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.

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  • Solution Providers507
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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......

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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......

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Baar, Switzerland

Altoo For Private Wealth Owners

The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......

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London, United Kingdom

BITA Wealth

BITA Risk provides BITA WEALTH with module options as follows:  BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance checks......

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Greater Montreal, QC, Canada

Croesus Central

Croesus Central is a portfolio rebalancing solution that combines automated rebalancing, modelling, investment compliance, and tax efficiency. This cloud-based solution is designed for discretionary portfolio managers working in private banks or investment firms. It features customisation and integration capabilities with existing portfolio management systems. Financial institutions face recurring problems when it......

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Greater Montreal, QC, Canada

Croesus Risk and Compliance Module (RCM)

The Croesus Risk and Compliance Module can help wealth management professionals keep up with requirements to reduce the costs and workload associated with regulatory compliance. By efficiently pinpointing areas of risk you can provide clients with a more robust, comprehensive investment strategy that takes into account risk scenarios. From automating a......

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Greater Montreal, QC, Canada

Croesus Xpert

Portfolio management system adapted to your reality To stand out, wealth management professionals need reliable, performing and secured technologies that are adapted to their needs. Croesus Xpert portfolio management system offers a variety of powerful tools and modules that help professionals increase their productivity and provide unparalleled service to their clients.......

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Lausanne, Switzerland

Risk Analytics and Portfolio Construction

With Edgelab’s extensive risk analytics and portfolio construction, banks can deliver a 360-degree view of portfolio risk and generate bespoke portfolios with one click. As a result, they can substantially increase the quality of advice and strengthen the relationship with their clients. Unlike other solutions, Edgelab considers the true nature of......

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Zug, Switzerland

Etops Wealth Management Technology

The Etops solution allows you to collect data from a various range of custodians, which can be easily interpreted in various formats using AI-based technology. Our solution performs reliable reconciliation and quality checks overseen by our experienced service team. You profit from aggregated transactions and positions of your portfolios delivered in......

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Lausanne, Switzerland

Products Platform

The multi-issuer platform Elus makes the pricing and trading of Structured Products efficient and enjoyable while obtaining competitive prices, fulfilling regulatory requirements, and proactively monitoring them post-trade. Design, price discovery and execution of structured products in a fast and efficient manner. Generate documentation such as T&Cs, KID and standardized product flyers instantly. Connect......

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London, United Kingdom

FA Platform

Enterprise platforms that are functionally rich enough to support an entire business are at the forefront of the market. The FA Platform is leading this market with its ability to support both public and private markets, including digital and physical assets. The FA Platform handles everything in one solution, ensuring......

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Arlington, TX, United States

Data Solutions

Data Solutions First Rate's Data Solutions provides personalized service and tailored solutions to meet your unique data needs. Whether you're interested in utilizing our innovative financial aggregation products, or leveraging expert-driven services, or both, we aim to provide options that align seamlessly with your data objectives. With our comprehensive suite of......

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London, United Kingdom

Data Management

Automate the ingestion, verification, normalisation and reconciliation of data from any source, including: PDFs (prospectuses, factsheets, KIIDs etc.) Spreadsheets Websites Data feeds Uses include: Create and maintain golden source data or compare to an existing source Bulk-verify document content before publishing (e.g. monthly factsheet runs) Enrich data with customised calculations for use in regulatory or client reports Automate investment......

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Tel-Aviv, Israel

Solution for the Private Wealth Industry and Distributors

Automate and streamline your structured product business. From the wealth team of a retail bank to a private banking institution, a family office or a wealth manager, the structured investments shall be easy to access, analyse, manage and execute. In a persistently low-interest-rate environment, investors are seeking more yield and better......

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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......

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London, United Kingdom

Advisor Compensation & Audit

As part of ObjectwayPlatform, Advisor Compensation & Audit is the revenue and compensation engine to manage relations with sales force and intermediaries concerning pay-in & pay-out calculation, fees, commissions and incentives. The application includes monitoring and interception of potential irregularities in sales organisation that could bring operational risks, financial losses and......

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London, United Kingdom

Investor & Advisor Portal, Client Onboarding

As part of Objectway Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction,......

Client type
Relevant Regions
London, United Kingdom

Portfolio Management

As part of Objectway Platform, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....

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Rotterdam, Netherlands

OPAL Platform

With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values......

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London, United Kingdom

eXeer

eXeer acts as an investment managers ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers. Two, it enables users to make intelligence-led decisions by understanding their data, and connects them......

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Athens, Greece

Axia Suite

Axia is the cloud/web-based, omnichannel solution for advanced investment management operations. Axia is the evolution of the market proven flagship Profile's platform for the industry incorporating all the modern technologies and functionalities to drive competitiveness and efficiency across your operations and client service. It enhances business agility through a quick......

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Zurich, Switzerland

ImpaQt+

ImpaQt Wealth is a modular, end-to-end advisory and discretionary portfolio management system featuring a modern UI, state-of-the-art risk engine, and award-winning portfolio optimizer. Seamlessly integrating sustainability preferences and ensuring reporting compliance throughout the entire client lifecycle, ImpaQt Wealth can be integrated as a standalone solution or via API and is......

