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 Solutions668
  • Solution Providers443
  • Knowledge Resources258
Business Needs Filters
Office Presence Clear

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
Aachen, Germany

Cashflow Planner

Thanks to vast experience and the use of state-of-the-art technology, aixigo has developed a solution that redefines future cashflow advice by striking the perfect balance between complexity and simplicity. aixigo’s Cashflow Planner is fully compliant with regulations, offers a superior user experience and is easy to understand. aixigo’s Cashflow Planner offers the......

Client type
Relevant Regions
Aachen, Germany

Portfolio Analysis and Monitoring Software

aixigo‘s API-based portfolio analysis capabilities make it possible to process data from different sources at tremendous speed, enhance it by synthesising different analysis results and generate ad hoc findings that allow recommendations for action to be derived. In this way, data first becomes information and then knowledge. The solution flexibly monitors all......

Client type
Relevant Regions
Aachen, Germany

Portfolio Management Software

The automation of individual DPM mandates for large portfolios is made significantly easier by partial automation, module methodology and system-supported quality assurance. If you open up discretionary portfolio management for customers with lower investment amounts, our solutions help you to manage services in an economically attractive manner through efficient back office......

Client type
Relevant Regions
Aachen, Germany

Risk Management Software

Based on Ross‘ Arbitrage Pricing Theory, risks are graphically illustrated using intuitively understandable risk factors, such as the development of the gold price, the economic performance of a region or industry, the exchange rate of a currency or similar. As well as scientifically based methodology, aixigo‘s Risk Management solution provides a......

Client type
Relevant Regions
London, United Kingdom

ARQ

The traditional model of wealth management is changing. Client experience is now in the spotlight as clients’ expectations evolve, in line with much of the wider banking and personal finance industries. The two most common reasons why clients leave their investment manager is underperformance and a lack of communication. Fundamentally, individuals want......

Client type
Relevant Regions
New York, NY, United States

Canoe Intelligence

With Canoe, the world's most sophisticated investors can unlock more value form their data and focus on investment decision-making, client service and other value-add functions. This is your technology roadmap for scalable, sustainable business growth.  Extract relevant data points from reporting documents with 100% accuracy  Drastically reduce the time spent on managing data from......

Client type
Relevant Regions
Krakow, Poland

Comarch Wealth Management

Comarch Wealth Management is a multi-module investment system dedicated to private banking and wealth management. The software supports wealth management processes delivered to clients in the form of personal services identified as: Simplified investment advice – occasional advisory on investment products Full investment advice – recurrent advisory on model portfolio Execution only – transaction execution based on client’s......

Client type
Relevant Regions
Lausanne, Switzerland

Risk analytics and portfolio assistant

With Edgelab’s extensive risk analytics and portfolio assistant, banks can deliver a 360-degree view on 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 takes the true nature of......

Client type
Relevant Regions
Lausanne, Switzerland

Advisory application

Evooq’s solution covers the whole advisory service - from customer on-boarding and risk profiling, to product, campaign and portfolio management. What used to take four to five separate tools can now be executed end-to-end with its advisory application. Clients can streamline operational workflows and let their teams focus on tasks......

Client type
Relevant Regions
Helsinki, Finland

FA Platform

https://fasolutions.com/fa-platform/ FA Platform is a modern, web-based software platform for investment management. It is a solid base for building your investment management business as it allows you to have everything in a single system from back, middle and front office to end clients. With FA Platform you can manage your business......

Client type
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......

Client type
Relevant Regions
Jacksonville, FL, United States

Unity Wealth Platform

The investment world is quickly evolving, and you need to find better ways to retain assets and win new accounts, while expanding and personalizing services to your clients. To succeed, you must leverage technology and data effectively to increase advisor productivity and better profile multi-generational and demographically diverse clients. You......

Client type
Relevant Regions
Birmingham, United Kingdom

IMVS Wealth Management Solution

Ever-increasing regulations add to the administrative overhead of asset/wealth management organisations, therefore a system which streamlines the processes involved in administering client’s accounts has a fundamental impact on a firm’s profitability. IMVS’ Wealth Management Solution is a highly scalable system that allows firms to improve their client service levels, increase productivity,......

Client type
Relevant Regions
Grand Duchy of 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......

Client type
Relevant Regions
Grand Duchy of 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......

Client type
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
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......

Client type
Relevant Regions
Rotterdam, Netherlands

OPAL Platform

Globally, OPAL is a leading solution in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By leveraging the company’s institutional investment risk management expertise of using top-notch calculations as the core of the solution, OPAL enables financial......

Client type
Relevant Regions
Athens, Greece

Axia

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
Bologna, Italy

PFTPro® Suite

The wealth management business is in a period of transition, with shifting regulatory landscapes, increasing competition and clients demanding ever more sophisticated, innovative services for less, innovation is becoming an essential part of every institution's business plan. Prometeia can help you create value for your clients, lower your cost to......

Client type
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......

Client type
Relevant Regions
London, United Kingdom

Refinitiv Workspace for Wealth Advisors

In highly competitive and rapidly changing markets, wealth advisors are under pressure to find new ways to attract, engage and retain clients. Designed to meet these challenges head-on, Refinitiv Workspace is tailored for wealth advisors, delivering actionable insight in seconds so you can proactively engage clients and are always client-ready. Our new......

Client type
Relevant Regions
Zurich, Switzerland

Global Corporate Actions

Our award-winning corporate actions data is globally sourced to support cash flow management, income distribution, and risk management. Aggregated from all major financial markets, our corporate actions data is structured to maximize the automation of operations. This enables firms to handle the growing volume and complexity of corporate actions. SIX processed......

Client type
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......

Client type
Relevant Regions
Zurich, Switzerland

Sanctioned Securities Monitoring Service

The Sanctioned Securities Monitoring Service from SIX brings together a wealth of securities information, plus analysis of sanctioned entities and sanctions regimes for pre- and post-trade screening. In addition to a daily scrubbed list of tainted entities, SIX experts detail changes to corporate structures and other events that may bring......

Client type
Relevant Regions
Espoo, Finland

WealthMapper

The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilises the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services that show a complete picture of......

Client type
Relevant Regions
Zug, Switzerland

VISION CORE Technologies

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 wide variety of asset classes, Vision is the......

Client type
Relevant Regions
London, United Kingdom

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.......

Client type
Relevant Regions
Aachen, Germany

Investment Advisory Software

The investment advisory financial software modules provide an API-based construction kit that makes all steps of the advisory process highly efficient and fully compliant with regulation. The long-term use of our investment advisory software by our clients proves our practical and regulatory compliant quality - a reliable choice! The massive increase in efficiency resulting from digital and automated investment advice and......

Client type
Relevant Regions

All Solutions

Paris, France

2OS AI Builder

How to build an AI with 2OS Quickly and autonomously create your own AI algorithms all in no code Transform your data into productive decisions Access the world of secure hyperautomation DocReader, a reading Artificial Intelligence that turns your PDF document into gold data DocReader AI solution automates the process of information extraction from pdf......

relevant regions
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......

relevant regions
Dubai, United Arab Emirates

8topuz AI Trading Platform

Why the currency market? It is the largest financial market in the world in terms of  liquidity, depth, volume and volatility. The historical data is easy to access and provides millions of data points.  Preset mathematical models are easily applied. It is open 24 hours, 5 days a week.  The ability to use leverage. Deep neural......

relevant regions
New York, NY, United States

ACA Regulatory Reporting

ACA Regulatory Reporting (“ACA RR”) is the industry-leading platform for aggregating, reviewing, and submitting regulatory filings including Form PF, Form 13F, AIFMD Annex IV, and CPO-PQR. Coupled with support from ACA’s experienced regulatory compliance team, ACA RR has been successfully used by firms of all sizes to more efficiently meet......

relevant regions
Zug, Switzerland

Accointing

We started Accointing out of our own need. We believe the crypto space needs a tool that is user friendly and helps you organize all your crypto data so that you can concentrate and spend your time on things you like doing. Connect over 4500 currencies from all exchanges and wallets Accointing......

relevant regions
New York, NY, 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
West Chester, PA, United States

AccuVerify

Performance accuracy Audits the data accuracy, comprehensiveness, and proper performance construction of individual portfolios and composites Identifies inaccurate data and performance results Streamlines performance protocols and verification operations Efficient audit Mines data for outlying items Eliminates tedious manual steps Efficiently automates verification and reporting, helping corrections to be accomplished monthly, weekly, or even daily. Timely performance reporting Provides you......

relevant regions
New York, NY, United States

AcordIQ

What you get with AcordIQ We bring private equity investment cost into full view. We help institutional investors, asset managers, and their partners tackle the problem of opaque data and the lack of cost transparency with a systematized approach. We redefine private equity investment cost management through the delivery of our innovative,......

