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Portfolio Build, Analysis & Reporting
Given the role that portfolio management plays in the service many wealth managers offer to clients, alongside the growth in capabilities and focus of technology solutions and tools, our Portfolio Build, Analysis & Reporting business need looks to cover the growing range of offerings, old and new, that support a wealth manager in the diverse ways they have to build, analyse and report on the portfolios they manage for clients. With a range of aspects also influencing the complexity of managing portfolios, this is an area where the depth and specialisms of the solutions and tools available continue to increase, a trend which on the one hand makes life easier, while on the other brings more complexity.
- Total Solutions844
- Solution Providers504
- Knowledge Resources324
Featured Solutions
Zurich, Switzerland
3rd-eyes analytics’ wealth and life planning solutions
We provide financial institutions with modular and flexible, white-labelled Software-as-a-Service and API solutions that improve, automate and visualise wealth planning interactively. Our solutions can be configured flexibly to create different use cases along the whole wealth management value chain. This is possible because we follow a service-based architecture, always use......
Client type
Relevant Regions
Zurich, Switzerland
additiv Hybrid Wealth Manager
additiv Hybrid Wealth is a omni-channel, advisor-led, out-of-the-box, fully integrated wealth management suite that is based on the additiv DFS Wealth Platform. It drives omni-channel client experience and servicing. This orchestration suite is designed for the creation and operation of digital offerings, including services and products with various business models for......
Client type
Relevant Regions
Baar, Switzerland
Altoo For Private Wealth Owners
The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......
Client type
Relevant Regions
London, United Kingdom
BITA Wealth
BITA Risk provides BITA WEALTH with module options as follows: BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance checks......
Client type
Relevant Regions
Greater Montreal, QC, Canada
Croesus Central
Croesus Central is a solution that brings together modelling, automated rebalancing, and compliance management. This new product is characterised by its flexibility and integrates with our portfolio management system Croesus Advisor. It saves a lot of time for any portfolio rebalancing tasks. The following are some of the many benefits of......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Greater Montreal, QC, Canada
Croesus Risk and Compliance Module (RCM)
The Croesus Risk and Compliance Module can help wealth management professionals keep up with requirements to reduce the costs and workload associated with regulatory compliance. By efficiently pinpointing areas of risk you can provide clients with a more robust, comprehensive investment strategy that takes into account risk scenarios. From automating a......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Greater Montreal, QC, Canada
Croesus Xpert
Portfolio management system adapted to your reality To stand out, wealth management professionals need reliable, performing and secured technologies that are adapted to their needs. Croesus Xpert portfolio management system offers a variety of powerful tools and modules that help professionals increase their productivity and provide unparalleled service to their clients.......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Lausanne, Switzerland
Risk Analytics and Portfolio Construction
With Edgelab’s extensive risk analytics and portfolio construction, banks can deliver a 360-degree view of portfolio risk and generate bespoke portfolios with one click. As a result, they can substantially increase the quality of advice and strengthen the relationship with their clients. Unlike other solutions, Edgelab considers the true nature of......
Client type
Relevant Regions
Zug, Switzerland
Etops Wealth Management Technology
The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......
Client type
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- End Private Clients
- Family Offices
- Financial Advisors
Relevant Regions
Lausanne, Switzerland
Products Platform
The multi-issuer platform Elus makes the pricing and trading of Structured Products efficient and enjoyable while obtaining competitive prices, fulfilling regulatory requirements, and proactively monitoring them post-trade. Design, price discovery and execution of structured products in a fast and efficient manner. Generate documentation such as T&Cs, KID and standardized product flyers instantly. Connect......
Client type
Relevant Regions
London, United Kingdom
FA Platform
Enterprise platforms that are functionally rich enough to support an entire business are at the forefront of the market. The FA Platform is leading this market with its ability to support both public and private markets, including digital and physical assets. The FA Platform handles everything in one solution, ensuring......
Client type
Relevant Regions
Arlington, TX, United States
Data Solutions
Data Solutions First Rate's Data Solutions provides personalized service and tailored solutions to meet your unique data needs. Whether you're interested in utilizing our innovative financial aggregation products, or leveraging expert-driven services, or both, we aim to provide options that align seamlessly with your data objectives. With our comprehensive suite of......
Client type
Relevant Regions
Tel-Aviv, Israel
Solution for the Private Wealth Industry and Distributors
Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute. In a persistently low-interest-rate environment, investors are seeking more yield and better......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
San Francisco, CA, United States
Jacobi
Jacobi allows firms to integrate their entire multi-asset investment lifecycle - from portfolio design, to portfolio management and, critically, to engaging with clients. The software combines market-leading cloud-based technology with a powerful multi-asset modelling engine. This is supplemented by extensive tools to scale and automate investment and client engagement workflows. Jacobi......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
Advisor Compensation & Audit
As part of ObjectwayPlatform, Advisor Compensation & Audit is the revenue and compensation engine to manage relations with sales force and intermediaries concerning pay-in & pay-out calculation, fees, commissions and incentives. The application includes monitoring and interception of potential irregularities in sales organisation that could bring operational risks, financial losses and......
Client type
Relevant Regions
London, United Kingdom
Investor & Advisor Portal, Client Onboarding
As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......
Client type
Relevant Regions
London, United Kingdom
Portfolio Management
As part of Objectway Platform, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....
Client type
Relevant Regions
Rotterdam, Netherlands
OPAL Platform
With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values......
Client type
Relevant Regions
Soborg, Denmark
Collection Management
A total overview of wealth often includes assets that are regarded less as investments and more characterized by having sentimental value or held due to individual taste. PandaConnect has developed a state-of-the-art collections module handling all types of collective items from works of art and classic cars to wine collections, chattels and......
Client type
Relevant Regions
Soborg, Denmark
Fund Service (NAV)
With a fully outsourced infrastructure for your fund company, we do all the work – you keep the control. The in-built traffic lights warn you if you get close to making any breaches. Whether you run UCIT funds or AIF funds we calculate the NAV. Together with the shareholder register and......
Client type
Relevant Regions
Soborg, Denmark
Investment Accounting
Investment Accounting covers the back office tasks as well as record keeping and accounting. Within back office we collect and reconcile all data. After data like transactions and holdings has been collected they are unified and made ready for use. The data are primarily collected from your banks and custodians......
Client type
Relevant Regions
London, United Kingdom
eXeer
eXeer acts as an investment managers ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers. Two, it enables users to make intelligence-led decisions by understanding their data, and connects them......
Client type
Relevant Regions
Athens, Greece
Axia Suite
Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......
Client type
Relevant Regions
Zurich, Switzerland
ImpaQt+
ImpaQt Wealth is a modular, end-to-end advisory and discretionary portfolio management system featuring a modern UI, state-of-the-art risk engine, and award-winning portfolio optimizer. Seamlessly integrating sustainability preferences and ensuring reporting compliance throughout the entire client lifecycle, ImpaQt Wealth can be integrated as a standalone solution or via API and is......
Client type
Relevant Regions
All Solutions
New York, NY, United States
401kFiduciaryOptimizer
Analyze & Win Any Plan Today Detailed intelligence on 850,000+ retirement plans. Improve Plan Investments menu breakdown for 80,000+ plans. Customization & Efficiency In Your Marketing Custom trackable marketing letters for any plan in seconds. Reach Out To Decision Makers Over 1.2 million plan executives with contact info. Be the First One to Present Real-Time plan filing update for......
Pittsburgh, PA, United States
Accudelta
Accudelta is an end-to-end regulatory data management platform that leverages workflow, business rules, and data accessibility functionality to enable your firm to efficiently scale regulatory reporting and data distribution operations. Central store Single solution – Access a high quality, central location to complete all data requests Data consistency & accuracy – Use a single, trusted......
relevant regions
London, United Kingdom
ADA
Ada is a cutting-edge technology platform born to bring a new face to the world of finance. Ada offers three apps in Ada Research, Ada Portfolios and Ada Advisory to asset managers, wealth managers, pension schemes and multinationals. The platform supports workflows through data, analytics, document management, insights, and portfolio......
relevant regions
Guadalajara, Mexico
ADDIKA Wealth
Global management Handling of assets and liabilities in one place, with multiple structures and owners Real-time Software Get updates on your investments at the correct moment for a smart and well informed decision making Task Organizer and scheduling Automate information, delegate tasks, and set date reminders Multicurrency platform Manage your wealth information in the currency of your......
relevant regions
Singapore, Singapore
ADDX
ADDX is regulated by the Monetary Authority of Singapore (MAS) and is open to all non-US accredited and institutional investors. ADDX uses a private Ethereum blockchain and smart contract technology to fractionalize private market investments, thus making them accessible and far less costly to you. Easy access Buy and sell directly on our......
relevant regions
Charlotte, NC, United States
Adhesion Wealth Manager Exchange
From nationally recognized brands to boutique managers with established track records, the extensive selection of managers and strategists on our Adhesion Wealth Manager Exchange Model Marketplace can help advisors offer a multitude of investment solutions to accommodate their clients’ unique needs. These industry experts—all available on the Adhesion Wealth platform......
relevant regions
Morrisville, NC, United States
Administrative Family Office™
Eton Solutions' Administrative Family Office™ (AFO) is a fully integrated technology and professional services solution that streamlines and simplifies the delivery of family office administrative services such as bill pay, accounting tasks, mailroom processes, document management, by leveraging the AtlasFive® platform. AFO™ delivers rolled-up financial reporting, ad hoc reports, and other......
relevant regions
Lugano, Switzerland
Advanced Analytics Data Feed
The result is a unique “momentum rating” system that can strengthen and complement the investment decision process. Trendrating Feed is a file delivery solution utilizing FTP to deliver ratings data that helps clients enhance their proprietary analytics, financial portals, decision support systems, and more. With access to our consolidated feed, clients will......
relevant regions
Windsor, CT, United States
Advent Corporate Actions
Get it right. Every time. Few activities frustrate an operations team more than accounting accurately for corporate actions that affect portfolio values: mergers, acquisitions, spinoffs and ticker changes. Advent Corporate Actions (ACA) helps you get it right. It delivers reports on all corporate actions that affect your clients’ portfolios, and provides your staff......
relevant regions
Windsor, CT, United States
Advent Genesis
Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines......
relevant regions
Windsor, CT, United States
Advent Index Data
Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a......
relevant regions
Windsor, CT, United States
Advent Insurance Marketplace
In the past, high commissions, complex products, and lack of technology prevented fiduciaries from incorporating the benefits of insurance into their clients’ financial plans. The Advent Insurance Marketplace Powered by DPL eliminates those barriers by offering value-driven products without commissions to deliver greater client benefits at a lower cost. SS&C Advent has partnered......
relevant regions
Windsor, CT, United States
Advent Market Data
Advent Market Data (AMD) provides you with a single, cloud-based platform with connectivity to several leading, global market data sources. This allows Advent Portfolio Exchange (APX) to acquire critical data in order to manage your portfolios seamlessly. As a cloud-based solution, AMD delivers these capabilities quickly, helping reduce the overheads associated......
relevant regions
Windsor, CT, United States
Advent Portfolio Data
Advent Portfolio Data extends our ability to deliver the account-level data you depend on for reconciliation and other workflows, with greater access to portfolio data sources, including global custodians and counterparties. Save time gaining access to additional instrument coverage and access automated downloads, whenever data is available. Please note, this does not......
relevant regions
Windsor, CT, United States
Advent Portfolio Exchange (APX)
Simplify portfolio accounting and reporting In a complex and competitive investment landscape, you need to be on top of your game. The right technology can stack the odds in your favor. Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Invesment......
relevant regions
Windsor, CT, United States
Advent Revenue Center
Advent Revenue Center is the comprehensive solution for streamlining billing and revenue management workflows. Specifically designed for investment managers who charge fees based on portfolio valuations, it helps firms define and manage complex fee structures, automate the production of invoices and debit letters, and generate forecasts and reports. Advent Revenue Center helps......
relevant regions
Windsor, CT, United States
Advent Rules Manager
Turn trading policies into automated processes Advent Rules Manager is a comprehensive solution for pre- and post-trading compliance, eliminating manual labor and improving accuracy. Working together with Advent’s Moxy trade order management system, Advent Rules Manager allows you to implement the proactive controls demanded by regulators, manage your clients’ complex restrictions, and improve......
relevant regions
Windsor, CT, United States
Advent TransPort
Many firms need to customize Advent Custodial Data before sending it to their portfolio accounting systems — often a time-consuming and manual process. Now, the solution Advent TransPort is available to ACD subscribers that allows you to automate that process, eliminate workarounds, and save valuable time. Increase efficiency and streamline operations by applying custom......
relevant regions
Washington, DC, United States
AdviceCloud
Data Integration AdviceCloud connects the tools you use every day. Link your managed accounts at your custodian to your households in your CRM solution. Track your tasks and reminders in your CRM platform alongside your clients' portfolio information. Not just data; Action Calls to action not only point out client needs but help guide......
relevant regions
Malvern, PA, United States
Adviser support tools
Compare fund details Use our online analysis tool to research investment funds including Vanguard funds and prepare recommendations for your clients. Powered by Morningstar. Compare costs Use our online analysis tool to compare costs for any four products. Powered by Morningstar. Cost simulation calculator You can use our cost simulation calculator to see the effect......
relevant regions
Luxembourg, Luxembourg
Advising Kit
aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer! Our Advising Kit aims to significantly reduce the effort and complexity of providing......
Raleigh, NC, United States
AdvisorEngine Platform
Optimize everything you do The tech stack you need to maximize and deliver your firm's unique value proposition. Elevate the client experience Provide an unparalleled, modern experience for your clients as you lead them towards long-term, financial success consistently and transparently. Simplify wherever possible Automate complex workflows across the entire relationship life cycle, from account......
relevant regions
Wan Chai, Hong Kong
Advisor-Led
Digitally Empowering Advisors Upgrade and digitise business operations Offer a transparent overview of products and services quickly at a glance. Empower your advisors with added expertise at their fingertips. Rapid evaluations and recommendations Provide comparative analysis and provide accurate recommendations in real-time. A service that increases sales conversion, revenue, and productivity. Straight-through processing at a......
relevant regions
Indore, India
Advisor X
Video KYCInstant full video KYC by invitation link for clients present in any part of the world. Place MF transactionsAdvisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor. Reports on WhatsappAdvisor gets the capability of sending various reports like valuation, capital gain, transactions &......
relevant regions
Irvine, CA, United States
Advisys
Advisys’ Most Popular Solution With Advisys’ financial planning modules you can create retirement plans, analyze life insurance needs, produce college funding plans, conduct investor risk analysis and develop asset allocation models. Using a two or four-page fact finder, you can complete your fact-finding interview and input your data to create a......
relevant regions
Irvine, CA, United States
Advisys Retirement Distribution
About to Retire? Just Retired? Now What? The Advisys Retirement Income Distribution module is for professionals who want to expand the services they provide their clients beyond saving for retirement, to include counseling clients who are retired or nearing retirement on how to make the most of their retirement savings and......
relevant regions
London, United Kingdom
Akoni
Easily manage your cash via our award-winning platform. With access to interest-bearing accounts from an array of highly-rated banks, you can earn more interest and reduce risk without the hassle of multiple accounts. ...
relevant regions
New York, NY, United States
Aladdin Wealth
The Aladdin Wealth platform delivers the scale, sophistication and simplicity you need to help more clients see their world in ways few others can. Build portfolios that are more aligned with investors’ goals, engage your clients with comprehensive and differentiated content that enhances your value proposition and transform your wealth......
relevant regions
London, United Kingdom
ALDX PI™
Designed to optimise your end of trading day asset allocation decisions, the ALDX PI™ analytics provide directional (upwards) market moving insights. Applications and use cases: Asset managers: portfolio optimisation, tactical asset allocation, reducing portfolio volatility Hedge Funds, CTAs, (U)HNWI: trading decisions, regime switch detection, strategy improvements, option trading strategies Family offices: capital preservation, optimisation of......
Singapore, Singapore
algoCRED AI-platform
Value3 is a B2B FinTech offering a capital Mmarkets AI-platform for Independent, predictive and fully automated credit ratings, research and analytics. The investment management industry is undergoing momentous change, especially due to digital disruption. Existing gaps in current rating and research landscape lead to significant misallocation of capital. Value3's algoCRED AI-platform has......
relevant regions
London, United Kingdom
Algomi ALFA
Dynamic watch lists alert the user to particular market events. Algomi ALFA delivers full data transparency for traders, PMs, quants, COOs and compliance across voice and electronic markets. The structured and time-stamped data within the platform is used to support MiFID compliance, TCA and Best Execution as well as quantitative analysis......
relevant regions
London, United Kingdom
Algomi ALFA API
Algomi ALFA consumes large volumes of messages from your connected venues and within nano-seconds, converts the disparate formats to a normalised JSON (Java Script Object Notation) format. These JSON messages are indexed and enriched with a unified identifier (typically ISIN), allowing for easy querying. These enriched JSON messages are used by the......
relevant regions
Edinburgh, United Kingdom
ALIO (autonomous learning investment operations)
ALIO builds on our autonomous investment strategies service, of ALIS, integrating with brokers, third-party administrators, custodians, auditors and accountants to support the full administration of a fund including: 1. Pre-trade compliance rules with the Compliance and Order Management System 2. Orders can be created automatically and executed via FIX engine or by......
relevant regions
Edinburgh, United Kingdom
ALIS (autonomous learning investment strategies)
The ALIS solution includes: Working with clients to translate their investment objectives into an asset allocation model, defining and sourcing the data requited to run the strategy. Analysis using single security level models to identify relevant investment signals, training the artificial agents to manage the portfolio. Back-testing and tuning the investment strategy including......
relevant regions
Madrid, Spain
Allfunds Alternative Solutions
Provide your clients with the best strategies from top-tier GPs at lower minimum investments 360° alternative solution to reduce administrative and operational burdens....
relevant regions
London, United Kingdom
All-in-One Hyper Personalisation Solution
We provide an end-to-end solution encompassing 3 core modules: Values Mapping Exercise: Using our unique value-mapping tool, wealth managers can unlock data-driven insights from clients values and align their product and marketing strategies. Hyper Personalised Portfolios built on personalised ETFs fitting each client’s values using direct indexing technology. Automated Reporting – Share SFDR......
relevant regions
Altishofen, Switzerland
Allocare AMS
Portfolio Analysis Detailed on the fly analysis on portfolio or any consolidation level, portfolio comparison, various ratios incl. drill-down functionality (fund of funds), full breakdown flexibility. Trade Order Management Simulation, single and collective orders, block orders, rebalancing against model portfolios, cash sweeping. Compliance Monitoring Rule sets (BVV2, KAGB/DerivateV, VAG, UCITS V, InvFG) for CH, DE,......
relevant regions
Altishofen, Switzerland
Allocare CLOUD
This is particularly suitable for asset managers who are looking for a software system for CRM, portfolio management and reporting but do not want to operate this in-house. Allocare CLOUD is multi-client capable. All data is hosted and processed in Switzerland. Based on Allocare AMS and Allocare WEB, Allocare CLOUD......
relevant regions
London, United Kingdom
Allocator Platform
Automate your data gathering process Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry. Standardize and aggregate Our platform converts different data sources into a single, easy-to-analyze format.......
relevant regions
Miami, FL, United States
Allvue for Family Offices
Powerful and reliable With some of the most complex relationship and reporting needs in the industry, family offices often struggle with finding the right technology to support multi-generational investing structures. Allvue’s accounting, deal tracking and reporting solutions offer a flexible, customized solution to support families of any size or structure. In......
relevant regions
New York, NY, United States
Alpha Factor Library
Simplify your factor investing process. Alpha Factor Library Alpha Factor Library enables you to build investment screens and candidate lists from a catalog of proven alpha signals. High-quality data, meet investment signals. Stock selection signals Access 500+ stock selection and industry-specific signals*, coupled with our Quantamental Research articles. Comprehensive coverage Access expansive global coverage for both developed......
relevant regions
London, United Kingdom
Alpha Quants AI ESG Tools
However, many ESG screening tools underplay the due diligence required to manage emerging ESG risks (e.g. plastics and for specific human rights issues) to the new standards stakeholders expect. To help investors respond to rapidly changing issues, AlphaQuants developed a set of ESG tools combining AI, Natural Language Processing with corporate......
relevant regions
New York, NY, United States
AlphaSense
Extend your brain power with Augmented Intelligence for next-level company research. Save time - cut through the noise with smart, agile search that takes you to the right data in seconds. Mitigate risk - never miss another market-moving insight. Catch relevant new developments with our alerts and be among the first to......
relevant regions
London, United Kingdom
Alpha Terminal
All your assets on one platform Alpha enables you to analyse and monitor stocks, funds and bonds as well as providing broad coverage of currencies, commodities and economic data. Your work made easier Alpha's carefully designed screens, customised to your needs, will help you perform your job more efficiently and with less frustration. Fast,......
relevant regions
Warrenville, IL, United States
Alphathena
Go beyond ETFs and Stock Picking We help advisors and WealthTech partners easily discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Enhance Your Advice with AI Inject your workflows with AI-enhanced efficiency. Use natural language search to discover new equities, screen for ESG preferences and 100+......
relevant regions
Singapore, Singapore
Alta Exchange
Today, investors can reap potentially higher returns and hedge against market volatility With just 4% of analyzed deals presented to our investors, we focus on discovering the sector leaders, established funds, and renowned luxury asset collections that best fit your mandates. Investing and trading the widest array of alternative assets Unlock opportunities in......
relevant regions
Norwalk, CT, United States
Alternative Data
Find untapped alpha with unique datasets backed by best-in-class symbology and data concordance. Gain a competitive advantage and find new insight with FactSet alternative company data: one-of-a-kind insight generated by novel data and analysis techniques. With this data, you can reveal interconnecting business relationships, business performance and market indicators, sources of......
relevant regions
Nyon, Switzerland
Alternative Risk Premia
Risk premia investing is the most recent milestone in the evolution of investment management. Extensive academic research confirmed that a significant portion of the returns attributed to manager skill could in fact be explained as renumeration for passive assumption of specific market risks. Sophisticated market players began developing systematic strategies to......
relevant regions
London, United Kingdom
AlternativeSoft
Data aggregation With the proliferation of data in the industry over the last decade, investors require a central location to aggregate, store, edit and analyse. AlternativeSoft helps institutions categorise, clean and distribute data across their organisation, ensuring all analysis and reporting is accurate, consistent and easy to access. Asset selection Ensure your manager research......
relevant regions
New York, NY, United States
AlternativeSoft
AlternativeSoft currently works with some of the largest allocators in the world to ensure they get the most out of the software whether that be to conduct in-depth risk analysis and management or to track fund exposure and liquidity. As a software of choice for portfolio construction, AlternativeSoft has been commended......
relevant regions
Richmond, VA, United States
Altigo for RIAS
Access a marketplace of pre-vetted alternative investments. Differentiate your firm by presenting unique investment opportunities to your clients. Modern technology and changes in regulation have helped make alternative investments available to a broader range of investors. As our overview video explains, our solution increases advisor access to alternatives, reduces the time necessary......
relevant regions
Paris, France
ALTO
Your trusted partner for technology and services Our solutions 100% cloud based support buy-side advanced needs for portfolio management system, wealth & distribution platform and specialized solutions for the full coverage of the investment lifecycle. ALTO Investment Platform: A modular platform covering the entire asset management value chain for asset managers and......
Manchester, VT, United States
AltsMark Platform
ALTSMARK delivers everything you need to manage private investments end-to-end. Core financials you expect, with powerful complex asset class support. Plus, tons of advanced functionality, including detailed risk, look-thru, and due diligence, that you wouldn’t. ALTSMARK can increase productivity, help you make timely decisions, and drive your advisory forward. Portfolio Management Reporting Risk Compliance A comprehensive......
relevant regions
London, United Kingdom
Alveo Platform
Our adaptable platform provides solutions for increasingly data-intensive industry requirements, improving workflow efficiency while also keeping costs under control. This means solutions for all data types and specific industry applications. From security master and market data to the most complex risk and stress testing requirements, we’re constantly evolving to stay......
relevant regions
New York, NY, United States
Amass Insights
Insights: The data market network Insights is a platform connecting traditional and alternative data providers with data consumers. Amass' founders were pioneers of alternative data, initially building Insights as an internal suite of information and software tools to keep track of a cambrian explosion of new sources of data. Seeing a......
relevant regions
Shanghai, China
AMI
Let’s have an overview AMI mines a wealth of financial data, in this case, all supply chain information in relation to the entity Huawei, and then compiles and visualises it for analysis. Each entity is represented by a circle or a node. The larger the market cap, the larger the node.......
relevant regions
Brisbane, QLD, Australia
AMM for Financial Advisers
See all your clients in one place and optimise returns – with maturity notification 7 and 1 day prior, it’s simple to switch funds between institutions to maximise interest earned. Investment options Term deposit With over 25 Australian institutions, all covered by the Australian Government Guarantee, choose term deposits of varying maturity lengths......
Steinhausen, Switzerland
AM-One
AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices. The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to......
relevant regions
Luxembourg, Luxembourg
Analysing Kit
aixigo's Analysing Kit is more than portfolio performance and portfolio analysis software. It allows portfolio-related data from various sources to be processed at unprecedented speed. Its monitoring function enables the automatic monitoring of individual key figures, quality measures or benchmarks, while the reporting function allows sharing individual insights with a......
Munich, Germany
Analysis Builder
Analysis Builder provides easy access to high quality private market data and flexibility of analysis across your private markets portfolio. Go beyond pure fund tracking to capture a broader number of data points for all of your private market assets. A Revolution in Flexibility for Private Market Data The challenges for private market......
relevant regions
New York, NY, United States
Analytics
The buy-side markets have undergone dramatic change. The combination of MiFID ll and Solvency ll have resulted in deep ongoing structural changes to the markets. The ability to anticipate and respond to market and portfolio changes are key motivators for investment managers to maintain a strong risk function. Sophisticated and robust analytics......
Boston, MA, United States
Analytics & Proposals
When you upload a portfolio to the investment strategy engine you can diagnose an existing portfolio’s underlying fund fees, tax burden, and susceptibility to volatility and compare it to your portfolio powered by 55ip. Generate a proposal that facilitates a consultative discussion of opportunities that may improve portfolio growth by illustrating......
relevant regions
Montreal, QC, Canada
Analyze for Advisors
Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements Choose From Three Implementations: Adopt: Off the shelf, budget friendly, quick-to start option available Configure: Include your brand, product shelf, and portfolio models with our configuration options Build: Implement your most unique requirements by working directly with our experienced implementation team Create Persuasive Investment Proposals, IPS......
North Salt Lake, UT, United States
Annuity Wizard
The Annuity Wizard also makes an excellent pairing with any order/entry system. When combined with an order/entry system, the Annuity Wizard has been shown to reduce Not In Good Order annuity submissions and speed up the rate at which annuity business processes. Another benefit, to the Annuity Wizard is to......
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Zurich, Switzerland
Anova Platform
Our mission We provide an independent platform where investors and manufacturers meet to achieve better investment decisions facilitated through technologically enabled investment, risk, product management as well as execution services. We clearly set our focus on sophisticated portfolio analysis and optimization for structured products as well as cross-asset portfolios. Our services Portfolio risk......
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London, United Kingdom
APEX
Seamless workflows across teams and regional offices Network activity insights with custom analytics Unlimited investors and deals Access to HUBX Network for capital or deal sourcing Hosted on your domain Integrated CRMs and data APIs ...
Hamilton, Bermuda
Apex ESG Ratings & Advisory
Yet the demand for better informed change is growing. Pressure from investors, employees and customers alike means that ESG ratings have become critical metrics for success. Regulatory developments, the ability to reduce risk and to produce superior returns requires a pioneering approach to serve the needs of forward thinking private......
Canberra, ACT, Australia
APIR Data Services
Product reference data service APIR's Product Reference Data Service provides access to Australia's most comprehensive database of managed fund and superannuation product reference (static) data. We support a flexible range of delivery options including email and API. Validation service APIR has enhanced the ADS service to include a real time APIR code validation......
West Hollywood, CA, United States
APL Network
Assets on Platform - US$2 trillion+ Top Broker Dealers - 7/10 US SMAs Managed via the Platform - 85%+ Years Leading the Marketplace - 30+ Portfolio Management Home Office Trading Rep as Advisor Rebalancing Billing Rep as PM ...
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Boulogne-Billancourt, France
apropos
LexiFi handles the diversity of derivatives through a uniform process and puts an end to a maze of ad-hoc systems. LexiFi Apropos is an end-user software application, designed to serve as a "Golden Database" for financial derivative products. This compact solution enables users to rapidly define, price, analyze and manage tailored......
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London, United Kingdom
Arbor Reporting Portal
Users can make these reports accessible to anyone they entitle, including marketers, potential investors, and other external parties. Our Reporting Portal can be used on a range of platforms: workstation, tablets, and mobile phones....
Reno, NV, United States
Arch Indices VOI Model Portfolios
Arch Indices VOI Model Portfolios take into account asset output/goal, asset volatility, and correlation to portfolio in optimizing the weighting of each asset....
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Newmarket, NH, United States
ARTDAI Platform
On average HNW collectors invest 5% or more of their wealth in fine art. ARTBnk eliminates the subjective, lengthy and costly process of determining its true worth. Our state-of-the-art technology delivers a package that features instant objective valuations, risk and liquidity analysis, and more, all of which can be enormously......
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Dublin, Ireland
Asora
10,000+ connections to visualise your data Asora is built on an open platform to meet the needs of today’s wealth owners. Connect - Connect your bank and investment accounts Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy......
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New York, NY, United States
Asset Allocation
Moody's Analytics asset allocation solution helps establish, test, and run different asset allocations and identify risk-return efficient portfolios, either as part of a multi-asset fund proposition or as part of a wealth management or institutional asset and liability management advisory business. Analysis of different asset allocations and investment strategies against risk......
Santa Monica, CA, United States
Asset Allocation
For defined benefit pension plans, Wilshire Compass can calculate various hurdle rates which represent the required rates of return on existing plan assets to satisfy various plan liabilities, including, Accumulated Benefit Obligation (ABO) and Projected Benefit Obligation (PBO). For foundations and endowments, Wilshire Compass offers a dynamic Monte Carlo simulation model to consider......
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Sydney, NSW, Australia
Asset Allocation Tool
With 40+ Growth/Defensive assets to choose from features and functionality of the Asset Allocation App include: ‘Actual’, ‘Benchmark’ and ‘Range’ allocations available Current and historical data access Quarterly updates Refine and filter search by Growth / Defensive %, Option type & default Originally available as a quarterly spreadsheet only, in July 2011 we enhanced the......
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Miami, FL, United States
AssetExplorer™
AssetExplorer™ is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....
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London, United Kingdom
Asset Management Solutions
Enabling improved investment outcomes Investment managers face complex and costly demands as end-investors seek personalized solutions. Existing technology often struggles to deliver the functionality needed to meet these changing expectations, hindering collaboration between asset managers, advisors, and end-investors. Our solutions help investment managers deliver differentiated portfolios that optimize outcomes. We work with......
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Zurich, Switzerland
Assetmax
ASSETMAX includes everything you need to simplify your work, from front to back. Advanced portfolio management, regulation-focused compliance and CRM, sophisticated risk management, compensation calculation, bank commissions control and flexible reporting are only a part of the innovative features and cutting-edge technology. Built by the pros for the pros. ASSETMAX was created by professionals with decades of......
Munich, Germany
AssetMetrix platform
Outsourcing solutions for institutional investors Discover our modular outsourcing solutions for private capital investors Limited partner services Front-, middle- and back-office solutions for Pension funds Insurance companies Fund-of-funds managers Family offices General partner services Middle- and back-office solutions for Fund managers The three main reasons for turning to AssetMetrix Free up resources and focus on your key areas of expertise Rely on our......
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Birmingham, United Kingdom
AssetQ
AssetQ puts essential fund information at your finger tips enabling consistent, repeatable fund analysis on every fund. AssetQ gives you all the information needed to form your opinion, record your assessment and maintain an audit record of your due diligence – ease your funds research. What is AssetQ? sigMacity’s AssetQ product has......