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All Solutions

New York, NY, United States

401kFiduciaryOptimizer

Analyze & Win Any Plan Today Detailed intelligence on 850,000+ retirement plans. Improve Plan Investments menu breakdown for 80,000+ plans. Customization & Efficiency In Your Marketing Custom trackable marketing letters for any plan in seconds. Reach Out To Decision Makers Over 1.2 million plan executives with contact info. Be the First One to Present Real-Time plan filing update for......

Pittsburgh, PA, United States

Accudelta

Accudelta is an end-to-end regulatory data management platform that leverages workflow,  business rules, and data accessibility functionality to enable your firm to efficiently scale regulatory reporting and data distribution operations. Central store Single solution – Access a high quality, central location to complete all data requests Data consistency & accuracy – Use a single, trusted......

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London, United Kingdom

ADA

Ada is a cutting-edge technology platform born to bring a new face to the world of finance. Ada offers three apps in Ada Research, Ada Portfolios and Ada Advisory to asset managers, wealth managers, pension schemes and multinationals. The platform supports workflows through data, analytics, document management, insights, and portfolio......

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Guadalajara, Mexico

ADDIKA Wealth

Global management Handling of assets and liabilities in one place, with multiple structures and owners Real-time Software Get updates on your investments at the correct moment for a smart and well informed decision making Task Organizer and scheduling Automate information, delegate tasks, and set date reminders Multicurrency platform Manage your wealth information in the currency of your......

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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......

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Charlotte, NC, United States

Adhesion Wealth Manager Exchange

From nationally recognized brands to boutique managers with established track records, the extensive selection of managers and strategists on our Adhesion Wealth Manager Exchange Model Marketplace can help advisors offer a multitude of investment solutions to accommodate their clients’ unique needs. These industry experts—all available on the Adhesion Wealth platform......

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Morrisville, NC, United States

Administrative Family Office™

Eton Solutions' Administrative Family Office™ (AFO) is a fully integrated technology and professional services solution that streamlines and simplifies the delivery of family office administrative services such as bill pay, accounting tasks, mailroom processes, document management, by leveraging the AtlasFive® platform. AFO™ delivers rolled-up financial reporting, ad hoc reports, and other......

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Lugano, Switzerland

Advanced Analytics Data Feed

The result is a unique “momentum rating” system that can strengthen and complement the investment decision process. Trendrating Feed is a file delivery solution utilizing FTP to deliver ratings data that helps clients enhance their proprietary analytics, financial portals, decision support systems, and more. With access to our consolidated feed, clients will......

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Windsor, CT, United States

Advent Corporate Actions

Get it right. Every time. Few activities frustrate an operations team more than accounting accurately for corporate actions that affect portfolio values: mergers, acquisitions, spinoffs and ticker changes. Advent Corporate Actions (ACA) helps you get it right. It delivers reports on all corporate actions that affect your clients’ portfolios, and provides your staff......

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Windsor, CT, United States

Advent Genesis

Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines......

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Windsor, CT, United States

Advent Index Data

Producing timely and accurate performance reports for clients or prospective clients is an essential activity within investment management firms. Simply describing period-to-period changes in value is only the start: the most compelling reports clearly demonstrate how your portfolio managers’ decisions and results compare to an industry standard index, representing a......

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Windsor, CT, United States

Advent Insurance Marketplace

In the past, high commissions, complex products, and lack of technology prevented fiduciaries from incorporating the benefits of insurance into their clients’ financial plans. The Advent Insurance Marketplace Powered by DPL eliminates those barriers by offering value-driven products without commissions to deliver greater client benefits at a lower cost. SS&C Advent has partnered......

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Windsor, CT, United States

Advent Market Data

Advent Market Data (AMD) provides you with a single, cloud-based platform with connectivity to several leading, global market data sources. This allows Advent Portfolio Exchange (APX) to acquire critical data in order to manage your portfolios seamlessly. As a cloud-based solution, AMD delivers these capabilities quickly, helping reduce the overheads associated......

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Windsor, CT, United States

Advent Portfolio Data

Advent Portfolio Data extends our ability to deliver the account-level data you depend on for reconciliation and other workflows, with greater access to portfolio data sources, including global custodians and counterparties. Save time gaining access to additional instrument coverage and access automated downloads, whenever data is available. Please note, this does not......

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Windsor, CT, United States

Advent Portfolio Exchange (APX)

Simplify portfolio accounting and reporting In a complex and competitive investment landscape, you need to be on top of your game. The right technology can stack the odds in your favor. Enter Advent Portfolio Exchange (APX): the world’s first integrated client relationship management and portfolio management solution. Part of the powerful Advent Invesment......

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Windsor, CT, United States

Advent Revenue Center

Advent Revenue Center is the comprehensive solution for streamlining billing and revenue management workflows. Specifically designed for investment managers who charge fees based on portfolio valuations, it helps firms define and manage complex fee structures, automate the production of invoices and debit letters, and generate forecasts and reports. Advent Revenue Center helps......