relevant regions
Toronto, ON, Canada

Act Analytics Platform

Scores that reflect your values Tell us what matters to you and your client and we’ll do the rest. We analyze investments only according to an investor’s unique set of values. The results are scores that are purposeful and relevant. A portfolio of ESG leaders We score investments against their closest peers to......

relevant regions
New York, NY, United States

Active Allocator

ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities. It is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. It helps investors analyze existing allocations, discover inefficiencies and create bespoke portfolios in minutes. Aggregate investment accounts Link your bank accounts. Consolidate assets. Arrive......

relevant regions
London, United Kingdom

ADA

ADA from Redington puts you in control of the decisions that matter in your world, while removing the noise of those that don’t. From visualising funding level deficits and cashflows to understanding the investment governance process that sits behind fund manager selection, Ada sits at the heart of your team......

relevant regions
Mountain View, CA, United States

Addepar

Addepar allows you to spend time on what matters most: investing in client relationships. The problem In the world of financial advice, speed, clarity and foresight aren’t just nice to have, they’re a necessity.  Yet most tools are insufficient. Wealth management firms need to maximize productivity and scale to remain competitive.  And client expectations......

relevant regions
Zurich, Switzerland

additiv Analytics

additiv Analytics allows users to make use of company data, e.g. client portfolios and positions, for analysis and returning results in order to solve a strategic objective, e.g., automation/replacement of workflow or creation of any new value-added workflows. Group features include the following: Data extraction & processing: Data cleaning & enhancement, data filtering,......

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
London, United Kingdom

Advantra Wealth

Advantra is a highly evolved, yet simple, personalised and intuitive digital platform. An eco-system that empowers the banks and their clients.   ...

relevant regions
Milan, Italy

Advice - Portfolio Optimiser

Based on Black-Litterman approach, Portfolio Optimiser reduces the complexity of asset allocation process and provides a valuable solution to define strategic and tactical asset allocation for your customers. An appropriate model portfolio construction provides agile and swift reaction to market fluctuations, with a balanced management of strategic bedrock and tactical......

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
Raleigh, NC, United States

AdvisorEngine

Digital onboarding One consolidated e-signature moment - with your custodian's forms and your firm's documents Fund new accounts through ACATS or ACHs CRM Automate your processes using powerful workflows Elevate client service using proactive reminders Client portal Collaborate securely, including two-way document sharing and e-signature Offer account aggregation to pull in savings account and credit card activity Goals-based planning Show......

relevant regions
Layton, UT, United States

AdvisorPeak

Our trading and rebalancing software is the most powerful, yet intuitive way to manage your client portfolios. Our software is supported by an experienced team with more than a decade of experience building software solutions for the wealth management industry. It’s time for a new industry standard in portfolio rebalancing. Our......

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
Sydney, NSW, Australia

After-Tax Benchmarks and Analytics

Building on Australian and global benchmarks from leading providers with our unique tax expertise, GBST's solution transforms pre-tax benchmarks and portfolio results into post-tax benchmarks and portfolio outcomes. This ensures your reporting considers the benefit of the franking credit uplift and the impact of Capital Gains Tax (CGT), both on......

relevant regions
New York, NY, United States

Agile Financial Insights

Ex ante & ex post risk modeling AFI can apply historical and forward-looking risk measures that help clients assess risk on multiple levels and provide the insights to make portfolio adjustments. Portfolio weight and attribution Clients can understand portfolio construction and asset selection decisions. Analysis can be made at the asset class, sector,......

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......

relevant regions
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
Zurich, Switzerland

AlgoTrader

Automated Any quantitative trading strategy can be fully automated. Fast Using the Esper engine, high volumes of market data are automatically processed, analyzed and acted upon at ultra-high speed – up to 500,000 events per second. Customizable Open-source architecture can be customized for user-specific requirements. When purchasing a license full access to the source code is provided.......

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
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
San Francisco, CA, United States

AlphaFlow

The missing piece of your investment portfolio AlphaFlow Optimized Portfolios are a fixed income alternative investment with low correlation to the stock and bond markets. It’s a simple and passive way to include income-producing real estate loans in your investment portfolio. *The allocations here are presented for illustrative purposes only and no......

relevant regions
London, United Kingdom

Alpha Quants AI ESG Tools

Environmental, Social and Governance (ESG) screening is increasingly important for investors to assess risks in investment portfolios. 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......

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
London, United Kingdom

ALPIMA

ALPIMA has built a unique end-to-end platform seamlessly connecting product design, portfolio construction and sales. A modular range designed around our client needs, such as the ALPIMA Investment Management System (AIMS). Designed for professionals, by professionals, ALPIMA integrates with existing systems....

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......

relevant regions
Zug, Switzerland

Altoo Wealth Platform

Our Altoo Wealth Platform empowers wealthy individuals and their families to consolidate and interact with their total wealth in a simple and intuitive way. With a strong focus on security, our technology is developed and hosted in Switzerland, enabling our clients to create simplicity for their complex wealth data. Consolidate your......

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......

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......

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......

relevant regions
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......

relevant regions
San Francisco, CA, United States

AngelList

Deal-by-deal investments Invest alongside notable lead investors to access top deals. Invest in a startup fund One investment gets you exposure to 100+ startups. Professional investors For family offices, institutions and financial professionals....

relevant regions
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......

relevant regions
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 ...

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

Aprexo DMS

Making investment or business decisions on accurate, consistent and near real-time transaction and position data to deliver the best client outcomes is of paramount importance. Our modern, powerful enterprise data mastering solution raises levels of efficiency and interoperability in an agile and secure way not possible before. It provides business users......

relevant regions
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......

relevant regions
London, United Kingdom

Arbor Reporting Portal

Arbor Reporting Portal allows users to create custom reports, using data sets of the user’s choice to distribute this for both internal and external use. 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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

Asset Match Platform

Equity Acquire shares in profitable, growing private companies. Loans Bid for secondary market debt and loans. Fundraising Make SEIS/EIS investments in select growth companies. Unlocking the market We estimate that there is over £300bn of equity locked up in private UK companies. These are typically high growth mid-cap companies that are key to the UK’s future but......

relevant regions
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......

relevant regions
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......

relevant regions
Newbury, United Kingdom

Asset Modelling

Risk Rating Funds Our service risk rates any fund or portfolio against chosen risk benchmarks and investment time horizons. Portfolio Optimisation We can help to optimise asset allocations and portfolios for the highest potential return, given a client’s risk profile and investment time horizon....

relevant regions
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......

relevant regions
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....

relevant regions
Stamford, CT, United States

Asset Vantage: Performance Reporting and General Ledger On Demand

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 family’s......

relevant regions
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......

relevant regions
Chicago, IL, United States

ATOM Align

Our cloud platform, ATOM Align, delivers comprehensive modeling, trade compliance, and real-time electronic executions for investment professionals. The cloud-based platform seamlessly integrates with the leading portfolio management systems, back-office outsourcing providers and custodians for optimized workflow and flexible execution. BlazePortfolio provides a fully hosted platform that empowers investment professionals with enhanced portfolio......

relevant regions
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....

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

AxeTrading

AxeTrading is the award winning global fixed income trading software company that enables unique market making, price making and order execution with AxeTrader. This provides traders access to optimised, personalised and intuitive workflows delivered by highly flexible, agile and efficient technology. AxeTrader interacts seamlessly across over 22 execution venues and connects to......

relevant regions
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......

relevant regions
Frankfurt, Germany

Axioma Factor-Based Fixed Income Risk Model

Powered by proprietary methodologies for issuer classification and modeling issuer spread returns, the Axioma Factor-Based Fixed Income Risk Model enables portfolio and risk managers to construct investment portfolios with better control for tracking error and to rigorously manage exposure to investment style factors Key Benefits Meaningful risk factors Portfolio risk and performance attribution......

relevant regions
Frankfurt, Germany

Axioma Portfolio Optimizer

Construct your portfolios using the industry’s most extensive library of modeling options including a full suite of risk models and market data to power your decision-making. Aligned with your investment process, Axioma Portfolio Optimizer offers fast and efficient solutions for challenging portfolio constructions cases through flexible objective functions coupled with......

relevant regions
Centennial, CO, United States

Axiom Platform

Axiom Platform benefits Investment and practice management solutions customized for your firm Institutional-quality and scaled systems free you to grow your business and focus on revenue-generating activities Advanced business management tools Enhanced investment choice and control State-of-the-art data security and business recovery protocols Turnkey compliance reporting Customized client performance and reporting ...

relevant regions
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 ...

relevant regions
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 ...

relevant regions
Windsor, CT, United States

Axys

Axys® brings your firm the benefits of automation in an easy-to-use, turnkey portfolio reporting and accounting solution requiring minimal IT support. Increase productivity, improve accuracy, and get a clear picture of your portfolios and their performance. With an extensive library of pre-defined reports plus easy report customization, Axys helps thousands......

relevant regions
Beijing, China

Bankorus

AI-powered, blockchain-based The Bankorus protocol is an open-source API built on the NEM blockchain, so it's highly efficient and protected by the latest cryptography. Powered by AI, Bankorus' engines continuously deliver data-driven insights so HNWIs get the most out of their crypto-investments. Financial planning engine Create financial plans and portfolios individualized to your......