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New York, NY, United States
Asset Scenarios
Moody's Analytics Asset Scenarios depict the plausible future paths of variables that are related in economically coherent ways. The scenarios deliver the results of thousands of simulated future rates, yields, returns, and asset prices, plus other economic risk drivers produced by an arbitrage-free modeling framework....
Dallas, TX, United States
ATA RiskStation
ATA RiskStation™ is targeted at organizations that do not have (or want) a sizeable internal technology footprint, a large dedicated risk team, do not enjoy an unlimited budget but still need a comprehensive, fast, customizable, repeatable and highly cost-effective solution for understanding their portfolio risks on a daily basis. Potential clients......
Houghton le Spring, United Kingdom
ATEB Suitability
ATEB Suitability is an intelligent multi-product suitability report generator designed to offer Financial Advisers a simple, yet comprehensive tool to help streamline their advice process. We provide a smarter, more cost-effective, and compliant approach to producing your suitability reports....
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Morrisville, NC, United States
AtlasFive®
By harnessing the power of automation, best-in-class cybersecurity and advanced data governance – coupled with unmatched domain expertise – we guide you through the complex, inevitable progression to the next generation of wealth management software. Our platform sets the industry standard for best practices and ensures your office is up-to-date......
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Chicago, IL, United States
Atlas for Advisors
BridgeFT is a cloud-native, API-first software and data platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. More than 300 leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth......
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London, United Kingdom
AtomInvest
AtomInvest is a platform that aims to provide the world's best investing to its users by allowing them to access institutional-quality, high-return investments in leading private equity, venture capital and hedge funds in smaller investment amounts, through a streamlined and intuitive web-based platform....
London, United Kingdom
Auquan Intelligence Engine
Cover more ground with your company research — and let no risk slip past Surface unknown unknowns - Identify hidden insights in dark, noisy data that everyone else is overlooking Stay aware with zero effort - Get alerted on every material development — without having to search Shift your window to act earlier - Eliminate time-intensive......
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New York, NY, United States
Aurigin
How It works Aurigin is the world’s most powerful deal origination tool that uses a scientific approach to enable deal making. We match investment opportunities by introducing members only after mutual consent. Once you add a transaction on Aurigin, we will start searching for a suitable deal partner for your transaction. Without entering a......
Arlington, TX, United States
Automated Composite Engine (ACE)
First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution. During monthly processing, ACE assigns qualified portfolios to composites using preset rules around demographic and performance data that are unique to your business. This automated process minimizes the potential for error by improving accuracy of composite composition and......
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London, United Kingdom
Boston, MA, United States
Automated Tax Management & Trading
What is the difference between “automation” and 55ip’s “intelligent automation”? When your strategies are powered by 55ip, they benefit from sophisticated capabilities that aren’t just automating processes that save you critical time. Your portfolios are also benefiting from sophisticated algorithms that actively seek to reduce inefficiencies and take advantage of......
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Zurich, Switzerland
Avaloq Insight
Available to run in conjunction with any core banking platform, the Avaloq Insight Suite includes Avaloq Insight Explorer, Avaloq Insight Portfolio Recommender and Avaloq Insight Prospecting. The Insight Explorer provides insights from internal and external data in a simple, fast way, without the need to have programming skills. It provides data......
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Seoul, Korea, Republic of
AXE
What is AXE? AXE is a deep-reinforcement-learning-based trading insights platform developed by Qraft Technologies and is one of the world’s first commercialized Deep Reinforcement Learning-driven AI Trading systems. The goal of AXE is to minimize the market impact of large orders and reduce transaction costs by discovering the most efficient trading strategies......
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New York, NY, United States
Axial Platform
Investment mandate Input your investment mandates into Axial’s recommendation engine. Deal Information Seller researches possible transaction partners by inputting company information and goals. Reccommended partners Recommendation engine calculates the fit for matching, and seller evaluates recommended partners based on fit and qualifications. Teaser Seller chooses to send you a concise deal teaser. NDA Evaluate the opportunity and sign NDA......
London, United Kingdom
AXIS
Unlimited investors and deals Complete control and visibility over deal and investor access Access to HUBX Network for capital or deal sourcing Hosted on your domain Integrated CRMs and data APIs HUBX mobile app ...
Omaha, NE, United States
Axos Clearing for Wealth Management
Fee-based brokerage accounts Model portfolios Wrap accounts Separately managed accounts Alternative investments Unified managed accounts Overlay portfolio management ...
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Windsor, CT, United States
Axys
Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys......
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Zurich, Switzerland
B2C Impact Investing
The first white-label impact investment app with fully automated single-instrument discretionary portfolio management tailored to client sustainability preferences. Harnessing industry-leading quantitative methods and our award-winning portfolio optimizer, this scalable solution delivers cost efficiency, compliant ESG integration, and new growth opportunities for banks and wealth managers by bridging the gap between......
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Chicago, IL, United States
Backstop Accounting
Purpose-built for the investment community, the Backstop Accounting platform seamlessly integrates partnership and portfolio accounting. It addresses the accounting team’s needs to aggregate and normalize disparate data and model complex legal and cash flow structures - requirements nearly impossible to meet with an infrastructure based on Excel or a generic......
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Chicago, IL, United States
Backstop Portfolio Management
Empower your investment office with effective and efficient portfolio management software that facilitates the quantitative assessment of risk and return across any alternative asset class. Benefits Access data instantly from anywhere and at any time through a secure, reliable cloud-based platform Manage, view, and analyze the entire investment cycle, all in one place Increase......
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Chicago, IL, United States
Backstop Research Management
Unleash your team's effectiveness in manager research with a truly multi-asset class Research Management (RMS) that enables each investment team to configure their work according to their specific processes, data requirements, and language. Benefits Eliminate technology silos with a single platform that every asset class investment team can use Get relevant, timely, and......
relevant regions
London, United Kingdom
Backtesting
Index One allows users to generate backtests on customized baskets and index strategies in a matter of seconds, with the possibility to share backtest results externally and within teams, including the ability to view detailed stats on the backtest....
relevant regions
New York, NY, United States
Barra®One
BarraOne is a research-driven platform that helps asset managers identify and manage risk exposures to make more informed investment decisions. Powered by a long-horizon Barra factor model, BarraOne combines public, derivative and private asset classes under a unified analytical framework. Integrated performance analytics help managers match sources of risk with......
Munich, Germany
Benchmarking
Compare your and competitors' performance against actual marketplace metrics cut across thousands of dimensions, including IRR, MOIC, alpha, TVPI and more, as well as operational KPIs, including revenue CAGR, EBITDA, loan interest and more. CEPRES calls this approach beyond benchmarking — providing deeper insight into true drivers of investment returns —......
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Atlanta, GA, United States
Bespoke Portfolio
Empowering Investment Managers: Improved Performance, Quicker Time-to-Market Asset managers across the globe are challenged to outperform their benchmarks. It is increasingly difficult to outperform based on traditional fundamental analysis using data sources and techniques available to all market participants. We help to create competitive advantage by bringing together adaptive AI, alternative data......
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London, United Kingdom
Bespoke services
The AlgoDynamix software, architecture and quant development teams have decades of experience in all aspects of software development and deployment across most areas of financial risk analysis, modeling and forecasting. In addition to our existing suite of market risk forecasting and financial portfolio enhancing products, the company also provides customised solutions......
Miami, FL, United States
BestFit™
BestFit™ is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....
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New York, NY, United States
Betterment for Advisors
For you. Automated and flexible investment strategies, a paperless back office, and a delightful user experience empower you to grow your business and build deeper client relationships. You’re in control of your relationship with your client. Clients see your branded experience, sign up with you and communicate directly with you. For your clients. A delightful investing experience. Give......
London, United Kingdom
BITA Risk
BITA Risk provides BITA WEALTH with module options as follows: BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance......
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London, United Kingdom
Bite Wealth Universe
The ideal marketplace for investors An array of alternative investment funds in one place. Explore investment opportunities Discover a growing selection of private market funds, including funds from Bite Stream clients and Bite Group's own regulated investment manager. Save time assessing investment options Easily filter funds by strategy, style, liquidity, target return and geography based......
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Windsor, CT, United States
Black Diamond Link for APX and Axys
As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client......
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Windsor, CT, United States
Black Diamond Wealth Platform
Clients expect robust, transparent investment tools that mirror the technology they use in everyday life. The Black Diamond Welath Platform delivers this, and more. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several......
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Lausanne, Switzerland
BlackSwan
BlackSwan helps you avoid extreme events through sophisticated quantitative risk metrics and accurate distributions. Its built-in market risk module is constantly evolving and back-tested to ensure it remains relevant to prevailing market risks. It provides for a number of risk metrics such as value-at-risk, volatility, expected shortfall and tracking error. It......
Chicago, IL, United States
Blaze Portfolio
Our features are constantly evolving to help our clients work faster and smarter. Model Rebalancing Implement complex models and monitor asset allocations across portfolios with ease. Trade Order Management Manage order flow across multiple custodians, asset and security classes. Tax Management Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Drift Analysis Identify strategies or securities that......
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Singapore, Singapore
BlueFireAI
Who we are Blue Fire AI is a pioneering capital markets intelligence firm: a unique combination of capital markets experts, leading mathematicians and pioneering technologists. Synthesizing the latest state of truth around companies, Blue Fire AI proprietary asset intelligence is used by large global institutions for asset selection, asset monitoring and portfolio......
relevant regions
Herzliya, Israel
BondIT Platform
Portfolio Manager BondIT enables portfolio managers to leverage powerful optimization algorithms in real-time. A scalable and efficient portfolio construction and analysis platform built to precisely mirror the portfolio manager workflow, enabling a PM to iterate, optimize, and compare portfolio alternatives. Advisor/Private Banker BondIT enables private bankers and advisors to provide superior service to their......
Chicago, IL, United States
BondNav®
BondNav® is a cloud-native platform aggregating real-time pricing and request for quotes (RFQs) directly from multiple ATS & ECN platforms, Institutions, Registered Investment Advisors (RIAs), Banks, & Broker Dealers. Trades initiated on the BondNav® platform are executed by InspereX, a veteran team of sales and trading professionals driven to achieve Best......
relevant regions
Oslo, Norway
Bond Reference Data
In addition to this, we have an extensive database of bond loan agreements on active and matured bonds. Our collection of data is multi-sourced and go through a rigorous scrubbing, cleaning and validation process before it is normalized and distributed on to our clients. By using the most recent technology......
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New York, NY, United States
BONDTICKER
When you combine TRACE’s executed prices with the unique data from the MarketAxess platform you get an enhanced source of insights that can empower your decisions. To provide you with the most thorough view of the market, we aggregate all investment grade and high yield bonds disseminated by FINRA—approximately 70,000 issues—with actual......
relevant regions
New York, NY, United States
BondWave
BondWave is a trusted partner to some of the biggest names in the financial industry. We’ve made it our business to reimagine fixed income — with innovations in monitoring, trade opportunity mining, proposal generation, analytics & reporting, best execution, transaction cost analysis (TCA), compliance tools, and market transparency. We are an extension......
relevant regions
Milan, Italy
Braino.ai
Empower your investment decisions with Braino Trading AI driven Trading strategies, signals over multiple time horizons, in-depth statistics, rankings, to help investors know where and when to trade. Portfolios A blend of AI powered investment portfolios using a unique Long Only investment strategy to outperform the market. Analysis & tools Analysis and tools to predict trends......
relevant regions
Chicago, IL, United States
BridgeFT Wealthtech API
BridgeFT is a cloud-native, API-first wealth infrastructure platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. 300+ leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth data, proactive client......
relevant regions
Sao Paulo, Brazil
BRITech Portfolio Management
Portfolio Management, which is a multi-asset class, multi-currency blend of tools that allows you create model portfolios, setup asset rules, asset allocation, and enables you to easily setup the investment side of your business and portfolios. ...
relevant regions
Sao Paulo, Brazil
BRITech Risk Evaluation
Risk and Compliance, the solution to the pre- and the pos-trade compliance, creating the specific compliance checks and risk management checks against individual client portfolios or funds under management. These checks can be running continuously and allow you to stay compliant and demonstrate your compliance to regulators and auditors. ...
relevant regions
Sao Paulo, Brazil
BRITech Trader Order Management
Trade Order Management, after you have setup your clients, your portfolios, and your checks, now you are ready to trade, and this tool integrates with all of the external data sources you need. Integrating with any provider, broker, or custodian, the platform lets you pull data in and out with error-free......
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Mountain View, CA, United States
Broker-Dealer
For Broker-Dealer Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth. Lead with the client experience Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting,......
relevant regions
Sydney, NSW, Australia
Broker Solutions
Enhance your outcomes Providing shadow brokers, financial planners and ASX brokers with the ability to provide clients with a best of breed reporting and trading facilities across the complete spectrum of assets classes. Strengthen the value add to clients and provide greater flexibility around revenue generation for the business. A fully customised white......
relevant regions
Thawill, Switzerland
Business Integrator
The modular concept of our highly flexible software Business Integrator enables fast and quick connections to your custodians and market data providers. For various custodians we offer out of the box, plug and play plugins. The Business integrator analyses and process incoming data and delivers it to the target systems in......
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New York, NY, United States
Cadre
Real estate is a critical part of a sound investment portfolio A key tenet for building a sound investment portfolio is diversification. That’s where real estate comes in. Due to its low correlation to stocks and bonds, the inclusion of real estate to a multi-asset portfolio is designed to reduce volatility......
relevant regions
New York, NY, United States
Cadre Direct Access Fund
Cadre Direct Access Fund seeks to deliver Value Add returns with downside protection Our focus is on quality over quantity. We work with our experienced operating partners to carefully select each fund investment to add to a diverse mix of institutional-quality investments across risk and return profiles, asset classes, and markets. To build......
relevant regions
Sydney, NSW, Australia
CalibreRMS
Company and thematic research A structured note-taking tool that ensures consistency across your investment process. Painlessly write your company and thematic research notes Track your company interactions and meetings. Use Scorecards to capture your subjective assessments. Powerful personalisation to reflect your unique approach and investment process Modelling and valuations Track your company model changes and their impact Automate......
relevant regions
Vancouver, BC, Canada
Canalyst
Created by investors, for investors Immediate access to our platform of robust, accurate, fully-functioning equity models — on nearly every North American company — enables you to uncover more investment opportunities in a fraction of the time. Models are built and updated by our 60+ person research team, backed by sophisticated technology,......
relevant regions
Chicago, IL, United States
Canalyst by Tegus
All-In-One Platform Tegus offers a single platform to access, search and surface a breadth and depth of insights you won’t find anywhere else. Together with Canalyst, our platform will deliver fundamental data and insights including expert call interviews, financial models and benchmarking, as well as public financials and event transcripts—all integrated......
relevant regions
Singapore, Singapore
Canopy Manager
Canopy Manager is intuitive, interactive, and transforms data into insights. It’s the tool that provides you with a comprehensive view of your investments for holistic advice. From analyzing financial information to advising, managing clients’ portfolios to reporting, we’re here to help you serve your clients in a better way. Your Trusted......
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Geneva, Switzerland
CAPAct
We have designed an intuitive set of tools combined with the proper algorithms to consistently track the data provided in each and every one of your transactions. We apply this methodology to two types of investments: Financial investments - everything which is publicly quoted on the financial markets. Non-financial investments - art collection, real estate,......
relevant regions
Vienna, Austria
Capital Imperion
Technology and financial services are progressing hand-in-hand to deliver faster customer services, cost efficiencies and competitive offering. Our CAPITAL solution automates traditional spreadsheet-based tax calculations for income from capital. To save your time & costs, increase quality and improve your customer experience. Annual tax reporting Annual calculation of taxable income Production of detailed tax reports For......
relevant regions
Sydney, NSW, Australia
CapRaise
$15.9B family office capital to be invested 114 family offices using CapRaise 9 Live deals searching for capital $680M total capital to be raised Invest The family office deal pipeline is curated based on your preferred investment criteria. How it works? Set your own deal criteria Family Offices can create deal queries outlining what types of deals they're specifically looking......
relevant regions
Crowborough, United Kingdom
Cashflow & Drawdown Strategies
New cashflow modelling Input household income and expenditure for the given age ranges of the client and their partner. Comprehensive stress testing to determine capacity for loss: Market Event Simulation – prepopulated or create your own. Randomiser – user-selected minimum and maximum growth rates Drawdown & annuity analysis At retirement drawdown versus annuity cash flow analysis. Build......
relevant regions
Sydney, NSW, Australia
Cash Market
Safe, secure and in control Security of personal information and transactions is of the utmost importance to Income Asset Management. We store everything on a remote server with bank-level security and data encryption. No fees are paid by you to Income Asset Management. Your money goes directly from you to your chosen provider and is never held......
relevant regions
London, United Kingdom
causaLens Platform for Asset Management
Causal AI understands, explains and predicts financial markets, offering the next generation of portfolio optimization and risk management capability, enabling asset managers to unlock latent market value. Modern challenges in capital markets are well known Investors demand lower fees and greater explainability from discretionary managers, while systematic funds must constantly extract new......
relevant regions
London, United Kingdom
causaLens Platform for Capital Markets
Investors demand lower fees and greater explainability from discretionary managers, while systematic funds must constantly extract new signals from an ocean of marginally-useful data. Banks find their models frequently upended by regulations, geopolitics, or regime changes. Artificial Intelligence and Machine Learning techniques can provide solutions to these and other problems. But......
relevant regions
London, United Kingdom
Centαur
Centαur: At a glance Centaur delivers technological capabilities with human expertise in one single package. Finally, a solution that truly aligns with the family office’s objectives and empowers the in-house team’s decision making process. Sounding board to CEO/CIO Optimizing internal cost structure Complementary to existing advisors Independent and impartial Products & services FinTech palette Independent investment research Access to experienced......
relevant regions
Cary, NC, United States
CFS for Financial Advisors
Parents want to provide for their children's college education. They want happy, successful children, but they're feeling the squeeze of paying for college while keeping retirement planning on track. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning paradigm for financial......
Cary, NC, United States
CFS for Financial Organizations
Help families with college-bound children make better-informed college-planning and funding decisions and reduce their out-of-pocket college costs via the customized EZ College Planning Report Increase revenue. CFS helps your institution drive new revenue (insurance, investments, loans, etc.) by providing the context, rationale and action step for relevant products and services Differentiate your organization from your competition Flexibility -......
relevant regions
Simi Valley, CA, United States
CFS Tax Software
CFS Tax Software, Inc. is a leading developer of tax utility software for tax professionals. Each year, over 30,000 tax and accounting firms across the United States trust CFS for affordable, high-quality, and reliable software. TaxTools, our flagship product, is the best-selling program of its kind. Our Payroll System suite of......
London, United Kingdom
CGIX
CGiX automates the calculation, tracking, reporting and modelling of the chargeable gains and allowable losses upon investment portfolios....
relevant regions
Seattle, WA, United States
Chrome Extension
Save time Highlight and right-click on an entity, instantly scan a news article or search within the extension to uncover hard-to-find information (like a company‘s valuation or an executive‘s contact info) without leaving your current window or tab. Streamline your workflow Get all the information you need in one place. Your search history......
relevant regions
London, United Kingdom
CIS API
The Crypto Markets are growing at considerable speed and institutions, including wealth & asset managers, fintech companies and family offices, are now facing growing demand from their clients to incorporate crypto solutions to their offering. Institutions therefore require standardised, analysable and actionable data, as well as indicators, and trading &......
relevant regions
London, United Kingdom
CIS Portfolio Analytics
The CIS Portfolio Analytics product provides institutions with a simple, easy-to-integrate and customisable service that takes transaction data or balance snapshots as an input, and carries out the following tasks and more: Cross-references asset & instrument information Aggregates raw transaction data & balance snapshots Values given portfolios across 24+ fiat and crypto currencies Calculates......
relevant regions
New York, NY, United States
ClariFI
Leverage ClariFI’s full set of functionality. Streamline your workflow Integrate screening, backtesting, portfolio construction and optimization, and more into a cohesive workflow process. Visual query language Eliminate the need to learn a programming language without sacrificing model or strategy complexity. Data management Quickly and reliably integrate, construct, and organize complex data sets in a visual fashion—without......
relevant regions
New York, NY, United States
Clarity AI
Clarity AI’s value proposition is composed of 3 main pillars: Data: The largest and most reliable database of environmental and social impact data (~30k companies, 198 countries, 187 local governments, 200k+ funds), by combining both structured and unstructured data, applying reliability algorithms and complementing them with estimated data. Ratings: Societal / environmental impact and......
relevant regions
Sydney, NSW, Australia
Class Portfolio
A cost effective, highly automated solution Class Portfolio is an automated and cost effective software solution for accountants, administrators and financial advisers, providing the ability to manage the administration, accounting and reporting needs for your clients’ investment portfolios. The feature-rich solution makes an immediate difference to your business and dramatically reduces......
London, United Kingdom
ClearENGINE™
Investment universe ranked to highlight key opportunities Transparent, back-tested investment frameworks empower objective analysis, processing conflicting information to “one view” Directly linking screening to portfolio analysis enables audit trails and process upgrades ClearENGINE™ insight is curated and delivered across a suite of integrated research publications, investment time horizon -specifc, combining our quant-driven analysis......
London, United Kingdom
ClearHORIZON™
ClearMacro’s Long-Term Return Outlook provides a robust quantitative framework and systematic anchor to underpin a global integrated multi-asset asset allocation strategy. Factor-driven, forward-looking granular analysis of long-term return prospects for all major asset classes, countries, sectors, and investment styles globally identifies optimal long-term portfolio allocations set to deliver the highest possible real risk-adjusted returns over a......
London, United Kingdom
ClearSTRATEGIC™
By harnessing the power of data and our proprietary screening and predictive modelling capabilities, ClearSTRATEGIC identifies optimal strategic tilts efficient over a 6-12+ month investment horizon, and aims to enhance the risk-adjusted return characteristics of a core portfolio or becnhmark through a transparent abd accountable framework. Anchoring off ClearHORIZON™’s factor-driven long-term risk-adjusted return projections, value is the starting point......
London, United Kingdom
ClearSYSTEMATICS™
Our monthly publication, which include a comprehensive round-up of latest performance statistics, provides clients with rules-based, rigorously tested investment strategies, systematic portfolios and investment signals. These systematic inputs to your decision-making empower you to easily identify opportunities and risks, leading to high quality returns, and reducing dependence on costly in-house quant......
London, United Kingdom
ClearTACTICAL™
Leveraging off ClearSIGNALS, our extensive database of predictive asset allocation signals, ClearMacro’s strategist team provides a qualitative overlay, screening the signals to identify the best opportunities to boost risk-adjusted returns. ClearMacro’s Multi-Asset Tactical Trade Ideas Service delivers executable trade ideas to boost risk-adjusted returns of core long-term portfolio. Comprehensive trade notes explain all aspects of the......
Toronto, ON, Canada
Client & Enterprise Reporting
At a glance $300K/yr back office savings - annual savings for a large bank using our reporting solution. 1M+ reports created annually - our clients' customers rely on our reports and statements to understand their financial wellness. 30+ standard reports - highly configurable library of reports designed for clients, advisors and management teams. 2,000+ advisors - so many......
relevant regions
Norwalk, CT, United States
Client & Portfolio Reporting
Save time each reporting period and move beyond manual reporting to persuasive PDFs, presentations and documents or flexible JSON, flat files, and csv delivery. With the power of FactSet and Vermilion’s award-winning reporting suites, you can automate your reporting process by combining key portfolio analytics with your own internal data......
relevant regions
Zurich, Switzerland
Client Tax Reporting
The tax reporting solution "Client Tax Reporting" is the only solution on the market that is fully integrated into the Avaloq core banking platform. Thanks to its integration with Avaloq, the Client Tax Reporting solution is unique in terms of usability, quality, features and audit trail. Confinale's close cooperation with PwC enables......
relevant regions
London, United Kingdom
Climate Intelligence
Climate risk is business risk Our changing climate threatens every physical asset and natural resource our world depends on, costing us billions today and affecting every enterprise around the world – a figure projected to cost trillions in the near future. Humans have made billions of uninformed climate decisions over the last century.......
Nice, France
Coanda
Communication and collaboration difficulties, high operational risks, time-consuming and repetitive tasks, lack of infrastructure adapted to monitoring joint work: these are just some of the difficulties encountered by players in the savings ecosystem. Our SaaS and AI-powered platform , Coanda, encapsulates all of our expertise (asset allocation, digital and AI) to......
relevant regions
Jamberoo, NSW, Australia
Cobalt
It works by ingesting periodic updates of investor details, assets, corporate actions, distributions and any other information that goes towards the calculation of the cost base of investments. This data is presented via an interactive user interface, providing full breakdown of all aspects of a client's cost base....
Copenhagen, Denmark
Coherra
Who we are Mission Creating the financial open platform of the future. Vision Making a whole new financial digital world. What? Give all current and coming participants access to a scalable financial global platform with unrealised investment opportunity. Why? The next generation of investors bring new attitudes and expectations to the financial world – they demand transparency, accessibility, agility, visibility, quality andaccountability. How? Introducing a financial investment ecosystem that brings people from the......
relevant regions
Canterbury, United Kingdom
CoInvestor Platform
CoInvestor is an alternative asset investment platform enabling advisers, paraplanners and sophisticated investors to evaluate, allocate and monitor a diversified portfolio - all in one place. Our platform offers a marketplace of tax-efficient and private equity investment opportunities, each detailed with in-depth product and manager information, documentation and a straight-through digital......
relevant regions
Oslo, Norway
Company Data
One such data service is company data, where we help provide company information such as: LEI-codes Issuer registration number Business type Region / domicile Sector / sector codes Industry class / industry class codes Contact information Etc. ...
relevant regions
London, United Kingdom
Company Information
All company information provided by Kyckr is sourced directly from corporate registries, enriched and standardised in real-time at the point of request. Unlike third-party, static data providers, the data we provide is always the most current and legally authoritative view of a company. The information is time and date stamped......
relevant regions
Kowloon, Hong Kong
COMPASS Wealth Management Platform
Axisoft Wealth Management Platform (Compass) Being the Most Innovative Solution in Asian Private Banker Technology Awards, COMPASS epitomizes multiple years of knowledge in the private banking and wealth management. It is a collection of feature-rich Target Operating Model (TOM) engineered in a fully configurable architecture for flexible banking business and IT operations. Suitability......
relevant regions
Hong Kong, Hong Kong
Contineo
The technology is backed by the highest service level agreement in the industry. We are open-architecture, vendor agnostic and have bank level infrastructure for resilience, redundancy and performance. Network Connects institutions to access structured products. A complete STP solution covering services from price discovery and order completion to term sheet delivery Access to......
relevant regions
London, United Kingdom
Control
Speed, accuracy and transparency are necessities for today’s reconciliation and post-trade operations. Financial institutions need to simplify processes based on industry best practices, remove the pain of managing data, reduce their technology footprints, and achieve greater cost efficiencies. You also need to be able to future proof your business and......
relevant regions
Arlington, TX, United States
CORE 2.0™
CORE 2.0™ is a powerful, intuitive platform designed to be extensible, easy to upgrade, and comes loaded with a suite of tools that enable users to easily customize their reports. It’s built around three key features: performance analytics, customizable dashboards, and a report builder. CORE 2.0™ adds new functionality to the robust foundation established with......
relevant regions
Norwalk, CT, United States
Core Company Data
Power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options. When you need to uncover hidden opportunities and risks wherever they may be, FactSet offers the expansive company data to help you make smarter investment decisions. Whether you want to gain a complete understanding of a company's......
relevant regions
New York, NY, United States
Core LiveWealth
Multi-custodian aggregation Cora LiveWealth automates all forms of data gathering, digitization, and normalization. Powerful analytics and reporting A portfolio analytics engine provides industry-standard performance reporting models. Multi-custodian aggregation Cora LiveWealth automatically extracts data from most major international custodians, and creates a normalized view with 100% accuracy. Robust performance and risk analytics The system's analytics engine delivers customized......
New York, NY, United States
Cost Basis
Silver Cost Basis is the modern enterprise-class solution that does cost basis right. Use existing data formats Get cost basis before market open Operate efficiently and effectively Reduce total cost of ownership Go beyond compliance Provide cost basis clarity ...
relevant regions
Chicago, IL, United States
Countercyclical
Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value....
relevant regions
London, United Kingdom
Credit Assist
How it works Using Credit Assist, you can analyse pricing data, fundamentals, news and generate risk or investment recommendations within seconds using bots to assist you along your journey. My dashboard You begin your Intellibonds journey at the ‘My Dashboard’ function. This function illustrates what is going on in your universe. ‘My Dashboard’......
relevant regions
Hong Kong, Hong Kong
Crypto Lending and Borrowing
With the number of cryptocurrency holders growing rapidly across the globe, the demand for cryptocurrency deposits and loans service is also booming. Babel Finance provides secure, reliable, and flexible deposit and loan services for global miners, cryptocurrency holders, individual and institutional investors to preserve and increase the value of their......
relevant regions
Dublin, Ireland
Curator
Unlike many platforms or applications, which tackle specialised areas of activity, Curator covers the entire fund lifecycle: product masterview, risk, oversight, reporting, due diligence, global registrations and more. Intelligent digitisation from start to finish. Everything is right where you want it. Everyone is 100% clear on what they’re doing next. Curator is, quite literally,......
relevant regions
Wilton, CT, United States
Custodial Agg
Institutional Feeds 800 US institutions 150 European institutions 60 other international Daily Processing 120 normalized transactions Asset/sector/geo coded Full recon and quality control Performance calculation ready Daily Delivery T+1 delivery for most sources Feed and API options 20 standard integrations ...
relevant regions
Oaks, PA, United States
Customized Investment Solutions for Home Offices & Advisors
Outsourced Investment Solutions Imagine having access to: A technology-agnostic investment solution that provides asset allocation advice Institutional and boutique managers, not typically available to retail investors A goals-based orientation that help clients stay focused in volatile markets Now imagine that same solution can help you to generate revenue and profitability similar to your own in-house solution. We......
Excelsior, MN, United States
Custom Model Design
How it Works Initial consultation: we start by understanding your unique goals and preferences as a financial advisor. Custom models designed: we skillfully blend strategies into unified, cohesive models that meet your clients' needs. Personalization: investment models are tailored to reflect your brand identity and resonate with your clientele. Ongoing support: access supporting collateral,......
relevant regions
Ivanhoe, VIC, Australia
CXi-Registry
CXi-Registry is an award winning member registry platform designed to deliver the best administration, management, investor and advisor experience available while never compromising on security, legislative compliance or system performance. CXi-Registry's modular design and service-based architecture supports all forms of unit registry including party paid and stapled securities for fund managers......
