesetzlicher Normen zu gewährleisten und die Produktivität zu steigern.
Nachfolgend einige Details zu den Vorteilen der Software:
- Leistungsanalyse in Echtzeit: Eine Anlagenverwaltung Software verfolgt die Kontoaktivitäten, um die Finanzberater über die Leistung ihres Portfolios zu informieren. Das Tool hilft beim Vergleich der Leistung zu Beginn und am Ende einer bestimmten Zeitspanne. Außerdem können die Ergebnisse in Echtzeit angesehen werden, was hilft, Gewinn und Verlust sofort zu berechnen.
- Verwaltung aller Anlagekonten an einem Ort: Investmentmanager können Portfolios gruppieren und jedes einzelne zur besseren Übersicht kategorisieren. So können alle Investitionen von einem zentralen Standort aus überwacht werden, auch wenn die Geldmittel auf mehrere Konten oder Regionen verteilt sind und unterschiedliche Maklergebühren anfallen.
- Verfolgung der Aktienmärkte, um fundierte Entscheidungen zu treffen: Die richtigen Aktien für Investitionen auszuwählen, ist von entscheidender Bedeutung. Die Software erstellt Watchlists auf Grundlage der Anforderungen, damit die besten Optionen aus den Listen ausgewählt werden können. Außerdem hilft das Tool den Anlegern, kostenlose Onlinequellen für potenzielle Wertpapierportfolios zu finden, in die sie investieren können.
Typische Funktionen einer Anlagenverwaltung Software
- Daten-Import/-Export: Import und Export von Informationen sowie Berichten im PDF- oder Excel-Format in die und aus der Anlagenverwaltung Software.
- Verfolgung von Investitionen: Überwachung der Kapitalallokation und der Anlagenpreise in einem bestimmten Zeitraum.
- Benchmarking: Vergleich der wichtigsten Kennzahlen des Unternehmens mit den Kennzahlen prominenter Marktteilnehmer in der Branche.
- Kundenmanagement: Organisation der Interaktionen des Unternehmens mit aktuellen und potenziellen Kunden.
- Compliance-Berichterstattung: Auditierung, Nachverfolgung und Meldung von behördlichen Daten an interne und externe Stakeholder.
- Anleihen/Aktien: Kauf und Verfolgung der Anleihen und Aktien im Portfolio eines Kunden.
Tipps für den Kauf von Anlagenverwaltung Software
- Einfache Implementierung und Nutzung: Die Anbieter arbeiten an einer besseren Nutzererfahrung, da sich die Kunden für Systeme entscheiden, die einfach zu implementieren und zu verwenden sind. Die Mehrheit der Interessensgruppen wird sich einem anderen Finanzpartner zuwenden, wenn dieser eine bessere technologische Erfahrung anbietet. Daher sollte das gewählte Tool für Mitarbeiter und Kunden einfach zu bedienen sein. Eine nutzerfreundliche Schnittstelle wird die Kunden dabei unterstützen, die Vorteile regelmäßig zu nutzen.
- Risiko- und Compliance-Berichterstattung in Echtzeit: Die Software sollte über Funktionen zur Risikobewertung und -berechnung in Echtzeit verfügen, um Unternehmen bei der Erstellung von Leistungsberichten und der Entwicklung von Strategien zu unterstützen. Das Tool sollte außerdem über eine regelbasierte Compliance-Engine und die Möglichkeit zur Anpassung von Compliance-Workflows verfügen. Die Lösung sollte Managern helfen, Berichte über Risikokennzahlen wie Liquidität, Exposition und Value at Risk zu erstellen, um die Risikozuordnung und Zersetzung zu analysieren.
Relevante Trends in der Anlagenverwaltung Software
- Maschinelles Lernen verändert die Art und Weise, wie Unternehmen ihre Kunden bedienen: Vorausschauende Analysen und maschinelles Lernen können Anlegern helfen, Einblicke in wichtige Marktereignisse zu gewinnen, die sich auf die Portfolios der Kunden auswirken können. Die Erkenntnisse helfen der Software beim Lernen und schlagen die nächstbeste Aktion für den Kunden vor. Selbstlernmodule können die Aktivitäten der Besucher verfolgen und ihre Interessen kennenlernen. Anhand dieser Informationen können die Berater ihre Kommunikationsstrategie ändern, um besser mit den Kunden in Kontakt treten zu können und sie an sich zu binden.
- Stärkere Konzentration auf die Gewinnung und Bindung von Millennials als Kunden: Die Investoren werden sich weitgehend auf die Millennials konzentrieren, da letztere anfangen, den Arbeitsmarkt zu dominieren und höhere Beträge zu verdienen. Millennials versuchen jedoch, selbst zu investieren, indem sie Onlinebewertungen und Empfehlungen von Kollegen prüfen. Um diese Zielgruppe zu erschließen, brauchen Unternehmen die neuesten Technologien, um zu kommunizieren, Zahlungen zu erleichtern und Transparenz zu gewährleisten. Biete eine Selbstbedienungsplattform an, um ihre Erfahrung zu personalisieren sowie ihr Portfolio zu konsolidieren und zu analysieren, sodass Millennials das komplette Besitzrecht an ihrem Vermögen haben.