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......

relevant regions
San Diego, CA, United States

Batch Risk Assessment

AdvisoryWorld's Batch Risk assessment automates the process of visualizing multiple risk factors across a financial service firm's entire book of business. Analyzing systematic portfolio construction risk is a critical component of compliance oversight. The importance of risk management has been underscored with the SEC’s approval of FINRA's new suitability rule......

relevant regions
New York, NY, United States

Beacon Standard

Financial engineering foundation Beacon Standard extends Beacon Core with a broad suite of financial analytics, giving developers a jump start on building proprietary analytics. These analytics are comprised of a stack of components, which we call the Financial Object Hierarchy, pictured below. Portfolios are composed of books, which in turn contain instruments......

relevant regions
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......

relevant regions
London, United Kingdom

BITA monitor

Daily, weekly or monthly, the business risk of clients outside mandate can be managed through Bita monitor, replacing manual analysis of data with valuable clear information. Bita monitor turns data into a highly valuable asset; delivering a portfolio risk management tool to investment managers and concise management information (MI) reports to......

relevant regions
London, United Kingdom

BITA star

BITA star helps wealth managers understand their clients’ true attitude to risk, and provides tools to support asset/product suitability screening, portfolio construction, investment proposal generation, and the on-going monitoring and reporting of portfolio risk. Proven in the international market over the last seven years, BITA star has been the choice......

relevant regions
London, United Kingdom

BITA vision

BITA vision is a rapid analytical tool for building and testing asset allocation strategies, covering risk and performance attribution, optimisation and stress testing. It delivers analysis and insight into portfolio allocations through a GUI interface or MatLab. This new solution from BITA is an invaluable tool for quants and investment......

relevant regions
London, United Kingdom

BITE

BITE enables you to invest online in outstanding private equity, private debt, infrastructure and real estate funds, in amounts below the typically required institutional-level minimum. Investors and Advisors can easily research and evaluate market leading Alternatives funds, allocate online and keep track of their portfolio. By advisors for advisors Everything we do......

relevant regions
Windsor, CT, United States

Black Diamond Wealth Platform

The Black Diamond® Wealth Platform is the comprehensive wealth management solution encompassing portfolio management, reporting, rebalancing, outsourced reconciliation, and client communication. With a mobile-friendly investor experience and powerful client interaction capabilities, Black Diamond® empowers advisors to steer the client conversation toward long-term, life goals. As a cloud-based platform backed by a......

relevant regions
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......

relevant regions
Hong Kong, Hong Kong

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......

relevant regions
San Francisco, CA, United States

BondNav®

Our goal is to deliver price improvement on every order What separates the BondNav platform from other systems is the depth of our marketplace, the real-time pricing data, and the team of fixed income veterans standing behind every trade. 280 produces: 280 BestEx report Every 280 BestEx trade comes with documentation showing a......

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......

relevant regions
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
Wheaton, IL, United States

BondWave

BondWave is a trusted partner to some of the biggest names in the financial industry. And we’re affiliated with First Trust Portfolios and First Trust Advisors (collectively “First Trust”). First Trust is a privately held financial services organization which offers a variety of investment services. We’ve made it our business to reimagine fixed......

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
London, United Kingdom

Bricklane for Advisers

Key adviser use cases A flexible and liquid alternative to buy-to-let investment, under your adviser fee remit As a diversification tool for existing managed portfolios – both across asset classes and geographies Solutions for exchanging existing buy-to-let holdings for tax-efficient exposure, with all the benefits of indirect investment Where do our funds invest? Investors can......

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......

relevant regions
London, United Kingdom

Butterwire

For individual investors, our professional AI analyst offers unrivalled insights to inform your investment decisions. Find global stock opportunities with less effort Target portfolio risk without blind spots Keep ahead of market signals without overtrading Get an extra edge without overpaying For institutional investors, we develop and integrate a bespoke AI analyst that boosts the......

relevant regions
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
New York, NY, United States

Caissa Platform

The Caissa Platform is Caissa’s flagship software product, integrating portfolio management, what-if analysis, attribution, risk management, exposure analytics, quantitative analytics, and liquidity analysis. The software provides allocators with all key components of the investment decision process in one centralized tool.   ...

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
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, or any......

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
Herzila Pituach, Israel

Cappitech

Using Cappitech's platform, our customers easily automate and submit their daily trades to comply with international financial transaction reporting obligations including: MiFID II/MiFIR: Transaction/trade reporting RTS 27/28 reporting  Best execution  Reconciliation EMIR transaction reporting ASIC derivative reporting MAS OTC derivative reporting Canadian trade reporting FinfraG derivative reporting SFTR reporting With Cappitech, firms not only fulfill their compliance reporting obligation but using......

relevant regions
Herzila Pituach, Israel

Cappitech EMIR Solution

Cappitech EMIR reporting solution offers: SaaS & automation: Significantly cuts the initial IT and labor costs to begin reporting and the ongoing work required to keep the reporting compliant as laws are updated regularly. Operational excellence: Our client services team monitors client trades on an ongoing basis, alerts and helps fix any......

relevant regions
Herzila Pituach, Israel

Cappitech MiFID II/MiFIR Solution

Cappitech's MiFID II solution includes MiFID II transaction reporting, RTS 27/8 reporting, Insights, RTS 27/8 Market intelligence and trade reconciliation. Transaction reporting: Automate your MIFID II and RTS 27/ 8 reporting with the Capptivate Multi Regulation Platform, a single platform for all our transaction reporting needs. Insights: Gain insights into your transaction......

relevant regions
Herzila Pituach, Israel

Cappitech SFTR Solution

Cappitech is a leading provider of regulatory reporting and intelligence solutions for the financial services industry. Capitalising on our big data technology and in-depth regulatory expertise, Cappitech provides an efficient and cost-effective way for firms to comply with SFTR regulation. Being a relatively new regulation, SFTR reporting is a natural extension......

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

Cashwerkz

Access a range of term deposit and at call investment options online Save time and money with paperless processing and reporting Build the asset value of your business with a seamless cash solution for your clients Online cash management platform streamlining the process of investing in term deposits and at call accounts, saving......

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......

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......

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
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......

relevant regions
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
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

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
Zug, Switzerland

Client Tax Reporting

Our product uses all the available and established Avaloq modules (tax engines and capital gain engine) and makes full use of their potential. This high level of integration with Avaloq enables client advisors to create tax statements at the touch of a button and to display unrealised capital gains and......

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....

relevant regions
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
London, 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
Soborg, Denmark

Collection Management

Your personal asset class 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......

relevant regions
Cary, NC, United States

Collegiate Funding Solutions

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......

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
Hong Kong, 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
New York, NY, United States

ConsenSys Codefi

Our clients access the full potential of exponential finance Optimize business processes Incorporate blockchain-native authenticity, scarcity, and programmability into workflows, enabling governance, compliance, and system incentives through secure APIs and scalable, customizable software Activate digital financial instruments Create and grow markets with potential for greater liquidity, reduced costs of capital, access to a broader......

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
New York, NY, United States

Co-Pilot

Co-Pilot gives you clarity and control of your portfolios and models purposely built for wealth managers. Centralize your portfolio modeling, rebalancing, compliance and trading to give you the power to make strategic investment decisions. Build and manage complex asset allocation and portfolio strategies with a robust and powerful portfolio modeling tools Manage......

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......

relevant regions
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
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
Los Angeles, CA, United States

Crowdfunder

We believe entrepreneurship to be one of the most powerful forces for economic and societal change in our time. Through access to capital and education, we empower thousands of entrepreneurs to grow high-impact ventures. Crowdfunder is the equity crowdfunding leader for sourcing and funding high-growth ventures with a network of over......

relevant regions
Zug, Switzerland

Cryptoasset Directory

Guide to compliant listing of crypto assets and releasing information with investors Market surveillance for authorities Cheaper acquisition for service providers and faster access to structured data Only verified crypto-associated information for a quick investment decision ...

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......

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......

relevant regions
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

The d1g1t wealth management platform provides transparent portfolio management services to professional advisers and their individual investors. 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......

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
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
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
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
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
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
Albany, NY, United States

Diligend Solution

Diligend is a web-based software dedicated to the due diligence and monitoring of asset managers. Diligend offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: Digitized Due Diligence Questionnaires Engine (including industry standard templates like ILPA, AIMA, UNPRI, AITEC), automatic flexible responses flagging......

relevant regions
San Diego, CA, United States

Document Builder

Manage model documentation including fund and model fact sheets, trade logs and asset allocation guides with the powerful web app. The software supports various workflows for management of research, marketing and compliance teams. Includes alerting and auditing functionality and WYSIWYG editors for modifying templates, textual, color and various stile components....

relevant regions
London, United Kingdom

DueDil

An intuitive UI that makes adoption easy Make sense of the data that matters. DueDil provides a clean interface that ensures it is easy to segment any market, understand a company and derive meaningful insight in just a few clicks. Rich data that provides context on any company DueDil provides a comprehensive view......