Washington, DC, United States
Cyberhedge Cyber Governance Indices
What is the financial significance of this metric? The Cyberhedge Cyber Governance Indices are the first-ever market-based proof that companies with good cyber governance outperform their peers. This groundbreaking Indices are derived from Cyberhedge’s proprietary ranking of corporate cyber governance. When you want an objective measure of cyber risk in $ or €, trust our real-world financial modeling experience......
relevant regions
Toronto, ON, Canada
d1g1t Wealth Management Platform
Designed and supported by the strongest financial engineering team in the industry, the platform is powered by advanced analytics and risk management tools only used by the most advanced hedge funds, institutional investor and traders in Wall Street and around the world. We make these tools easily accessible to financial advisers......
relevant regions
New York, NY, United States
Dasseti Collect
Why does your due diligence or research team need Dasseti Collect? Get the information you need, fast Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Never miss another warning sign again Set your own pre-defined flags and alerts to track risks within funds or managers. Do due diligence your way Dasseti Collect......
relevant regions
New York, NY, United States
Dasseti ESG
Collect, analyze and integrate ESG metrics into investment decision-making....
relevant regions
New York, NY, United States
Data
Data Direct feed by asset class Analytics Issuer-centric analytics Indexes Design for your strategy...
relevant regions
Stamford, CT, United States
Data Aggregation & Analytics
Data in PDF is quite complex (Alternative Investments), Data in API/CSV (Custodian Bank, Broker Data), Data in Excel (Trust Structures, Real Estate, Insurance & etc.). Most vendors impose the same rigid data structure (i.e. single schema in a single database) on all clients. This means that they can only solve ‘’common’’ problems......
relevant regions
London, United Kingdom
Data and Analytics
ESG data solutions Making sustainability data more accessible. Our ESG Data Solutions enable company and portfolio-level analysis with ESG data for more than 25,000 companies. Fund Scores A suite of transparency tools to assess the sustainability performance of funds globally. ESG Book offers scores for over 35,000 ETFs and mutual funds, covering over 160,000......
relevant regions
New York, NY, United States
Datafeeds
Eurekahedge Daily Indices Datafeeds contain the whole suite of Eurekahedge Indices and are generated on a daily basis. Special request datafeeds are available to subscribers and may contain specific datasets which may cover fund details, NAV, AUM, instruments traded, 13F, travel plans and more. These custom datafeeds can be generated according......
relevant regions
Malmo, Sweden
Data Feeds
225 million macroeconomic, financial and sector times series from over 2,500 sources and 200 countries Rapidly growing set of point-in-time data with 15 million feedable series and counting True-to-source raw data with links back to the original source Flexible data frames that follow industry-standard open specifications for data delivery We deliver data to you......
relevant regions
Zurich, Switzerland
Data Handling / Data Bases
The banks' differing quality standards often lead to a poor quality of delivered data – which makes reliable asset allocation or performance calculation more difficult. Data may be relayed via bank interface or in the form of digital account and custody account statements (transactions and positions). Either way, our preparation of......
relevant regions
Zurich, Switzerland
Data Management
Our proprietary tools and data models allow for efficient data capturing of data for structured products, mastering all challenges caused by the complexity of these kind of financial products (barriers, strikes, etc. based on product type). Additionally, we co-operate with SIX Swiss Exchange to assure the quality of the data......
relevant regions
West Chester, PA, United States
Data Management
Our data management and aggregation service includes: Custodian data aggregation and immediate processing once available Seamlessly import structured and unstructured data from multiple systems, vendors and custodians Extensive inventory of data management interfaces to manage new account setup, account characteristics, user defined fields, commentary and disclosures A controlled data governance model that ensures quality......
relevant regions
Reno, NV, United States
Data Management, Reconciliation and Migration Services
Very early each morning, we pull the daily data files from your financial institution(s) (Schwab, Fidelity, TD Ameritrade, etc). We reconcile the data to ensure integrity, which includes reconciling all corporate actions. We then post all of the transactions, prices, new securities and new accounts to your portfolio management system.......
relevant regions
London, United Kingdom
Data Services
Data collection and aggregation is an often overlooked yet crucial component of reconciliation, settlements, compliance, reporting, and many other control processes and workflows. Financial services organisations and service providers can become overburdened with establishing and maintaining direct links with data providers on their own, which can increase risk and reduce......
relevant regions
Paris, France
Data Solutions
Our prioritary database encompasses +150,000 share classes and +800 life insurance products and accumulation products. Funds Powered by + 1,500 distinct sources, our proprietary database is for back, middle and front offices' uses. It covers several financial supports: funds, ETFs, life insurance products, REITs, private equity funds, structured products, etc. ESG dimension Since 2019, we......
relevant regions
Pittsburgh, PA, United States
Data Technology & Services
Performance & Analytics - Performance, attribution and composites From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. Risk - Multi-asset risk management and analytics As......
relevant regions
West Chester, PA, United States
Data Warehouse
STP’s Data Warehouse scalable and expandable solutions give firms a way to centralize data to ensure consistency and accuracy. Benefits of our cloud-based Data Warehouse solution include: Single Data Source – Consolidate your disparate multi-sourced data into a single data gateway Flexible Data Retrieval Options – Quickly and securely access all warehouse data via......
relevant regions
New York, NY, United States
Deal-by-Deal Investing
Some investors want more control over their portfolio. For them, we created Deal-by-Deal investing We know that some of our investors want to pick and choose the individual investments that are right for them. That is why we typically allocate a portion of the equity value of selected assets for Deal-by-Deal......
relevant regions
Jersey City, NJ, United States
DealCloud for Family Offices
Excel and generic CRMs simply cannot support today’s family office investors because the underlying technology is not equipped for complex relationship and deal structures. DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place — and arms them with the intelligence and data they need to......
relevant regions
Munich, Germany
DealEdge
Jointly built by Bain & Company and CEPRES, DealEdge is a powerful, intuitive digital advisory product that gives private equity investors unprecedented insight into which deals have the most potential and where hidden opportunities exist to create value. Manage your deal pipeline Triage your deal pipeline and focus your efforts on the......
relevant regions
Singapore, Singapore
Dealflow
What you can do with Dealflow Custom workflows - Organize deals and customize the pipeline stages to suit your investment process. Pitch pages - Receive pitches through a company page, customizable to ask the right questions. Pipeline analysis - Anlayze your dealflow across sectors, regions, stages, sources and run cohort analysis. Mailbox integrations - Integrate with Gmail and......
relevant regions
Oslo, Norway
Default & Recovery Database
Every corporate action event gets evaluated and applicable events get described and merged into a dataset containing detailed issuer, security and event information including twelve months trailing default rates and recovery rates. The database is accessible via Stamdata.com and through our Stamdata data feed, easily configured for your financial system. The......
relevant regions
Crowborough, United Kingdom
Defined Benefit Transfer
The SELECTAPENSION Defined Benefit Transfer analysis tool allows you to run an in-depth comparison as part of your APTA for your clients, using up to date FCA assumptions providing: Single and joint life critical yields. Death Benefit comparison. Hurdle Rate. PPF Yields including death benefits and long service cap. Option to build and maintain fund......
relevant regions
Cardiff, United Kingdom
Delio Core
Acting as an end-to-end digital infrastructure for all of your private markets activity, Delio’s private markets technology is configured around your specific operational, commercial and regulatory needs. This means that investment origination, distribution, transaction management and reporting are all integrated seamlessly into elegant workflows that reduce operational friction, improve regulatory......
relevant regions
Malmo, Sweden
Desktop Solutions
We offer three options for our data and analytics All solutions give you access to our entire database of macroeconomic and financial time-series data. Choose the one that best suits your needs and those of your teams. Core Macrobond Core combines data with built-in analytics that enable you to quickly analyse the information,......
relevant regions
Paris, France
Digital Distribution Platform
The solution to simplify your account subscription and product/contract management procedure and shorten processing times between the front and back office. Pension, provident and savings client pathways with the help of powerful simulators, support your omnichannel digital strategy by recommending turnkey or customised product. Subscription for life insurance, real estate investment trust and......
relevant regions
Sydney, NSW, Australia
Digital Platform
Better architecture for your uniqueness An open-architecture solution, so you can use investment platforms or portfolio accounting systems of your choice. Better client mandate definition A fully personalised portfolio mandate for each investor, strengthening your investment proposition. Better client-specific portfolio monitoring Superior monitoring of all client portfolios, per their unique mandate, in one place. Better “one-click”......
relevant regions
Bologna, Italy
Digital Wealth Management Platform
The wealth management industry is no stranger to tough times. Some of the old and new challenges include shifting regulatory landscapes, increasing competition, volatile markets and clients demanding ever more sophisticated & high-tech services for less. For these reasons, embracing technology to boost efficiency and lower costs is becoming an......
relevant regions
Singapore, Singapore
Digital Wealth Platform Suite
The Digital Wealth Platform employs Artificial Intelligence (AI) and data analytics to enable the identification of more relevant investment opportunities, and leverages RegTech to address compliance in 15 market jurisdictions, removing barriers to investment and ensuring suitability and appropriateness across complex cross border settings. The Digital Wealth Platform has 3 modules; 1.......
relevant regions
Wan Chai, Hong Kong
Discretionary
Smart solutions for portfolio managers Portfolio Management Unlock hosting, calculating, and customising model portfolios capabilities that can be done quickly and easily. Efficient Investing Access to easy monitoring and reporting functions enables efficient decision-making for customer portfolios. Intelligent Processing Utilise intelligent automation and bulk processing when trading and rebalancing orders and porfolios. Mass rebalancing at a touch Manage......
relevant regions
Berlin, Germany
Distribution Bank Model
Explore open banking Offer attractive deposit products to your customers choosing from Raisin´s partners, 100% protected by deposit guarantee schemes. Tailor your customer offer choosing from the widest deposit offering in the EU. Easily integrate the products into your system and be in control of the customer experience. Gain a powerful and innovative tool......
relevant regions
Munich, Germany
Due Diligence
Tap the most comprehensive and accurate private equity fund performance data to deep dive into GP track records and operational KPIs of your potential investments to understand what drives performance and hidden risks. Securely share your private market data Leverage fully encrypted and confidential data rooms that unite GPs and LPs. Access......
relevant regions
New York, NY, United States
DWA Research Platform
Make smarter investment decisions with help from the Nasdaq Dorsey Wright DWA Research Platform. Our research platform is a complete technical analysis solution. The DWA Research Platform is a comprehensive research solution for advisors—from broad market insights, portfolio management tools and investment models—to custom rankings and alerts for securities, ETFs, Indices......
relevant regions
London, United Kingdom
Dynamic Company Sector Classification (DCSC)
DCSC is an industry-first AI-powered sector classification system that classifies 1500+ sectors with three-part, dynamic company-sector relevance scores and responds rapidly to changing technology and economic realities....
relevant regions
London, United Kingdom
EarthScan
Discover climate intelligence EarthScan’s Climate Intelligence gives you asset-level analysis and the insight you need to make better decisions today for a more resilient tomorrow. Giving you on-demand analysis of the risks posed by a changing climate, EarthScan allows you to understand climate risks underpinning the assets you value most. Going back 50 years......
London, United Kingdom
Earth Science AI
What is Earth Science AI? Earth Science AI is the pioneering technology that powers Cervest’s Climate Intelligence platform, EarthScan. We have fused artificial intelligence and machine learning with methodologies from statistical science and relevant physical science domains and modern scalable computing practices. This enables us, for the first time, to process, model......
Amsterdam, Netherlands
EasyTax
Given the growing pressure on your clients to be tax transparent in their home countries, you need to meet their increasing demands for fiscal reports. This allows clients to easily file their tax returns with the relevant information on income from interest and dividends and capital gains on wealth. While......
relevant regions
London, United Kingdom
EDGE
Unlimited investors and deals Effortless company / deal uploads Private, FCA compliant, branded environment to manage deals and investors Complete control and visibility over deal and investor access Access to HUBX Network for capital or deal sourcing HUBX mobile app ...
Paris, France
eFront Invest LP
As a growing number of limited partners seek to grow their exposure to alternative investments, it has become increasingly imperative that they maintain thoroughly efficient operations and a single source of truth for their alternative investment data. eFront Invest LP is a web-based, end-to-end software solution for LPs that streamlines......
Paris, France
eFront Pavera
Limited partners seeking to invest wisely in alternative investments and benchmark the performance of their funds need insightful analytics capabilities. Unfortunately, commonly available data and benchmarks are often inaccurate and biased. eFront Pevara is a user-friendly SaaS solution that incorporates reliable alternative investment benchmarks and performance metrics in sophisticated, high-quality,......
Paris, France
eFront Portfolio Monitoring
Ever increasing deal prices, changing regulations, and growing investor demands make it imperative for direct investors to maintain a best in class system to help them generate value from their alternative asset portfolios. eFront Portfolio Monitoring (PM) streamlines and automates all portfolio monitoring activities from data collection and standardization all......
Singapore, Singapore
eigencat
Client risk Goal based profiling of client, comparing to existing or new portfolios. Asset allocation Accommodate different investment strategy, benchmark and model portfolio. Product universe / selector An investment process that can select from all asset classes. Portfolio construction and rebalancing Automated portfolio construction and re-balancing based on financial modelling. Performance and risk analysis Dashboard of intuitive and innovative......
relevant regions
Edinburgh, United Kingdom
Elevate Platform
Why Elevate? Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs. Competitive price: excellent......
relevant regions
Monaco, Monaco
Elysys Wealth
The wealth management industry The financial services industry is tough, fast moving and under stringent regulatory constraints. Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. They end up having to deal with a myriad of disparate legacy applications often a mix of......
Melbourne, VIC , Australia
Empirics for Financial Services & Superannuation
Financial services & superannuation With over 15 years experience in the financial services and superannuation sectors in both Australia and Europe, Empirics is at the forefront of developing industry specific solutions to maximise the value of data. We specialise in the provision of analytics and data science services for pension and......
Woburn, MA, United States
Enchilada
Enchilada, the customizable web-based application, rolls up all the corporate events for 8,000 global equities in one convenient location. In addition, with the XML based Enchilada API, Wall Street Horizon clients have an efficient way to build applications around our 40+ data types, allowing extensive retrieval and manipulation of event data by stock......
relevant regions
Stockholm, Sweden
End Client Report (MiFID II)
Deliver best-in-class customer experience with tailored sustainability reports Save time - With one click, download reports of your clients' portfolios including mutual funds, ETFs, equities, and bonds Visualize - In simple graphs, help you clients understand the sustainability impact of their portfolios Course correct - Identify investments that deviate from your clients’ sustainability requirements Comply - Adhere......
relevant regions
Chicago, IL, United States
Enfusion Visual Analytics
By storing, mining and analyzing data across the entire investment lifecycle, we give you the interactive, visual analysis to untangle issues and quickly get insights to move your business forward. We enable funds to ask deeper questions and deliver more meaningful answers from their investment portfolio. Key features Data warehouse Secure data storage.......
relevant regions
London, United Kingdom
Engagement Tracker
Equipped with features to boost engagement Unlimited Engagements Timeline Log Voting Integration Automated SDG Mapping Comprehensive Reporting Delivering Digital Transformation for Stewardship Effortlessly handle engagement data with your stewardship team through an intuitive interface. Get access to real-time dashboards for dynamic reports and streamline collaboration via automation and integrations. Driving impact with forward-thinking asset managers 15,000+ Portfolio Entities added......
relevant regions
Sudbury, MA, United States
Enterprise Risk Manager
SoftPak’s Enterprise Risk Management solution is unique in that it includes all standard and non-standard securities traded globally. It has better instrument coverage, simplified data management and a unified view of risk across all assets. Other systems do not cover private equity, real estate, infrastructure and other non-standard assets with......
relevant regions
London, United Kingdom
Envestry for Networks
Put your name on it Our platform is fully customisable, so you can benefit from all of the features, without sacrificing your brand. Change the logo, colours and load your deals and launch within 24 hours. Build deeper relationships with your investors With a built-in database, you can keep tabs on what makes......
San Rafael, CA, United States
EQIS Advisor Platform
Focused on putting advisors front and center Helping advisors build independent businesses Delivering custom investment solutions Freeing advisors to advise and build relationships Outsource your workload so your practice can flourish Consolidated monthly billing Online access to advisor and client portals Ready-to-import tax documents 24/7 performance reporting on accounts, individual sleeves, and more Integration with data aggregators Exacting due diligence......
relevant regions
Surrey, United Kingdom
Equities Analysis
Good decisions drive great outcomes The best and most innovative investors are constantly looking for new ways to identify skill within the investment team, strengthen the process and market the results. Founded 20 years ago by a team of elite investment professionals, Inalytics’ proprietary analysis has been developed and meticulously honed by......
relevant regions
Salt Lake City, UT, United States
EquityNet
Create your investor profile Create a profile with your investment criteria for yourself or your investment firm. The profile will help EquityNet’s software to find investment opportunities that might interest you. Browse businesses Use EquityNet’s patented technology to efficiently screen and analyze thousands of investment opportunities in minutes. Utilize novel analytics, business benchmarking,......
San Francisco, CA, United States
ESG
Delivering innovation for differentiated ESG outcomes Global ESG data model - We enable agnostic data sourcing for usability across jurisdiction-specific regulatory regimes, eligibility / applicability rules, and business functions including buy- and sell-side perspectives. End-to-end risk management - We provide seamless data ingestion, an assessment engine and remediation workflow, and integrated model management......
relevant regions
Stockholm, Sweden
ESG
Integrate ESG analysis into your investment strategy Save Time - Easily tap into ESG metrics of 36,000+ companies and 210,000+ funds Discover - Instantly identify the top performers and laggards in your portfolios Course Correct - Benchmark each company’s data against industry peers Improve - Identify new investment opportunities that match your ESG investment strategy ...
relevant regions
Norwalk, CT, United States
ESG Analytics
Uncover deeper insights with ESG Analytics, part of the Style Analytics solution. Gain an unprecedented ability to perform peer comparisons, identify ESG risks, ensure guideline compliance and identify unique portfolio characteristics. Partnering with top ESG data providers, our product saves you valuable time aggregating ESG data, exposures and risk of......
relevant regions
London, United Kingdom
ESG Analytics Platform
Investors need to keep up with ever-changing sustainability regulations and frameworks such as the SFDR which requires them to report on over 50 metrics at the portfolio level. Our platform acts as an automated ESG analyst team which can support investors through the whole ESG investment lifecycle and save them a significant amount of......
relevant regions
New York, NY, United States
ESG Data Hub
Nasdaq's ESG Data Hub connects pioneering ESG data providers with the global investment community, providing ESG intelligence on otherwise unseen segments of global markets. We are committed to operating sustainable markets and providing transparency behind the ESG practices of all key stakeholders across the financial ecosystem. ESG practices can be as......
relevant regions
Piscataway, NJ, United States
ESG Edge
ESG Edge finds relevant data with a simple ‘google’ like search With just the company ISIN or website, get real-time comprehensive and up-to-date sustainability insights from unstructured and fragmented sources in the public domain, for your investment portfolios, eliminating any blind spots. Our tool is powerful enough to run company sustainability......
relevant regions
Ile-de-France, France
ESGprofiler
1) 80% client's satisfaction thanks to a gamified user interface. 2) 1000+ ESG profiles can be assessed thanks to our adaptive questionnaire. 3) 80% predictability over 10% for traditional questionnaires. 4) 100% customizable. In standalone or integrated to your IT system. ...
relevant regions
Hong Kong, China
ESG Screener
Popular Themes Create preset screeners based on popular themes that ESG investors are interested in. One click to get the top scoring stocks for a theme. ESG Leaderboard See the top countries, sectors and companies by each ESG pillar scores. Drill down to filter by country or sector. Advanced ESG Screening Combine ESG pillar scores......
relevant regions
London, United Kingdom
ESG & SFDR Reporting
Our service helps you reduce the administrative burden on in house teams, from data validation, to design and delivery of ESG Reports in flexible formats. Comply with new ESG disclosure rules of the SFDR Our ESG Reporting service helps you satisfy transparency obligations and reporting requirements at product level. The solution allows......
relevant regions
New York, NY, United States
Estimize Platform
Sample size matters Estimize crowdsources earnings and economic estimates from 69,350 hedge fund, brokerage, independent and amateur analysts. By collecting estimates from a diverse community of individuals, we've built a highly accurate and representative data set of true market expectations. Contribute Anonymously Our contributors are a broad mix of buy-side, independent, and sell-side investment......
relevant regions
London, United Kingdom
Etcho
Values Discovery Use our dynamic values-discovery to understand client interests, initiate sustainability conversations and build trust. Alignment Analysis Upload a portfolio to assess its alignment in the context of a client’s unique values. Discover positive and areas for improvement. Personalised Storytelling Access engaging, real-life stories from within the portfolio, fully customised based on your clients......
relevant regions
Toronto, ON, Canada
ETFbahn™
Discover the features and benefits of ETFbahn and give your business the leverage it needs to stay competitive. No development needed for Dealers Executing broker of choice for trade execution and custody: preferred partners with competitive pricing Access to ETFs & expansion of product shelf to retain and attract clients Trade confirmations and tax reporting:......
New York, NY, United States
Ethic for Institutions
We empower you to create custom enhanced index equity portfolios centered around your own proprietary sustainability lens. Custom solutions Create an enhanced index equity portfolio that is customized to your specific principles, values and sustainability goals. Our strengths Sustainability through data science We deploy cutting-edge data science and proprietary algorithms to analyze millions of data......
relevant regions
New York, NY, United States
Ethic for Investment Advisors
Create engaging conversations with your clients about their personal values while offering unique portfolios matched to their financial goals. Find your solution We help you create returns-driven, tax-efficient sustainable equity portfolios that align with your overall allocation strategy. Become a sustainability thought-leader for your clients, and engage them on issues that they......
relevant regions
Madrid, Spain
ETS Asset Management Factory
Overlays GTAA Equity Strategies Together with the client, we identify distinct needs and set the common objectives. Our value proposition is to develop robust, tailor-made algorithmic investment strategies to meet client needs. We do scientific research, we test our lab methodologies, and then propose a quantitative investment methodology to reach the specific client’s goal. Overlay......
relevant regions
Stockholm, Sweden
European ESG Template (EET)
Speed up the process of creating the EET of your products Save Time - Limit the work of creating an EET to no longer than one hour per product Visualize - In a step-by-step questionnaire, visualize the progress of creating the EET files Share - Easily export your standardized EET file ready to share with stakeholders Grow......
relevant regions
Stockholm, Sweden
EU Taxonomy
Analyse your investments in light of the EU Taxonomy Save Time - Automate calculations of amounts and percentages aligned with the taxonomy framework Analyse & Discover - Identify the activities within your portfolio contributing towards a greener economy Visualize - Watch in graphics how the economic activities are aligned with the Taxonomy Comply - Complete your portfolios' taxonomy report......
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Newbury, United Kingdom
EVAsset
EV Asset Allocation Research Our interactive asset allocation research supports your in-house analysis with valuable, independent insights that empower your investment process. EV Multi-Asset Allocations An optimised range of dynamic asset allocations can be replicated to build or manage your own multi-asset funds for various client objectives and investment terms. They can be......
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Norwalk, CT, United States
Event-Driven Data
Data and content on the latest important company events and actions. Stay up-to-date on corporate actions, uncover indicators of a company's future financial performance, and find potential merger and acquisition targets and buyers with FactSet event-driven data. Monitor and analyze corporate activism, find key information in conference call transcripts, determine the......
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New York, NY, United States
Everysk
Everysk is a New York based financial technology company and the leading provider of risk workflows. We were born from the firm belief that, regardless of the size of your firm and the complexity of your portfolios, having proper risk management is paramount for enduring business growth. This reliance is......
Atlanta, GA, United States
eVestment TopQ
Performance data is critical to success, whether used by investors to identify true drivers of value and make better fund investment decisions, or by managers to better understand their performance, articulate their story and enhance investor relations. Yet the process of analyzing and reporting on fund performance can be time-consuming and......
Zurich, Switzerland
Evooq IAM Portal
Assetmax and Evooq partnered to build a new integrated platform for IAM based on assetmax and evooq technologies. This platform is cost efficient, cloud only, preconfigured and includes a multi issuers technology....
relevant regions
Princeton, NJ, United States
ExecPlan Express
Sawhney Systems is a leading developer of personal financial planning software. We have been providing software and related support services to the financial planning industry since 1976. Working with financial planners for over 3 decades is the foundation that helps us focus on the diverse needs of financial advisors. Our......
Melbourne, VIC, Australia
Execution Management System
We know it can be difficult managing trades across multiple markets, and having different systems for different tasks means you don't always get a comprehensive view of your orders. Iress’ Execution Management System is customisable, multi-broker, execution and allocation management software which makes trading easier. Manage orders seamlessly and efficiently across......
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Wilton, CT, United States
Extraction as a Service
Our Extraction Service retrieves content from your systems, manages extraction, quality control and delivers structured data into your systems....
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Boulder, CO, United States
Fabric
Fabric opens the risk dimension. Our platform empowers you with the knowledge and capability to harness risk’s potential and navigate life’s vibrant adventures....
relevant regions
Norwalk, CT, United States
FactSet Insight
From researching ideas to analyzing and reporting results, FactSet powers the wealth management workflow with analytical strength and a consolidated platform. Our solution combines portfolio holdings, real-time information, and high-quality content, as well as robust analytics and presentation tools, all in one place. Take advantage of FactSet's automated portfolio holdings import from......
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Mountain View, CA, United States
Family Office
For single family offices Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs. All your data in a single place, securely Create greater transparency by centralizing the family office’s financial information in a single place. Make more informed decisions Instantly analyze and visualize portfolio data. Immediately assess your exposure, understand......
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Luxembourg, Luxembourg
Family Office Services
The needs of UHNW clients are increasingly sophisticated, diversified and competitive. So we have mobilised a powerful combination of global experience, local expertise, in-depth understanding and cutting-edge technology to surpass expectations and advance the efficacy of family office support services. Whether you represent a single family office, multi-family office or are......
relevant regions
Chicago, IL, United States
Family Office Technology Solutions
Data management, performance monitoring, aggregation and reporting are each challenges for most family offices. We have designed a suite of award-winning technology solutions for family offices in order to address these challenges. These technology solutions can help you manage workflows more seamlessly and reduce friction in day-to-day office operations. Our systems,......
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Milton Park, United Kingdom
Fastrak
Fastrak reports for wealth management firms For wealth management firms who want to provide clients with reports across all investment platforms they operate. Fastrak is a client reporting solution that provides significant efficiencies and enables the delivery of high-quality, fully customised client annual reporting. Unlike standard CRM systems or manually produced reports, Fastrak......
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London, United Kingdom
FE Analytics
Improve your advice outcomes FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment propositions to your clients. With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs,......
relevant regions
London, United Kingdom
FE Analytics & FinXL
Wealth of data at your fingertips The breadth and quality of our investment data sets us apart. Detailed information on our extensive range of onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more, is at your fingertips through a single Microsoft Excel add-in. Market leading analytical functionality FinXL can......
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Singapore, Singapore
Fencore DataHub
Fencore DataHub is the next generation cloud-native no-code data management platform built for financial institutions. It caters for a wide array of use cases such as managing reference, market and investment data, building masters, data reconciliation, data optimisation, data migrations, complying with regulations and much more. Its advanced design allows......
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Singapore, Singapore
FenDQ
Fencore's FenDQ platform allows you to carry out advanced data quality checks and measurements on your firm's data sets without the need to import or move them. Leave your existing architecture in place, but enjoy a new level of confidence in the accuracy and reliability of your data. Integrates with existing......
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Singapore, Singapore
FenRecon
Fencore's FenRecon platform provides lightweight speed and flexibility to your reconciliation needs. Built on the same technology backbone as the Fencore DataHub, it offers some of the same powerful capabilities condensed into a tactical plug-and-play application. Flexible and robust connectors for data importing Advanced matching and exception management Low time to market with......
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London, United Kingdom
FE Trustnet
Analyse the UK’s main investment vehicles FE Trustnet facilitates the analysis of unit trusts, OEICs, investment trusts, equities, offshore funds, ETFs, passive funds, structured products and life and pension funds. More insight at your fingertips You can access information about FE fundinfo’s comprehensive, independent ratings through the Trustnet site....
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Pittsburgh, PA, United States
fi360 Toolkit
Fi360 Tools are research, analytical, and reporting services built to assist in the delivery of a prudent investment management process. The array of products and services offered under the Tools business line are designed for all types of investment professionals: investment advisors, asset management firm representatives, and service providers. Solutions......
Chicago, IL, United States
Fiduciary Advantage
Your Investment Fiduciary Partner An important part of running a sound practice is managing your time and your risk. Allow Envestnet Retirement Solutions to free up both by providing fiduciary support to your plan sponsors and their participants. Maximize your business, minimize your risk. ERS SCORE Methodology: Investment Selection Proccess The proprietary SCORE Methodology evaluates all plan Designated Investment......
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Poole, United Kingdom
Finage Market Data Platform
We provide any type of product you need Just choose the ones you want and start to work with them Stock data - US and global market data Cryptocurrencies - 1,700+ cryptocurrency symbols ETF - Global exchange traded fund and mutual fund data Widgets - Tickers, converters, charts and more Forex - Large Forex data coverage Indices - Global index......
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Redwood City, CA, United States
finalytix
finalytix provides ultra-HNWIs, family offices and independent financial advisors (IFAs) increased transparency, cost savings and benchmarking of their financial portfolios. By identifying asymmetrical information through our proprietary technology, we help our clients preserve and grow their wealth, mitigate risks, realize savings, optimize holdings, and find better products and new investment opportunities......
Copenhagen, Denmark
Financial Institutions
Our value towards Financial Institutions Performativ offers a versatile solution that can seamlessly integrate with and complement the existing tech stack of large financial institutions in multiple ways. Whether the institution seeks to utilize Performativ as a powerful back-end data consolidation engine or leverage it as the front-end interface to provide......
relevant regions
Hamilton, QLD, Australia
Financial Planner PRO
What your Financial Advice Clients can’t see might be putting the brakes on your business profits . . . Now you can show your prospects and clients just how your advice is highly likely to achieve their financial goals – for real. Let your clients see properly with this breakthrough process… Are you frustrated......
New York, NY, United States
Financial Planning
Moody's Analytics financial planning solution helps retail investors and their financial advisers identify and communicate risk to make appropriate planning decisions and select investment options which are suitable for clients’ financial needs and risk profiles. The risk and return characteristics of a financial plan must be communicated to a client in......
Santiago, Chile
Finantech
Our Platform Advantage Easily analyze an investment portfolio, make accurate financial decisions. Aggregation & Reconciliation We add the information of positions and transactions of all its custodians, standardizing the information to a unique format. This allows us to reconcile positions and valuations. Portfolio Analysis Regardless of the complexity of your portfolio, we can calculate performance......
relevant regions
Geneva, Switzerland
FinGraphs
Straightforward methodology FinGraphs focuses on the essentials of any technical analysis decision making process. It allows you to instantly assess potential Trends, possible Price Target zones and Risk levels. No previous experience with technical analysis is necessary to use FinGraphs. Markets in 3D all FinGraphs charts are presented over combinations of 3 time......
Milton Park, United Kingdom
FINIO
FINIO is the award-winning data hub that connects investment platforms with software providers and advisory firms for the flow of investment data. It helps the wealth management sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today’s software systems. FINIO offers significant benefits to... Investment platforms......
relevant regions
Boston, MA, United States
FinMason API
THE ANALYTICS YOU NEED - JUST AN API CALL AWAY Integrate one of the largest datasets in the industry. Our simple API puts any investment analytic anywhere in your product with just a few key strokes. Begin incorporating them into development right away and drastically cut down your time-to-market. OWN YOUR CLIENT......
Preston, United Kingdom
Fintegrate
Delivering optimum client outcomes. Fintegrate’s intuitive technology has been designed to deliver optimum client outcomes in line with your firm’s own advisory model. A digital financial planning solution aligned specifically to your needs and preferences. Reduce complexity, time and cost. Fintegrate tackles key laborious and time-consuming areas of the financial planning process. Through......
relevant regions
Santiago, Chile
Fintree
Connectivity We provide connectivity with the world's leading banks, both in the United States, Europe, and Chile, making Fintree an essential tool for international businesses in the digital age. Clarity and Simplicity Our clients can access a wealth of clear and relevant information to make informed decisions about their investments. Additionally, they can......
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London, United Kingdom
FirstWealth Platform
Geolocation integration and market feeds for real-time updates on wealth. Drill down into particulars of assets and store all related information using an intuitive interface. Proprietary metrics to decompose concentration risk. All-in-one - secure and safe Single birds-eye view on all assets and their values with advanced drilldown capabilities on SPVs and......
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Melbourne, VIC, Australia
FixedInterestEngine
From "what if" analysis, pre trade compliance and trading, to portfolio analysis, performance tracking and attribution, the Fixed Interest Engine helps the investment manager understand and control portfolio and compliance risks. Heuristic Investment Systems‟ objective is to value and provide analytical tools for the universe of securities available in the Australian......