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Windsor, CT, United States

Advent Rules Manager

Turn trading policies into automated processes Advent Rules Manager is a comprehensive solution for pre- and post-trading compliance, eliminating manual labor and improving accuracy. Working together with Advent’s Moxy trade order management system, Advent Rules Manager allows you to implement the proactive controls demanded by regulators, manage your clients’ complex restrictions, and improve......

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Windsor, CT, United States

Advent TransPort

Many firms need to customize Advent Custodial Data before sending it to their portfolio accounting systems — often a time-consuming and manual process. Now, the solution Advent TransPort is available to ACD subscribers that allows you to automate that process, eliminate workarounds, and save valuable time. Increase efficiency and streamline operations by applying custom......

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Washington, DC, United States

AdviceCloud

Data Integration AdviceCloud connects the tools you use every day. Link your managed accounts at your custodian to your households in your CRM solution. Track your tasks and reminders in your CRM platform alongside your clients' portfolio information. Not just data; Action Calls to action not only point out client needs but help guide......

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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......

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Luxembourg, Luxembourg

Advising Kit

aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer! Our Advising Kit aims to significantly reduce the effort and complexity of providing......

Raleigh, NC, United States

AdvisorEngine Platform

Optimize everything you do The tech stack you need to maximize and deliver your firm's unique value proposition. Elevate the client experience Provide an unparalleled, modern experience for your clients as you lead them towards long-term, financial success consistently and transparently. Simplify wherever possible Automate complex workflows across the entire relationship life cycle, from account......

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Wan Chai, Hong Kong

Advisor-Led

Digitally Empowering Advisors Upgrade and digitise business operations Offer a transparent overview of products and services quickly at a glance. Empower your advisors with added expertise at their fingertips. Rapid evaluations and recommendations Provide comparative analysis and provide accurate recommendations in real-time. A service that increases sales conversion, revenue, and productivity. Straight-through processing at a......

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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 &......

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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......

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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......

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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. ...

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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......

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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......

Aarhus, Denmark

Aleta

Gone are the struggles with capturing and consolidating data. Get an innovative wealth platform that allows you to leverage the full value of your data. Preserve and grow wealth with confidence. Get a platform that closes the gap between data and insight by transforming complexity into simplicity. Aleta is more than a......

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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......

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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......

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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......

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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......

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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......

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Madrid, Spain

Allfunds Alternative Solutions

Provide your clients with the best strategies from top-tier GPs at lower minimum investments 360° alternative solution to reduce administrative and operational burdens....

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London, United Kingdom

All-in-One Hyper Personalisation Solution

We provide an end-to-end solution encompassing 3 core modules: Values Mapping Exercise: Using our unique value-mapping tool, wealth managers can unlock data-driven insights from clients values and align their product and marketing strategies. Hyper Personalised Portfolios built on personalised ETFs fitting each client’s values using direct indexing technology. Automated Reporting – Share SFDR......

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Altishofen, Switzerland

Allocare AMS

Portfolio Analysis Detailed on the fly analysis on portfolio or any consolidation level, portfolio comparison, various ratios incl. drill-down functionality (fund of funds), full breakdown flexibility. Trade Order Management Simulation, single and collective orders, block orders, rebalancing against model portfolios, cash sweeping. Compliance Monitoring Rule sets (BVV2, KAGB/DerivateV, VAG, UCITS V, InvFG) for CH, DE,......

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Altishofen, Switzerland

Allocare CLOUD

This is particularly suitable for asset managers who are looking for a software system for CRM, portfolio management and reporting but do not want to operate this in-house. Allocare CLOUD is multi-client capable. All data is hosted and processed in Switzerland. Based on Allocare AMS and Allocare WEB, Allocare CLOUD......

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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.......

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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......

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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......

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London, United Kingdom

Alpha Quants AI ESG Tools

However, many ESG screening tools underplay the due diligence required to manage emerging ESG risks (e.g. plastics and for specific human rights issues) to the new standards stakeholders expect. To help investors respond to rapidly changing issues, AlphaQuants developed a set of ESG tools combining AI, Natural Language Processing with corporate......

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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......

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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,......

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Warrenville, IL, United States

Alphathena

Go beyond ETFs and Stock Picking We help advisors and WealthTech partners easily discover and build custom indexes and portfolios that align with the unique values and preferences of every client. Enhance Your Advice with AI Inject your workflows with AI-enhanced efficiency. Use natural language search to discover new equities, screen for ESG preferences and 100+......

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Singapore, Singapore

Alta Exchange

Today, investors can reap potentially higher returns and hedge against market volatility With just 4% of analyzed deals presented to our investors, we focus on discovering the sector leaders, established funds, and renowned luxury asset collections that best fit your mandates. Investing and trading the widest array of alternative assets Unlock opportunities in......

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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......

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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......

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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......

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Singapore, Singapore

AlternativeSoft

AlternativeSoft currently works with some of the largest allocators in the world to ensure they get the most out of the software whether that be to conduct in-depth risk analysis and management or to track fund exposure and liquidity. As a software of choice for portfolio construction, AlternativeSoft has been commended......

relevant regions
Richmond, VA, United States

Altigo for RIAS

Access a marketplace of pre-vetted alternative investments. Differentiate your firm by presenting unique investment opportunities to your clients. Modern technology and changes in regulation have helped make alternative investments available to a broader range of investors. As our overview video explains, our solution increases advisor access to alternatives, reduces the time necessary......

relevant regions
Paris, France

ALTO

Your trusted partner for technology and services Our solutions 100% cloud based support buy-side advanced needs for portfolio management system, wealth & distribution platform and specialized solutions for the full coverage of the investment lifecycle.  ALTO Investment Platform: A modular platform covering the entire asset management value chain for asset managers and......