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
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 ...

relevant regions
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......

relevant regions
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,......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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
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......

relevant regions
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
Geneva, Switzerland

EQUALIZER - Portfolio Management System

EQUALIZER is a portfolio management system created to support private bankers and wealth managers in their daily tasks covering:  The analysis of their clients' situation The proposition of the most appropriate investment strategy The automatic orders generation while applying all the necessary controls The performance analysis and reporting to the client  The solution maximizes wealth......

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,......

relevant regions
Zurich, Switzerland

ESG Exclusion Criteria

These criteria can be the values of the owners on the one hand, and global guidelines such as the ten principles of the UN Global Compact on the other. Within the various sustainable investment approaches, exclusion strategies continue to be the most frequently used. Screening provides the information necessary to......

relevant regions
Zurich, Switzerland

ESG Impact Ratings

In addition to conventional analysis of CSR and annual reports, our methodology takes into account the impact of production and products on the environment and society. This means that the ESG Impact Rating measures the positive and negative impact of companies on the environment and society. The research universe currently comprises......

relevant regions
Zurich, Switzerland

ESG Investment Universes

At Inrate, investors choose from a wide range of sustainable investment universes - from traditional best-in-class universes to specific theme universes, such as climate change, mobility and water. The universes can be used by portfolio managers as a direct default. Based on this, portfolios can be created. The criteria that apply......

relevant regions
Zurich, Switzerland

ESG Portfolio Analysis

The assessment is carried out based on both equal and capital weightings and is always presented in relation to a comparative index. The analysis focuses on the overall sustainability of the companies in the portfolio, controversial products and critical behaviours. An attribution analysis is also included. This provides information on......

relevant regions
Vinon-sur-Verdon, 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
New York, NY, United States

Estimize

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. More accurate than Wall Street 74% of the time This graph shows the......

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:......

relevant regions
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
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
Milan, Italy

eXimius - Portfolio Manager

eXimius Portfolio Manager is a multichannel, multi-entity, multi-device software platform that automates the daily challenges of wealth managers. It brings unprecedented efficiency to routine tasks such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....

relevant regions
La Jolla, CA, United States

factorE

Alternatives? No Problem. factorE is a portfolio analysis tool built to handle complex multi-asset portfolios with alternative strategies. Understand your risks and make informed changes with a single easy-to-use interface.   Powerful. Easy. Get useful information on your portfolios’ factor exposures, both current and historical. Institutional quality at a fraction of the cost Analysis tools built to......

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......

relevant regions
Milton Park, United Kingdom

Fastrak

Fastrak covers four main processes: Portfolio management Whether you run an in-house centralised investment proposition or you achieve this via a third party, Fastrak will enable you to produce a new portfolio report to your prospective customer in just minutes. Valuations & performance Valuations and performance provides two options for reporting, depending on the......

relevant regions
London, United Kingdom

FE Analytics

Improve your investment process However you run your investment process, for advisers requiring the provision of timely, robust, independent data coupled with a wide range of advanced modeling, analytical, reporting and presentation tools, our adviser software, FE Analytics, has consistently proved to be the leader in its field. You can get......

relevant regions
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......

relevant regions
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......

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......

relevant regions
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......

relevant regions
Darien, CT, United States

Financial Reporting

In Spanish, Mirador means "a tower designed to command an extensive view." We live up to our name by providing award-winning business intelligence that allows you to get an unparalled vantage point for your financial assets. Our unique perspective comes from a thorough knowledge of financial instruments, experience managing systems......

relevant regions
Luxembourg, Luxembourg

Finantix Portfolio Management

Finantix Portfolio Management solution includes CIO views, investment ideas, news and research authoring and distribution module, portfolio construction and rebalancing, risk and performance engines that enables portfolio managers and advisers to analyse, monitor, rebalance and optimize clients’ portfolios based on the bank's views and guidelines, as well as customer preferences......

relevant regions
Zurich, Switzerland

Finfox

Overview of FINFOX FINFOX has been the leading software in Switzerland for years for the use in investment advice . It enables structuring the advising process in line with regulations and content development for all client segments. FINFOX is used by Universal banks Private banks Raiffeisen banks Investment managers. FINFOX is based on six key elements: High flexibility The modular, highly configurable “process......

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......

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......

relevant regions
Carouge, Switzerland

FinQuartz

FinQuartz have developed an algorithm powered by Artificial Intelligence that identifies thousands of financial news sources, cuts the noise & only keeps the essential news for your portfolio. Our solution turns financial news into portfolio intelligence. Our algorithm screens specialized sources in relevant industries for your portfolios. ​In the era of fake news, we pay special attention to the......

relevant regions
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
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......

relevant regions
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......

relevant regions
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......

relevant regions
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....

relevant regions
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......

relevant regions
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....

relevant regions
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......

relevant regions
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....

relevant regions
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....

relevant regions
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....

relevant regions
New York, NY, United States

Flyer Trading Network

The Flyer Trading Network unifies trading workflows into a single interface. Connect with any custodian and broker on the network with a basic configuration. 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......

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......

relevant regions
Portland, ME, United States

Foreside

Financial firms must innovate or risk becoming obsolete. At Foreside, we pair comprehensive and customized advice with best-in-class technology to help firms in the investment management space continue to innovate, improve and grow.  We tap state-of-the-art technology to help firms drive operational efficiency and flourish in today’s regulatory environment.  Foreside’s suite......

relevant regions
Milton Keynes, United Kingdom

Fregnan

Asset management is changing Regulatory and technological changes mean there has never been a greater need for high quality equity research at an affordable price. Shift to passive investment Increased costs due to MiFID II Tech-savvy Millenials Fintech and robo-advisor disruption By enhancing your research base and providing trusted models to support your investment decisions, FREĠNAN is here......

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......

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,......

relevant regions
London, United Kingdom

Fund Research Centre

We have spent the last ten years perfecting this tool, creating our own version, THE Library, which features fund data from over 600 global fund groups. We provide this as a SaaS solution with zero IT footprint on premises. With the Fund Research Centre from FundsLibrary users can research, compare and select funds......

Soborg, Denmark

Fund Service (NAV)

Infrastructure for investment funds With a fully outsourced infrastructure for your fund company, we do all the work – you keep the control. The inbuilt traffic lights warns you if you get close to make any breaches. Whether you run UCIT funds or AIF funds we calculate the NAV. Together with......

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
Luxembourg, Luxembourg

FundSquare for Fund Buyers

Fund selection and sales depends on a transparent structure that allows fund buyers to fulfil all due diligence and risk requirements in an efficient and flexible manner. Fundsquare offers a flexible and responsive infrastructure that enables operational effectiveness across the fund investment process. Covering the three broad areas of regulatory compliance and information,......

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
Windsor, CT, United States

Geneva

In a market that calls for quick, informed decisions, the Geneva® global portfolio management platform empowers fund managers with instant, real-time performance, P&L, position and exposure information. With comprehensive instrument coverage – from global equities and fixed income to derivatives and bank debt – Geneva® supports even the most complex global......

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......

relevant regions
Windsor, CT, United States

Global Wealth Platform (GWP)

GWP, SS&C’s flexible, modular-based global wealth management platform helps wealth managers increase data accuracy, reduce costs and take on more funds without increasing operational headcount. It supports all asset classes and portfolio types, providing you with maximum flexibility to manage your business. Our wealth management services have been designed to power......

relevant regions
London, United Kingdom

Goji Platform

We’re the leading provider of regulated platform technology to alternative investment managers. We offer a secure and scalable modular platform that enables alternative investment platforms, managers and direct lending platforms to offer financial products to retail investors. We can work with you through our simple white label interface or seamlessly integrate into your......

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
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
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
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 Aggregation

PCR helps Private Banks and other Advisors focus on a total wealth experience by gathering the client's held-away account data.  We combine our capabilities in alternatives with over 400 electronic institutional sources to produce a fully normalized view of a client's holdings and activities. This held-away data is then combined with the firm's......

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......

relevant regions
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.......

relevant regions
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......

relevant regions
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
London, United Kingdom

Hulgrave for Wealth Managers

What we do We help wealth and asset management companies calibrate and prove the quality of their service, and exceed clients’ and regulators’ calls for transparency. Continuous monitoring Measure and monitor the performance, risk and cost of client portfolios, and stay compliant. Management dashboard Receive an elegant and holistic view of key metrics normalised across......