London, United Kingdom
Flagstone for Wealth Advisers
Flagstone’s cash deposit platform enables you to help your clients earn more interest income from the cash in their portfolios in an efficient, scalable, safe way. Flagstone provides access to hundreds of deposit accounts from 30 banks through a single application. By using the Flagstone platform, making a client’s cash work......
relevant regions
Great Neck, NY, United States
FlexAlgoWheel
FlexAlgoWheel is a next generation platform to allow electronic, low-touch trading desks to standardize, automate, and evaluate the trading process for their clients. Available as an add-on to their current OEMS, or, through our FlexTRADER® multi-asset order and execution management system (OEMS), FlexAlgoWheel allows low touch traders to design......
Great Neck, NY, United States
FlexEdge
FlexEdge is our suite of predictive analytics designed to give traders the edge they need to effectively plan and optimize trading strategy....
Great Neck, NY, United States
FlexFX
FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block......
Great Neck, NY, United States
FlexONE
FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community....
Great Neck, NY, United States
FlexOptions
FlexOptions is a cutting edge order and execution management system for buy-side institutional options traders. Derivix-AM provides direct access to options exchanges, a wide array of broker and fully customizable algorithms, as well as advanced options trading strategies, such as dispersion, volatility and cross-asset trading. The system also features......
Great Neck, NY, United States
FlexTCA
Flex TCA is our transaction cost analysis and execution quality management solution offering historical analysis in trading portfolios and single securities across global equities, FX, futures and fixed income....
Great Neck, NY, United States
FlexTrader EMS
FlexTRADER is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources....
Great Neck, NY, United States
FlexTRADER Fixed Income
As part of its unparalleled multi-asset capabilities, FlexTrade offers a comprehensive, open architecture, fixed income EMS for global buy-side institutions....
New York, NY, United States
Flyer Trading Network
An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. An extensive and secure API eliminates the need for additional infrastructure, software and specialized resources. FTN extends your reach and capability while eliminating the hassle of integration. Supportive workflows......
relevant regions
Zurich, Switzerland
For Discretionary Asset Managers
Research Screen through more than 50,000 stocks, industries and sectors and identify new investment opportunities and risks. Portfolio Monitoring Discover trending events and monitor activity in your portfolio by spotting outliers. Validate House View Monitor how institutional investors shift asset allocation to sectors, regions or market cap groups....
relevant regions
London, United Kingdom
Forensic Alpha
Failing companies. Companies at risk of fraud. Companies at risk of downgrades. Our machine intelligence helps Portfolio Managers to spot critical red flags hidden deep within the financial statements and governance disclosures. Identify the risk hiding in plain sight In-depth forensic reports, for over 4000 companies - Our reports cover most United......
relevant regions
New York, NY, United States
ForeSCITE
Your money, your way Keep your money where it is. Unlike others, we value your freedom to manage your assets. We simply offer you the most powerful risk analysis AI tool on the market with the technology to manage your money more accurately than a financial advisor. ForeSCITE is not a......
Mountain View, CA, United States
Forest Systems Platform
Rely on Forest Systems for a comprehensive, reliable accounting software tailored to your unique high-net-worth client management needs. Streamline your process and develop confidence with your clients. Accounting Solutions A platform built exclusively to streamline professional-level accounting and financial reporting for ultra high-net-worth individuals. General ledger Check writing Private foundation accounting Portfolio accounting Intercompany transactions Partnership accounting Trust &......
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Zurich, Switzerland
For Quantitative Asset Managers
Design Strategies Sentiment and attention data can be used to design alpha-generating systematic strategies for intermediate frequency and long term investing. Generate Alpha Backtests show significant outperformance against major equity benchmarks such as the S&P 500, Stoxx Europe 600 or SPI. Extensive Data Set Our data set covers 50,000+ global assets with a high degree......
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Luxembourg, Luxembourg
Free Cash Flow Planning Software for UK advisers
The calculation is simple: if you want to offer 10 distinct financial services, you need 10 software solutions. Really? No, please! Our clients, as well as experts in the UK, tell us exactly that this as a huge problem. We perfectly understand. That is why we focus on technology that......
relevant regions
San Francisco, CA, United States
Front Office
We provide sell-side and buy-side firms with an all-in-one sales and trading platform covering their specific needs via our Front Office and Portfolio Management Workstations. Our comprehensive cross-asset coverage of cash and derivatives products includes FX; money markets; fixed income; securities finance; interest-rate derivatives; structured finance; credit derivatives; equities; commodities; synthetic......
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Wilton, CT, United States
Full Service Alts
Consent and harvesting Digital consent and LOA management Harvesting of 100% of documents Locations include portals, emails and file locations Solves for most multi-factor-authentication Extraction and reconciliation Extraction of transactions from documents Includes PDF's, XLS and password protected Transaction accounting reconciliation 40 additional quality and completion controls Online transparency Real-time operational transparency Secure collaboration Service level reporting Data and document delivery 20 pre-integrated and custom......
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Singapore, Singapore
Fund Administration
Intuitive and Easy - Give your Venture Capital or Private Equity fund the tools to account, administer and report to your investors. Organize - Access your data from a single source and take control of the data that is otherwise stored in excel sheets across user machines Allocate - Improve your efficiency by automating even......
relevant regions
Columbus, GA, United States
FundBlast
What is FundBlast™? Delta Data’s FundBlast™ is the new connection portal that allows for secure communication between funds and their distributors (broker-dealers and fund service providers). Our cutting-edge software allows you to replace your existing “Blast Fax” or dealer product change communication emails, all the while enhancing clarity, and reducing risk......
relevant regions
San Francisco, CA, United States
FundersClub
We source the world’s best startups Our venture team sources early stage investment opportunities through direct relationships, referrals from our investor members and founders, as well as connections to top startup incubators including Y Combinator, top seed stage VC firms such as First Round Capital, and top superangels. We first invest......
Paris, France
Fund look-through
As an investor, automate the collection of your fund inventories Upload the portfolios you wish to disclose holdings for in one click. Through our COLLECTION APP, request access from your asset managers for each inventory once and automate the process by setting up a frequency for your requests. Monitor your aggregation process in real-time and......
relevant regions
London, United Kingdom
Fundment
Discretionary fund management with a difference We don't just manage portfolios for your clients. We provide you with the best in class digital solution that enables you to run a consistent centralised investment proposition from one single platform that incorporate transactions, risk profiling, tax wrappers. We eliminate the need, charges, administrative headache......
relevant regions
Toronto, ON, Canada
Fund Profiler
A powerful array of essential research and analytical functions updated daily to help you organize, analyze, and track Canadian investment funds, ETFs, and equities. A professional tool to help keep you informed and current on your clients’ investments. FundProfiler provides you with access to more high-quality relevant data than ever before. With your clients in mind,......
Munich, Germany
Fund Screener
CEPRES Fund Screener provides LPs with pipeline management and fast, powerful analysis on GP track records. Manage your forward calendar and planned commitments, request track record data for analysis and collaborate with colleagues to streamline your underwriting process allowing you to focus on the funds that matter most to you. Look......
relevant regions
Hong Kong, China
Fund Screener
Filters & Criteria Filter by Fund Type, Geographical Regions. Add from over 25 detailed criteria to find a fund that fits your investment profile. Predefined and Saved Strategies Clients can create and save predefined strategies (presets) making them available to all their users through the screener admin tool. Predefined strategies allow clients to......
relevant regions
London, United Kingdom
Fund Selection & ESG
Fund selection The data science that underpins the platform starts by finding consistently outperforming managers versus the best passive funds. That in of itself is unique. ESG FUNDSaiQ allows you to find and retain the best performing funds in each category, whilst identifying fund managers that also have a high ESG score or......
relevant regions
Vienna, Austria
Funds Imperion
Automatized export of OEKB fund tax data the fastest data exports for multiple funds well structured export file different file formats conversion to selected foreign currency flexible and customizable export options Automatized tax calculation for income from investment funds: calculation of taxable income detailed tax reports calculation of historical acquisition costs detailed withholding tax report for private and institutional investors ...
relevant regions
Madrid, Spain
Paris, France
Gaia
Gaia is being used by large French asset management and insurance firms and middle-eastern banks. Gaia is easily customizable to your workflows and processes, it is a cost-effective solution that will give you control over your budget. We have a long standing relationship with all our clients. We provide a strong,......
relevant regions
Richmond, VA, United States
GDX360®
Power your practice with GDX360® The original goals-based wealth management platform Our patented technology allows advisors to help make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities. Comfort Zone® “Where’s My Dot?” monitoring manages future confidence to help exceed life goals while avoiding excessive risk......
relevant regions
Stamford, CT, United States
General Ledger
Let your accounting system report on everything except for financial investments. Let us become the source of truth and provide all sorts of analytics on financial investments. We then generate General Ledger (GL) entries on all the financial investments. Create a trade blotter from the General Ledger....
relevant regions
Zurich, Switzerland
Globalance World
Globalance inspires, accompanies and enables investors to successfully invest in future-oriented companies and investments that solve global challenges and shape a positive future. Portfolio's impacts Explore the impact of your portfolio on the world. Study its climate warming potential, footprint, megatrend-exposure and returns. Create Create portfolios yourself. Save and compare them against benchmarks and......
relevant regions
Hong Kong, China
Global Indices Map
Users can select to see the current price of any stock index or turn on auto rotate and monitor markets throughout the day. Market Detail Select a stock index to see more details such as charts, sentiment indicators as well as the latest news for the market....
relevant regions
San Francisco, CA, United States
Global Shareholding Disclosures
To comply, they must consider intricate corporate hierarchies, complex fund structures, and exposure to jurisdiction-specific scenarios: Significant shareholdings Short positions Takeover panels Sensitive industries SEC Form 13-F Firms must marshal requisite position, market, reference, hierarchy, and legal-rules data to successfully monitor huge disclosure volumes and withstand regulatory examinations. To minimize their current operational risk and prepare for......
relevant regions
Melbourne, VIC, Australia
Global Specialist Series Managed Funds
Construct your own low-cost diversified portfolio by combining Netwealth Accelerator Core accounts with the Netwealth GSS managed funds and models, you can build cost-effective investment portfolios, the way you want. Create diversified, single sector, or concentrated portfolios through a variety of index or active management styles. Single sector index funds These Global......
Windsor, CT, United States
Global Wealth Platform (GWP)
SS&C’s 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. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment......
relevant regions
Zurich, Switzerland
Goal-Based Wealth Management
This innovative solution optimizes and simulates investment proposals aligned with clients' financial goals and liabilities. GBWM identifies preferences, develops tailored strategies, tracks progress, automates portfolio construction, and employs diverse optimization approaches. Utilize our simulation and aggregation engine for a comprehensive or individual view on client investments, as a standalone or......
relevant regions
Hong Kong, Hong Kong
Goal-based Wealth Planning
"Tracking progress towards financial goals is essential for client engagement and retention. Our wealth planning solution offers holistic planning to help clients achieve their financial dreams. With our solution, you can capture and track individual financial goals and link them to investment and insurance performance. Our in-built calculator determines progress and......
relevant regions
London, United Kingdom
Goji Platform
How it works Distributors and their clients can access your fund via their existing Euroclear FundSettle account or through the Goji White Label Platform (GWP). Goji platform services for Asset Managers Investor onboarding Subscriptions Aggregation Capital calls Distributions Reporting ...
relevant regions
San Jose, CA, United States
GRACE for Operational Due Diligence
GRACE helps identify investible organizations for the institutional investors like pensions, endowments, fund of hedge funds and private wealth management firms among alternate investments. It helps you manages the process of conducting operational due diligence on these firms, their funds, and service providers and creating a central repository of information......
relevant regions
Atlanta, GA, United States
Gridline Platform
Gridline allows you to build an institutional-grade portfolio of alternative investments Build your portfolio with top-tier diversified opportunities vetted, curated, and managed by our experts. Instant diversification for a targeted investment thesis Thematic Indexes allow investors to benefit from diversification across a mix of funds based on asset type, sector, stage, and geography. Gridline selects......
relevant regions
Milton Keynes, United Kingdom
Growthdeck
Growthdeck provides tax-efficient and growth investment opportunities to an expanding network of sophisticated private investors, partners and introducers. We carry out professional due diligence, provide ongoing and extensive business support and develop a close relationship with our investors. We also regularly host networking events that help connect growth businesses with......
relevant regions
New York, NY, United States
Gust for Investors
Angel groups Gust is used by hundreds of angel investor groups around the world to manage their investment process. Venture funds Over 200 venture funds use Gust to organize and manage deal flow. Startup programs Gust is used by a large number of universities, accelerators and incubators as part of their entrepreneurship programs. Use Gust to......
relevant regions
Chicago, IL, United States
Halo
Making structured notes easy to buy and manage with powerful new tools Built specifically for the structured notes market - stop managing by hand! Identify new trade opportunities from our list of 6,000 unique products/payoffs Optimize your structured note strategy with automated position monitoring and portfolio alerts Easy access to structured notes while securing......
relevant regions
Wilton, CT, United States
Harvesting as a Service
Our Harvesting services use advanced automation and operations teams to deliver fully tracked documents to your systems....
relevant regions
Singapore, Singapore
Hatcher+ VAAST
H+ Research Our research is conducted using proprietary data, deal flow, and AI-based analytical models "Venture Data Analysis & Forecasting" by Hatcher+ Founding Partner, Dan Hoogterp, details the results of over two years of comprehensive, deep learning-based analysis of 600,000+ venture transactions spanning 20 years. VC 3.0 + Impact-Ready Support for impact scoring and......
relevant regions
Zurich, Switzerland
HawkEye
Data Platform The Data Platform provides convenient and secure access to reliable high-quality data from multiple custodians, booking centres and crypto exchanges, via an OpenWealth compliant API layer. Asset Servicing Platform The Asset Servicing module enables back-office teams to enrich the Hawkeye data with manually booked non-bankable assets, fees, corrections or price updates. Analytics......
relevant regions
San Francisco, CA, United States
Hedge SPA Analytics
Senior management Ability to keep track of daily profit and loss of portfolio managers and external managers, and reconcile with multiple broker reports Automated distribution of monthly comprehensive rebalancing reports to relevant team members with full administrative control by senior management Automated dashboard working like a sizeable team that will help senior management......
relevant regions
Wilton, CT, United States
Held Away Agg
Sources Eliminate dependency on low quality screen scraping Include alternatives in your client reports Expand coverage to less known custodians Processing Performance-ready data quality Normalized to your standards Delivered to 20 pre-integrated industry systems ...
relevant regions
San Francisco, CA, United States
Helio
Introduction to Helio Helio is our machine learning platform that identifies, classifies, and evaluates early-stage consumer and retail companies to shine a light on breakout brands. Helio beats heuristics with data and offers actionable insights to industry participants. Helio overview Historically, there has been no centralized source of performance data on companies in......
Birmingham, United Kingdom
Helios
Your challenge You need to be able to see all of your portfolio information in one place on a platform that is intuitive and useful to all your stakeholders, from Investment Management to Legal, Accounting, and Audit. Our solution HELIOS, our proprietary portfolio monitoring platform, delivers real-time drill-through on your private asset portfolios.......
Aarhus, Denmark
Hemonto for Trust Companies
We continuously make sure that agreements with banks and asset managers are complied with. We often discover mistakes and report them to you. We are independent and only working for our customers. This is your guarantee to get an objective audit of all data and results. Do you need a second opinion? We......
relevant regions
Decatur, GA, United States
HiddenLevers
HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those......
Aarhus, Denmark
Homento for Private Offices
We continuously track the union’s assets and asset managers to make sure agreements are complied with and mistakes are discovered. We are independent and only working for our customers. This is your guarantee to get an objective audit of all data and results. We advise you about the best choice of asset managers......
relevant regions
Geneva, Switzerland
Horizon
To provide its services, DAPM uses its proprietary platform Horizon. The platform offers, among others, the following features/advantages: A single integrated dashboard All your assets in one place A user-friendly administration console to centrally monitor your assets Online access Wherever you are, you can connect yourself to the platform Daily updated prices, transactions and performance so......
relevant regions
Sudbury, MA, United States
Householder
Get fast, efficient, automated tax-aware rebalancing for household accounts Most advisors agree that rebalancing investment accounts is the best way to enhance returns while keeping portfolios on target to achieve long-term goals. But rebalancing household accounts has traditionally been labor intensive and time consuming process, creating a barrier to rebalancing in......
relevant regions
Armonk, NY, United States
IBM Algorithmics Investment Design for Wealth Managers
IBM Algorithmics Investment Design for Wealth Managers enables advisors to perform advanced asset allocation, with risk-awareness, based on real securities across global asset classes and instrument types. It can be deployed either as a hybrid solution (combined Cloud and on premise) or a complete Cloud solution and offers a range......
London, United Kingdom
London, United Kingdom
IlliquidX Platform
Proprietary web-based system Exclusive access for IlliquidX clients only 5000+ and counting Worldwide participants. Include asset management firms, investment funds, pension funds, family offices, private banks, commercial banks and corporates Transparent Access to a large pool of potential buyers for holders of illiquid and distressed assets Active listing management Enhance awareness of new listings and asset price......
relevant regions
London, United Kingdom
IMiX
IMiX is a front to middle office web based investment management platform with a multi-asset, multi-currency and multi-company tier system which combines a range of dynamic tools and services designed to analyse and master the complexity of investment management. Investment Software has produced an application whose focus is to become the......
relevant regions
Carouge, Switzerland
Impaakt Platform
Impaakt's mission is to bring impact analysis at the heart of all investment decisions, so that capital can be directed to the businesses that have the best possible impact on the planet and society. Advanced impact analytics at your fingertips The high quality impact data produced on our platform is made available to......
relevant regions
Fairfield, CT, United States
Impactfully
Technology Solutions to Power Up Your Philanthropy Looking to bring your philanthropic team together, foster engagement, and organize your giving? You’ve come to the right place. For more than 20 years, we’ve built products and provided expert services for philanthropists who wanted to make giving easier, more impactful, and cost-effective. Whether your......
relevant regions
Geneva, Switzerland
inApp Tax
Developed together with BRP Tax SA, inApp Tax is designed to support financial planners and portfolio managers in evaluating the tax impact of an entire portfolio for different geographical markets and special tax regimes. It allows financial institutions to keep investments with a toxic tax effect out of their clients’ portfolios. inApp Tax is......
relevant regions
Boston, MA, United States
Income Advantage
Offer clients an effective and differentiating strategy for intelligent withdrawals from accumulated assets. Only LifeYield Income Advantage strategically identifies the best location and sequence from which to sell assets to minimize taxes and maximize income. With this unique, tax-sensitive approach, you provide significant value, helping your clients make the most......
Denver, CO, United States
Income Lab
Revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management. Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics. They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement......
Zurich, Switzerland
Index-as-Service
Design Design new indices faster Speed Up Your R&D Simply select universe, filters, data sources and parameters for a new index. Then generate backtesting, factsheet and analytics on the fly. Perform R&D through a point & click interface or a Python interface. Test and optimize index ideas. Use Your Own Data The platform is connected to......
London, United Kingdom
Index Calculation
Moorgate benchmarks' index engine and database are fully IP agnostic Asset class agnostic Provider / dataset agnostic Environment agnostic End of day and real time – "tick by tick" / "streaming" – capable Key technical features Cloud native Microservice architecture to enable continuous delivery (No downtime on feature releases) Completely environment agnostic Automated periodic index reviews Automated corporate action processing and......
relevant regions
London, United Kingdom
Index Design
Backtest Duration Reconstitution Frequency Rebalancing Frequency Tax Treatment Weighting Scheme Universe Selection Calculation Frequency Leverage Corporate Action Management more... ...
relevant regions
Oslo, Norway
Index Service Bonds
The NBP Index family is composed of a universe of bonds registered in the Norwegian CSD (VPS), issued by Norwegian and foreign domiciled issuers. The indices are created to offer fixed-income investors with independent benchmarks to evaluate the performance of their portfolios. The index family is constructed to meet the different......
relevant regions
Chicago, IL, United States
InfoReach Prelude
The no-risk, no-commitment EMS with enterprise-strength power and performance Ideal for traders who do not require significant customization to their trading system, InfoReach Prelude provides advanced trading tools and functionality at a competitive price, without the commitment of a long-term contract. Prelude is the pre-configured version of the InfoReach TMS (Trade Management......
relevant regions
Chicago, IL, United States
InfoReach Second Opinion
Improve execution quality, optimize trading strategies and reduce transaction costs with enhanced, interactive analytics InfoReach Second Opinion™ is an interactive, enhanced transaction cost analysis (TCA) service, software that can help you optimize trading strategies, improve operational efficiency and performance in trading. It provides real-time, pre-trade, at-trade and post-trade analytics that factor......
Miami, FL, United States
InPaas® (Income Portfolio as a Service)
InPaaS® is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....
relevant regions
Mountain View, CA, United States
Insights
Giving insights impact When properly harnessed, investment data has the power to maximize the impact of capital and positively influence an entire industry. We’ve assembled a group of cross-disciplinary experts to uncover unique insights and help build a world where that power is within reach. About our work Addepar Research takes a fresh......
relevant regions
New York, NY, United States
Insights
Visible Alpha captures the forecasts, assumptions and logic from full working models and integrates them into comparable views across analysts. This unique data is available on thousands of companies via the Visible Alpha Insights platform, Excel Add-In or API. Hone in on the fundamental drivers of companies important to you Evaluate consensus......
relevant regions
Cambridge, United Kingdom
Insignis Cash
Insignis offers active management of cash deposits to improve returns on your money. Opening multiple bank accounts to benefit from ever changing rates is too time consuming. With a single Insignis account, you gain access to the whole savings market. Whether you are an individual, company, charity, trust or local......
relevant regions
Baar, Switzerland
Instimatch Global
Our money market products Most money market borrowing and lending is still done over the phone. However, in most other markets we have seen a move towards centralized trading venues. This is why we have created the Instimatch Global Network, where borrowers and lenders can match their liquidity needs in the......
relevant regions
Paris, France
Institutional Fund Platform
For over 15 years, we have been a reliable partner in fund business with our client focus on insurance companies, pension funds, custodians and asset managers. ODDO BHF is the modern and flexible platform....
relevant regions
Boulogne-Billancourt, France
Instrument Box
A typical user scenario is to bring agility to applications already supporting basic structured products. With the addition of Instrument Box, such applications can immediately benefit from advanced features (such as valuation, reporting services, life-cycle processing) for a wide range and expandable list of derivatives. Business challenges Respond to unmet analytical and processing......
relevant regions
London, United Kingdom
intelliflo planning
Bring your advice to life A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage. Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities......
relevant regions
London, United Kingdom
intelliflo portfolio
Accessible from anywhere, intelliflo portfolio eases the workload of portfolio management, improves the client experience and allows you to focus on growing the business....
relevant regions
London, United Kingdom
intelliflo redblack
Our award-winning platform can deliver just that. intelliflo redblack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. For more than a decade, we have worked with the largest and most sophisticated wealth managers to make the complex simple. Our software powers......
relevant regions
Hong Kong, China
Interactive Chart
Works Anywhere Our flagship charting module is HTML based and works in any browser whether PC or Mobile. No plugins are required. Advanced Charting Tools With over 60 technical indicators, multiple chart types, advanced drawing tools and annotations, you can easily create even the most esoteric of chart layouts. Performance Comparison Search and add instruments......
relevant regions
Hong Kong, China
Interactive Heatmap
Market Performance At-A-Glance Get the big picture view of market performance visually in real-time or delayed. Quickly spot the outliers based on color or size of the tiles. Asset Classes Heatmaps can support different asset classes from stocks to sectors. Drill down into sector tiles to view sector constituents making it easier to......
relevant regions
St. Petersburg, FL, United States
Intrinio
It’s no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the......
Geneva, Switzerland
Invest Direct for Wealth Managers
You wish to Access investment opportunities for your clients or prospects? Offer your clients or prospects a totally independent assessments and valuation toolbox? Assist them in fundraising? A new way to access Private Markets Access previously inaccessible investment opportunities Assessments and valuations are carried out by an independent third party Retain your assets under management on securitized......
relevant regions
Bala Cynwyd, PA, United States
InvestEdge Investment Technology Solution
Since 2000, InvestEdge has been a leading technology partner helping wealth management firms and institutions more effectively aggregate, transform and present complex investment data to better serve their clients. Our integrated solutions provide a breadth of tools that simplify wealth management processes and reduce overall operational risk. Using the integrated solutions......
relevant regions
London, United Kingdom
Investegate
In addition to rolling coverage of regulatory and non-regulatory announcements, Investegate also provides complementary market and stock news from partner site BusinessFinancialNewswire, and allows you to create alerts list of stocks and alerts to ensure that you are aware whenever a new announcement is released. Investegate is designed specifically for professional......
relevant regions
London, United Kingdom
London, United Kingdom
London, United Kingdom
Copenhagen, Denmark
Investment Advisors
Our value towards Investment Advisors Performativ is an invaluable tool for financial advisors who manage a substantial client base. Financial advisors often face the challenge of efficiently serving a large number of clients while providing personalized and insightful guidance. Performativ simplifies this task by offering robust portfolio management and reporting capabilities.......
relevant regions
Sarasota, FL, United States
Investment Analytics
Performance & Attribution Developed by experts in the field to provide precision and economically meaningful analytics. Compare fund and benchmark data Ensure accurate performance Deploy Brinson (BHB, BF or Advanced) attribution analysis Analyze any investment strategy with the universal asset coverage Ex-Post Return & Risk Analytics Perform ex-post return and risk characteristics analysis for any given stream of returns. Measure a strategy's alpha Calculate Modern Portfolio Theory......
New York, NY, United States
Investment Governance & Suitability
Moody’s Analytics enables product manufacturers, asset managers, advisers, and other distribution platforms to put in place a robust and objective risk-graded investment proposition, aligned with stringent regulation, and configured to specific business needs. Reliance on subjective assessment of a client's attitude to risk, broadly defined fund sectors, or on simple measures......
Jacksonville, FL, United States
Investment Management
Creating and maintaining a high-quality, robust investment management platform to meet the unique needs of today’s sophisticated investor can be a time-consuming and costly endeavor. Through Reliance Trust, an FIS company, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment. Gain access to a......
relevant regions
Zurich, Switzerland
Investment Opportunities & Sales Campaigns
Investment opportunities: Investment ideas: The engine implements the bank’s research and identifies investment opportunities. For each idea, the algorithm finds a suitable second trade and provides complete trade packages. Client book screening: UBS Partner determines for which portfolios investment opportunities are applicable and automatically identifies the relevant clients, ensuring efficient implementation. Sales campaigns: Campaign......
Sydney, NSW, Australia
Investment Platform
Reporting IPS provides a large range of reporting options that can be white labelled to suit your business. Investment Platform All investments, including ASX listed securities, international securities, ETF’s, managed funds, and other unlisted investments can be traded within IPS Instruct. CRM IPS has built adviser specific CRM tools. It’s intuitive, with the functionality you......
relevant regions
Stamford, CT, United States
Investment Reporting
So, we are happy to create reports to meet any specific requirement. There is a manhour linked cost for them, or you can build these reports by yourself or utilize CoPilot AI to get these build automatically for you....
relevant regions
Soborg, Denmark
Investment Reporting
Investment Reporting is an art The Investment Reporting – whether its on a single portfolio or a full consolidated reporting across managers and portfolios is an art – The entire reporting must reflect the underlying investment philosophies. The really good investment reports has found the balance between performance measurement, holdings, risk......
relevant regions
Singapore, Singapore
Investment Solutions
Macro Economic Analysis Global macroeconomic trends form the underlying basis behind portfolio construction. Understanding where the world and constituent countries are in terms of GDP and inflation will reveal positioning in the business cycle, and which factors to keep an eye out for. Tactical Asset Allocation There are a number of complexities involved......
relevant regions
Boston, MA, United States
Investment Strategy Engine
Modular approach helps align capabilities with specific needs Help your clients get more out of their investment dollars by reducing controllable portfolio frictions that can erode outcomes over time. Our modular platform allows you to look at the potential impact of reducing fees, taxes, and risk separately or together depending on......
relevant regions
Rotterdam, Netherlands
Investment Suite
At Blanco, we don’t believe in tech only. We believe in the symbiosis between man and machine. That’s why we’ve created an Investment Suite that automates the full asset management cycle, but keeps your expertise center stage at the same time: see our investment suite as your proprietary digital investment......
relevant regions
Crowborough, United Kingdom
Investment Switching
The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers - either to retain or remodel existing investments or switch to a new product. Switch existing investment products, ISA’s, Bonds and Collectives or source a new investment type, giving......
relevant regions
North Salt Lake, UT, United States
Investment Wizard
The Investment Wizard accomplishes this through either its Validation or Selection track. Product Validation Under Product Validation, the user picks the investments and the system runs the user’s selections against the RightBRIDGE rules engine to determine if the proposed sale is in the client’s best interest. The system will validate if the......
relevant regions
New York, NY, United States
Investor Platform
Structure your data with Digital DDQs, RFPs, RFIs, Surveys Leverage digital questionnaires including your custom or AIMA, ILPA, INREV, PRI and AITEC standards to create a structured data source from your existing investment manager partners and prospects. Centralize your manager research and due diligence Transform information traditionally stored in shared drives and emails, into actionable......
relevant regions
Munich, Germany
Investor Portal
Devexperts Investor Portal is a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports. The solution can be easily to integrated into a client’s existing infrastructure, connected to various venues, upload an overview of previous......
relevant regions
New York, NY, United States
Investor Portals
All investments Our platform supports all investor reporting, across funds and administrators. All administrators Our platform integrates with over 100 fund administrators and transfer agents. All transactions Our platform supports all investment lifecycle transactions - from subscription to redemption....
relevant regions
San Mateo, CA, United States
Investor Solutions
Private company insights We partner with the investors and management teams of privately held companies and serve as your in house private equity team, setting up best in class reporting for investors; we create a cadence for regular updates on key performance indicators, investment returns, buyer universe, risk areas, and diligence......
relevant regions
Dublin, Ireland
InvestPro
A digital offering is a key requirement for today’s wealth managers and InvestPro’s self-service web portal meets the industry’s digital requirements and integrates with other critical systems. This is proven to generate administrative efficiency gains, reduce operational risk and improve client satisfaction for wealth products. Customised with your branding, the online portal......
relevant regions
Leuvain, Belgium
InvestSuite Portfolio Optimizer
Key features and uses: Offers a portfolio loss protection methodology that can be overlaid on any investment strategy Hyper-personalised portfolio construction and rebalancing engine for a Robo Advisor platform Determine security weights for a user-defined investment universe Construct sub-portfolios that complement core investment strategies Construct an intelligent, customised investment benchmark. For index-tracking or direct indexing For construction......
relevant regions
Leuvain, Belgium
InvestSuite StoryTeller
Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high-level macro-economic explanations without any clear link to the actual investments of the client. Also, personal investment advisors and relationship managers find it difficult to pinpoint......
relevant regions
Brooklyn, NY, United States
Invisage
Increase your success with Althub Invisage Data from any source Auto AI-driven insights Distribution ready The Invisage platform by Althub is the first data transformation and verification platform in the market purpose-built for companies to monetize their data. In 3 easy steps, we take you from unstructured raw data to getting your new data product in front of......
relevant regions
Greenwich, CT, United States
iPM Portfolio Architect AI
Architect AI leverages natural language as well as voice capabilities to perform complex workflows rapidly, which allows portfolio managers to work more efficiently, effectively reducing the number of steps in a given process and minimizing the reliance on complex software coupled with external spreadsheets that dominate many of today’s front......
relevant regions
Roseville, CA, United States
iQUANT.pro
We do the work for you… Simplify and grow your business with time-tested investment models meticulously crafted to beat (or hedge) the market. With over 30 investment models from which to choose, iQUANT.pro was built to assist investment professionals of all backgrounds ranging from Wirehouse to Regionals and Independents to RIAs. With......
relevant regions
Sydney, NSW, Australia
iRate
Lonsec’s iRate provides an unparalleled breadth and depth of qualitative research , including managed fund, listed product, super fund and super fund investment option research. Accessible through a single portal, iRate enables an adviser to efficiently build a complete picture of a client’s investment portfolio, to aid understanding and facilitate more informed and insightful......