Manchester, VT, United States

AltsMark Platform

ALTSMARK delivers everything you need to manage private investments end-to-end. Core financials you expect, with powerful complex asset class support. Plus, tons of advanced functionality, including detailed risk, look-thru, and due diligence, that you wouldn’t. ALTSMARK can increase productivity, help you make timely decisions, and drive your advisory forward. Portfolio Management  Reporting  Risk  Compliance A comprehensive......

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London, United Kingdom

Alveo Platform

Our adaptable platform provides solutions for increasingly data-intensive industry requirements, improving workflow efficiency while also keeping costs under control. This means solutions for all data types and specific industry applications. From security master and market data to the most complex risk and stress testing requirements, we’re constantly evolving to stay......

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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.......

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Brisbane, QLD, Australia

AMM for Financial Advisers

See all your clients in one place and optimise returns – with maturity notification 7 and 1 day prior, it’s simple to switch funds between institutions to maximise interest earned. Investment options Term deposit With over 25 Australian institutions, all covered by the Australian Government Guarantee, choose term deposits of varying maturity lengths......

Steinhausen, Switzerland

AM-One

AM-One is the first comprehensive one-stop-shop combined platform and service provider dedicated to helping transform the business operations of independent asset managers and family offices. The solution embeds the PM1 Portfolio Management System and CRM software of parent company Expersoft Systems in a private cloud platform hosted in Switzerland. Thanks to......

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Luxembourg, Luxembourg

Analysing Kit

aixigo's Analysing Kit is more than portfolio performance and portfolio analysis software. It allows portfolio-related data from various sources to be processed at unprecedented speed. Its monitoring function enables the automatic monitoring of individual key figures, quality measures or benchmarks, while the reporting function allows sharing individual insights with a......

Munich, Germany

Analysis Builder

Analysis Builder provides easy access to high quality private market data and flexibility of analysis across your private markets portfolio. Go beyond pure fund tracking to capture a broader number of data points for all of your private market assets. A Revolution in Flexibility for Private Market Data The challenges for private market......

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New York, NY, United States

Analytics

The buy-side markets have undergone dramatic change. The combination of MiFID ll and Solvency ll have resulted in deep ongoing structural changes to the markets. The ability to anticipate and respond to market and portfolio changes are key motivators for investment managers to maintain a strong risk function. Sophisticated and robust analytics......

Boston, MA, United States

Analytics & Proposals

When you upload a portfolio to the investment strategy engine you can diagnose an existing portfolio’s underlying fund fees, tax burden, and susceptibility to volatility and compare it to your portfolio powered by 55ip. Generate a proposal that facilitates a consultative discussion of opportunities that may improve portfolio growth by illustrating......

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Montreal, QC, Canada

Analyze for Advisors

Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements Choose From Three Implementations: Adopt: Off the shelf, budget friendly, quick-to start option available Configure: Include your brand, product shelf, and portfolio models with our configuration options Build: Implement your most unique requirements by working directly with our experienced implementation team Create Persuasive Investment Proposals, IPS......

North Salt Lake, UT, United States

Annuity Wizard

The Annuity Wizard also makes an excellent pairing with any order/entry system. When combined with an order/entry system, the Annuity Wizard has been shown to reduce Not In Good Order annuity submissions and speed up the rate at which annuity business processes. Another benefit, to the Annuity Wizard is to......

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Zurich, Switzerland

Anova Platform

Our mission We provide an independent platform where investors and manufacturers meet to achieve better investment decisions facilitated through technologically enabled investment, risk, product management as well as execution services. We clearly set our focus on sophisticated portfolio analysis and optimization for structured products as well as cross-asset portfolios. Our services Portfolio risk......

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London, United Kingdom

APEX

​Seamless workflows across teams and regional offices Network activity insights with custom analytics Unlimited investors and deals Access to HUBX Network for capital or deal sourcing Hosted on your domain Integrated CRMs and data APIs ...

Hamilton, Bermuda

Apex ESG Ratings & Advisory

Yet the demand for better informed change is growing. Pressure from investors, employees and customers alike means that ESG ratings have become critical metrics for success. Regulatory developments, the ability to reduce risk and to produce superior returns requires a pioneering approach to serve the needs of forward thinking private......

Canberra, ACT, Australia

APIR Data Services

Product reference data service APIR's Product Reference Data Service provides access to Australia's most comprehensive database of managed fund and superannuation product reference (static) data. We support a flexible range of delivery options including email and API. Validation service APIR has enhanced the ADS service to include a real time APIR code validation......

West Hollywood, CA, United States

APL Network

Assets on Platform - US$2 trillion+ Top Broker Dealers - 7/10 US SMAs Managed
via the Platform - 85%+ Years Leading the Marketplace - 30+   Portfolio Management Home Office Trading Rep as Advisor Rebalancing Billing Rep as PM ...