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......

relevant regions
Tuggen, Switzerland

iFinity Integrated Portfolio Management System

The ideal CRM addition The third main tool for independent asset managers, in addition to the Compliance Guide and the CRM / Client On-boarding system, is our integrated Portfolio Management System. Professional and comprehensive The Portfolio Management module (also offered through the private cloud method) allows a professional but cost-effective portfolio management, including......

relevant regions
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
Birmingham, United Kingdom

IMPACT

The front office module allows asset/wealth managers to apply, modify and reapply investment models and strategies to clients based on any number of classifications. Decision support is enhanced throughout the analysis screens by an extensive range of filters which can be tailored and include a variety of different graphing tools. Deals can......

relevant regions
Athens, Greece

IMSplus

IMSplus is an award-winning internationally implemented investment management platform with a modular based architecture to enable easy deployment and tailored implementations. Having all the benefits of an integrated solution for investment management, it is designed to allow easy, out-of-the-box, turn-key project based solution selection for specific needs, packed with rich functionality and advanced......

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......

relevant regions
London, United Kingdom

Income Forecaster

Communicating the complexities and nuances of income generation to investors is a challenging task. To simplify this process, FundsLibrary has created a unique, simple and powerful tool that allows users to forecast their anticipated income over a 12 month period. We combine yield data taken from our own data hub,......

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......

relevant regions
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......

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......

relevant regions
Toronto, ON, Canada

Insight360

In an effort to protect investors, securities regulators make and enforce rules including KYC, KYP, and Suitability Obligations. These are considered principal responsibilities owed by advisors to their clients and a cornerstone of the investor protection regime. Meaningful dialogues with clients are necessary to obtain a solid understanding of their accurate......

relevant regions
San Francisco, CA, United States

Insight360 Data

About our scores Insight The Insight Score is a measure of a company’s longer- term ESG track record, similar to a ratings system. Scores are less sensitive to daily events and reflect the enduring performance record of a company over time. Momentum Measures the trend of a company’s Insight score. It is a unique......

relevant regions
San Francisco, CA, United States

Insight360 Platform

Company research Track ESG performance in real-time Compare company performance Portfolio construction Rank companies with short, medium and long-term scores Build custom lenses to meet your needs Portfolio analysis Powerful visualizations to help you identify risks Track overall portfolio performance across material factors Monitoring & reporting Start with a dashboard overview of all your portfolios Get alerts for key company events...

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
Zurich, 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
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
San Diego, CA, United States

Integrated Capital Engine 'ICE'

The stock portfolio analysis and financial management software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier (available as a plug-in) as well as qualitative risk analysis metrics and manage risk by using several modern portfolio theory statistics such as alpha, beta, R2, sharpe ratio......

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
Miami, FL, United States

IntoTheBlock

intotheblock brings crypto intelligence to everyone. Whether you are an individual investor, a cryptocurrency exchange, or an investment fund, our insights about crypto assets are relevant to you. Crypto is a new asset class with new fundamentals and a universe of data. Understanding crypto requires a new form of analysis. ITB regularly produces new......

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......

relevant regions
London, United Kingdom

InvestAi

Social shift in demographics is driving a fundamental change in customers’ expectations from the wealth and asset management industry. Autonomy, self-service, transparency and on demand services require a more individual understanding of the customer and the traditional model of a human relationship manager being the sole connective tissue between the......

relevant regions
Beverly Hills, CA, United States

InvestCloud Black

InvestCloud Black is an integrated, cloud-based performance and risk platform that has been designed to empower managers to better analyze their portfolios – simply and flexibly – across all asset classes. Black offers powerful tools to increase operational efficiency and streamline workflows related to portfolio analytics, while providing robust and......

relevant regions
Beverly Hills, CA, United States

InvestCloud Financial Supermarket

For manufacturers (asset managers) that create financial products and are looking to extend access to distributors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket is an Amazon™-like international cloud-based marketplace for financial products. The InvestCloud Financial Supermarket enables manufacturers to easily access our vast network of distribution......

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
Soborg, Denmark

Investment Accounting

Investment Accounting is the corner stone 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......

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......

relevant regions
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......

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......

relevant regions
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
Zurich, Switzerland

Investment & Portfolio Analytics

Asessment We provide custom analyses of investment solutions, due-diligence and model validation. Especially nowadays, where investors have to engage in actively managed investment products to meet their performance targets, the sheer number of offerings can be overwhelming. Our structured, quantitative approach helps investors to reduce the time for the selection process to a minimum and focus......

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
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
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
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
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
Leuvain, Belgium

InvestSuite Portfolio Optimizer

Key features: Helps you determine security weights for a self-defined investment universe Offers a portfolio loss protection methodology that can be overlaid on any investment strategy Helps you construct sub portfolios that complement your core investment strategy Helps you construct an intelligent, customised investment benchmark. Weight Aid Within an investment universe that you define yourself, WeightAid......

relevant regions
Leuvain, Belgium

InvestSuite Robo Advisor

Robo Advisor is a front-to-middleware white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings.  It has 3 modules to be used together or individually that can be integrated via our APIs & configured to launch your very own roboadvisor program. Module #1......

relevant regions
Leuvain, Belgium

InvestSuite Self Investor

Investors increasingly want to take control of their investments and let their savings money work for them. They are actively looking for a “do it yourself” platform with a human tone of voice that offers the same convenience and frictionless experience of the popular apps we have all grown accustomed......

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......

relevant regions
London, United Kingdom

Invisage for Asset Managers

Discover research that helps you produce alpha We track the performance of research that you consume and extract its alpha capabilities so that you can quickly discover and monitor the research that in turn helps you produce alpha. Justify your research spend Using our performance analytics, we calculate for you the true cost......

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......

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
London, United Kingdom

JHC Neon

A stand-alone, data-agnostic, portfolio analysis tool, Neon’s powerful search and filter functions identify profit centres, exceptions, patterns, trends and opportunities. The big picture or the smallest detail, it’s there for you (and your clients) in seconds, on one screen, desktop or mobile. By gaining a deeper understanding of a portfolio’s dynamics, advisors......

relevant regions
Paris, France

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
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......

relevant regions
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
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......

relevant regions
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
Milan, Italy

LifeCycle Portfolio Builder

The engine identifies each client's "life-cycle point", their needs, objectives and risks (relating to health, family, work, economic sphere), and then finds the optimal personalised mix of investment, insurance and financing products that minimise the risk. How does it work Simulation Monte Carlo simulations of possible scenarios: investment trends (passing from the simulation......

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....

relevant regions
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......

relevant regions
New York, NY, 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......

relevant regions
Boulder, CO, United States

Louise

...

relevant regions
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
Atlanta, GA, United States

Lucena Model Portfolios

Lucena provides proven model portfolios that use big data and AI with impressive performance. Each strategy is carefully crafted and designed using the latest innovations in quantitative finance and predictive analytics. Subscribe to our existing strategies or our team can create one specific to your needs. Who uses Model Portfolios? Any professional......

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
Hong Kong, Hong Kong

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
Boston, MA, United States

MackeyRMS

Smarter research management Mackey Research Management Software will change the way your investment research works for you - without changing the way you work. We will revolutionize your research, transaction and compliance operations without slowing you down. Created by hedge fund analysts, Mackey Research Management Software aggregates and organizes information across applications......

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
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......

relevant regions
Sydney, NSW, Australia

Managed Discretionary Account Solutions

Features include: Efficiency and scale Compliant Investor specific rules Multi-asset class Multi-currency Multi-tax structure Bulk trade / trade allocation ...

relevant regions
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
London, United Kingdom

Market Analysis

Equity research of factor performance in wider markets is essential. This kind of data analytics can help you understand the style impact on a fund or strategy. It provides vital context into how your portfolio’s exposures are affected by factor shifts. Using our data analysis tools will instantly reveal moves of......

relevant regions
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

The complex nature of global markets is a challenge for financial institutions. 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......

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
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 ...

relevant regions
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......

relevant regions
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......

relevant regions
Zurich, Switzerland

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......

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,......

relevant regions
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....

relevant regions
Singapore, Singapore

MFund

MFund is a multi-currency, multi-funds portfolio accounting, valuation, and performance evaluation system catering to the operational needs of investment managers, portfolio managers, insurance companies, mutual funds, unit trusts, and investment management companies....

relevant regions
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
Vinon-sur-Verdon, 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
Hong Kong, Hong Kong

Modelomni

The problem There is now potentially an enormous threat looming for professionals who have overly invested in Equities and Bonds alone. Should you only be invested in correlated markets, when performance collapses the effects are devastating. All correlated assets collapse in performance at the same time, compounding losses and decimating capital. Alternative investment......