Paris, France
IZNES Platform
IZNES receives and transmits investor orders, on the one hand, and centralization, issuance and account maintenance tasks on behalf of management companies, on the other. Thanks to its disruptive model, IZNES eliminates the financial counterparty risk. Indeed, the assets are directly entered in the fund register. Using IZNES for the placing of......
relevant regions
Coral Gables, FL, United States
Jaamoon
Increase top line revenues Protect clients' investments Serve clients in a more systematic way Jaamoon with its real-time analytical capabilities generates intuitive information that is actionable, measurable and conclusive. Jaamoon with its investor-centric business processes ensures investors are sufficiently reached, their investments are protected and the organizations' research information is capitalized in full. Jaamoon with......
relevant regions
New York, NY, United States
Kaiko
Exchanges Kaiko covers 10,000+ cryptocurrency pairs trading across 50+ exchanges including Binance, Bitfinex, Coinbase Pro, Gemini, Okex, Kraken, Poloniex, YoBit, and more. Assets We provide bundles of cryptocurrency market data following a single cryptocurrency pair across all exchanges, including Bitcoin, Ethereum, Litecoin, Monero and more. Data types We provide both raw and aggregated cryptocurrency market data at multiple granularities,......
relevant regions
Monaco, Monaco
KeeSense®
Our comprehensive automated portfolio management solution is designed to be pragmatic, simple to deploy and easy to handle because we are aware that our customers need quick results. KeeSense® provides wealth managers, family offices and private banks with a complete, user-friendly and secure solution for managing all the strategic functions of......
Chicago, IL, United States
KKM Models
Created by KKM Financial, the Model Account Platform (M.A.P.) is a separately managed account solution powered by Nasdaq Dorsey Wright. M.A.P. provides access to Nasdaq Dorsey Wright model strategies through a single account. This distinct access is provided with low minimums, flat fees, and the benefits of real-time performance reporting......
New York, NY, United States
Koyfin
Complete data coverage all in one place Koyfin is the only resource you need for a full picture of the financial markets. Stocks US and Canadian equities including live prices, fundamentals, valuation and consensus estimates. ETFs US ETFs including lives prices, flows, constituents and contribution. Mutual funds US-listed mutuals funds including prices, descriptions and constituents. Fixed income Global government......
relevant regions
Miami, FL, United States
LadderBuilder™
LadderBuilder™ is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....
relevant regions
Waltham, MA, United States
Ledgex Due Diligence
Ledgex Due Diligence allows firms to more effectively manage the complete manager due diligence process by standardizing and uniformly recording the quantitative and qualitative due diligence information gathered on a manager. Manager due diligence process management and manager due diligence ranking functionality enables multi-managers to: Configure specific workflows and quantify firm-wide......
relevant regions
Waltham, MA, United States
Ledgex Liquidity
Today, investment firms must have robust liquidity management tools and procedures. However, too often fund of funds, endowments, pensions and institutional investors continue to grapple with liquidity management and reporting within their investment portfolios due to a range of issues including complex structures, side pocket interests, gating complexities and regulations. Ledgex......
relevant regions
Waltham, MA, United States
Ledgex Portfolio Management
Ledgex Portfolio Manager natively supports the unique way multi-manager investment managers handle daily trading activity, positions and pricing methodologies. The platform allows asset allocators to easily manage complex portfolio structures and look through these portfolios for exposure, performance and allocation weights. Ledgex PM also streamlines the communication between the front, middle and......
relevant regions
Waltham, MA, United States
Ledgex Research Management
Ledgex Research Management (RMS) combines due diligence, CRM, document management and portfolio management capabilities into a single research management system that supports and enhances the investment process. With Ledgex RMS, investment professionals can efficiently manage and navigate mass amounts of research data in a centralized data warehouse. From manager selection to......
Arlington, VA, United States
Liberty RIA Platform
Simplified portolio management Efficient trading. Liberty automatically reconciles trades back to each client account—which is not only more efficient, but also simplifies your compliance and audit functions. One account, unlimited models. Liberty dramatically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account. Powerful rebalancing. Our......
relevant regions
London, United Kingdom
Linkedtrade
LinkedTrade is a leading SaaS multi-dealer platform that connects the Buy-side to the Sell-side digitally and offers end-to-end automation for the conception, pricing, trading and monitoring structured products. We combine innovation and long-term expertise to overcome industry challenges and make investing in structured products fast, easy and cost-effective. LinkedTrade is a proven......
relevant regions
Uniondale, NY, United States
Liquidity Calendar
This unique application tracks lock-ups, gates, automatically calculates redemption schedules and how much can be redeemed along with the myriad of terms for each investment. It prevents the manual and error-prone assembly of terms and dates in spreadsheets....
New York, NY, United States
Liquidnet platform
Utilize Liquidnet’s analytics platform to gain new insights and alpha generation tools from the global institutional investment network. We distill and deliver actionable analytics Fuel investment decision-making in real time. As asset management becomes more competitive, investment teams are drowning in research and analytics. With new sets available each day, it’s essential to......
relevant regions
New York, NY, United States
Logicly
Investment and portfolio analytics built by ETF experts. The ETFLogic team is made up of former market makers, traders, quants, and have years of experience within the ETF and investment industry. All of this knowledge has helped the team focus on solving problems when it comes to the complex processes of investment research......
Pittsburgh, PA, United States
Longboat Analytics
Our data and tools are used by asset managers, life assurance companies, wealth managers and financial advisers in Ireland, Italy, South Africa, Sweden and the UK. Fund Focus Fund Focus provides daily updated data analytics that enable financial advisers to make better investment decisions Fund Centre Hosted Fund Centre platform that automates the online......
Miami, FL, United States
LP Portfolio Management
Allvue’s LP Portfolio Management solution is a fully integrated platform empowering Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, deal tracking and analysis, portfolio management and analysis, reporting, and investment accounting into a single product. Users can manage multiple alternative......
relevant regions
Cincinnati, OH, United States
Luma Platform
Luma is an independent, multi-issuer platform that provides banks and broker dealers with a fully-customizable, order entry system. Registered users can login to access a wide-array of content designed and tailored specifically for your firm. Our education and training system helps advisors maximize their sales and marketing efforts to provide......
relevant regions
Nyon, Switzerland
LumRisk Hedge Funds
Position-level transparency of hedge funds is the key to effective risk and portfolio management of complex investment strategies. Current exposures are constantly changing and risks taken in the past may not be the representative of the current allocations of the portfolio. Our platform allows a comprehensive assessment of actual risks and......
relevant regions
Zug, Switzerland
LyCI
Why buy the LyCI Service Token? Take a position in the market Rather than choosing “the next Bitcoin”, take a position in the market, focusing on those projects that together are likely to succeed – even if some do not make it. Simple, accessible and tradable – an ERC20 token The LyCI Service Token......
relevant regions
Zug, Switzerland
m2Advisor
Powerful portfolio Multiple custodian data aggregation Data reconciliation Proposal generation and modelling Comprehensive CRM Tag clients for marketing purposes Doc and communication repository Create reminders and to-dos Built-in compliance Customizable KYC and workflow Monitor mandates and risk Doc template generation ...
relevant regions
New York, NY, United States
Magnifi
It helps financial advisors, portfolio managers, and everyday investors find, compare and act on investment options. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that save time and help investors make smarter decisions. Magnifi......
relevant regions
Sudbury, MA, United States
Managed Account Rebalancing System
As one of the first entrants into the managed account market in the United States, SoftPak has unparalleled depth and breadth of experience in implementing managed account solutions across a range of different business models. In partnership with Northfield Information Services, SoftPak has developed a highly scalable wealth management technology......
relevant regions
Melbourne, VIC, Australia
Managed Accounts
Managed accounts are fast becoming the investment structure of choice for many financial advisers and their clients. When you consider the flexibility, transparency and convenience they offer both advisers and their clients, it’s easy to see why. What are managed accounts and how do they work? The easiest way to think of a......
relevant regions
Melbourne, VIC, Australia
Managed Accounts
Professional investment management with transparency. Gain access to the experience of professional managers and enjoy new degrees in ownership, transparency and tax optimisation via our select range of Managed Account models. You can invest online in a carefully selected range of multi- sector, diversified and international investment portfolios. Each is managed by......
Pittsburgh, PA, United States
Managed Services
Performance reporting outsourcing service Increase efficiency and scale while reducing costs and risk Apply structure and additional controls to your Performance Reporting workflow. Focus on your core competencies while our performance experts implement practices that allow your business to scale efficiently without adding staff. Elevate service levels by streamlining processes, reducing manual......
relevant regions
Surrey, United Kingdom
Manager Screening
Inalytics’ ManagerHub provides the analytical framework that supports and enhances your qualitative research process when selecting and monitoring managers. Experience shows that combining Inalytics robust quantitative analysis with your incisive qualitative research produces the highest quality decisions. At the end of 2017, Inalytics' clients shared an enviable track record as 85% of......
relevant regions
Luxembourg, Luxembourg
Managing Kit
aixigo's Managing Kit is more than portfolio management software and lays the perfect foundation for user-oriented and innovative portfolio management. Digital portfolio management creates excitement among all stakeholders – the customer, the portfolio manager and the back office. The Managing Kit is designed to significantly reduce complex and time-consuming tasks in......
Norwalk, CT, United States
Market Data
Comprehensive coverage of equity and fixed income benchmarks, within our applications or your own in-house systems, provides the breadth of content and scale to meet your needs. With quality data you can depend on, 30 years of experience collecting and integrating data from more than 800 databases, plus unparalleled customer service......
relevant regions
Zurich, Switzerland
Market Data
SIX consolidates and standardizes market data from over 1,800 sources to create an authoritative data source for financial professionals. Our stream of market quotes comes from the broadest range of sources. The data is delivered in real-time, intraday, and end-of-day formats, regardless of where in the world it originates. The market data......
relevant regions
Grenoble, France
Market Data Consolidation API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in the cloud. They......
relevant regions
Norwalk, CT, United States
Markets Analyzer
Factors help tell your unique story Markets Analyzer, part of the Style Analytics solution, provides critical market context to the performance of any equity portfolio. With Style Skyline™, you can quickly visualize factor exposures of the equity markets. Our managed service compiles a custom factor analysis monthly report just for you.......
relevant regions
Portershed, Ireland
MarketXLS
Meet the #1 Excel-based investment research solution for serious investors. Stocks, ETFs, options & mutual funds – affordable data all in one place ...
Boston, MA, United States
MARS
As if the market itself wern't complex enough, creating a sustainable investment management process within your firm brings its own intricacies. When all your systems, from portfolio accounting to customer relationship management, are run in isolution your entire process slows and stagnates, making it impossible to deliver the best results......
Vacaville, CA, United States
MasterPlan Financial Software
With our comprehensive financial planning software, you can record, analyze, and present all aspects of a client's current and proposed financial situation. MasterPlan’s financial planning software keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes from the current year through retirement and beyond to......
New York, NY, United States
Masttro
Unparalleled transparency The only platform that gives you complete transparency over every financial and non-financial asset – your entire net worth in real time. Sophisticated tracking of real estate, art and other collectibles, vehicles, alternative investments and intellectual property. Intelligent reporting Patented technology automatically consolidates and reconciles accounts, transactions and cash daily; institutional-quality......
relevant regions
Cornelius, NC, United States
MAUI
With an intuitive design and powerful, real-time reporting, more and more trust professionals are relying on MAUI to power their growth and meet clients’ needs. Easy to use No learning and re-learning codes Simple account opening and maintenance with integrated CRM Clear, intuitive navigation Customizable, role-based dashboards Real-time efficiency Data is always up-to-date Automatic, immediate updates Real-time error checking Powerful......
New York, NY, United States
Maxit
Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements....
relevant regions
New York, NY, United States
MaxMyInterest for Financial Advisors
Attract new clients Strengthen existing relationships Bring held-away cash into view Provide more holistic advice HNW household asset allocation High net worth individuals are currently holding 23.7% of their portfolios in cash and equivalents. Until now, it hasn’t been worthwhile to focus on cash. Help clients earn more With Max, your clients can now earn up to 2.50% yield on cash,......
San Mateo, CA, United States
Mercatus
Stop flying blind By dynamically connecting all your disparate data across systems, sources, and departments, you will have the answers and insights you crave in hours – not weeks or months. Ditch the rear-view mirror of ledger-based systems and start looking ahead. Mercatus gives you end-to-end visibility with data you can......
relevant regions
New York, NY, United States
Mercer Manager Analysis Portal™ (Mercer MAP®)
Mercer Manager Analysis Portal™ (Mercer MAP®) provides access to the qualitative research used by Mercer’s consultants. The “Head Office” version is designed for your in-house fund research team, whereas the white-label “Front Office” version gives advisors access to Mercer’s qualitative insights, portfolio construction, and client-ready presentation capabilities....
Singapore, Singapore
Singapore, Singapore
MFund Plus Suite
MFund Plus Suite, 3i Infotech’s investment management solution is a comprehensive, multi- currency enabled web based application designed to provide a powerful automation tool to various financial institutions undertaking fund management activities....
relevant regions
Ile-de-France, France
MIFID II/LSFin Client Suitability Assessment
1) 80% client's satisfaction thanks to a gamified user interface. 2) 100+ risk profiles can be assessed thanks to our adaptive questionnaire. 3) 80% predictability over 10% for traditional questionnaires. 4) 100% customizable. In standalone or integrated to your IT system. ...
relevant regions
Boston, MA, United States
Model Design & Delivery
Whether you’re starting with your own models, a third-party model, designing them from scratch or selecting from the “best practice suite”, 55ip will work with you consultatively to create your own menu of investment strategies to utilize across your practice. You can further customize at the client-level to deliver the......
relevant regions
Tel Aviv, Israel
Modelity Advisor
It is designed for face-to-face consultancy, facilitating the provision of personalized advice, accounting for client risk tolerance, financial constraints and expectations. Its processes can identify sales opportunities and ensure demonstrable compliance with regulatory requirements. Modelity/Advisor analyzes portfolio’s risk and performance, based upon industry standard or customized models. Modelity/Advisor is an open box solution, available......
relevant regions
Auburn, CA, United States
Model Marketplace
Partners include: Allianz Aptus Capital Advisors Blackrock Capital Group Donoghue Forelines Dorsey Wright Eventide Fidelity Investments First Trust Franklin Templeton Inspire Invesco Likefolio Opto PIMCO Redwood Investment Management Charles Schwab Investment Management Swan Global Investments Vident Financial WisdomTree Best of all - If you’ve got Nitrogen, you’ve got the Nitrogen Partner Store....
relevant regions
Madrid, Spain
Model Portfolios Services
Model Portfolio Service (MPS) provide risk-rated portfolios, controlled by a powerful and complex investment methodology. Performance-based information on investment assets is widely available We provide quant-based research to support businesses get more time with their clients. Our goal is to share our expertise, consistency in the investment process, and a market advantage......
Arlington, VA, United States
Money Manager X-Change
For advisors, one of the biggest benefits of working with E*TRADE Advisor Services is the efficiency the technology platform provides. And it’s no different with the MMX program. You have access to powerful investment management capabilities right from the Liberty platform. Benefits of Money Manager X-Change Supplement your existing strategies to create......
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St Helier, Jersey
Monitoring
A quantitative approach. The Enhance Manager Analysis Programme (EMAP) quantitatively assesses the suitability profile of each investment portfolio against a defined Investment Policy using a combination of returns-based and holdings-based analytical techniques. Our proprietary EMAP Rating scores each investment portfolio using risk and return characteristics relative to the portfolio’s benchmark. This is......
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Chicago, IL, United States
Morningstar® Advisor Workstation
Add color to your client communications Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Client reporting Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Show what your advice can do Walk......
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Chicago, IL, United States
Morningstar® Annuity Intelligence
Robust, in-depth research on annuities Morningstar Annuity Intelligence is a research tool that helps you uncover the strengths and weaknesses of annuities. We offer active and historical data on nearly all variable annuities, along with increasing coverage of fixed indexed and fixed annuity products. Complex characteristics, clearly explained No need to dig through......
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Chicago, IL, United States
Morningstar® ByAllAccounts
Deliver insight built on account aggregation We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. Data curation We standardize aggregated data into......
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Chicago, IL, United States
Morningstar Direct
Whether you need to select, create, or market investments, Morningstar DirectTM optimises your process by centralising institutional-strength data, proprietary analytics, and in-depth investment research in one platform. The foundation you need for sophisticated financial analysis. Data Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, model......
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Chicago, IL, United States
Morningstar® Office
Get more done with our all-in-one portfolio accounting and practice management software. We support your day-to-day activities with our billing, performance reporting, back office services, rebalancing, and account aggregation tools, powered by our independent data and research. The foundations you need for managing your practice Portfolio accounting and reporting Access your clients’ exposure......
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Chicago, IL, United States
Morningstar® Plan Advantage
An integrated platform to help advisors manage, grow, and streamline their retirement plan business Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place. For advisors One centralized dashboard to help advisors grow......
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Chicago, IL, United States
Morningstar® Total Rebalance Expert®
What we offer Our customizable technology will help you find the best trades to increase tax savings, reduce fees, and maintain target allocations. Simplify the portfolio management process and automate the rebalancing aspect of your practice to save time and prevent errors. Access the big picture With our real-time, snapshot view, easily check......
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Windsor, CT, United States
Moxy
In a complex and fast-paced trading environment, a seamless trade order management system is more important than ever. Moxy is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Part of the powerful Advent Investment Suite and built on industry-standard technology,......
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Summit, NJ, United States
MPI Hedge Fund Indices
Well-documented biases of first-generation hedge fund indices prevent them from accurately representing hedge fund performance, while the inclusion of too many constituent funds often dilutes and negates information contained in hedge fund returns. Our hedge fund indices reduce biases to provide more representative hedge fund benchmarks for institutional investors. Using our......
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Summit, NJ, United States
MPI Stylus Solutions
MPI’s Stylus solutions are among the most advanced investment research, analysis and reporting technologies available in the market. They are used by hundreds of institutional investors, consultants, asset managers and retirement plan advisors to make smarter investment research, portfolio construction and optimization, performance analysis, risk surveillance, distribution and reporting decisions. Stylus......
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Copenhagen, Denmark
Multi-Asset PB and Execution
65,000+ instruments from one account Access 65,000+ instruments across multiple asset classes, with execution, financing and real-time risk management from a single clearing and custody account. Forex - 190+ FX spot pairs and 130+ forward outrights. CFDs - 9,000+ CFDs across stocks, indices, FX, commodities and bonds. Stocks - 22,000+ stocks on 50+ exchanges......
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New York, NY, United States
Multi-Asset Portfolio Management
Driven by regulators, rating agencies, or a demand for best practices in investment solution design, asset allocation, and risk management, asset managers and investment advisers are facing ever greater requirements for modeling capabilities. Built around our economic research and scenario modeling capabilities, our analytic solutions enable asset managers to build......
Baar, Switzerland
Multi Family Offices
Increasing volatile financial markets combined with increasing client expectations are challenges all Multi Family Offices face. The traditional model of regular reviews with clients about wealth and strategy is becoming outdated as new generations demand a more modern approach, more transparency and access to information anytime and from everywhere. There are plenty......
Copenhagen, Denmark
Multi Family Offices
Our value towards Multi Family Offices Multi-family offices benefit from Performativ's versatile wealth management solutions in several ways. MFOs often manage diverse client portfolios with varying investment goals and preferences. Performativ's customizable reporting and analytics capabilities allow MFOs to tailor their services to each client's specific needs, fostering stronger client relationships......
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Atlanta, GA, United States
Multi-Strat Portfolio
Add a higher degree of diversity and consistency to your returns Our portfolio replication technology quickly sifts through your current portfolio’s attributes, and subsequently deploys correlation analytics to determine which from our proven models could diversify your returns. Introducing Multi-Strat Portfolios Our portfolio replication technology quickly sifts through your current portfolio’s attributes, and......
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42 Quai Jean-Charles Rey, Monaco, 98000, MC
myPrivatam
2 minutes flat That's all it takes to create your products and compare the best offers from 11 investment banks. WiFi connected, and you're off… On your own or with the Privatam teams, on a tablet or desktop, and from wherever you like: always find the investment that suits you. Structured community Never miss a......
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Auckland, New Zealand
Myriad
Myriad is an integrated set of custom-configurable software modules that provide a flexible, fully automated, highly scalable end-to-end solution for wealth management. Built on industry-standard, open database architecture, the platform offers a high level of flexibility and an extensive breadth and depth of functionality. It also integrates seamlessly with your existing......
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Boston, MA, United States
Nebo
Portfolio construction is at the heart of Nebo Nebo incorporates term structure of expected returns. Nebo tells you how much volatility you need to bear to minimize shortfall risk. Nebo integrates with financial planning tools Nebo picks up where financial planning tools leave off by determining the return required to achieve the client’s goals. Next-gen......
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Winterthur, Switzerland
Netfolio®
In addition to software for asset management, Alphasys offers its customers comprehensive services up to and including document processing. This leaves more time to focus on the core business. The Netfolio portfolio management system has developed over the past decade into a comprehensive, modern software for asset management. Alphasys continually incorporates......
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Melbourne, VIC, Australia
Netwealth for Advisers
Access the latest technology and innovations. Our focus is on ease and efficiency, which means we give you and your clients enormous capabilities without the complexity. Portfolio management tools Maximise client investment outcomes and lower business costs with our sophisticated transaction tools. Easily manage bulk transactions, access our Managed Account, rebalance model......
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Brentwood, TN, United States
New Constructs
Truly thorough investment research software - every 10K, every 10Q, every footnote - every day. We leverage the world's only parsing technology capable of reviewing every 10k and 10Q filing from SEC.gov. Each day hundreds of documents are processed and in our database. Our technology filters through the unstructured data in SEC......
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Norwalk, CT, United States
News, Quotes, and Markets
No matter which corner of the investment universe you cover, FactSet news, quotes, and markets bring you both the market-level headlines and granular details you need to make better investment decisions. Get accurate, real-time updates wherever you are, on the topics, companies, and industries that matter to you....
relevant regions
Norwalk, CT, United States
News & Research
Whether you are looking for broad financial news on markets and economies or granular news on company earnings, FactSet news and research offers real-time news on the factors that affect markets and research that pulls in data from many trusted sources. Get real-time news about the companies, industries, and markets you......
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Görlitz, Germany
niiio Platform
Platform Features Software-as-a-Service platform for individual, scalable asset and wealth management. We are a full-service provider offering all the products and services needed for digitizing the entire value chain in asset and wealth management for our clients. Our methods are modular, comprehensive, fast, and compliant....
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Auburn, CA, United States
Nitrogen APIs
Leverage Nitrogen’s API Leveraging Nitrogen’s core API means less time messing with data and more time focusing on business growth and client engagement. With six separate APIs (and more to come) we’ve made it quick and easy to connect your tools with our best-in-class technology. Available APIs include: Nitrogen Risk Number® GPA® Nitrogen Risk Tolerance Questionnaire Nitrogen......
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New York, NY, United States
NOVA
Portfolio Construction NOVA covers the entire investment management process from front-to-back office, achieving optimal risk-adjusted outcomes for investors Enhance decision making by deploying our optimization algorithms that provide recommendations to rebalance or correct compliance breaches across portfolios Save time by streamlining the allocation process for new issues and secondary market purchases Analyze the impact......
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New York, NY, United States
Nucleus API
Authentication Set single and multi-factor auth and client permissions. Onboarding and KYC Encrypted client onboarding, plus KYC/AML integrations. Accounts Create and manage client accounts & held away accounts. Portfolio management Manage securities, investment models, portfolios and goals. Performance Run robust risk and performance reporting on any entity. Orders Create and track single and bulk orders for trade execution. Questionnaires Configure decision trees and......
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Houston, TX, United States
OfferBoard
Entoro utilizes the OfferBoard® platform to connect issuers with investors that have successfully completed our vetting and review process. OfferBoard provides flexibility, convenience and security while increasing engagement and streamlining what has traditionally been a laborious process. Investment opportunities go through a rigorous due diligence process involving industry experts before they are......
Meyrin, Switzerland
OLYMPIC Banking System - Advisory
The OLYMPIC Banking System empowers advisors to innovate and consolidate their unique approach to client services, using cutting-edge technology that complies with local and international investor protection regulations. Advisors offer investment proposals suited to their clients’ specific objectives, which can then be adapted over time. Seamless workflows enable smooth interactions......
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Meyrin, Switzerland
OLYMPIC Banking System - Portfolio Management
Private wealth managers have seen their profession deeply impacted by market volatility, continuous regulatory constraints and increased pressure on costs and fees. The way that individuals approach wealth management has greatly evolved, and institutions need to take into account their clients’ expectations for a holistic approach to managing their wealth......
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Saint Joseph, MI, United States
OnPointe Risk Analyzer
Comprehensive Risk Analysis Uncover your client’s unique risk capacity and tolerance preferences. Easily demonstrate how you can provide matched investment recommendations that are perfectly aligned with their investment goals. OnPointe Risk Analyzer’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk. It’s simple! Clients complete the risk questionnaire. You show......
San Francisco, CA, United States
OpenInvest (for Advisors)
Elevate your client relationships Custom SMAs Offer clients a bespoke ESG investing experience with fully-customizable portfolios that align with their values while tracking the market. OpenInvest Models Provide your clients with an accessible ESG investing solution with passive, values-based models. Portfolio Diagnosis Connect with clients on a new level with tangible reports that highlight the impact of......
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San Francisco, CA, United States
OpenInvest Platforms
ESG = Engagement + Personalization Dynamic custom indexing Custom SMAs have long existed as a manual process at the high-end of the market. OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and......
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Birmingham, United Kingdom
Open private equity solutions for GPs
Fund services Fund administration services for GPs, by GPs. Strategic partnerships Fund operations are intrinsic to the success of an asset manager. It’s more than processing; it’s a partnership. As former GPs, we offer the relationship we couldn’t find when we were looking for a fund administrator. Innovation From custom reporting and qualitative portfolio analysis......
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Birmingham, United Kingdom
Open private equity solutions for LPs
Investor insight Real-time portfolio monitoring and analytics give you greater clarity and control over your private equity investments. Real-time monitoring Comprehensive drill through from invested fund to portfolio-company level. Deeper insight analysis Access to real-time valuations, performance analysis, portfolio company (PCO) exposure analysis, market data overlay (FX, public pricing), benchmarking and valuation bridges Actionable insight analysis Our......
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Miami, FL, United States
Optimizer
Optimizer is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....
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Boston, MA, United States
Optimizer Service
The Northfield Portfolio Optimizer enables you to create a portfolio that delivers more return for each level of risk and reflects your preferences and beliefs. Integrates with Northfield Risk Models Analyzes a portfolio's factor exposures Incorporates transaction costs, taxes, and a wide range of user imposed constraints Has features to facilitate doing large numbers......
New York, NY, United States
Opto Investments
Your private investment team What we believe We exist to simplify advisors' lives and help improve their clients’ ability to reach their goals. 01 - The private investment process is broken. 02 - All investors deserve access to high quality private investments. 03 - Most investors are overexposed to public markets. 04 - Aligned incentives are......
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London, United Kingdom
Orbit Data Studio
Our core platform, Orbit DataStudio, uses AI to turn any conceivable format or volume of unstructured data into a wealth of accurate market intelligence, providing more information, more quickly, to guide better financial decisions. Our revolutionary approach integrates large language models (LLM), such as ChatGPT, which uses deep learning and large......
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London, United Kingdom
Orbit Insight
Orbit Insight is a highly powerful and intuitive investment research tool, which harnesses AI and powerful large language models (LLMs) to derive predictive indicators and investment opportunities from a universe of unstructured company documents and news sources. Access to this data remains a challenge. Even though information is publicly available......
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London, United Kingdom
Overstone Risk Rating
The Overstone Risk Rating powers all our products and services. We derive it from two score types: Art Risk Monitor™ predicts liquidity, market depth and confidence of estimate in current conditions. Qualitative Risk Monitor™ scores the potential future risks of an artwork by looking at the likelihood of Authenticity challenge and Condition......
Santa Monica, CA, United States
OWL IQ ESG Data
OWL Analytics is an alternative data company that focuses on environmental, social, and governance (ESG) research. We help investors integrate ESG data into their investment solutions with the goal of delivering enhanced investment results and positive social impact compared to benchmarks. OWL ESG for wiser investing OWL ESG aggregates hundreds of sources......
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Stockholm, Sweden
PAI Statement (SFDR)
Integrate SFDR into your investment strategy Save Time - Automate calculations of PAI indicators for your organization and products Comply - Create Principal Adverse Impact statements to comply with the Sustainable Finance Disclosure Regulation Discover - Evaluate the performance of specific PAIs over time and compare them with indexes and funds Share - Share your PAI statement in editable......
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Paris, France
Palico Private Equity Fundraising Marketplace
Discover Browse through fundraisings. Set up your interests and receive opportunities that match your investment strategy. Monitor fundraisings efficiently. Analyze Request access to data rooms directly from the GPs. Evaluate privileged information. A broad range of listings added weekly. Investment vehicles Funds Funds-of-funds Investment strategies Emerging managers Specialist funds Small funds Mainstream funds ...
relevant regions
Paris, France
Palico Secondaries Marketplace
Sell List your secondaries at no cost. Anonymous and non-exclusive. Select your buyers. Buy From early secondaries to tail-ends. All NAV sizes, sectors, and geographies. Create your personalized wish list to receive alerts. ...
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Paris, France
Particeep White Label Financial Distribution Platform
A turnkey and customizable platform to distribute your financial products Dematerialization of customer knowledge Collect online all the data and documents of your customers. Connect account aggregators and define your customer’s profile to offer the products and services that best suit them. 100 % online subscription to your offer Your product offering becomes available......
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Crowborough, United Kingdom
Pension Switching
Provides analysis on the consolidation of multiple defined contribution pension schemes, giving you a like-for-like comparison across the market. Includes critical yields and reduction in yield. Compares existing fund performance vs new investment performance pulled through from Morningstar. Includes regular premiums, existing investments for any further discounts and bespoke terms for specific products. Calculates......
relevant regions
Lake Success, NY, United States
Performance Analytics
Flexible, multi-currency performance management and investment analytics. Take advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on-demand or periodic reports....
Pittsburgh, PA, United States
Performance & Analytics
Empowered performance teams The performance team is a crucial cog in the investment lifecycle and the team is essential in critical decision-making, regulatory compliance and integrity, and building client trust. The ability to accurately measure and evaluate your portfolio’s performance is critical to your investment decisions. Performance teams need the right tools......
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West Chester, PA, United States
Performance Dashboards
Overview STP’s performance dashboard is cutting-edge, cloud-based software that provides direct insight into our performance measurement service. Key dashboard features include: Detailed composite, portfolio, GIPS composite and benchmark views Monthly and daily performance views On-demand period to period performance return calculations Custom filtering via wildcard search, user defined fields and date related fields Drill-down based interface at......
relevant regions
Lugano, Switzerland
Performance Management Platform
The Trendrating solution is based on a “pattern recognition” algorithm that processes a large volume of data. The algorithm works on a multi-factor analysis and uses a self-adaptive, flexible time window. When the different factors are in synch there is a high probability that a relevant trend is in place. The......
relevant regions
West Chester, PA, United States
Performance Measurement
Implement Performance Software & Expertise Investment firms want detailed performance data to evaluate manager returns. Providing this level of information requires in-depth knowledge and subject matter expertise supported by powerful, yet easy-to-use software. STP’s Performance Measurement service combines talented, CIPM-credentialed teams and robust software covering key components....
relevant regions
Norwalk, CT, United States
Performance Measurement & Attribution
With sophisticated next generation portfolio analytics paired with our award-winning B-One performance and attribution solution, FactSet brings you greater accuracy of performance calculations and reporting with higher frequency and faster delivery while helping you maintain compliance with new and emerging regulations. Evaluate relative and absolute performance. Understand how management decisions such as......
relevant regions
Morges, Switzerland
Performance Watcher by IBO
For whom? The professional monitoring and reporting platform Performance Watcher allows to compare and track an unlimited number of portfolios. Through various features such as graphical analysis and the setup of alerts, the tool is ideal for professional users. What uses? Performance Watcher refines unique information! Tools adapted to all needs and presented in a simple way....