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......

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London, United Kingdom

Arbor Reporting Portal

Users can make these reports accessible to anyone they entitle, including marketers, potential investors, and other external parties. Our Reporting Portal can be used on a range of platforms: workstation, tablets, and mobile phones....

Reno, NV, United States

Arch Indices VOI Model Portfolios

Arch Indices VOI Model Portfolios take into account asset output/goal, asset volatility, and correlation to portfolio in optimizing the weighting of each asset....

relevant regions
Newmarket, NH, United States

ARTDAI Platform

On average HNW collectors invest 5% or more of their wealth in fine art. ARTBnk eliminates the subjective, lengthy and costly process of determining its true worth. Our state-of-the-art technology delivers a package that features instant objective valuations, risk and liquidity analysis, and more, all of which can be enormously......

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Dublin, Ireland

Asora

Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand reporting....

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New York, NY, United States

Asset Allocation

Moody's Analytics asset allocation solution helps establish, test, and run different asset allocations and identify risk-return efficient portfolios, either as part of a multi-asset fund proposition or as part of a wealth management or institutional asset and liability management advisory business. Analysis of different asset allocations and investment strategies against risk......

Santa Monica, CA, United States

Asset Allocation

For defined benefit pension plans, Wilshire Compass can calculate various hurdle rates which represent the required rates of return on existing plan assets to satisfy various plan liabilities, including, Accumulated Benefit Obligation (ABO) and Projected Benefit Obligation (PBO). For foundations and endowments, Wilshire Compass offers a dynamic Monte Carlo simulation model to consider......

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......

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Miami, FL, United States

AssetExplorer™

AssetExplorer™ is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....

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London, United Kingdom

Asset Management Solutions

Enabling improved investment outcomes Investment managers face complex and costly demands as end-investors seek personalized solutions. Existing technology often struggles to deliver the functionality needed to meet these changing expectations, hindering collaboration between asset managers, advisors, and end-investors. Our solutions help investment managers deliver differentiated portfolios that optimize outcomes. We work with......

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Zurich, Switzerland

Assetmax

ASSETMAX includes everything you need to simplify your work, from front to back. Advanced portfolio management, regulation-focused compliance and CRM, sophisticated risk management, compensation calculation, bank commissions control and flexible reporting are only a part of the innovative features and cutting-edge technology. Built by the pros for the pros. ASSETMAX was created by professionals with decades of......

Munich, Germany

AssetMetrix platform

Outsourcing solutions for institutional investors Discover our modular outsourcing solutions for private capital investors Limited partner services Front-, middle- and back-office solutions for Pension funds Insurance companies Fund-of-funds managers Family offices General partner services Middle- and back-office solutions for Fund managers The three main reasons for turning to AssetMetrix Free up resources and focus on your key areas of expertise Rely on our......

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Birmingham, United Kingdom

AssetQ

AssetQ puts essential fund information at your finger tips enabling consistent, repeatable fund analysis on every fund. AssetQ gives you all the information needed to form your opinion, record your assessment and maintain an audit record of your due diligence – ease your funds research. What is AssetQ? sigMacity’s AssetQ product has......

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New York, NY, United States

Asset Scenarios

Moody's Analytics Asset Scenarios depict the plausible future paths of variables that are related in economically coherent ways. The scenarios deliver the results of thousands of simulated future rates, yields, returns, and asset prices, plus other economic risk drivers produced by an arbitrage-free modeling framework....

Dallas, TX, United States

ATA RiskStation

ATA RiskStation™ is targeted at organizations that do not have (or want) a sizeable internal technology footprint, a large dedicated risk team, do not enjoy an unlimited budget but still need a comprehensive, fast, customizable, repeatable and highly cost-effective solution for understanding their portfolio risks on a daily basis. Potential clients......

Houghton le Spring, United Kingdom

ATEB Suitability

ATEB Suitability is an intelligent multi-product suitability report generator designed to offer Financial Advisers a simple, yet comprehensive tool to help streamline their advice process. We provide a smarter, more cost-effective, and compliant approach to producing your suitability reports....

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Morrisville, NC, United States

AtlasFive®

By harnessing the power of automation, best-in-class cybersecurity and advanced data governance – coupled with unmatched domain expertise – we guide you through the complex, inevitable progression to the next generation of wealth management software. Our platform sets the industry standard for best practices and ensures your office is up-to-date......

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Chicago, IL, United States

Atlas for Advisors

BridgeFT is a cloud-native, API-first software and data platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. More than 300 leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth......

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London, United Kingdom

AtomInvest

AtomInvest is a platform that aims to provide the world's best investing to its users by allowing them to access institutional-quality, high-return investments in leading private equity, venture capital and hedge funds in smaller investment amounts, through a streamlined and intuitive web-based platform....

London, United Kingdom

Auquan Intelligence Engine

Cover more ground with your company research — and let no risk slip past Surface unknown unknowns - Identify hidden insights in dark, noisy data that everyone else is overlooking Stay aware with zero effort - Get alerted on every material development — without having to search Shift your window to act earlier - Eliminate time-intensive......