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......

relevant regions
Greater Montreal, QC, Canada

Models & Rebalancing

Using Croesus Advisor, gain a competitive edge by building custom portfolios for your clients and by using a unified management account (UMA), unified managed household (UMH) or separately managed account (SMA) strategy to build your models. In addition, you’ll be able to associate sleeves, accounts, clients, and relationships to your......

relevant regions
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......

relevant regions
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......

relevant regions
Zurich, Switzerland

Monitoring of Risk & Return

How AAAccell uses several risk engines and covers hundreds of risk factors to include any sort of assets, especially assets with very few price history or price valuations. E.g. real estates, airplanes, or private equity investments are all priced by a heuristic method typically on a yearly frequency. The value of such......

relevant regions
Berlin, Germany

Moonfare

Why invest with Moonfare? Benefits Build your own tailored PE portfolio in minimal time Up to 10 top-tier fund offerings a year Delivered in a seamless investment experience Affordability Invest starting from US$100k Transparent and low fees: management fee from 0.5% p.a. Scalable technology platform Liquidity Moonfare develops a marketplace for secondary trades for the network Investors can request to trade......

relevant regions
Chicago, IL, United States

Morningstar® Advisor Workstation

Investment research To support the research process, Morningstar® Advisor Workstation combines high quality data with in-depth reports from our independent analysts to help advisors determine suitable investments for clients and prospects. Advisors can screen and rank open-end mutual funds, stocks, variable annuity/life subaccounts, exchange-traded funds, closed-end funds, separate accounts, and 529 college-savings......

relevant regions
Chicago, IL, United States

Morningstar® Data for Managed Investments

Morningstar® Data for managed investments offers institutions, media outlets, and academics the opportunity to license a data feed of information from Morningstar’s proprietary database. Data feeds strengthen activities that range from conducting research and financial modeling, to developing new products, creating investor-friendly communication materials, and delivering industry-standard statistics. Morningstar continually adapts......

relevant regions
Chicago, IL, United States

Morningstar Direct

Build and manage investments How your business will continue to compete is one of the most critical questions facing firms. With new regulations and shifts in investor preferences, it’s important that your solutions are as relevant as they are financially sound. Stand out from competitors Position your products to succeed by better understanding......

relevant regions
Chicago, IL, United States

Morningstar® Office Cloud

Experience Morningstar Office SMCloud, the new web-based platform for modern advisors. Build client connections with confidence Use a portfolio management system that delivers research investors trust and data you can depend on, while raising expectations for your client chats. Client communication Connect with clients using an interactive portal for updates and insights that can help......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
Lausanne, Switzerland

Multi-issuer platform for structured products

Evooq’s multi-issuer platform seamlessly connects investors and issuers of structured products. It is a fully automated solution that encompasses all steps of the process in a fast and efficient manner. With Evooq's multi-issuer platform clients can: Design tailor-made structured products with a variety of payoffs Obtain quotes from top-tier issuers within seconds Execute the......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
Sydney, NSW, Australia

Non Discretionary Account Solutions

Deliver personalised advice with the ability to create unique client portfolios designed to consider the specific requirements, preferences, and constraints a client may have. Features include:  Record of Advice (ROA) Customised portfolios Compliance ...

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
Vernier, 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......

relevant regions
Vernier, Switzerland

OLYMPIC Banking System - Custody services

OLYMPIC Banking System offers fully integrated and automated functionality to manage custody and depositary services as part of the investment management value chain, including the safekeeping, processing and settlement of securities. Custodian and depositary banks are having to adapt to major shifts in the market, including continuous consolidations through mergers and......

relevant regions
Vernier, Switzerland

OLYMPIC Banking System - Fund Administration

With growing investor appetites for sustainable finance and alternative investments, the investment fund industry is being pushed to streamline its processes and increase innovation within ever-decreasing timescales. OLYMPIC Banking System provides the flexibility, scalability and connectivity to enable institutions to streamline servicing processes for greater customer satisfaction while minimising operating......

relevant regions
Vernier, 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......

relevant regions
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......

relevant regions
San Francisco, CA, United States

OpenInvest Institutional

OpenInvest is a separately managed account (SMA) solution that helps sustainability-minded institutions custom screen their passive index investing to advance their mission and values. OpenInvest’s proprietary technology empowers its clients to directly purchase the underlying basket of stocks in their preferred benchmark, screen out and screen in companies aligned to their......

relevant regions
Melbourne, VIC, Australia

OpenMarkets

Who is OpenMarkets? OpenMarkets is the 2nd largest ASX retail broker by volume, helping power over 100 financial services with our white-labelled wholesale trading, clearing and settlement offering. OpenMarkets is a Market Participant of ASX, Chi-X and NSX and an ASX Clear and Settlement Participant with offices in Melbourne, Brisbane and Sydney. Dedicated......

relevant regions
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......

relevant regions
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......

relevant regions
Melbourne, VIC, Australia

Opentrader

Revolutionising financial services OpenTrader is the love child of OpenMarkets, Australia’s largest independent retail stockbroker by volume*, and TradeFloor, Australia’s leading technology provider of derivatives risk management software & trading platforms. TradeFloor, Australia’s leading technology provider of derivatives risk management software & trading software. x OpenMarkets, Australia’s largest non-bank aligned retail stockbroker by volume......

relevant regions
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......

relevant regions
Norwalk, CT, United States

Outsourced Portfolio Reporting

You will get full access to our portfolio analytics and reporting platform, as well as: Data migration from your current platform to ours Set up of your plan structures Custom report design with your logos, fonts, colors, and placements We get the plan-level data from your custodian and reconcile it under your supervision and......

relevant regions
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......

relevant regions
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. ...

relevant regions
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......

relevant regions
London, United Kingdom

Peer & Competitor Analysis

Style Analytics Peer Insights™ Peer Insights™ can help you understand exactly how different equity funds compare. Constructing a new fund or looking for investment opportunities? Style Analytics Peer Insights™ provides objective factor-by-factor comparisons between individual funds and their peer groups. Identify underlying exposures to investment styles, sectors, countries and risk, and......

relevant regions
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....

relevant regions
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......

relevant regions
Lugano, Switzerland

Performance Management Platform

The ability to capture trends, profiting from bull markets and avoiding bear phases is the key to superior performance on a consistent basis. Investors that have a good understanding and a disciplined respect for the specific price trend of securities outperform competitors. Any investment strategy can be enhanced by a better......

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....

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
Newbury, United Kingdom

Planning & Advice Engine

Insight Asset Model EValue’s Insight asset model is a real world economic scenario generator model which produces realistic forecasts of possible future investment returns. Calculation Engine EValue’s powerful Calculation Engine carries out all the calculations required to provide our realistic and robust forecasts for all financial planning needs. Advice Engine EValue’s Advice Engine contains all......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

Portfolio Activity Monitor

Avoid Informational Disadvantage Spot opportunities and hedge risks ahead of time We scan millions of news sources and deliver critical information to you so you never miss key stories that influence your portfolio. You act on data as soon as it is available, significantly increasing profits and avoiding catastrophic losses. Understand everything connected......

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......

relevant regions
London, United Kingdom

Portfolio Analysis

Style Analytics Portfolio Analyzer Portfolio Analyzer delivers factor-based analysis which are behind the systematic drivers of risk and returns. Access independent, transparent factor analysis using industry-standard and recognisable investment factors. Advisors When clients trust you with their investment decisions you need the most reliable, insightful portfolio analysis when making recommendations. Style Analytics provides......

relevant regions
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......

relevant regions
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 & Reporting

We have 150+ prebuilt report templates as well as the ability to build your own so you can: Produce reports that communicate plan results Consolidate multiple reports Calculate performance from total plan down to composite Quickly generate detailed manager profiles Generate reports on-demand or schedule batch reporting Portfolio Analytics and Reporting...

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
Singapore, Singapore

Portfolio Builder

Features:  Retrieve price data Plot efficient frontier and efficiency loss View recommended portfolios based on target return Backtest portfolio with different rebalancing strategies  ...

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
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
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......

relevant regions
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....

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,......

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
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......

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
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

Portfolio Tracking

Effortlessly track your stocks, ETFs and cryptos Save time and energy by managing all of your investments through a single groundbreaking platform. Make better decisions with quantitative insights Our algorithms monitor the risk and expected return of your portfolios, provide unbiased feedback on your investments and help you make better investment decisions. Our simulation mode helps......

relevant regions
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....

relevant regions
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......

relevant regions
London, United Kingdom

Portfolio X-Ray Tool

Our portfolio analysis engine is the only x-ray tool that analyses a portfolio at security level, combining industry standard classifications with full portfolio holdings to deliver a unique insight. Combined with fund portfolio data from our own extensive data hub, THE Library, we have created a tool that enables users to be......

Boston, MA, United States

Portformer

...

relevant regions
Windsor, CT, United States

PORTIA

PORTIA’s solutions address the middle-to-back office needs of a wide variety of investment firms. PORTIA’s modular design allows firms to cost-effectively implement solutions that are customized to solve their operational challenges. Whether it be investment accounting, fund accounting, performance measurement and attribution and/or client reporting for your global assets, we have......

relevant regions
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......

relevant regions
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......