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Douglas, Isle of Man
PFS-PAXUS
PFS-PAXUS is revolutionary in that it integrates all the processes that are normally performed on multiple systems, including: securities portfolio, allocation system, general ledger, fee calculation, share registry, investor communications and web portal. Benefits of this approach include increased efficiency, reduced risk of error, faster valuations, a simplified technical landscape and the ability to......
Seattle, WA, United States
PitchBook Desktop
Powerful advanced search that filters millions of data points Leverage granular search criteria to sort through our data and generate a tailored list of the companies, deals, investors or individuals that you're looking for. Discovery and insights brought to life through data visualization Easily transform data points into actionable insights with the help......
relevant regions
Seattle, WA, United States
PitchBook Excel Plugin
Build better financial models—faster PitchBook’s prebuilt templates give you immediate access to investor tear sheets, comparables and valuations—whenever you need them. The data we pipe into our templates is dynamic and always up-to-date, and because variables can be manipulated to evaluate all possible outcomes, you can feel confident in your decision-making. Create......
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London, United Kingdom
PI-X™
PI-X™ is our brand new volatility risk forecasting analytics providing advance warning of downside market risk. Based on the flagship ALDX PI™ analytics, PI-X™ incorporates directional volatility forecasting providing end users with complete portfolio hedging solutions. PI-X™ is especially relevant for protection against (major) downside market risk. Using put option trading......
Luxembourg, Luxembourg
Planning Kit
aixigo's Planning Kit is more than financial planning software. It enables flexible and transparent planning of the customer's financial future employing high-performance algorithms. The wealth management software can be deployed as a stand-alone solution or be integrated into existing processes. The Planning Kit is designed to offer customers comprehensible and secure......
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London, United Kingdom
Platform
Portfolio Screening Portfolio Screening & Analytics Access ESG Scores Bespoke Dashboards Download Data Corporate ESG Analysis Search Companies ESG Scores Data Modules Push and Pull API Framework Mapping Push and Pull Disclosure Framework Mapping Centralised Reporting and Data Management Disclosure Request and Disclose ESG Data Report Against Frameworks Manage Requests Apps ...
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Steinhausen, Switzerland
PM1
Portfolio and asset management is a core functionality of PM1, supporting end-to-end processes such as account opening, advanced performance calculations, and sophisticated client reporting. The PM1 suite offers fully scalable solutions for banks, asset management and financial intermediary companies of all sizes. The modular concept guarantees perfect alignment with individual......
London, United Kingdom
PM Alpha Platform
Alignment of interests We place the users (LPs) and managers (GPs) of private markets investment products at the heart of our dynamic platform to design appropriate investment strategies in an efficient and cost-effective way. Our investment partners PM Alpha selected top quartile specialised fund managers across all strategies. Private markets fund managers - Our......
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Geneva, Switzerland
PMplus
A single system for all of your requirements, it’s as simple as that. Internally crafted, PMplus state-of-the-art solution is developed on the most advanced technologies to accompany you into the future. State-of-the-art technological architecture Dedicated hosting by top-tier data center Market data and custodian banks exhaustive interfaces ...
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New York, NY, United States
PORT
The Bloomberg Terminal puts the industry’s most powerful suite of global, multi-asset portfolio and risk analysis tools at your fingertips. Bloomberg’s Portfolio & Risk Analytics solution for investment professionals empowers you with the tools required to successfully implement optimal investment portfolio strategies. Our platform will help you make quicker, more informed......
St Helier, Jersey
Portfolio
A platform approach. Enhance Portfolio is an end-to-end investment management solution for assets of any size; delivering optimum performance, risk management and administration through modern platform technology. One advice relationship, one investor account and one fee. Delivered by our experienced Advisory Team, the service combines the benefits of Enhance’s advice, Investment Committee......
West Chester, PA, United States
Portfolio Accounting
Portfolio accounting is an integral part of any investment firm’s operation. Investment firms outsource portfolio accounting tasks to STP to access our people-driven, technology-enabled, and SLA-based capabilities, including: Extensive coverage across all security types, including complex investments Multi-currency accounting Trade date and settlement date accounting Integration with data vendors and order management systems 24/5 processing capabilities Scalable......
relevant regions
Boston, MA, United States
Portfolio Advantage
Taxes significantly impact investment returns ─ as the saying goes, “it’s not what you make, it’s what you keep.” With LifeYield, you can help clients control their tax exposure in a whole new way. Only LifeYield Portfolio Advantage looks across all of a client’s accounts and holdings and identifies the tax-smart......
Greenwich, CT, United States
PortfolioAnalyst
Improve productivity by consolidating multiple investment accounts for centralized monitoring and administration. Oversee clients' accounts; manage investor outreach and engagement Monitor performance; distill portfolio level data to drive client engagement Provide 24-hour customer access to account data, all from a single interface Access to PortfolioAnalyst is complimentary View your consolidated financial accounts See the current performance......
New York, NY, United States
Portfolio Analytics
Streamline your investment process with S&P Global Market Intelligence and fuel your funds. Gain greater insight into your investment process and communicate the strengths behind your strategy. Fuel your funds with in-depth reporting and portfolio analysis, customized to your workflow. Customize your dashboard Quickly assess your daily performance relative to peer funds, ETFs, and......
relevant regions
Norwalk, CT, United States
Portfolio Analytics and Reporting
Investment Metrics Portfolio Analytics and Reporting platform is a single, end-to-end multi-asset class solution that streamlines data aggregation, reconciliation, portfolio optimization and client reporting across all plan types. With performance, attribution and precise peer benchmarking, this platform simplifies the complex, setting the industry standard for portfolio reporting depth, accuracy and......
relevant regions
Norwalk, CT, United States
Portfolio Analyzer
Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution and risk. Its intuitive visualizations bring your factor analysis to life through our industry-leading Style Skyline™. Additional modules unpack the “how” and “why” of exposure shifts and simulate rebalancing choices. Uncover your......
relevant regions
London, United Kingdom
Portfolio Assist
How it works Portfolio Assist can construct a portfolio within a minute, reflecting your specific requirements and analysts’ recommendations in real-time. My accounts Your account is a one-stop-shop for all your accounts and their performance. Here you will get alerts on potential downgrades, material spread changed, highest single name exposure, and the essential......
relevant regions
Raleigh, NC, United States
PortfolioCenter Hosted™
Powerful, easy-to-use portfolio management and reporting solution Run your operations more efficiently with advanced data-management and performance-measurement tools, as well as customizable accounting, reporting, and billing functions–all in one secure online solution hosted by us. You can access, manage, and control all aspects of your data virtually anytime and anywhere. At the......
relevant regions
London, United Kingdom
Portfolio Classification
DCSC Portfolio Classification provides insights into your sector exposure, allowing you to refine your strategy. Identify sectors that are either underrepresented or overrepresented, all in line with your thematic approach. Then, seamlessly rebalance your portfolio based on your preferences using Smart Portfolios to identify the best companies to add....
relevant regions
Melbourne, VIC, Australia
Portfolio Cloud
Portfolio management and rebalance technology Portfolio Cloud’s institutional grade rebalance algorithms allow firms to optimise portfolios at speed, knowing the outcomes are governed by a robust compliance framework. Portfolio personalisation, model portfolios, advice and APL management Allow firms to grow and adapt their investment proposition as their business requirements change. Whether it be......
relevant regions
London, United Kingdom
New York, NY, United States
Portfolio Crash Testing PRO
Expert Designed & Custom Stress Tests Relate every risk discussion to client’s specific situation & keep them engaged Risk Tolerance & Risk Capacity Go beyond risk tolerance questionnaires and assign Monte Carlo simulation risk capacity score to demonstrate deeper knowledge of your client Reverse Stress Testing Analyze different ways that portfolio can suffer losses to......
New York, NY, United States
Portfolio Data
Silver Portfolio Data is the essential unified wealth management data platform. Collect and normalize data Improve data quality Simplify relationship management Streamline processes and workflows Consolidate entitlements Generate actionable data ...
relevant regions
Grenoble, France
Portfolio Diagnostic API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
relevant regions
Toronto, ON, Canada
PortfolioINSIGHTS
PortfolioINSIGHTS is a powerful portfolio analysis tool, built right into the UNIVERIS Front Office system. With PortfolioINSIGHTS, advisors can perform thorough, insightful and accurate client portfolio reviews....
New York, NY, United States
Portfolio Intelligence
One risk lens for all holdings. Many powerful use cases. Sophisticated analytics are not just for traditional investments and institutions anymore. With a client-friendly interface, Portfolio Intelligence supports both traditional and alternative investments so you can expand your universe of investment opportunities and build robust portfolios. Take the guess work out of......
relevant regions
San Francisco, CA, United States
Portfolio Lab
Asset allocation. Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts. Performance analysis. Obtain immediate portfolio backtest results through multiple views emphasizing risk vs. return trade-offs. Supports portfolios of stocks,......
Jacksonville, FL, United States
Portfolio Management
In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS’ Investor’s View portfolio management software digitally connects portfolio managers, financial planners and back-office users to all the relationship, investment accounting and performance data in one aggregated platform to help manage investments. Increase business performance and......
relevant regions
Singapore, Singapore
Portfolio Management
Track the metrics that matter - Select from a range of sample metrics or create your own metrics. Analyze the performance of your portfolio companies. Make it easy for your portfolio CFOs - Collect portfolio metrics, files and text updates seamlessly. Communicate better with your portfolio companies by collecting what you want,......
relevant regions
Copenhagen, Denmark
Portfolio Management
Fully integrated portfolio management and reporting solutions Our advanced, cost efficient, turn-key portfolio management solution – Saxo Portfolio Manager – integrates seamlessly with our trading platforms. Wealth and asset managers, banks, fintechs and financial advisors can use it to trade on and manage their client portfolios with greater efficiency. Integrated portfolio management Rebalance......
relevant regions
Zurich, Switzerland
Portfolio Management System
With the Portfolio Management System you have the possibility to simultaneously manage assets from various portfolios spread across multiple banks. It provides a consolidated view and performance calculation of all security portfolios and accounts. The complete set of relevant data is automatically fed into the system through the respective financial......
relevant regions
Bay Harbor Islands, FL, United States
Portfolio Management Tools
Portfolio optimization technology Create diversified private equity and hedge fund portfolio proposals using our proprietary portfolio optimization tools. Portfolios may be customized to meet your clients’ unique investment objectives, allocate to specific sectors or strategies, and/or complement existing investments. Ongoing portfolio monitoring & rebalancing tools Our portfolio rebalancing and liquidity management tools make it......
relevant regions
Hong Kong, Hong Kong
Portfolio Managment
Privé's robust and high-functioning end-to-end central portfolio management tool allows portfolio management services to be offered at scale, allowing clients to service and target new market demographics. With 24/7 monitoring, customizable alerts and reports on all asset classes and multiple currencies, ensure you always have a 360 view of your......
relevant regions
New York, NY, United States
Portfolio Modeller
The Moody’s Analytics Portfolio Modeller supports the evolving needs of asset owners, asset managers, and investment advisors in asset allocation and portfolio strategy design. It is built upon the award-winning Moody’s Analytics economic and capital market scenario generation capability to provide a powerful stochastic modeling framework for multi-asset portfolio risk......
Munich, Germany
Portfolio Monitoring
Amid rapidly increasing volatility and entry multiples, having the right portfolio mix and tools is more important than ever. With CEPRES Portfolio Monitoring, get true deal cash flows and portfolio company metrics of your GPs. Gain deep insights into the drivers of portfolio risks and returns to improve your investment......
relevant regions
Grenoble, France
Portfolio Monitoring API
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
relevant regions
Luxembourg, Luxembourg
Portfolio Monitoring Solutions
The world is changing for investors, necessitating a new way of managing investments to give true transparency and the ability to turn data into crucial intelligence. This is particularly true for family offices and UHNW individuals, who increasingly have investments spanning multiple asset classes and worldwide locations, not to mention multiple......
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London, United Kingdom
Grenoble, France
Portfolio Optimisation
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
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Santa Monica, CA, United States
Portfolio Optimization
After asset allocation, investment structure is the most influential decision in determining a portfolio’s return and risk characteristics. Investment structure should be tailored to the sponsor’s objectives as well as their beliefs on market efficiency. A clearly defined investment structure allows the plan sponsor to better control composite asset class......
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Zurich, Switzerland
Portfolio Quality Checks & Remediation
Portfolio quality checks: Portfolio analysis: Our engine unbundles each portfolio and analyses all asset classes and instrument types. An alert is triggered when there are quality breaches in the portfolio. Portfolio screening: The engine screens each client portfolio against the selected and customizable quality checks and SAA/TAA every night, identifying issues. Remediation: Optimization: UBS......
Raleigh, NC, United States
Portfolio Reporting
Communicating crucial investment information in an intuitive, easy-to-understand format can help you both connect with your clients and improve your business operations. With our wide range of dynamic reporting capabilities, Schwab Performance Technologies® (SPT) enables you to deliver reliable data in an efficient and effective way with customized reports that......
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Norwalk, CT, United States
Portfolio & Risk Analytics
Measure performance, risk, style, and characteristics for multiple portfolios, and asset classes with best-in-class, flexible reports and charts. With faster reporting and automated calculations, go from data to decision first. FactSet’s full range of risk analytics combines all the data and flexibility you need to examine your portfolio across asset......
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New York, NY, United States
Portfolio Risk Analytics
Portfolio Risk Analytics allows wealth managers, advisers and retail product providers to create forward-looking risk analyses for multi-asset investment portfolios. Developed to support a wide range of business applications, Portfolio Risk Analytics is a flexible cloud-based financial projection solution hosted by Microsoft Azure, and powered by Moody’s Analytics award winning......
Hong Kong, Hong Kong
Portfolio Simulation & Comparison
Privé's Portfolio Simulation & Comparison solution offers comprehensive scenario analysis, stress testing, and real-time impact analysis, giving you unparalleled insights into your portfolio's health. Our solution increases transparency, trust, and engagement between advisors and clients with detailed reporting that simplifies complex concepts. Visual illustrations of portfolio changes help clients better understand......
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Melbourne, VIC, Australia
Portfolio System
We know that managing portfolios can be demanding. Whether simple or more sophisticated, Iress Portfolio System makes it easier for you to construct, review, analyse and configure your clients’ portfolios. Portfolio System is multi-currency portfolio management software, which allows for faster reporting, quick access to tax, valuation and performance data plus......
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Stamford, CT, United States
Portfolio View™
It can be branded with your custom logo and colors and is most often the way individual account owners access their financial data. Portfolio View offers an array of report and other features, with a high level of customization....
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Austin, TX, United States
Portfolio Visualizer
About Portfolio Visualizer Portfolio Visualizer is an online software platform for portfolio and investment analytics. Our product agnostic platform and quantitative tools help you make informed decisions when comparing and analyzing investment products and portfolios. Our platform lets you easily: Model and analyze the performance of different asset allocations and portfolios based......
Boston, MA, United States
Bangkok, Thailand
Portseido
Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20,000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. Our goal is to......
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Shanghai, China
PortX
Not Excel-ling? Automated portfolio reporting PortX provides automated reporting functions with all required monthly returns, holdings analysis and commentaries no matter the volume. Need efficient regulatory control? Comprehensive regulatory control PortX gives users the control needed for regulatory compliance and efficiently consolidates all data to ensure all guidelines of major regulatory bodies are met. Need......
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San Francisco, CA, United States
Post-Trade Processing
Our platform’s native front-to-back integration provides you with the ability to analyze and adapt your processes to achieve optimal STP and reduce total cost of ownership. In addition, the solution’s Task Station consolidates all exceptions arising from workflow-based STP and provides you with a unique real-time cross functional dashboard that......
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London, United Kingdom
Predict
In order to fully utilise available funds and maximize investment opportunities, institutions need an efficient and accurate method of calculating their intra-day cash positions and projected balances. Cash flows result from a multitude of sources, spanning many business lines, such as treasury, securities and payments, and nowadays the trend to consolidate......
Munich, Germany
Predictive Intelligence
CEPRES Predictive Intelligence is an intelligent AI-based portfolio simulation and tracking solution that incorporates the future developments of single funds based on a unique forecasting technology for illiquid asset classes. CEPRES Predictive Intelligence enables investors and risk managers to measure future uncertainties and optimize their asset allocations for any market......
relevant regions
Malmo, Sweden
Premium Datasets
Fixed income JP Morgan Fixed Income Indices ICE/BAML Fixed Income Indices GFI Sovereign CDS GFI Corporate CDS ICAP OTC Derivative Data for G7 and Nordics IHS Markit IBoxx Indices Forecasts Oxford Economics Global Economic Data Bank Oxford Economics Regions and Cities EIU Database Consensus Economics Forecasts Consensus Economics Long-Term Forecasts Swedish NIER Institute Surveys and Forecasts Other EPFR Fund Flow IHS Markit PMI data - regional......
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Zurich, Switzerland
Premium Funds Data
Premium Fund Data from SIX provides complete fund data for core business processes into your fund value chain. We combine our high-quality reference data with third party fund data and add key content needed for regulatory compliance to give you the most comprehensive and complete fund information. A premium flag indicates......
London, United Kingdom
Preqin Pro
Preqin Pro provides access to the industry’s most comprehensive private capital and hedge fund data sets and tools. Alternative asset professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Find what you’re looking for Know the market with comprehensive data on institutional investors, managers, service providers, and for......
relevant regions
London, United Kingdom
Preqin Solutions
Simplify complexity and maximize performance with solutions that reliably compile portfolio company data, efficiently value your investments, allow you to take control of returns, and deliver effective, shareable investor reporting. It’s portfolio management made easy. Preqin Solutions automates compiling, analyzing and exchanging portfolio information, including vital operating metrics (financial, ESG and......
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London, United Kingdom
Price Master
Create a gold copy of all historical time series, not only pricing information but the analytical inputs into those prices – such as volatility surfaces, interest rates etc. Cater to any requirement for timing snapshot prices, whether that be the end-of-day close on the official exchange, or an evaluated price at......
relevant regions
Oslo, Norway
Pricing Service Bonds
The Nordic bond market share commonalities with other bond markets that securities are traded on an infrequent basis. Except for a few moderately traded sectors, a clear and indisputable market price can thus seldom be easily obtained. Valuations are mainly estimated based on broker quotes and indications, and in addition, several......
relevant regions
San Francisco, CA, United States
PRISM Ratings™ for Financial Advisors
Prism StratiFi's PRISM risk technology uses proprietary algorithms to analyze thousands of securities to quantify a portfolio’s volatility, correlation, tail and concentrated stock risk into an easily understood score. We provide actionable insights so advisors can mitigate risk and better help clients. ...
relevant regions
Mountain View, CA, United States
Private Bank
For private bank Client expectations are rising at an unprecedented rate. Addepar powers a personalized experience that can translate into a competitive advantage. Manage your clients’ wealth holistically Addepar aggregates all financial accounts across all relationships to provide your clients with a consolidated view of their portfolios. Deliver the ultimate experience Industry-leading analytics and reporting......
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Singapore, Singapore
Private Equity Funds
Build-op opportunities Buy-and-build strategies (or Build-ups) are currently a key value creation driver – if not the most powerful one – in private equity. The difference between standalone and buy-and-build is simple: +8.5 points IRR (source: HHL-BCG research). Due to lack of widely available data and fragmented market access, mid-sized companies......
Darien, CT, United States
Private Wealth Systems
Whether you're a sophisticated investor or a trusted wealth advisor, you know that to be empowered you must have accurate, timely, comprehensive, and personalized reporting. But in today's world of investing, sophisticated investments include much more than stocks and bonds. Complex wealth is derived from an array of investment instruments......
New York, NY, United States
PrivCo
As the only platform-agnostic to industry, deal activity, or ownership, we are able to offer the most comprehensive universe of substantively sized U.S. private companies available anywhere. PrivCo provides data discovery and financial services for all U.S. private market data needs. Private Company profiles include current and historical revenue and employee......
Berlin, Germany
Product Bank Model
Acquire funding Access stable and long-term retail and corporate deposit funding. Choose a funding mix that perfectly matches your assets and currency structure needs. Reduce funding cost, accessing funding from the cheapest markets. Improve your LCR & NSFR ratios with retail quality funding. Take advantage of the full range of Raisin's integration solutions, providing full......
relevant regions
North Salt Lake, UT, United States
Product Profiler
The Product Profiler has been configured to meet the needs of SEC Reg BI and PTE 2020-2. How the Product Profiler Helps Reg BI requires that an advisor act in the best interest of a client when recommending investment solutions. The Product Profiler is designed to analyze, validate and document why the......
relevant regions
Arlington, TX, United States
Professional Investment Performance as a Service (IPAAS)
Trust is the cornerstone of the wealth management business. It is essential to provide clients with accurate information and insights. Yet outdated technology systems can lead to inaccuracy, while lack of transparency makes it difficult to identify and correct data problems. That’s why First Rate developed Investment Performance as a Service. It integrates a trusted performance......
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Boston, MA, United States
Proposal Advantage
If you’re like most financial advisors, your clients have an average of five-to-six accounts, acquired over many years, from multiple sources. With little-to-zero communication between advisors, your clients’ accounts are not coordinated in a tax-smart manner and are paying unnecessary taxes. This is your opportunity to clearly differentiate and demonstrate......
London, United Kingdom
Proprietary ESG Data
Taking a tech-first, data-driven approach allowed us to address many of the issues of existing ESG ratings which are often unexplainable, subjective and infrequently updated. At its core, GaiaLens is a data-driven product generating lots of unique proprietary ESG data such as ESG Scores, Proprietary ESG Factors and ESG News data....
relevant regions
Lausanne, Switzerland
PROSPERO 365
Our modular, multi-channel front-to-back solution will let you focus on areas where you can add most value right from the start. Prospero comes with a full range of front-, middle- and back-office features. Its modules are delivered ready-to-use, easy to set up and user-oriented. This allows users to focus on......
Indianapolis, IN, United States
Proteus + Advisers
Model Portfolios The ability to methodically construct portfolios of alternative assets that meets both individual and groups of investor’s objectives. Operational Due Diligence Proprietary due diligence has been designed to provide a high level of transparency. Independent oversight provides confidence and peace of mind. Investment Management Tools A full analytical package is complemented by Proteus’......
relevant regions
Rödermark, Germany
PSplus Wealth Manager
PSplus Wealth Manager is the ideal wealth management software for family offices, asset managers, banks and foundations. As well as representing liquid assets, PSplus depicts private equity, real estate and other illiquid assets and consolidates complex asset structures. The modules Advisor Portal and Client Portal support in addition the complete process......
relevant regions
Montreal, QC, Canada
PSTOX Wealth
PSTOX Wealth Unleash the Potential: PSTOX Wealth integrates Croesus and Salesforce for elite firms, transforming wealth management with precision and scale. PSTOX Wealth Light Streamlined Excellence: PSTOX Wealth Light brings robust wealth management to SMEs, combining Croesus data and Salesforce agility affordably....
relevant regions
Bear, DE, United States
Pulse
Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether it is a comprehensive look at portfolio performance, tax considerations or asset allocation, the information is ready at your fingertips. Client Servicing and Reporting Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether......
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Zurich, Switzerland
qashqade
End-to-end support of your calculation The qashqade’s ccc product supports your waterfall and carry calculation along the entire value chain: from generating your waterfall output in a fully automated and controlled method, to being able to model and simulate future outputs based on your own input until the allocation of the......
relevant regions
Munich, Germany
QPLIX
The platform is accessible, irrespective of space and time. It has many different APIs to collect and consolidate data. Our connections to banks, custodians and accounting systems offer you automatic synchronization of your data. To ensure that your data is safe, it is encrypted and stored in our highly secure......
relevant regions
Crowborough, United Kingdom
QROPS Transfer Analysis
Defined Benefit Transfer and Defined Contribution Switch to overseas pension products, producing critical yields with the ability to build in custom products, tax regimes, and jurisdictions. This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance. We have a range......
relevant regions
Paris, France
Quantify
An offering dedicated to professionals Quantify is a professional robo-allocator based on the investment universe defined by the human advisor. It guides and assists them in composing and arbitraging their clients’ portfolios, which are classified in five risk profiles using a quantitative approach combined with a macro-economic analysis. It does not replace the......
relevant regions
Nice, France
Quantilia
Differentiate your value proposition With a growing number of investment professionals in a fierce competitive environment, family offices and private banks are demanded to showcase an increasingly higher level of resources and skills. We strengthen your value proposition and help you distinguish your management methods from those of other financial institutions......
relevant regions
Novosibirsk, Russian Federation
QUIK Software Package
Trading interfaces QUIK server modules that provide connection to over 30 global trading venues including leading Russian and international exchanges, off-exchange trading systems. News and market data interfaces QUIK server modules that allow getting information (news, quotes) from external sources. Service modules QUIK server modules that provide additional services to users. Infrastructure solutions Software solutions for creating......
relevant regions
Fountain Hills, AZ, United States
Quotestream
Quotestream Desktop Quotestream Desktop is the latest in streaming real-time portfolio management from QuoteMedia. It is the next generation of the award-winning Quotestream application for active traders, featuring rich new content, tick-by-tick lightning fast market data, and extensive customization in a trading terminal style interface. Quotestream Mobile Quotestream Mobile delivers comprehensive portfolio management and......
relevant regions
Sydney, NSW, Australia
RainmakerLive
Gain fast and reliable access to market updates and intelligence in the institutional landscape.RainmakerLive is Australia's integrated knowledge management terminal, enabling a new world of insights into the institutional wealth management space. Gain unparalleled insights into Australia's superannuation, asset consultant, institutional investment management markets, alongside a comprehensive overview of superannuation......
Austin, TX, United States
Realized
01 The gap in wealth management? Investment properties Investment property wealth isn’t managed with the same discipline as stocks, bonds, or other traditional asset classes. This management gap hurts after-tax returns and creates unnecessary risk of losses. Why? 02 Investment property wealth management. Only with realized Realized bridges the gap between investment property......
relevant regions
Portland, OR, United States
ReAllocate
Grow your clients wealth by providing them with access to direct commercial real estate investments on a risk first basis. Leverage the power of Allocation Intelligence and proprietary industry-first matching algorithms. How it works 1. Individualized risk assessment Quickly create customized risk-based allocation models for all of your clients with our simple, white-label assessment......
relevant regions
Boston, MA, United States
Rebalancing
Key Features Automated Drift Alerts Drift Dashboard High & Low Tolerances Equivalences Restrictions Cash Management Custodian Ready Trade Files Block Trading Household-level Rebalancing ...
relevant regions
Zurich, Switzerland
reclaimer
reclaimer® is a user-friendly web-application that manages and optimises the entire process for withholding tax relief at source and reclaim: from data import and validation, to data enrichment, reclaim/relief calculation, document production, and cash allocation. Increased after-tax return Withholding taxes on dividends and interest income reduces return on investment; reclaiming them, where......
Melville, NY, United States
ReconAdvantage
Portfolio accounting Regardless of a client’s size or complexity, FIXQ / ReconAdvantage’s ultra-flexible Investment Book of Record (IBOR) module provides the tools to track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage risk. Reporting & performance analytics ReconAdvantage provides an extensive collection of highly customizable, automated......
relevant regions
West Chester, PA, United States
Reconciliation
Use A Global Reconciliation Model Trade breaks pose significant financial and operational risks to firms. Reconciling positions, cash, and transactions is a critical function supporting portfolio management. Institutional-Grade Reconciliation Services STP’s outsourced model lowers cost and reduces risk exposure by using automation and a time-tested process. STP's Reconciliation Dashboard Powers Transparency STP’s global reconciliation dashboard......
relevant regions
Zurich, Switzerland
Reference Data
SIX provides you with one of the world’s most comprehensive financial information databases. Its sophisticated data structure seamlessly links all data elements associated with a security – from terms and conditions to prices, from institutions to markets, from corporate actions to global security identifiers. Our reference data service captures the broadest......
relevant regions
London, United Kingdom
Refinitiv Maxit
Today’s information reporting requirements for banks and brokerages are complex and resource consuming. In addition, fragmented vendor solutions create risk and cost challenges associated with compliance, vendor management, data integration, data accuracy and overall cost inefficiencies. Refinitiv Maxit, the industry’s only end-to-end tax information reporting solution, was developed specifically to solve......
relevant regions
New York, NY, United States
RegBi Optimizer
Cut Costs of Compliance Dramatically SEC estimates that it will cost $11,607 per advisor to comply with RegBI, we will help you comply for a fraction of that. Reviewed by Top Securites Attorneys RegBIoptimizer is the only software reviewed by top securities law firm for compliance with Regulation Best Interest. Complete Solution for RegBI......
New York, NY, United States
Regulatory / ADV Platform
Powerful sourcing & analytics Leverage ADV filings for manager sourcing and benchmarking. Build dashboards, analyze service providers, and identify key risk areas. User-friendly research platform Access simple, yet effective advisor profiles, private fund listings, and private fund profiles. Configure materiality threshold for filing changes. Track historical changes between any two dates. Timely email alerts Free......
relevant regions
San Francisco, CA, United States
Regulatory Reporting
Regulatory reporting scope has seen a phenomenal increase over the last decade in both complexity and scrutiny, placing more controls and governance requirements onto reporting institutions. With a global financial market, this is compounded through a plethora of jurisdictional specific requirements that an institution must comply with. In parallel with......
relevant regions
Oslo, Norway
Regulatory Reporting Data
Files can be setup in standard or customizable formats to help meet each customer type’s specific need for internal or external regulatory reporting. A sample selection of our services: UCITS Solveny II CRD IV, LCR & HQLA Green bonds Public reporting Interest calculations ...
relevant regions
Basel, Switzerland
Renewable Energy Finance Software
investment valuation and analysis of sensitivities financial performance tracking and portfolio management buying and selling projects on the digital marketplace Products With our products you have everything you need for the financial valuation and management of your renewable energy projects. The greenmatch software is used to plan, manage and market projects within the field......
relevant regions
Omaha, NE, United States
Reporting
Report with accuracy, efficiency, & style Create more custom reports in less time Complete your quarter-end reporting process up to five days faster with our advanced reporting suite. Be more knowledgable about every part of your business Feel certain that no part of your business goes overlooked with solutions that span a range of critical client......
relevant regions
West Chester, PA, United States
Reporting
Streamline Client Reporting STP’s cloud-based reporting software streamlines the operational and client reporting process. Our solution is built on a cloud-based, innovative technology stack, that is scalable and secure. We understand the bottlenecks that exists through the entire reporting process. As a result, our platform has been developed from the ground......
relevant regions
London, United Kingdom
Reporting as a Service
Reporting as a Service is a complete end-to-end client reporting solution. It is hosted in the Microsoft Azure Cloud for security, scale and resilliance. The system benefits from dynamic templates that automatically flex based on the client or fund, and other data to produce exactly the required reports, in any......
relevant regions
Boston, MA, United States
Reporting & Client Engagement
Reporting Get clear, customizable insights into the business you run and the clients you serve. Investment Reporting Business Reporting Account Aggregation Billing Communications Expand your impact and reach by providing seamless, personalized service that delights and empowers your clients. Client Portal Branded Communication Monitoring & Alerting Client Support Automation Save time and gain efficiencies with automated delivery, billing and account maintenance that puts......
relevant regions
East Brunswick, NJ, United States
ReportWa
ReportWa is a single tool for your reporting and compliance needs that lets you design pixel perfect reports with data visualization, allowing users to gain useful insights into their data right inside your favourite MS Word and Excel files. In few clicks configure all the processes once and reuse always. Processes......