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New York, NY, United States

Aurigin

How It works Aurigin is the world’s most powerful deal origination tool that uses a scientific approach to enable deal making. We match investment opportunities by introducing members only after mutual consent. Once you add a transaction on Aurigin, we will start searching for a suitable deal partner for your transaction. Without entering a......

Arlington, TX, United States

Automated Composite Engine (ACE)

First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution. During monthly processing, ACE assigns qualified portfolios to composites using preset rules around demographic and performance data that are unique to your business. This automated process minimizes the potential for error by improving accuracy of composite composition and......

relevant regions
London, United Kingdom
Boston, MA, United States

Automated Tax Management & Trading

What is the difference between “automation” and 55ip’s “intelligent automation”? When your strategies are powered by 55ip, they benefit from sophisticated capabilities that aren’t just automating processes that save you critical time. Your portfolios are also benefiting from sophisticated algorithms that actively seek to reduce inefficiencies and take advantage of......

relevant regions
Zurich, Switzerland

Avaloq Insight

Available to run in conjunction with any core banking platform, the Avaloq Insight Suite includes Avaloq Insight Explorer, Avaloq Insight Portfolio Recommender and Avaloq Insight Prospecting.  The Insight Explorer provides insights from internal and external data in a simple, fast way, without the need to have programming skills. It provides data......

relevant regions
Seoul, Korea, Republic of

AXE

What is AXE? AXE is a deep-reinforcement-learning-based trading insights platform developed by Qraft Technologies and is one of the world’s first commercialized Deep Reinforcement Learning-driven AI Trading systems. The goal of AXE is to minimize the market impact of large orders and reduce transaction costs by discovering the most efficient trading strategies......

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......

London, United Kingdom

AXIS

Unlimited investors and deals Complete control and visibility over deal and investor access Access to HUBX Network for capital or deal sourcing Hosted on your domain Integrated CRMs and data APIs HUBX mobile app ...

Omaha, NE, United States

Axos Clearing for Wealth Management

Fee-based brokerage accounts Model portfolios Wrap accounts Separately managed accounts Alternative investments Unified managed accounts Overlay portfolio management ...

relevant regions
Windsor, CT, United States

Axys

Wealth management is a relationship-based business — and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys......

relevant regions
Zurich, Switzerland

B2C Impact Investing

The first white-label impact investment app with fully automated single-instrument discretionary portfolio management tailored to client sustainability preferences. Harnessing industry-leading quantitative methods and our award-winning portfolio optimizer, this scalable solution delivers cost efficiency, compliant ESG integration, and new growth opportunities for banks and wealth managers by bridging the gap between......

relevant regions
Chicago, IL, United States

Backstop Accounting

Purpose-built for the investment community, the Backstop Accounting platform seamlessly integrates partnership and portfolio accounting. It addresses the accounting team’s needs to aggregate and normalize disparate data and model complex legal and cash flow structures - requirements nearly impossible to meet with an infrastructure based on Excel or a generic......

relevant regions
Chicago, IL, United States

Backstop Portfolio Management

Empower your investment office with effective and efficient portfolio management software that facilitates the quantitative assessment of risk and return across any alternative asset class. Benefits Access data instantly from anywhere and at any time through a secure, reliable cloud-based platform Manage, view, and analyze the entire investment cycle, all in one place Increase......

relevant regions
Chicago, IL, United States

Backstop Research Management

Unleash your team's effectiveness in manager research with a truly multi-asset class Research Management (RMS) that enables each investment team to configure their work according to their specific processes, data requirements, and language. Benefits Eliminate technology silos with a single platform that every asset class investment team can use Get relevant, timely, and......

relevant regions
London, United Kingdom

Backtesting

Index One allows users to generate backtests on customized baskets and index strategies in a matter of seconds, with the possibility to share backtest results externally and within teams, including the ability to view detailed stats on the backtest....

relevant regions
New York, NY, United States

Barra®One

BarraOne is a research-driven platform that helps asset managers identify and manage risk exposures to make more informed investment decisions. Powered by a long-horizon Barra factor model, BarraOne combines public, derivative and private asset classes under a unified analytical framework. Integrated performance analytics help managers match sources of risk with......

Munich, Germany

Benchmarking

Compare your and competitors' performance against actual marketplace metrics cut across thousands of dimensions, including IRR, MOIC, alpha, TVPI and more, as well as operational KPIs, including revenue CAGR, EBITDA, loan interest and more. CEPRES calls this approach beyond benchmarking — providing deeper insight into true drivers of investment returns —......

relevant regions
Atlanta, GA, United States

Bespoke Portfolio

Empowering Investment Managers: Improved Performance, Quicker Time-to-Market Asset managers across the globe are challenged to outperform their benchmarks. It is increasingly difficult to outperform based on traditional fundamental analysis using data sources and techniques available to all market participants. We help to create competitive advantage by bringing together adaptive AI, alternative data......

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......

Miami, FL, United States

BestFit™

BestFit™ is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....

relevant regions
New York, NY, United States

Betterment for Advisors

For you. Automated and flexible investment strategies, a paperless back office, and a delightful user experience empower you to grow your business and build deeper client relationships. You’re in control of your relationship with your client. Clients see your branded experience, sign up with you and communicate directly with you. For your clients. A delightful investing experience. Give......