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......

relevant regions
Zurich, Switzerland

Premium Funds Data

The Premium Fund Data flag from SIX certifies comprehensive and timely fund data with additional tax and regulatory content, allowing you to rely on a single source to make confident investment decisions. Premium Fund Data from SIX provides complete fund data for core business processes into your fund value chain. We......

relevant regions
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......

relevant regions
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
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
Meggen, Switzerland

Private Alpha Artificial Intelligence Platform (PAAI)

Our state of the art technology is made possible with proprietary algorithms and indicators combined with our Private Alpha Artificial Intelligence Platform (PAAI). The technology is a multi-staged combination of financial market indicators for ideal asset allocation while formulating new investment insights through the use of AI. Our Private Alpha......

relevant regions
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......

relevant regions
Mooresville, NC, 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......

relevant regions
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......

relevant regions
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......

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......

relevant regions
Rodermark, 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
Toronto, ON, Canada

PurePerformance

PurePerformance delivers multi-level, performance reporting that’s fast and accurate. Calculate performance over any time period for households, asset classes, accounts and securities, instead of being limited to specific periods or calculating methodologies Configure Configure your reports with the performance calculations your customers want. Measure Measure how your portfolios are affected by different security positions. Assess......

relevant regions
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
Zurich, Switzerland

Qment Market Risk Index

Based on the assumption that only deviations from a steady state matter, we developed the Qment Market Risk Index to generate a quantitative allocation to equity, high yield credit and volatility markets. We do this through the identification of different market regimes and in particular temporary market bottoms. Qment is......

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
Atlanta, GA, United States

QuantDesk®

An AI investment research platform powered by big data. QuantDesk allows you to form and validate a quantitative investment approach with a user-friendly interface. Evaluate alternative data, discover predictive signals, test new theories and build winning investment strategies. No data science expertise or coding required. Who uses QuantDesk? Any business minded investment professional. Data vendors......

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
Geneva, Switzerland

Quantreex Platform

Design algo trading strategies without coding Trade live with your broker Share your strategies with your peers Features Our intuitive and easy to use user interface will let you build strategies in less than a few minutes. Strategy designer The strategy designer let you create trading strategies intuitively, with ease. Strategies produced by our engine are fast and accurate. Backtest engine The backtest......

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
Bear, DE, United States

RADAR

Dashboards - the bigger picture Personalized instrument panels for client performance, asset allocation, cash management and tax considerations. These dashboards are designed by you to display your client’s complete picture on screen… without printing a single report. Instant analysis - power at the click of a mouse On screen performance calculated on the......

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......

relevant regions
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
San Francisco, CA, United States

RealtyShares

Investments carefully curated by real estate experts Seasoned real estate operators come to RealtyShares seeking capital to improve and add value to commercial properties. Every investment opportunity we offer is vetted, negotiated and analyzed by several teams of in-house experts before it is available for investment on the platform. Of the hundreds......

relevant regions
Zug, Switzerland

reclaimer®

Numerous banks in Switzerland and abroad already successfully use reclaimer, including SIX SIS, which uses reclaimer for its innovative Advanced Tax Reclaim Service. Reduced operational risk Due to the technical logic integrated in reclaimer, the risk of operational errors (e.g. missed deadlines, use of incorrect forms, incorrect or incomplete completion of forms,......

relevant regions
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
London, United Kingdom

RedBlack

RedBlack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. Dynamic, adaptable, and scalable, RedBlack's intuitive software makes the complex simple, helping your business achieve growth and build value. For more than a decade, we have worked with the largest and most sophisticated......

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......

relevant regions
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
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 Ratings CRD IV, LCR & HQLA Green bonds Public reporting Interest calculations ...

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
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......

relevant regions
Norwalk, CT, United States

Research

Make decisions faster and see important differences across peer groups with precise searches, clear charts, and intuitive reports. Benefit from: Instant peer group rankings across more than 12 statistics Automatic calculations for normal trailing and calendar year time periods On-demand calculations for custom time periods 360° comparisons with 50+ analytical charts Competitive analysis with your......

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......

relevant regions
London, United Kingdom

ResonanceX

A client centric wealth management platform enabling private bankers and professional investors administrate and efficiently manage the various events and corporate actions of their portfolios of structured products and alternative investments We are a  new generation portfolio lifecycle management solution providing superior performance analytics, rich portfolio visualisation and intelligent insights such as targeted investment......

relevant regions
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
Zurich, Switzerland

REVOLA

How Our strategic portfolio optimization and risk measurement engine, REVOLA, is an alternative quantitative approach focusing on the latest, robust mathematical models to derive the most accurate and generalized risk and return distribution while dynamically modelling and updating the parameters of the latter. It's our aim is to deliver the most accurate risk......

relevant regions
Auburn, CA, United States

Riskalyze Partner Store

Tap into the industry's best researchers and asset managers, and get alerts when strategies are updated. Best of all, if you've got Riskalyze, you've got the Riskalyze Partner Store. ...

relevant regions
Auburn, CA, United States

Riskalyze Trading

Welcome to the all-new Riskalyze Trading It’s the rebalancer for advisors who hate rebalancers. Welcome to a new world — where advisors focus their intellect and expertise on making great decisions, and advanced technology puts them into place. Riskalyze Trading is on the job 365 days a year, scanning every client account......

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......

relevant regions
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
St Martin, Guernsey

RiskMonitor® Performance

RiskMonitor® Performance offers a simple yet flexible risk monitoring solution based on the provision of an independent and objective investment reporting framework. This solution identifies performance, liquidity and fee details for fund of funds, as well as factor analysis in simple fact sheet style reports for funds. RiskMonitor® Performance offers a......

relevant regions
St Martin, Guernsey

RiskMonitor® RegTech

Managed Annex IV XML Filings to meet any EU regulatory format: Solution for any asset type including private equity and real estate Provision of full filing or delivery of specific risk inputs including: VaR Greeks Stress-tests and liquidity Complementary risk reporting UCITS reporting UCITS restriction monitoring Absolute VaR – UCITS compliant Global exposure Exposure by counterparty Liquidity analysis PRIIPS/EMT/EPT Meets requirements of traditional and......

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
Newbury, United Kingdom

Risk Suitability

Risk profiler Offers an engaging, user-driven process to psychometrically measure consumer risk profiles. Portfolio analysis Analyses portfolios to optimise their performance and risk-return efficiency with a mix of new and existing funds....

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......

relevant regions
Greenwich, CT, United States

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 challenges,......

relevant regions
London, United Kingdom

Saffron Investment Engine

Our sophisticated investment engine has the in-built intelligence to design tailored outputs for clients based on their individual preferences: Tools to assess financial goals, attitude to risk and loss aversion Tools to apply client-specific portfolio parameters, such as currencies Tools to support core asset allocation processes and adaption to personal goals Tools to identify......

relevant regions
Singapore, Singapore

Sales & Trading Terminal

OTC bonds sales and trading workflow Product features ...

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

Sanbase

Behviour analysis & monitoring platform for 1000+ crypto assets....

relevant regions
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

SaxoTraderPRO

Advanced trading features High-performance tools built to manage and execute orders, with in-depth market analysis features Advanced trade ticket Engineered for speed and productivity, the trade ticket reduces the number of clicks needed to place an order, while displaying all pertinent information in the ticket itself. Depth trader Place and manage orders in relation to......

relevant regions
San Diego, CA, United States

SCANalytics

Easily and accurately review the affect of dividend and capital gain reinvestment, various fee applications and rebalancing rates on the growth of a portfolio or investment with our financial software systems. Users may further adjust settings such as begin and end dates, cash contributions and withdrawals, rebalancing frequency and tax......

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......

relevant regions
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
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
Zug, Switzerland

Section 871(m) Withholding and Reporting

This is irrespective of whether the derivatives concerned were issued by US or non-US persons. Under their QI Agreement, banks are required to withhold US withholding taxes on the US investment income of their clients and to report it to the US tax authorities. Derivative income that falls under Section......

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......

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
Berlin, Germany

SENTILab Trend

Current investment ratio Model history back to 2005 Out-of-sample performance from 2014 Proprietary financial models ...

relevant regions
New York, NY, 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......

relevant regions
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......

relevant regions
Zurich, Switzerland

SIX ID

Our financial data display product enables you to easily navigate a wealth of information from SIX and other third parties. 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......

relevant regions
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......

relevant regions
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......

relevant regions
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....

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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 ...

relevant regions
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,......

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......

relevant regions
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......

relevant regions
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......

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......

relevant regions
Zurich, Switzerland

Squirro Wealth Management Application

In today’s business world of improved customer choice and increased competition, financial advisors are constantly looking for ways in which to increase their business and grow the bottom line. Advisors must find new prospects, increase client retention, and identify suitable investments for their portfolios. Whether it’s to build personal capital or......

relevant regions
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....

relevant regions
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 ...

relevant regions
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......

relevant regions
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......