New York, NY, United States
Research Automation Platform
Platform Components From foundation RMS productivity features and regulatory must-haves through to advanced workflow management and third party data integrations, scale and configure research management to suit the needs of your fund: Core RMS Modern Research Management Software (RMS) analysts love to use. Centralize, organize and collaborate on your research assets – models, notes,......
relevant regions
London, United Kingdom
Research for Professional Investors
Our combined experience and with a lot of feedback from respected fund managers in the industry, we aim to provide an independent and comprehensive coverage. The platform includes benefits of access to our network and the ever developing knowledge of our global team of qualified analysts....
relevant regions
Norwalk, CT, United States
Research Management
FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs. Give your team the power to collaborate across disparate locations, ensure the security and continuity of your best thinking, and maintain the transparency necessary to comply with evolving regulatory regimes....
relevant regions
Paris, France
ResearchPool Marketplace
The first open-access platform for investment research Open access ResearchPool’s open and user-friendly research marketplace lets you download and analyse information faster. Improved search allows you to focus on the insights that are relevant to you. Flexible payment options In preparation for an unbundled research market under MiFID II, ResearchPool provides flexible payment options......
Crowborough, United Kingdom
Retirement Planning
Pre- retirement cash flow modelling and shortfall analysis with the ability to factor in Lifetime Limit Allowance analysis. Include a range of products, Defined Benefit Pensions, Defined Contribution Pensions, State Pension, Investments and Property, to create an Income model for retirement. ...
relevant regions
Irvine, CA, United States
Retirement Revolution
At VMS, we are dedicated to helping service providers implement best-in-class solutions for the plan sponsors, and ultimately the individual participants, they serve. Utilizing cutting-edge technology and our deep knowledge of the retirement industry, we have built a dynamic, cost-effective, feature-rich recordkeeping solution with Retirement Revolution. Retirement Revolution combines the best......
relevant regions
Sudbury, MA, United States
Risk Analytics
SoftPak Risk Analytics gives you unprecedented flexibility to analyze portfolios against any structured risk model you choose. We’ve also designed it to be lightning fast. This invaluable utility gives you accurate results within seconds. SoftPak Risk Analytics is used to calculate the risk characteristics of a portfolio against any benchmark......
relevant regions
Zurich, Switzerland
Risk Analytics Dashboard
The analysis is possible for an individual client portfolio, the client book of an advisor, the client portfolio of an entire team and every organizational unit (market, country, region etc.). The dashboard view can be personalized based on roles and authorization level. The Risk Analytics Dashboard makes bank-wide exposure management a......
relevant regions
New York, NY, United States
Risk Management
The implementation of new regulations including MiFID II, Solvency ll and IFRS13 changes the way almost all products are priced, traded and reported. This complex financial environment requires more comprehensive, more accurate and more transparent risk management. There is growing demand for solutions that provide a holistic picture of risk across multiple-asset classes. Quantifi provides a consistent view of......
Santa Monica, CA, United States
Risk Management
Wilshire Compass’ risk summary report Incorporating the current strategic asset allocation and the existing portfolio of managers, Wilshire Compass will generate meaningful analysis measuring risk and correlations over a selected historical time period. Detailed charts and graphs will examine the risk of the strategic asset allocation, the contribution to risk by......
relevant regions
Newport Beach, CA, United States
RiskPro Advisor
Designed by financial advisors. Built by econometricians Perpetual suitability RiskPro is built to reverse the cycle of investor emotion and restore confidence and accountability in the investment decision-making process. The best rely on RiskPro We are a trusted financial technology partner for some of the biggest names in the wealth management industry. What you can......
relevant regions
Santa Monica, CA, United States
Risk Reporting
Wilshire Compass Acuity assists asset owners seeking to gain a better understanding of the sources of risk in their investment portfolio. Incorporating the current strategic asset allocation and the existing portfolio of managers, Wilshire Compass Acuity delivers meaningful analysis measuring risk and correlations on an ex-ante (forward-looking) and ex-post (historical) basis. Detailed......
relevant regions
New York, NY, United States
Risk Shell
Compatible with all in-house databases, this all-in-one analytical platform delivers sophisticated risk and portfolio management solutions to a broad category of hedge fund investors - from family offices to investment banks. Risk management software: benefits and features Covering all stages of a sophisticated investment process with the strong focus on alternative investments,......
relevant regions
Stamford, CT, United States
Rockit®Command
Rockit®Command’s capabilities include the ability to sort, gather, compare and filter your data virtually in any way you need. It lets you easily review a single account, any group of accounts or all of your accounts....
relevant regions
Menlo Park, CA, United States
Rowboat Advisors
Riskalyze, a financial technology firm which sells to 20,000+ financial advisors, uses our technology under the hood to power Riskalyze Trading. Here are examples of our features: Direct Indexing combined with tax-loss harvesting, including ESG/SRI filters and tilts Tax-efficient portfolio rebalancing, including evaluating the tradeoffs between efficiency and tracking Tax-efficient portfolio migration with optional......
Greenwich, CT, United States
Ruby
About Ruby Since 2004, our team has developed over a half dozen custom portfolio management systems covering all asset classes and supporting a wide range of investment strategies. Ruby is the product of all these years of experience working with portfolio managers and their COOs to provide solutions to their specialized......
relevant regions
Zug, Switzerland
SanAPI
Made for developers Average response time is 3 seconds. Blockchain transactions are added in less than 5 minutes Always improving On-chain data is collected directly from running nodes, not 3rd parties, making it faster and more reliable, by eliminating another potential point of failure Global scaling Use GraphQL for freedom and flexibility, or SanPy, our......
relevant regions
Zug, Switzerland
Zug, Switzerland
Sandata
Are you a data researcher/scientist or crypto trader with a passion for data analysis? Try Sandata, a single source for on-chain, social and project indicators plotted against price. Spot interesting and valuable patterns that you might not see elsewhere. Sandata provides visualizations of on-chain, social and development metrics for more than 1000......
relevant regions
Zurich, Switzerland
Sanostro
Collective intelligence – illustrated We combine trading models to provide investment signals on all asset classes Alpha-as-a-Service Access unique intelligence....
relevant regions
Copenhagen, Denmark
SaxoTraderGO
Powerful trading tools A comprehensive range of trading and investing features with a user-friendly interface. Comprehensive account overview Manage your account or analyse performance in detail with our revamped account section. In-depth Research hub Inform your trading with curated research content, including news, SaxoStrats analysis, price data, trade ideas and educational material. Innovative risk-management features Discover unique......
relevant regions
Copenhagen, Denmark
SaxoTraderPRO
Advanced trading features High-performance tools built to manage and execute orders, with in-depth market analysis features. Comprehensive account overview Analyse your performance in detail and download historical reports for bookkeeping purposes, with our revamped account section. Innovative risk-management features Discover unique tools to manage your risk and control your positions. Account shield - The account shield......
relevant regions
Zurich, Switzerland
Scenario & Risk Analytics
Scenario analysis: Stress testing: This module offers the capability for advisors to assess the impact that potential stress scenarios may bring to client portfolios. Predictive and historical scenario analysis: These can be based on historical events or forward-looking (predictive) ones, which can incorporate expert views based on current financial information. Risk Analytics: Dynamic risk......
Grenoble, France
Scenario Simulation
We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......
relevant regions
Raleigh, NC, United States
Schwab Advisor Portfolio Connect™
A simplified approach to portfolio management Schwab Advisor Portfolio Connect delivers core capabilities and features through an intuitive, modern experience, without the need to download and reconcile data. This solution is not multi-custodial, and is not a replacement for PortfolioCenter®, but is available free of charge to advisors whose clients custody......
relevant regions
Stockholm, Sweden
SDGs
Integrate SDGs into your investment strategy Save Time - Easily tap into data reported by 36,000+ companies about their SDGs commitment Discover - Instantly identify what SDGs are supported through your investments Course Correct - Better align your investment decisions with your portfolio strategy Improve - Identify new investment opportunities that match your sustainability strategy ...
relevant regions
London, United Kingdom
Search Engine
With our simple rating criteria, our focus at Vadevalor is on the long-term results of fund managers. We are not paid by asset management companies to rate their fund managers, remaining truly independent & unbiased....
relevant regions
Ames, IA , United States
SEC Reporting
Trust the market leader in SEC reporting Foreign private issuers (FPIs) trust Workiva to increase productivity, improve data accuracy and optimise their SEC filing process. The smart way to file Reporting, compliance and legal teams can collaborate in real time on data and narrative. This ensures complete visibility and trusted data. Documentation, data......
relevant regions
Vienna, Austria
SECTRAS
Constantly tightening regulatory standards are forcing financial institutions to continuously adjust to ensure compliance with a diverse range of reporting requirements. In addition to communicating with various supervisory authorities (German Federal Financial Surpervisory Authority – BaFIN, the German Central Bank, and the German Federal Central Tax Office), the different reporting periods......
Zurich, Switzerland
Securities
Individual needs regarding the management of the universe of assets are simply infinite. That's why we clarify needs carefully with each individual client and define the rules of categorization and formatting. These guidelines are sacrosanct to us. We follow them strictly in daily execution, and keep them under constant, multidirectional review. The......
relevant regions
London, United Kingdom
Security Master
Enables mastering of all key securities’ reference data, including bond schedules, expiry/maturity dates, corporate actions, covenants & conventions relevant to each security. Our open architecture APIs and SDKs ensure a future-proof solution that can be easily adapted for the needs of today and tomorrow....
relevant regions
London, United Kingdom
Seedrs
Institutional and intermediary services We support partners with portfolio building and capital raising. We add value to and increase the visibility of their portfolio companies. Introduction and syndication Deal flow origination: we introduce you to Seedrs portfolio companies for future funding rounds and provide early access to new companies before they go live. Top-up capital:......
relevant regions
London, United Kingdom
Sesame
Sesame is a next-generation secure technology platform that is powerful and simple to use and centralises all investment data from any source and of any type, including public and private assets. Sesame has been developed with intelligent tools for easy navigation into the complexities of investment portfolios, with sophisticated analysis,......
relevant regions
Stockholm, Sweden
SharpFin for Asset Managers
Don't stand the risk of losing business entirely or being stuck in a non-profit waste land....
relevant regions
Stockholm, Sweden
SharpFin for Family Office
Imagine that a you had a cloud based solution that would consolidate all these data for you, empowering you to take control and free up time for you to make active investment decisions. Book a meeting and find out already today how Sharpfin Technologies puts a new standard for Family......
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Pittsburgh, PA, United States
Signal
Signal is an automated monitoring and reporting solution that compares your holdings to relevant thresholds, provides alerts when you need to take action, and generates disclosure notifications that can be filed with regulators. Compliance simplified Single solution Access one platform to evaluate all of your holdings against regulator and exchange thresholds Streamline compliance Standardize your......
Geneva, Switzerland
Silex Investment Solutions
Investment Solutions is the unit of the SILEX group dedicated to supporting its partners at every stage of their investment decisions. It is built around the needs of wealth management and offers a range of solutions adapted to constraints and the environment, combining human expertise and technology Our expertise Technology SPARK – our proprietary technology platform......
Copenhagen, Denmark
SimCorp Digital Engagement Portal
Client communication and reporting has never been more critical to an investment firm’s overall strategy. It sits at the center of the client experience and is the most tangible output to show what you do, and how you provide value to your end investors. For many years the function has been......
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Huddersfield, United Kingdom
SimplyBiz Investment Services
As the UK's largest provider of regulatory and business support to directly authorised financial services professionals, we are proud to offer our members exclusive access to new in-depth investment research, market-leading financial planning tools and dedicated investment support designed to power the investment advice process. From support in the design of......
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Copenhagen, Denmark
Single Family Offices
Our value towards Single Family Offices SFOs often grapple with complex portfolio management, as they manage diversified asset classes, trust structures, and generational wealth transfer needs. Performativ streamlines these challenges by offering comprehensive asset class coverage, including all liquid and illiquid asset classes (direct investments, real estate, and private equity commitments etc.).......
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Baar, Switzerland
Single Family Offices
Always being on top of the family’s total wealth situation and underlying performances including fees paid and commissions takes a lot of resources. And this work is only the basis for all important and necessary strategic discussions and decisions that follow. The Altoo Wealth Platform can support you and your family office......
Zurich, Switzerland
SIX ID
Our data display products provide a clear and intuitive overview of all the data you need, tailored to your workflow and specific requirements. In addition to the market and reference data universe, extra functionality, including news, company key figures and ratings, it ensures that you have the right information to......
Zurich, Switzerland
SIX Tax Score
SIX Tax Score leverages and complements the financial information provided by SIX with additional tax information, in order to support portfolio managers and wealth advisors in providing tax transparent investment advice. We deliver our clients with superior tax data they can easily call upon to understand the tax implications and make the......
New York, NY, United States
Six Trees Capital
Based in New York City, Six Trees Capital LLC is managed by Gary E. Zimmerman, a former investment banker who was inspired by the financial crisis to create a system that could help investors keep their cash safe while earning superior returns. Mr. Zimmerman takes counsel from a strategic advisory......
Herndon, VA, United States
Skience Analytics
Mine data from the Skience Aggregation and Reconciliation module to uncover important insights and trends in investor portfolios that can pinpoint opportunities to further engage your clients....
Freigericht, Germany
Smarter Financial Services
Customers ask for pro-active, multi-channel, end-to-end experiences. Markets demand scalable business models facilitating highly personalized client advisory and services. New technologies enable FinTech and InsurTech startups to disrupt the industry. Financial service providers need to update their enterprise architecture to connect innovative Banking and Insurance APIs with legacy systems. Comprehensive......
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Singapore, Singapore
Smartkarma
What is Smartkarma? Smartkarma is a fully digital and cloud based platform with a full suite of tools enabling a large community of analysts and other professionals to create digitally native, interactive research content, share ideas, collaborate on research projects, and discuss their opinions in real time. Via personalised logins, clients are......
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Boston, MA, United States
Smartleaf Experience Engine [E2]
Current and planned reports include: Taxes saved. Show how much you’ve saved clients in taxes through active tax management. Health checks. Show clients that you’re meeting the standards you set for managing their portfolio. Explained activity. Provide simple plain English explanations of your trades. We have reengineered the way portfolios are managed. With our......
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Boston, MA, United States
Smartleaf Investment Engine
With the Investment Engine, advisors can effortlessly provide each of their clients with: Custom asset allocation and security selection Custom social screens Optimized tax management including tax-managed transition and year-round loss harvesting UMAs containing any combination of ETFs, mutual funds, proprietary equity strategies, third-party equity strategies and cash ...
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Zurich, Switzerland
SmartMoneyMatch
SmartMoneyMatch is a platform for: Investment matching Money managers classify their offers with a given granular criteria catalog (like eBay, but for investments only) Distribution is compliant as asset managers indicate what type of investor (qualified/retail) is allowed to see the investment in which jurisdiction Investors can find appropriate investments according to their criteria,......
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London, United Kingdom
Smart Portfolio Analytics
Woltix Smart Portfolio Analytics enables wealth managers and advisors to provide rich investment portfolio analytics internally and for their customers. This versatile tool makes available multi-currency cross-asset performance and risk analysis. It covers the workflow end-to-end - from returns and VaR calculations to rebalance and optimization. Our solution fully integrates customer......
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London, United Kingdom
Smart Portfolio Builder
Choose from over 1500+ sectors and fine-tune your preferences to find the most relevant companies and their proposed weights for your investment strategy. With daily relevance score updates, you can rebalance anytime, including when trends emerge. Build your smartest portfolio using AI and big data: Choose the sectors you want to exposure......
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Hong Kong, China
Smart Watchlist
With Smart Watchlist, stocks you add will automatically display signals and events you set for the entire list. No need to click through checking each stock day after day. Monitoring Your List Easily see how many stocks in your watchlist are up, down or unchanged for the day. For each stock, information......
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Delémont, Switzerland
SMAT
Smat's goal is to provide them with the necessary tools to improve investment in the class of alternative assets and to enable dynamic portfolio management....
relevant regions
Boston, MA, United States
Social Security Advantage
Social Security is an important source of retirement income for many investors. However, most people do not know when they should begin taking benefits versus turning to other assets, and filing for benefits at the wrong time can be costly. Help guide your clients to get the most out of......
Pittsburgh, PA, United States
SoftLedger
What is SoftLedger? A Fully Connected Financial Toolkit Built for Speed Welcome to modern accounting. SoftLedger’s flexible technology enables accountants and developers to easily manage multiple entities, integrate with other systems, and close their books faster. Family Office Accounting Consolidated reporting for family offices is tricky without accounting software that’s built to handle multiple......
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Amsterdam, Netherlands
Soliam for Wealth Managers
A single core solution for real-time overview of the client’s investments A Multi-Custodian and Multi-Account keeping software enabling a comprehensive front-to-middle process management, for wealth managers, private bankers and family offices A unique turnkey solution for position-keeping and financial decisions, dedicated to wealth management specific needs: advisory and/or discretionary processes, fiscal allowances......
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Schlieren, Switzerland
SolidusLink
SolidusLink is a multi-dealer precious metals trading platform capable of integrating with any bank or custodian, so that both institutional and individual investors, as well as their advisors, can access and hold real gold as easily as stocks....
relevant regions
Atlanta, GA, United States
Solivis Platform
The Solovis institutional investment management platform allows you to gain a holistic view of your multi-asset class portfolio. Collect, aggregate, analyze, predict and share portfolio information from a single technology platform. Improve operational efficiency and enable better investment decisions. Collect Accelerate public and private asset data collection, gain better insight into fund......
New York, NY, United States
S&P Capital IQ
Deep company and industry research Analyze company performance of industry-leading financials with 5,000+ individual data items, including sector-specific metrics on 17 industries. Our financials are adjusted for nonrecurring charges to enhance comparability and are auditable down to source documents. The Excel add-in: a tool as smart as you. Improve efficiency Spreadsheet fatigue is a......
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Geneva, Switzerland
SpeciBBG
This software is fully parameterizable, gives you the possibility to schedule for a list of ISIN, a request on Bloomberg. Data are stored in a Datastage and available for all your applications. SpeciBBG will simplify your request needs on Bloomberg. Software challenge Aims to simplify your Bloomberg requests: Service based (deamon) Scheduler Create your own requests Datastage On......
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Geneva, Switzerland
SpeciBLOTTER
SpeciBlotter is a front-middle office tool designed for traders, risk managers and RMs. It supports the forex activity (spot, forward, swap, currency option). SpeciBlotter speeds up the booking process and gives transparency on the daily and intraday positions. Software challenge Aims to fit the needs: Calculates profit and loss by portfolio (pure trading, customer......
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Geneva, Switzerland
SpeciOPTION
The scheduler on SpeciOption tracks the events occurring on the trade: opening, closing, exercise and abandon, hit. Traders can load their term sheets into the system to quickly define the contracts. Alerts are generated when the barriers are hit. Reduce operational risk More structured Manage the product life cycle Software challenge Aims to follow all the......
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London, United Kingdom
Sphere
The problem Market complexity grows every day. Is your portfolio ready? 84%* Today, an investment professional's main challenge is to sift through data and face market complexity to make clear and informed decisions. Traditional approaches fall short in adapting to market dynamics and delivering forward-looking insights. *Percentage of institutional investors seeking to integrate AI in their......
relevant regions
Paris, France
SpotLab
SpotLab allows simulation of complex strategies that execute simultaneously in a single portfolio with a precision level as high as one minute and a depth of more than 10 years on a standard desktop computer. It features an exclusive data paging technology making it possible to browse several tens of......
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London, United Kingdom
Sprout For Advisers
Stand out in the market Partner with Sprout to gain a distinct competitive advantage over your competitors who are not offering venture capital funds to customers. Rigorous due diligence Sprout’s experienced team takes the legwork out of fund due diligence, undertaking a rigorous selection process and curating a selection of top-tier fund opportunities......
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London, United Kingdom
SRL Global
Comprehensive, accurate and unbiased. Front-to-back solutions for the family office industry SRL Global provide families and their private offices with a holistic and integrated end-to-end institutional-grade infrastructure. Delivering greater clarity, control and insight to Monitor, Measure and Manage their wealth in single ecosystem. Data collection Transaction level account aggregation Reconciliation and data management General ledger accounting Security......
relevant regions
Basildon, United Kingdom
ßetafolio
Betafolio takes the hassle out of advisers’ investment processes by offering access to evidence-based portfolios. Betafolio is a clear alternative to expensive, poorly performing DFM services and multi-asset funds. Its consistent, repeatable and robust process gives advisers full control of client outcomes....
Zug, Switzerland
Stableton
Marketplace for alternative investments Easy access One-stop-shop for alternative investments. Tailored portfolio. Seamless investment experience Unique opportunities Top-tier partners. Benefit from specialist knowledge Performance Benefit from access to superior strategies. Generate true absolute returns Measurable impact Make investments with a measurable impact, not only for your portfolio but also for the environment ...
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Edinburgh, United Kingdom
Standard Life Wrap
Wrap is a specialist service and technology platform for progressive adviser businesses. If you’re looking to deliver sophisticated wealth management solutions for your clients in a scalable, controlled manner, Wrap could be right for you. Market-leading and innovative portfolio management solutions: Professional Portfolio Manager helps you to scale your advisory investment process......
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London, United Kingdom
STAR ESG
The STAR ESG models can be used for generating economic scenarios under either a real-world or risk-neutral measure. It can be used by clients for setting investment strategy benchmarks, portfolio construction, ALM, pricing, capital setting and the market consistent valuation of options and guarantees. Our philosophy is to transfer knowledge and......
Stockholm, Sweden
Stewardship
Foster active ownership of your portfolio Save Time - Your whole team can manage your engagement with companies from one platform Discover - Have a quick overview of the status of all your engagements Course Correct - Easily track the SDGs being discussed in the meetings resolutions and the voting outcomes Improve - Collaborate with other owners......
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Hong Kong, China
Stock 360
Are your users mostly short term traders? Create a page using widgets such as intraday charts, market depth and news focusing on price action and events. Are your users buy and hold investors looking for value stocks or high dividends? Use our financial reports and earnings graphs so they can......
relevant regions
Miramichi, NB, Canada
Stockcalc
StockCalc is a Fintec company focused on fundamental valuation. We run valuation models on 7800 companies listed on the NYSE, NAS, ASE, TSE and TSX each night. We are a third party integration on TD Ameritrade Institutionals Veo Open Access platform and are an excellent resource for independent financial advisors looking for......
Tel Aviv, Israel
Stock Forecast Algorithm
Based on the relationships and the latest market data, the algorithm calculates its forecasts. Since the algorithm learns from its previous forecasts and is continuously adapting the relationships, it adapts quickly to changing market situations. The I Know First Market Prediction System models and predicts the flow of money between the......
relevant regions
Marietta, GA, United States
Stock Market Data
Optimize your Investment Strategy with EquityRT Strategy Builder and Backtesting Portfolio managers, equity research analysts, economists and many other investment professionals are constantly challenged to deliver quality research to guide the right investment decisions. Making the right decisions starts with having an optimum investment strategy in place. EquityRT’s unique investment strategy builder......
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Hong Kong, China
Stock Quote
Whether users just want to check their stocks on-the-go or do in-depth analysis at their desk, our stock quotes can be adapted for a minimal layout with just enough information or a detailed quote that gives everything an investor needs to make an informed decision. Tailored for Any Market Data layout and......
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Hong Kong, China
Stock Ratings
Company Score Detailed company score reports by professional analysts with business summaries as well as peer comparison based on component scores. Score Rankings Monitor Component Score rankings to find investment opportunities. Find top ten stocks for every aspect such as Earnings, Fundamentals, Performance, Risk, Valuation etc. Broker Ratings Get the latest aggregated Broker Recommendation. See......
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Hong Kong, China
Stock Screener
Select by country, stock exchange, sector or market cap. Or just want to see all stocks in the S&P500? You can filter by index constituents as well to make your search manageable. Detailed Criteria Choose from over 130 criteria covering both technical and fundamental data fields as well as events, scores and......
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West Chester, PA, United States
STP Global Reconciliation Dashboard
STP’s Global Reconciliation Dashboard is cutting-edge, cloud-based software that provides direct insight into our operational reconciliation service. Transaction & Position Views As part of our commitment to transparency our reconciliation dashboard exposes nearly 100 unique fields....
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West Chester, PA, United States
STPortal
Software and Apps Reporting Streamline the operational and client reporting process with powerful packaging, commentary and scheduling capabilities. Report Builder Build/automate custom, branded reports to improve speed of communication and distribution. Dashboards Customizable dashboards giving you the information and data you need, when you need it. Investor & Advisor Portal Powerful dashboards giving advisors & investors cloud-based access......
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West Chester, PA, United States
STP Report Builder
Use STP's Report Builder Configure reports how you want, not what an inflexible system allows. Creative, smart, flexible. That’s STP’s Report Builder. Feature highlights: Use smart, flexible components to quickly build branded, visually stunning reports. Create tabular-based reports on the fly using a wide assortment of tools and available data fields. Simple 3-step process to generate......
relevant regions
Lakewood Ranch, FL, United States
Strad Pro
Strad Pro bridges the gap in wealth management, allowing advisors to offer top-tier, comprehensive planning and portfolio management services to all clients, regardless of their wealth status. It's like giving every client the Rockefeller treatment, enhancing your service quality and efficiency with state-of-the-art technology, while differentiating your firm from all......
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London, United Kingdom
Strategy Architect
Developing quantitative trading strategies can be profitable, but it typically requires a significant investment of both time and money. The cost can be upwards of US$1 million per year for software developers, quantitative researchers, and data infrastructure, and it can take at least six months to create a viable strategy. Our......
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Melbourne, VIC, Australia
StrategyEngine
This platform for developing and presenting investment strategies can be used by the investment manager, strategist, economist or analyst involved in equity strategy, asset allocation, fixed interest and economics. It facilitates sharing of information and ideas amongst investment professionals. Enhance the investment management process Improve the consistency and robustness of your investment......
Hong Kong, China
Streaming API
Regional Streaming API The Regional Streaming API aims at providing a single streaming API that covers multiple exchanges and seamless integration with regional client usage with various connectivity options. Ease of integration The Multi-Site support allows the same streaming API to be used across regional implementations. It reduces the complexity to set up......
relevant regions
Melbourne, VIC, Australia
Super Accelerator Core and Plus
We provide you choice to give you complete control Access a full range of superannuation, SMSF and investment options, online portfolio management tools, reports and competitive pricing, while taking advantage of fee-saving opportunities. Super Accelerator Core A cost-effective and easy way to manage your super which gives you the option to invest in......
Stockholm, Sweden
Sustainable Investments (SFDR)
Easily screen the sustainable investments of your portfolio Save time - Quickly screen what percentage of your portfolios is considered sustainable investments Course correct - Understand how the percentage of sustainable investments changes over time Visualize - See the list of investments considered “sustainable” and “not sustainable” according to your own criteria Analyse & Discover - Assess the......
relevant regions
Windsor, CT, United States
SVC
SVC is our external data aggregation platform that consolidates information from leading global sources to deliver a single customized data feed in a normalized format. Get seamless pricing updates, security master data, corporate actions data, FX rates, fixed-income coverage, credit ratings and more – automatically, through a single platform, to help......
Stockholm, Sweden
Swip
SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution....
relevant regions
Zurich, Switzerland
Swiss Fund Data
With its comprehensive database and website, which is recognized as an electronic publication medium by FINMA, Swiss Fund Data offers a wide range of services. Our broad cooperation network of clients, partners and vendors makes it possible to ensure and continually enhance transparency in the fund market. Here is a brief......
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Whiteley, United Kingdom
Synaptic Comparator
What does it include? Comprehensive cost evaluation – analyse cost at every level of multiple wrappers Evaluate all options – allows you to examine multiple providers and products in single view Full product range represented – personal pensions, SIPPs, onshore and offshore bonds, ISAs and GIA Etc. How does it work? Industry’s most powerful calculations engine – regularly performs millions......
relevant regions
Whiteley, United Kingdom
Synaptic Modeller
Synaptic Modeller forms part of the Synaptic Research Suite for professional advisers, assisting in financial planning, risk analysis and reporting. Any advisory firm looking to control risk within their investment recommendation processes should consider the several key differentiators that are offered within this module: Contains Moody’s Analytics stochastic engine –projects multiple investment......
relevant regions
Whiteley, United Kingdom
Synaptic Portfolio Builder
This is a component within the Synaptic Research Suite that allows you to build and manage portfolios, providing Synaptic Comparator and Modeller access to allow research to be done using actual holdings. The first screen shows how portfolios can be built and maintained using the Portfolio and Fund Chooser. Larger portfolios......
relevant regions
West Vancouver, BC, Canada
Synertree CubitBlack
What is CubitBlack? CubitBlack is a portfolio management platform driven by a quantitative engine. Fundamental analysis, opportunity screening, pre-trade, build strategy, and risk management. How can Synertree help me? CubitBlack helps you actively manage risks and seek opportunities. Build trading strategies and manage portfolios with scientific procedures. Top down Industry and security screener. Asset allocation recommendations. Build......
West Vancouver, BC, Canada
Synertree Optimizer
Optimal decisions every time 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......
relevant regions
Haywards Heath, United Kingdom
Tailor-Made Troika
A powerful solution for wealth management Troika offers you a flexible suite of wealth management modules that will save you time and money. It is customisable and flexible It is a powerful system that has many definable features that make the software work the way you want it to. It is simple, yet comprehensive Troika makes complex......
Windsor, CT, United States
Tamale RMS
Modern day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas......
relevant regions
Seattle, WA, United States
Tamarac
Tamarac provides best-in-class portfolio and client management software, empowering your firm to operate with greater efficiency and profitability, while delivering a superior level of service to your clients. Upgrading your firm’s systems can be a significant undertaking. Tamarac has the experience and staff to support your business every step of the......
relevant regions
Seattle, WA, United States
Tamarac PortfolioCenter Cloud
PortfolioCenter Cloud allows you to: Simplify and streamline your processes Retain control in-house Access your data any time, from anywhere Recognize efficiencies with ready-made templates Never worry about hardware specifications Reduce IT overhead and demands on resources Budget with no surprises Sleep better knowing your data is secure When the time is right, you can easily add industry-leading Tamarac......
relevant regions
Seattle, WA, United States
Tamarac Reporting
For performance, holdings, transactions, composites, and business intelligence reporting, Tamarac Reporting provides the flexibility to customize information to meet the specific needs of your firm. Tamarac is also a leader in data quality, giving your firm the confidence to stand behind the numbers. Customizable Dashboard Data is only useful if it’s easy......
relevant regions
Seattle, WA, United States
Tamarac Services®
Your Tamarac Services team will download, post, and reconcile positions from your custodians and import your accounts, account holdings, and trade data into Tamarac. All reconciled data is integrated into the various Tamarac systems, so you can simply sign in and start working with the most current financial information. Run reports......
relevant regions
Seattle, WA, United States
Tamarac Trading
More RIA firms choose Tamarac than any other rebalancing software provider. Whether you're using a passive or active management strategy, Tamarac dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity settings. Tamarac Trading delivers much more than portfolio rebalancing. Automate your model......
relevant regions
Summit, NJ, United States
Target-Date Radar
For advisors Delivering retirement plan advisors with an established, repeatable and documentable process for assessing, selecting and monitoring TDFs in three easy steps: 1. Decision questionnaire Gather information on a plan’s objectives and participant demographics and behavior. Establish preferences across Target-Date Radar Suitability Criteria: Active vs. Passive Management, Open vs. Proprietary Architecture, Non......
relevant regions
Geneva, Switzerland
Taurus T-DX
Enter private capital markets 2.0 More than a trading platform. Unlock liquidity and the value of ownership Fully digitised and transferable assets. Trade digital assets incl. tokenised securities Equity, debt, real estate, art + collectibles (NFT), crypto. Connect investors, issuers and banks Primary and secondary trading, FIX connectivity, webApp. Regulated, secure, state-of-the-art technology FINMA license, built on Taurus technology....
relevant regions
Reading, United Kingdom
Tax Data Exchange
TDE Online - Cloud-based solution Our convenient online service eases processing and removes a burden from you. There’s no server-based software to install and maintain. TDE On-Premise Solution Software installed in your business with a data integration module that makes press button reporting an achievable goal...
relevant regions
Boston, MA, United States
Taxficient Score®
The Taxficient Score is like a credit score, but instead of measuring credit worthiness, it assesses the tax-efficiency of your clients’ accounts. It looks at all of a client’s accounts – including 401(k), IRA Rollovers, Roth IRA, brokerage – and gauges the current tax-efficiency of their asset location across all......