London, United Kingdom

BITA Risk

BITA Risk provides BITA WEALTH with module options as follows:  BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance......

relevant regions
London, United Kingdom

Bite Wealth Universe

The ideal marketplace for investors An array of alternative investment funds in one place. Explore investment opportunities Discover a growing selection of private market funds, including funds from Bite Stream clients and Bite Group's own regulated investment manager. Save time assessing investment options Easily filter funds by strategy, style, liquidity, target return and geography based......

relevant regions
Windsor, CT, United States

Black Diamond Link for APX and Axys

As your business moves forward, it’s important to ask yourself: is your client portal everything you want it to be? Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client......

relevant regions
Windsor, CT, United States

Black Diamond Wealth Platform

Clients expect robust, transparent investment tools that mirror the technology they use in everyday life. The Black Diamond Welath Platform delivers this, and more. In addition to performance reporting, rebalancing, and client billing functionality, the platform offers daily reconciliation services, an award-winning client portal with mobile access, and integrations with several......

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......

Chicago, IL, United States

Blaze Portfolio

Our features are constantly evolving to help our clients work faster and smarter. Model Rebalancing Implement complex models and monitor asset allocations across portfolios with ease. Trade Order Management Manage order flow across multiple custodians, asset and security classes. Tax Management Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Drift Analysis Identify strategies or securities that......

relevant regions
Singapore, Singapore

BlueFireAI

Who we are Blue Fire AI is a pioneering capital markets intelligence firm: a unique combination of capital markets experts, leading mathematicians and pioneering technologists. Synthesizing the latest state of truth around companies, Blue Fire AI proprietary asset intelligence is used by large global institutions for asset selection, asset monitoring and portfolio......

relevant regions
Herzliya, Israel

BondIT Platform

Portfolio Manager BondIT enables portfolio managers to leverage powerful optimization algorithms in real-time. A scalable and efficient portfolio construction and analysis platform built to precisely mirror the portfolio manager workflow, enabling a PM to iterate, optimize, and compare portfolio alternatives. Advisor/Private Banker BondIT enables private bankers and advisors to provide superior service to their......

Chicago, IL, United States

BondNav®

BondNav® is a cloud-native platform aggregating real-time pricing and request for quotes (RFQs) directly from multiple ATS & ECN platforms, Institutions, Registered Investment Advisors (RIAs), Banks, & Broker Dealers. Trades initiated on the BondNav® platform are executed by InspereX, a veteran team of sales and trading professionals driven to achieve Best......

relevant regions
Oslo, Norway

Bond Reference Data

In addition to this, we have an extensive database of bond loan agreements on active and matured bonds. Our collection of data is multi-sourced and go through a rigorous scrubbing, cleaning and validation process before it is normalized and distributed on to our clients. By using the most recent technology......

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
New York, NY, United States

BondWave

BondWave is a trusted partner to some of the biggest names in the financial industry. We’ve made it our business to reimagine fixed income — with innovations in monitoring, trade opportunity mining, proposal generation, analytics & reporting, best execution, transaction cost analysis (TCA), compliance tools, and market transparency. We are an extension......

relevant regions
Milan, Italy

Braino.ai

Empower your investment decisions with Braino Trading AI driven Trading strategies, signals over multiple time horizons, in-depth statistics, rankings, to help investors know where and when to trade. Portfolios A blend of AI powered investment portfolios using a unique Long Only investment strategy to outperform the market. Analysis & tools Analysis and tools to predict trends......

relevant regions
Chicago, IL, United States

BridgeFT Wealthtech API

BridgeFT is a cloud-native, API-first wealth infrastructure platform that enables registered investment advisors (RIAs), financial institutions, and FinTech innovators to deliver better, data-driven outcomes for their clients. 300+ leading firms trust BridgeFT to automate critical back office operations and power their digital wealth management ecosystems—seamlessly aligning essential wealth data, proactive client......

relevant regions
Sao Paulo, Brazil

BRITech Portfolio Management

Portfolio Management, which is a multi-asset class, multi-currency blend of tools that allows you create model portfolios, setup asset rules, asset allocation, and enables you to easily setup the investment side of your business and portfolios.  ...

relevant regions
Sao Paulo, Brazil

BRITech Risk Evaluation

Risk and Compliance, the solution to the pre- and the pos-trade compliance, creating the specific compliance checks and risk management checks against individual client portfolios or funds under management. These checks can be running continuously and allow you to stay compliant and demonstrate your compliance to regulators and auditors.  ...

relevant regions
Sao Paulo, Brazil

BRITech Trader Order Management

Trade Order Management, after you have setup your clients, your portfolios, and your checks, now you are ready to trade, and this tool integrates with all of the external data sources you need. Integrating with any provider, broker, or custodian, the platform lets you pull data in and out with error-free......

relevant regions
Mountain View, CA, United States

Broker-Dealer

For Broker-Dealer Businesses bound to legacy systems lack the agility to adapt to new challenges and deliver on rising client expectations. Addepar helps you modernize your technology and unlock growth. Lead with the client experience Our industry-leading data aggregation and reporting capabilities enable you to manage your client’s wealth holistically to build long-lasting,......

relevant regions
Sydney, NSW, Australia

Broker Solutions

Enhance your outcomes Providing shadow brokers, financial planners and ASX brokers with the ability to provide clients with a best of breed reporting and trading facilities across the complete spectrum of assets classes. Strengthen the value add to clients and provide greater flexibility around revenue generation for the business. A fully customised white......

relevant regions
Thawill, Switzerland

Business Integrator

The modular concept of our highly flexible software Business Integrator enables fast and quick connections to your custodians and market data providers. For various custodians we offer out of the box, plug and play plugins.  The Business integrator analyses and process incoming data and delivers it to the target systems in......