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......

relevant regions
Tel Aviv, Israel

Stock Forecast Algorithm

This means the algorithm is able to create, modify, and delete relationships between different financial assets. 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......

relevant regions
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......

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......

relevant regions
Windsor, CT, United States

SVC

A single source data provider eliminates unnecessary costs associated with multiple vendor feeds. With our network of supplier relationships, SVC consolidates information from leading global sources to deliver a single customized data feed. SVC consolidates multiple feeds and normalizes data into a single format, delivering seamless pricing updates whenever they are......

relevant regions
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
Windsor, CT, United States

Sylvan

A performance and attribution capability gives the investment manager tools to frequently analyze the sources of return, providing timely feedback on the investment process. Sylvan is a performance measurement and attribution solution that supports multiple attribution methodologies including fixed income attribution (FIA) and security level attribution (SLA), user-defined attribution (UDA),......

relevant regions
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......

relevant regions
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......

relevant regions
Boulder, CO, United States

Talagent

Talagent is building a next-generation risk analytics platform for the global investment community. By harnessing the growing ecosystem of risk data, factor analysis, and advanced scenario modeling capabilities we provide investors with unprecedented access to technology driven investment risk analysis. Our technology empowers investors to implement risk principals across their......

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....

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
Sydney, NSW, Australia

Tax Analyser

Managing tax outcomes as part of the investment process is known to improve member returns, although it can be challenging for superannuation funds to implement.  GBST's Tax Analyser platform allows investment managers to easily access reliable ‘source of truth’ tax data at the point of trading. It is a web-based tool......

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......

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
Bristol, United Kingdom

Technology

Portfolio builder At the heart of our investment technology is a unique tool which streamlines the process of recommending and managing client portfolios. User centred tools Designed with users in mind our technology delivers the tools for a great client service, at your fingertips. Our engaging design and straightforward navigation makes this simple for......

relevant regions
Warren, NJ, United States

Tegra118 Advice Solutions

Benefits Support advisor and enterprise growth:  Greater flexibility to scale services that advisors need to support both goals-based and comprehensive plans on one system Best-in-class technology and ease of use:  Supports advisor efficiency with system flexibility and open integrations (APIs) for a seamless user experience Total solution set of advisor tools: Enables smarter......

relevant regions
Warren, NJ, United States

Tegra118 Portfolio Solutions

Benefits Industry leading Managed Account platform: A single account structure for all managed account types (UMA, RPM, RPA, SMA, MFA) provides operational efficiency and simplification throughout the investor life cycle and a better experience for the investor and advisor The most scalable wealth management platform in the industry: The Tegra118 wealth platform is designed to......

relevant regions
Warren, NJ, United States

Tegra118 Tools

Benefits Improve billing accuracy and revenue integrity: Streamline and automate your billing processes for shorter billing cycles and faster fee collection Reduce operating costs: Manage operations more efficiently with a single platform for multi-asset and post-trade Consolidate investment data: Analyze and report investment information at the individual holding, asset class or household level Features Revenue......

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......

relevant regions
New York, NY, United States

The CAIS Platform

The CAIS platform is a user-friendly environment for wealth managers to browse, select and transact funds and other products easily. The hub can also be used to view due diligence summaries, construct portfolios, track client investments and access thought leadership pieces. With more time on your hands, you can focus on......

relevant regions
New York, NY, United States

The Decipher Optimization Engine

The problem Personal finance is growing more complex. The typical investor has numerous investment assets spread out across multiple IRAs, 401(k)s, and taxable brokerage accounts. Rather than PDFs filled with piecharts, investors are demanding a straight-forward analysis that consists of simple answers about where to locate their assets, what their chances are......

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
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......

relevant regions
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
Hamburg, Germany

The Open Banking Platform

Since 2011 we have developed a proprietary technology revolutionizing the value chain for banks and depositors. Our ground-breaking Open Banking platform allows banks to offer attractive third party deposit products to their own customers through their existing accounts. As a result, banks looking for funding can gather deposits from new markets......

relevant regions
Carlsbad, CA, United States

The Private Asset Platform

Your top clients have likely done a deal... Your clients have likely invested in a real estate partnetship, or helped grow a private company. You can help them get their directed alternative investments organised whithin your reports and client portal. Our platform provides investment operations and portfolio management solutions, custom reporting, billing,......

relevant regions
Nyon, Switzerland

theScreener LAB (theScreener CIO)

theScreener provides independent financial analysis based on a powerful proprietary model and a broad range of financial indicators to identify investment ideas and manage downside risk. With over 6,000 companies worldwide, 15,000 funds/ETFs, 18 industry groups, 104 sectors, 44 countries and 55 indexes, evaluated twice a week, theScreener offers unparalleled......

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
Knaresborough, United Kingdom

TIARA

We have leveraged our industry experience to create a purpose-built solution to make the complex simple. Bolstered by a technical architecture with streamlined processes, automation at its core and integrated logic within the coding for administration, TIARA is the total solution for all tax reporting needs....

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
London, United Kingdom

Toggle Copilot

Use data to your advantage. Copilot sifts through billions of data points so you don't have to.  Easy to connect Copilot is integrated with major investing platforms in the US, Canada, and the UK. Connect with a single click. Your portfolio in one simple view Copilot gives you daily updates on your holdings. Get instant alerts to portfolio vulnerabilities. Daily......

relevant regions
London, United Kingdom

Toggle Pro

Insight TOGGLE Insight delivers a customized feed of highly curated investment insights, directly to your inbox and homepage. Compass TOGGLE Compass allows you to test hypotheses in just a few clicks, like “What happens to oil after a crash”. Portfolio TOGGLE Portfolio X-rays your holdings, helping diagnose problems while also providing remedies....

relevant regions
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......

relevant regions
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......

relevant regions
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....

relevant regions
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
Chicago, IL, United States

Total Rebalance Expert

When Sheryl Rowling, founder of TRX and a leading CPA advisor, couldn’t find an affordable, tax efficient and easy to use rebalancing system, she created her own.  The result?  TRX is now the largest, independently owned rebalancing software company in the RIA industry. We offer the most tax efficient and easy......

relevant regions
Wilton, CT, United States

Total Wealth Aggregation

Many families, multi-family offices and technology firms leverage our ability to provide a single source of consolidated and normalized data on 100% of a family or institution's holdings.   These clients also leverage our data management solutions and data warehouse to further customize and report this consolidated data. Combines Alternative and Held-Away with Home......

relevant regions
Alpharetta, GA, United States

Totum Risk

The Totum Admin Panel records all activity at your firm for your compliance needs. Totum’s risk tolerance questionnaire is based on 11 questions and a shortened questionnaire for a website and mobile phones. Totum incorporated data mining and machine learning with over 99 pages of PhD designed algorithms and models on the......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
London, United Kingdom

Util

We use machine learning to quantify the social and environmental impact of listed companies. With our analytics, investors can screen, optimise and build thematic impact portfolios across the global equity spectrum The challenge With responsibility for over $70 trillion worldwide, investors have enormous power to effect change. Until now, however, measuring the external impact of companies and investments has hinged......

relevant regions
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......

relevant regions
Mumbai, India

ValueAT

Drive better performance Plug-in to ValueAT comprehensive investment analytics, integrated data research and decision enablers, so that you don't just view performance, but influence it. Decision Enablers spanning investment management needs One system to meet all investment management needs including performance measurement and attribution, live/historical portfolio analysis, benchmark comparison, contribution analysis, risk analysis,......

relevant regions
St Martin, Guernsey

ValuSim: Private Asset

High presentation quality Customizable reporting suitable for key stakeholders and investor reporting Comprehensive range of Private Asset investment restrictions to demonstrate prospectus and risk compliance Simple to use input templates Connectivity to leading fund administrators Scenario and stress-testing solution DCF based valuation appraisal FQ modelling and analysis ...

relevant regions
Chicago, IL, United States

Vantage™ Reporting Solutions

Your clients seek strategic advice and solutions for their overall financial goals. With Vantage, you can view a comprehensive picture of each client’s wealth position so that you can evaluate their situation and craft a long-term plan. Become the trusted advisor to your clients by providing comprehensive financial information on all......

relevant regions
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......

relevant regions
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
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......

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®......

relevant regions
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
Houston, TX, United States

Virtus Back Office

The back office balances transparency with increasing complexity The crisis that started in 2008 elevated investor scrutiny of back office activities spurring an enormous amount of outsourcing related to fund administration. At the same time, the explosion of alternative investments has introduced more complexity into middle and back office operations. Managers need......

relevant regions
Houston, TX, United States

Virtus Front Office

The front office focuses on deal structuring, investment research and selection, trading, risk and performance. Timely and accurate information is paramount to making the right investment decisions. Alternative asset managers need to be able to execute strategies across multiple asset classes. Legacy systems are often siloed making viewing data across......