Zurich, Switzerland
Tax Services
For 90 years, SIX has been at the side of financial institutions, supporting their compliance teams with powerful, scalable, and now automated data and analysis. As the stakes get higher, the rules more complex, and the pressure ever greater, SIX remains a trusted partner for tax and compliance data and......
Dallas, TX, United States
TaxStatus
Know what the IRS knows with the press of a button. Insights - IRS Health Check Know where you or your client stands with the IRS with actionable, personalized data and insights. IRS Records - Digital Tax Records With the press of a button, securely and instantly share records with your advisors, banks, lender, and tax professionals. Monitoring......
relevant regions
Mumbai, India
TCS BaNCS™
Challenge Today’s customers are demanding more transparency and a wider array of products while managing their wealth. Wealth managers and wealth management firms, will also have to tackle challenges related to pricing and keep an eye on costs. Plus, complying with regulations can get in the way of profitability. A wealth......
relevant regions
Alexandria, VA, United States
Telemet Orion
Telemet offers an integrated solution for investment and investor relations professionals, universities, and private investors. Thousands of professionals use Telemet Orion as a cost-effective, single integrated source of real-time and historical investment research, charts, news, portfolio analytics and market data. Our platform enhances your workflow, increases your revenue opportunities, improves......
Geneva, Switzerland
Temenos DataSource
DataSource is part of Temenos’ Wealth Management product but can also be deployed as a standalone solution. To present a uniform view of all areas of financial instruments, we generate the Golden Copy based on a set of rules, to ensure that all downstream applications have a uniform, verified, high-quality......
relevant regions
Geneva, Switzerland
Temenos Wealth
The de facto solution for the wealth industry With clients among the largest global financial institutions and boutique firms, Temenos Wealth enables differentiation, delivers cost reductions, and leverages the latest technology to support end-to-end digital transformation with a composable front-to-back architecture. Adapt to new clients A generational transfer of wealth is underway. Private......
relevant regions
Geneva, Switzerland
Temenos Wealth Front Office
Developed specifically for advisors and portfolio managers, Temenos Wealth Front Office provides sophisticated functionality across profiling, modelling, performance reporting, risk and compliance and more. Benefit from out-of-the-box workflows ready to operate based on any customer needs. Power portfolio management at scale and increase productivity by automating investments, order generation, and......
relevant regions
New York, NY, United States
Templum One
Templum is making investing in alternatives as easy and ubiquitous as buying public stocks The only patent-pending secure ecosystem that connects issuers, investors, custodians, transfer agents and other market participants to facilitate access to high-quality alternatives and private securities across a broad range of investors Trailblazing Alts for the Buy-Side & Investors For......
relevant regions
Stamford, CT, United States
The Asset Vantage Engine
Single family office The Asset Vantage platform is designed to give U-HNW families ultra-high visibility into their complex investment portfolios, equipping them to make insightful and better-informed decisions. Our platform provides instant access to performance reporting, a full general ledger and a secure document vault enabling a consolidated view of a......
relevant regions
Newcastle upon Tyne, United Kingdom
The Cascade Service
Our extensive rates dataset is updated everyday and this allows for all users to obtain up-to-date rates within their bespoke chosen parameters. The transparent and bespoke cash illustration demonstrates how a client’s cash can be allocated across different time periods and institutions to obtain the best protection for their capital......
London, United Kingdom
The Clareti Platform
Technology for today We built the Clareti platform from the ground up with the latest big data, cloud-native technology. This ensures you get the versatility, scalability, and power that your business needs. Modern flexible technology API-based infrastructure The Clareti platform is designed to fit into and use API-based infrastructure, enhancing in-built capabilities and supporting......
relevant regions
New York, NY, United States
Bloomington, MN, United States
The E-Valuator
The E-Valuator analyzes and monitors Mutual Funds and ETFs (exchange traded funds) customized to your performance tolerance. Performance tolerance involves three elements: Rate-of-return relative to a benchmark (peer group), Duration Timeframe(s) The E-Valuator is a breakthrough in investment monitoring software that enables Investors to set their individualized performance tolerance standards with an intuitive, user-friendly dial system. Easy-to-understand charts and reports......
relevant regions
Limassol, Cyprus
The EXANTE Trading Platform
The EXANTE platform works on every device. Trade on the web, from a desktop Windows, macOS or Linux terminal, or right from your iOS or Android smartphone. HTTP API Use our HTTP API to design sleek, fast and data-rich financial apps. From smart messenger bots and option strategy advisors, to market analysis mobile apps, websites with stock tickers and wholesale......
relevant regions
London, United Kingdom
The Finlight Platform
Family offices and institutionally-sized allocators lack access to technological solutions that flexibly and efficiently solve their needs. The existing software and tools currently available are inadequate because: - They are too specialised or expensive to meet their operational requirements - They have complex data management and upload processes - They are unable to handle private equity......
Atlanta, GA, United States
Thematic Portfolio
Improved performance and a quick time-to market Asset managers across the globe are challenged to outperform their benchmarks. Traditional fundamental analysis using common data sources and techniques results in an increasing difficulty to outperform. We help to create a competitive advantage by bringing together adaptive AI, alternative data sets and new ideas that......
relevant regions
Austin, TX, United States
The MicroVentures Platform
MicroVentures is more than just an equity crowdfunding platform. We also offer a solution that sources private equity deal flow for qualified institutional investors including family offices. We serve institutional investor clients in the U.S. and globally, providing direct access to both early and late stage private companies that are......
New York, NY, United States
The Money.Net Platform
Global all asset class coverage Money.Net provides an all asset class global coverage. Our terminals require no download and can be run directly from your web browser to bring you global equity, portfolio tools, institutional holdings data, analyst estimates, excel historical data and fundamentals. Talk to clients via our chats, download......
relevant regions
Chicago, IL, United States
The Morningstar Risk Ecosystem
By knowing how comfortable a client is with investment ups and downs, advisors can help bring calm and peace of mind when risk is realized. The Morningstar Risk Ecosystem provides a world-class psychological risk tolerance tool that helps simplify processes, stay compliant, and reassure clients. How it works Accurate psychometric risk assessment Accurately......
relevant regions
Nyon, Switzerland
theScreener CIO
Its systematic approach delivers a unique experience in navigating the global investment universe. Setting-up and managing investment strategies, leveraging theScreener’s data and evaluations, is a breeze. Make your selection from fundamental, technical, valuation and risk parameters to define your individual investment style and let theScreener CIO propose top choices for your......
relevant regions
Nyon, Switzerland
theScreener Feed
theScreener Feed is our data feed solution for easy integration of theScreener’s ratings and analysis into online-/mobile-banking applications, core-banking, portfolio management and brokerage systems. Whether you want to generate relevant alerts, increase customer loyalty or provide additional reasons for your client advisors to contact clients, theScreener Feed is the right solution......
relevant regions
Chicago, IL, United States
The Sensefolio Platform
With over 20,000+ companies and more than 200,000 of their subsidiairies being analyzed every day, Sensefolio, scrapes and retrieve data for you. Get real-time data and follow companies in your portfolio in order to filter out the good and the bad ones. Every new information about a company and/or country is......
relevant regions
Santa Monica, CA, United States
The Wilshire Investment Database
10,000 separate account products 27,000 mutual fund products (Lipper) 1,700 ETFs 3,200 indices Hedge funds and hedge fund of funds Private equity and private real estate (coming soon) 150 total funds (large institutional plans) 100 fundamental portfolio characteristics In addition to supplying historical monthly and quarterly performance information, the Wilshire Investment Database provides in-depth qualitative profiles of investment......
relevant regions
Jamberoo, NSW, Australia
TierDrop
A choice of industry recognised calculation algorithms are available to DFMs, advisers and platforms, including Simple Dietz, Modified Dietz, the ESMA suggested method and the highly accurate Internal Rate of Return (IRR)....
relevant regions
Luxembourg, Luxembourg
Titanbay Platform
Founded by a group of private equity professionals, asset managers, and technologists, our mission is to create the world’s leading platform for private market capital, elevating the investor experience via optimal systems. Titanbay is a digital platform enabling private and institutional investors to thoughtfully invest in top tier private equity funds.......
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New York, NY, United States
TOGGLE
Turn on Insights, turn off noise Toggle Insights have outperformed average retail investors by 18%. Get the right tools and supercharge your investing. 20/20 Vision - Get a comprehensive overview for over 35,000 assets Three out of four retail traders will lose most of their money within their first year. It's time to stop......
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Burlingame, CA, United States
Tora Order Execution Management System
The benefits of our OEMS product TORA’s OEMS delivers exactly the features you need, and none of what you don’t. Need allocations or rebalancing? Great, it’s there. But if you don’t, all of these features can disappear from your workflow so you can focus on what’s important for your firm. Execution management Access......
Burlingame, CA, United States
Tora Portfolio Management System
Portfolio management TORA organizes all your data in one place Our PMS system is utilized by the industry’s leading hedge funds, asset managers, proprietary trading firms and sell-side trading desks globally. We track it all Your portfolio is the result of thousands of hours of research, analysis and hard work, and we track it......
Jamberoo, NSW, Australia
Toro
As wealth management companies compete for market share, charging structures can become complicated and can take hours, if not days, to calculate. Our Charge Calculation Engine offers blisteringly fast calculations which can be synchronised to your existing systems....
Santa Monica, CA, United States
Total Fund Analysis
gain insight into the asset allocation strategies of their peers, identify broad based trends in asset allocation decisions, evaluate the total fund performance versus peers and separate asset classes. Should we increase our allocation to real estate? What is the trend in DB Plans’ exposure to alternative asset classes? How has our fund performed compared......
relevant regions
Madrid, Spain
Tower
Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and clients bringing confidence and retaining......
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San Carlos, CA, United States
tradeEdge
tradeEdge is a collaboration based trading platform that integrates with industry-leading trading and execution solutions like Advent Moxy®. It works with real-time data from your trading solution not requiring data import/export. It also supports trading restrictions, and approvals process. Key Features Customizable Dashboard Track your firm’s exposure, commissions, and trading activity, as well as......
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Encinitas, CA, United States
Trade Ideas Pro
Artificial intelligence informs decisions, delivers confidence Professionals follow a trading plan and stay informed on market conditions. Trade Ideas Wealth delivers fully-formed opportunities, including performance history, win rate, entry point, profit target, stop loss and more for every idea. It provides real-time risk assessments for its opportunities in the current market conditions so there are......
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San Carlos, CA, United States
tradePort
Trading and rebalancing introduce preference-based sleeves to create truly custom models. It allows for the creation of trades at accounts and household levels with ease. Firms can automate the model assignments to accounts. Models can be defined at Asset Class, Sub Asset Class and individual security levels. The product’s event management......
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New York, NY, United States
Tradeweb direct: Retail and middle markets
Tailored trade solutions Tradeweb Direct is one of the largest fixed income marketplaces in the U.S. for financial advisors, RIAs, traders and buy-side investors with leading offerings in Municipal Bonds, U.S. Corporate Bonds and Certificates of Deposits (CDs). Driven by years of experience and partnership with clients, our systems are engineered with......
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New York, NY, United States
Tradeweb: Institutional market
Unrivaled access to deep liquidity & advanced technology Institutional investors around the world rely on Tradeweb for direct access to deep liquidity, pre-trade price intelligence, flexible protocols and post-trade analysis to enhance their trade execution strategy and drive increased performance. Real-time pre-trade pricing from over 50 leading liquidity providers Innovative trading protocols tailored for each marketplace Streamlined......
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Windsor, CT, United States
Tradex
The complexity of the fund market presents many challenges on the operational side, especially with regards to the order process. Tradex is a flexible and scalable fund operation solution that lets you replace manual procedures with a highly automated workflow, from order entry through to settlement. Manage high transaction volumes with less effort,......
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Zurich, Switzerland
Trading
Market-leading institutional approach Our crypto brokerage is a Swiss financial intermediary that enables banks and institutional clients to participate in the emerging digital asset class. We offer automated trading via institutional-grade APIs with limited counterparty risk. Trust our market-leading institutional measures: Part of Deutsche Börse Group: limit your counterparty risk State-of-the-art platform: automate and integrate trading Swiss-based &......
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Auburn, CA, United States
Trading
This assistant works 24/7 and doesn’t take vacations Nitrogen Trading is on the job 365 days a year, scanning every client account in your book of business to make sure things are staying on track. Risk Number Drift? You’ll know when it matters. Time for a cash distribution? It’s right on the dashboard. Tax loss harvesting......
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Paris, France
Trading Central Platfrom
As a premium, one stop shop for investment decision support, we're proud to support your business. We help you find and validate new opportunities, time your trades, manage risk and communicate with key customers. Our research solutions harness an award-winning fusion of automated AI analytics, beautiful user interfaces and registered investment......
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San Francisco, CA, United States
Trading for Institutions
Through our global relationships and insights gleaned from our proprietary data, we make smarter decision making easier. Whether for new direct investments, add-ons to existing holdings, or to trim a position, we’ll tailor our relationship to meet your specific needs. Making connections that count Get access to our sought after supply We believe......
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London, United Kingdom
Transact Wrap Platform
Since Transact started operating in 2000 we started something of a revolution in the UK by launching the Transact wrap service. Now you might be forgiven for thinking, given our success, that we might kick back, take it easy and live off past glories. But that really isn’t our style......
London, United Kingdom
Treble Peak
A diverse selection of funds with contrasting strategies We forge close partnerships with a broad range of Europe’s top fund managers, giving your clients a choice of options to complement, balance and enhance their portfolio – from seed to late stage growth, funds to single company deals, and primary to secondary deal flow. Simple,......
Haywards Heath, United Kingdom
Troika Connect
A powerful solution for Troika reporting Connect is an obvious extension of your existing Troika– making the system work even harder, just for you. It is compatible and simple It can be integrated into your existing intranet and is easy to customise. It is highly organised and fast Connect disseminates data rapidly throughout your company in a single solution....
relevant regions
Haywards Heath, United Kingdom
Troika for Family Offices
Distinctive solutions for: Single or multi-family offices Wealth management of Ultra High Net Worth individuals Private wealth, asset and investment management Benefit from a single point of control for all family office activities and interests. Streamline practices with responsive asset and wealth administration capability to HNWIs. Increase support to family members and their range of philanthropic......
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Haywards Heath, United Kingdom
TroikaNet
What is TroikaNet? Accessible anywhere TroikaNet is a web-based application that can be installed on premise and then easily accessed by every member of your staff from anywhere on any device. Fully scalable From an ‘out-of-the-box’ option for fast and easy installation to a fully customisable system; TroikaNet is a truly scalable platform to......
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Boston, MA, United States
truView®
As portfolios and reporting requirements become more complex, you need the ability to weigh risks, costs and performance across asset classes. Our suite of flexible, multi-asset class analytics solutions can provide the information you need to make those informed decisions. With input from leading academics, we can help you analyze risk......
New York, NY, United States
Turnkey Alternatives Solution
Our platform allows members to: Access in-demand managers at low investment minimums Research investment offerings with diligence materials and powerful research tools Invest using our online portal for simple, streamlined subscriptions and reporting For high net worth investors & advisors Through iCapital Network wealthy investors and their advisors can: (1) get access to select managers......
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Sudbury, MA, United States
Universal Rebalancer
What Makes The Universal Rebalancer Different Technology Our proprietary PairWise Swapping Algorithm is best in the class. This technique guarantees efficient and optimal rebalancing. Highly customizable through various configuration options. Households Create households with multiple taxable and non-taxable accounts. Rebalance selective accounts in a household, apply attribute restrictions on any account in a household Attributes Create......
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Zurich, Switzerland
Universe-as-a-Service
What it is Universe as Service (UaS) offers access to thematics, asset classes and geographical regions, which are not accessible to most investors. Why Universe-as-Service (UaS) Combining UaS with direct indexing democratises investing, offers innovative approaches to asset managers and delivers a new set of tailor-made passive investments for institutional investors. Advantage All investor segments......
New York, NY, United States
Utluna
Empowering active investors Utluna delivers a sophisticated and customizable, yet hassle-free, portfolio monitoring web-app to help both professional and individual investors make better-informed investment decisions. Utluna helps with the design and execution of investment strategies as well as the mitigation of cognitive biases Seamless integration with 70+ financial institutions Comprehensive asset aggregation Effortlessly gather an......
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Arlington, TX, United States
Vantage Insight™
All Investment Reporting and Communication for Investors and Managers – in One Portal Vantage InsightTM offers investors and general partners one central hub for all reporting and performance analysis of investment activities. The Insight investor portal aggregates data across assets, funds, strategies, or any other dimension for summary or drill-down analysis, including......
relevant regions
Arlington, TX, United States
Vantage Investor™
You want to manage investments – not complex partnership accounting in spreadsheets. Vantage’s Partnership Accounting Software – Vantage Investor™ helps you effortlessly manage up-to-date investor capital accounts, perform partnership accounting and allocation, waterfall calculations, and report generation and distribution. Gaining and retaining the confidence of your clients requires uncompromised investor servicing......
relevant regions
Arlington, TX, United States
Vantage Portfolio Accounting™
Vantage Portfolio Accounting provides investment and fund accounting for both private and public investments and securities. Up-to-the-minute transactions, valuations, performance, risk and many other statistics at your and investors’ fingertips. Monitor results at the master fund level or drill down to view statistics for feeder funds – or even individual holdings. The......
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London, United Kingdom
Vauban Wealth Container Platform
VAUBAN is a Wealth Container platform. It lets you set‑up and deploy complex legal entities such as Funds and SPVs in hours with a few clicks. From initial structuring to NAV calculation, it is a fully integrated, one‑stop shop platform catering for all your needs. Fund & SPV Structuring Transactional Banking Legal Documentation Fund......
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Antwerp, Belgium
VELMA
Prospecting Leverage VELMA to come up with personalized investment proposals to increase customer acquisition success rates while decreasing time spent per prospect. Compare prospects to your existing customer base, investigate the approach and strategy that worked for them, and replicate the success. Advising Auto-generate unique asset recommendations with a story, tailored to your customer's......
relevant regions
New York, NY, United States
Venn by Two Sigma
Cloud-Based Investment Library Get access to over 100,000 public funds, ETFs, equities and indices. Upload any return stream from Excel, PDF or CSV for immediate analysis by all members of your investment team. Venn supports integrations with a number of leading custodians and service providers for automated updates to returns and portfolio holdings. Performance......
relevant regions
Burlington, VT, United States
VENTURE.co
Investment banking in the digital age Diversified products Access offerings across a range of asset classes, investment structures, and geographies. Efficient execution Electronically execute selling agreements and subscription agreements with insight into representative and investor activity. Client privacy Encrypted information exchange and storage to keep your client data secure and to manage compliance with investor privacy......
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New York, NY, United States
VerityData
Why VerityData Financial Research Software? Transform your fundamental research with crystal-clear primary datasets, time-saving tech, and expert analysis. Differentiated ideas - access meaningful insider activity, stock buybacks, and management changes as well as 10K, 10Q, SPACS, and more. Delivered with integrity - with Verity, investment professionals get clean, accurate, and structured intelligence. Pushed......
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New York, NY, United States
VerityESG
Build the narrative and demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. No More Spreadsheets Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. No More Tedious Work Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices......
relevant regions
New York, NY, United States
VerityRMS
The AI-enhanced research management system preferred by leading firms drive productivity, collaboration, and decision-making — without bulldozing your current process. Capture and share ideas - quickly centralize ideas in the RMS optimized for fund performance. Discover and consume research - find and contextualize research you need, lost, or forgot about. Boost workflows and collaboration -......
relevant regions
Wakefield, MA, United States
Vestmark Model Delivery Service
Key potential benefits of our model trading service Multi-program support: Our trading team can support all types of model-based discretionary advisory programs, including UMAs. Professional execution: All trading activities are performed with the goal of honoring manager intent. Experienced team: You're supported by an award-winning team with deep industry knowledge and well-established relationships......
relevant regions
Wakefield, MA, United States
VestmarkONE Platform
The VestmarkONE® platform is a unique software that lets you start with one asset allocation... built out with securities, SMAs, models and cash... all in flexible sleeves... each with different trading discretion... while preserving true sleeve- and tax lot-level portfolio accounting... all in a single custodial account. Features & functionality The VestmarkONE®......
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Zug, Switzerland
vestr
Dashboard overview - efficient portfolio management: from index strategies to crypto assets Rebalancing tool - active investment management in real time Orders and executon - sophisticated order management Customized reporting - user-based customization of reports Investment rules - automated compliance checks Fee calculator - real-time fee calculation Activity log - compliant audit trail of all life-cycle events NAV calculation - daily NAV calculation ...
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New York, NY, United States
Vidrio
Oversee Your Entire Investment Lifecycle With a foundation built on managed data services, sophisticated analytics and innovative workflow applications, Vidrio delivers the solutions and business support you need to successfully manage every stage of your multi-asset class alternatives investment lifecycle. Complete Multi-Asset Class Investment Management Solution Executives Research teams Portfolio teams Operations & Compliance Risk teams Centralize Your......
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New York, NY, United States
Vidrio One
Vidrio One offers the core benefits of Vidrio with more simplified functionality, including standardized tools, reduced implementation and lighter services. Get anytime, anywhere access to complete, up-to-date information across your entire ecosystem of portfolios, funds and investor data – all right at your fingertips. Take control over your investments with complete oversight over all aspects......
relevant regions
Sea Cliff, NY, United States
ViewNow
Designed for firms: Interested in gaining a holistic view of their clients’ entire financial profile. Looking to deliver a simple, clean end-client user experience branded with their firm logo. That do not require an export of data into 3rd party software. ViewNow provides independent firms and wealth managers with a dynamic account aggregation technology......
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New York, NY, United States
Virtu Execution Services
Our teams of experts in high-touch, electronic execution, ETF and portfolio trading and dedication to delivering unbiased, transparent and flexible solutions-no matter how or what you want to trade. They meld algo strategies and routing protocals with our innovative liquidity, analytics workflow tools, helping you improve performance, reduce transaction costs and......
relevant regions
New York, NY, United States
Virtu Trading Analytics
Advanced analytics underpin Virtu's complete suite of client solutions and give you access to sophisticated algorithms and experienced trading desks to help you access liquidity, maintain anonymity and minimize market impact. Our tools and strategies are built to think like a market maker, backed by world-class quantitative analytics and an......
relevant regions
Zug, Switzerland
VISION CORE Technologies
Leading you to the future of asset management Based upon a single data repository, Vision offers portfolio management, risk management and order management as well as all the administrative, audit and compliance functions required in a sophisticated asset management company, bank or family office. Engineered from the ground up to cover a......
relevant regions
Irvine, CA, United States
VMS Data
VMS provides the data you need to run your business efficiently. Every day, whether posting income or executing trades, you need a reliable data vendor that offers the most complete and highest quality products and services available. VMS Data offers banks, trust companies, brokers, recordkeepers, investment advisors, TPAs and other financial......
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Melbourne, VIC, Australia
Wealth Accelerator Core and Plus
Powerful reporting and an extensive range of investments As an investor or SMSF trustee, you have more important things to do than chase up paperwork. Wealth Accelerator is an all-in-one portfolio management and administration service that puts you in control. Range of investment options Build a diversified portfolio with access to ASX and......
Zurich, Switzerland
Wealtharc
WealthArc benefits We offer a holistic solution to wealth management challenges giving your business a competitive edge. Comprehensive Fully automated data consolidation means every client portfolio you manage is automatically gathered from each custodian bank and entered into one user-friendly platform where it’s ready to view daily at 6am. You can trust your data! Cost-effective WealthArc......
Boston, MA, United States
Wealthbalancer
Here's the problem with most financial plans: They're not plans at all. They are recommendations for a current investment allocation. Wealthbalancer from Northfield Information Services uniquely provides a year-by-year projection of how the investment allocation should evolve over time to reflect anticipated changes in life circumstances, such as college education, long-term care for......
Mumbai, India
Wealth in a Box
What is the difference Unlike traditional solutions, Wealth Management Infrastructure in a Box is a five-layer architecture that significantly reduces costs and increases efficiency for wealth managers. It is ideal for managers who seek agile but sophisticated wealth technology solutions to help them deliver outstanding service to HNWI/UHNWI clients. How does it work Wealth......
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Mountain View, CA, United States
Wealth Management
Tools you need to decision and execute Addepar is an open architecture, multi-product tech and data platform that delivers wealth managers rich data aggregation with maximum flexibility and scalability so that you can do what you do best — even better. A complete view of your clients’ wealth Addepar aggregates all financial accounts......
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Munich, Germany
Wealth Management Desktop
With a wealth management desktop from financial.com investment advisors easily provide expert advice and global investment strategies to their clients. We deliver indispensable Thomson Reuters content in a speedy, efficient, workflow driven manner. The platform is highly customizable to meet user’s needs and can be readily tailored to the corporate......
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Beijing, China
Wealth Management Solutions
Based on quantitative model, machine learning and cloud computing technologies, we have developed China’s first robo-advisor product for Renminbi-denominated global asset allocation. The intelligent wealth management solutions supported by this engine feature customer analysis, market analysis, allocation algorithms, product suitability, transaction optimization, post-deal tracking and other modules to provide flexible......
Nivå, Denmark
WealthNavigator
Here, as assure wealth's clients, you can benchmark your portfolios directly with a wide range of investment products at work and abroad. This gives you an easy overview of your own returns compared to other market options. The basis of comparison is not based on prefabricated fact sheets, but through return......
relevant regions
London, United Kingdom
Wealth Platform
illio's Wealth Platform is our all-inclusive platform, including instrument-level and portfolio-level analytics and insights. We connect seamlessly to your back-office system, pull in your listed, unlisted and digital assets from your client portfolios and funds and normalize everything into one portfolio. The platform then translates the data into analytics and insights......
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Madrid, Spain
Wealth Reader
At Wealth Reader, we specialize in offering a single, yet powerful API designed to fit a wide range of needs. With the flexibility to retrieve information from all banking products with an unprecedented level of detail and depth, or, if you prefer, you can limit yourself to extracting only the......
relevant regions
Nivå, Denmark
Wealth Reporting
Assure Wealth has developed a unique reporting tool that monitors and handles the reporting of our clients' securities holdings and provides consolidated reports covering and combining data from asset managers and banks. This overview and ongoing reporting provide a solid basis for an independent assessment of your investment performance. Even if......
relevant regions
New York, NY, United States
Wealth Scenario Generator
Moody’s Analytics Wealth Scenario Generator is a modeling engine that provides support for your financial planning and investment decision making. It provides the modeling framework required to illustrate the likely range of financial outcomes for any investment strategy and cash-flow profile. This allows for the comparison of risk and return......
St Helier, Jersey
WealthXcel Construct
Manage portfolios better. What is WealthXcel Construct? WealthXcel Construct is suite of portfolio management tools specifically designed to automatically monitor, adjust and model investment portfolios, whilst maintaining risk suitability against a set of constraints (model, client mandate or benchmark). Construct lets you automate the monitoring of portfolio suitability for drift and facilitates the......
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Copenhagen, Denmark
White label
Benefit from flexible partnerships tailored to your business needs We enable licensed financial institutions to serve self-directed, advised and managed clients, while retaining full client anonymity and control. Our partners can focus on their core business and outsource the full trading and investment value chain to us. We’ll help you get to market......
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Boston, MA, United States
Windham Portfolio Advisor
The Windham Portfolio Advisor (WPA) is a complete portfolio optimization and risk management platform that integrates acclaimed independent research in a unified suite of applications for institutions and wealth advisors. Intuitive workflow allows you to perform complex analysis quickly and easily. Our experienced client services team provides support throughout all stages of......
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Geneva, Switzerland
Wize
Wize One single Web integrated software solution that covers always more of your business needs going from compliance, regulatory, portfolio management system, client side reporting and e-access. Our focus Intuitive user experience, rich & performing functionalities, easy & transparent pricing model....
relevant regions
Singapore, Singapore
Xen Platform
We live in an age where access to the right investments can be a door to wealth and financial security. In Asia, where there has been an unprecedented growth in wealth, the current force of economic influence and power is among the young and affluent, the millennials and XENnials. Most accredited......
relevant regions
Sea Cliff, NY, United States
XportNow
Includes everything in ViewNow. Designed for firms: That want to eliminate manual entry of account information into 3rd party systems such as CRM, financial planning, portfolio management software. Capturing clients’ data automatically through aggregation is a critical first step accomplished with Aqumulate's ViewNow service, but many advisors subsequently use the data in both......
relevant regions
New York, NY, United States
Sydney, NSW, Australia
YieldBroker Platform
We developed the Yieldbroker platform because we knew there was a better, more efficient and transparent way to trade debt securities. Since 1999, we’ve been driven by a simple goal – to build electronic markets that connect people and business to trading opportunities in the Australian and New Zealand interest rate......
New York, NY, United States
YieldStreet
Diversify your portfolio with a unique mix of asset classes Art Aviation Commercial Consumer Legal Marine Multi Asset Fund Real Estate Access strategies historically only available to institutional investors. Wealth professionals recommend allocating 15-20% of your portfolio to alternatives. Investment opportunities designed to suit your needs. Yieldstreet offers a unique suite of products across a range of asset classes with various yields,......
relevant regions
Miami, FL, United States
YieldX
Smart workflows An intuitive user experience unlike any other, requiring minimal training and enabling users to build sophisticated fixed income portfolios by answering a few simple questions. Data & analytics Open Analytics is the future. We are building an ever growing collection of providers with unique insights that can add alpha and power customization......
relevant regions
New York, NY, United States
YourStake For Advisors
Ignite conversations with our behavioral questionnaire Let your prospects and clients tell you what they believe, based off of our expertly-crafted behavioral questionnaire. Guide them to prioritize what they truly hold as values. Personalize reporting to client values Demonstrate the social + environmental impact of what your clients care about, and skip what......
New York, NY, United States
YourStake For Institution
Just the truth No opinions or estimations. Always compliant Transparency withstands all scrutiny. Full customization Personalize to align with your client's values. SMA construction Equip your analysts with all the data they need to customize SMAs for institutional clients according to their specific values. Direct custom indexing Leverage our APIs to power the ESG experience for your in-house Direct Custom......
Chicago, IL, United States
Zacks Professional Services
Zacks Professional Services understands the specialized needs of investment professionals. That’s why we have developed a complete suite of products that are sophisticated and powerful, yet so easy to use, you can achieve incredible results without a lot of wasted effort or time. At Zacks, we've championed independent research since 1978, when our founder, Len......
New York, NY, United States
Zephyr AllocationADVISOR
Zephyr AllocationADVISOR is a comprehensive asset allocation, optimization, and portfolio simulation software. With Zephyr AllocationADVISOR you have everything you need to effectively determine the best investment allocations for your client portfolios and to produce great looking reports that communicate your analysis clearly and concisely....
White Plains, NY, United States
Zephyr Portfolio Analytics
You need to constantly demonstrate your value in today’s competitive marketplace to show you are the investment professional of choice. Powerful web-based tools can help you make sound investment decisions and create compelling client presentations to deliver the advantage you need to build your business. That’s Zephyr - your smartest......
relevant regions
New York, NY, United States
Zephyr StyleADVISOR
Zephyr StyleADVISOR is the investment industry's most comprehensive performance analysis software. When introduced in 1992, the program was the first commercially available software to implement returns-based style analysis. Since that time, Zephyr StyleADVISOR has been continually enhanced to become the most robust analysis and reporting platform available anywhere. Today, thousands......
New York, NY, United States
Zephyr Web Services
Zephyr Web Services allows current StyleADVISOR and AllocationADVISOR clients to utilize our style and performance analysis via the web. We have designed this program so Zephyr analytics can be integrated with any Internet site, intranet site or proposal system. These aren't static analyses, once they are embedded, they are real-time....
London, United Kingdom
αlchemist
αlchemist: At a glance The first advisory platform that truly empowers the decision maker Forward looking results Econometric methodologies Modular & user friendly interface Client input driven Infrastructure to extract ideas Superior platform Public markets Private markets 3rd party applications White label options New business opportunities Addressing bespoke client requests ...
relevant regions
Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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