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
Sydney, NSW, Australia

CalibreRMS

Company and thematic research A structured note-taking tool that ensures consistency across your investment process. Painlessly write your company and thematic research notes Track your company interactions and meetings. Use Scorecards to capture your subjective assessments. Powerful personalisation to reflect your unique approach and investment process Modelling and valuations Track your company model changes and their impact Automate......

relevant regions
Vancouver, BC, Canada

Canalyst

Created by investors, for investors Immediate access to our platform of robust, accurate, fully-functioning equity models — on nearly every North American company — enables you to uncover more investment opportunities in a fraction of the time. Models are built and updated by our 60+ person research team, backed by sophisticated technology,......

relevant regions
Chicago, IL, United States

Canalyst by Tegus

All-In-One Platform Tegus offers a single platform to access, search and surface a breadth and depth of insights you won’t find anywhere else. Together with Canalyst, our platform will deliver fundamental data and insights including expert call interviews, financial models and benchmarking, as well as public financials and event transcripts—all integrated......

relevant regions
Singapore, Singapore

Canopy Manager

Canopy Manager is intuitive, interactive, and transforms data into insights. It’s the tool that provides you with a comprehensive view of your investments for holistic advice. From analyzing financial information to advising, managing clients’ portfolios to reporting, we’re here to help you serve your clients in a better way. Your Trusted......

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,......

relevant regions
Vienna, Austria

Capital Imperion

Technology and financial services are progressing hand-in-hand to deliver faster customer services, cost efficiencies and competitive offering. Our CAPITAL solution automates traditional spreadsheet-based tax calculations for income from capital.  To save your time & costs, increase quality and improve your customer experience. Annual tax reporting  Annual calculation of taxable income Production of detailed tax reports For......

relevant regions
Sydney, NSW, Australia

CapRaise

$15.9B family office capital to be invested 114 family offices using CapRaise 9 Live deals searching for capital $680M total capital to be raised Invest The family office deal pipeline is curated based on your preferred investment criteria. How it works? Set your own deal criteria Family Offices can create deal queries outlining what types of deals they're specifically looking......

relevant regions
Crowborough, United Kingdom

Cashflow & Drawdown Strategies

New cashflow modelling Input household income and expenditure for the given age ranges of the client and their partner. Comprehensive stress testing to determine capacity for loss: Market Event Simulation – prepopulated or create your own. Randomiser – user-selected minimum and maximum growth rates Drawdown & annuity analysis At retirement drawdown versus annuity cash flow analysis. Build......

relevant regions
Sydney, NSW, Australia

Cash Market

Safe, secure and in control Security of personal information and transactions is of the utmost importance to Income Asset Management. We store everything on a remote server with bank-level security and data encryption. No fees are paid by you to Income Asset Management. Your money goes directly from you to your chosen provider and is never held......

relevant regions
London, United Kingdom

causaLens Platform for Asset Management

Causal AI understands, explains and predicts financial markets, offering the next generation of portfolio optimization and risk management capability, enabling asset managers to unlock latent market value. Modern challenges in capital markets are well known Investors demand lower fees and greater explainability from discretionary managers, while systematic funds must constantly extract new......

relevant regions
London, United Kingdom

causaLens Platform for Capital Markets

Investors demand lower fees and greater explainability from discretionary managers, while systematic funds must constantly extract new signals from an ocean of marginally-useful data. Banks find their models frequently upended by regulations, geopolitics, or regime changes. Artificial Intelligence and Machine Learning techniques can provide solutions to these and other problems. But......

relevant regions
London, United Kingdom

Centαur

Centαur: At a glance Centaur delivers technological capabilities with human expertise in one single package. Finally, a solution that truly aligns with the family office’s objectives and empowers the in-house team’s decision making process. Sounding board to CEO/CIO Optimizing internal cost structure Complementary to existing advisors Independent and impartial Products & services FinTech palette Independent investment research Access to experienced......

relevant regions
Cary, NC, United States

CFS for Financial Advisors

Parents want to provide for their children's college education. They want happy, successful children, but they're feeling the squeeze of paying for college while keeping retirement planning on track. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning paradigm for financial......

Cary, NC, United States

CFS for Financial Organizations

Help families with college-bound children make better-informed college-planning and funding decisions and reduce their out-of-pocket college costs via the customized EZ College Planning Report Increase revenue. CFS helps your institution drive new revenue (insurance, investments, loans, etc.) by providing the context, rationale and action step for relevant products and services Differentiate your organization from your competition Flexibility -......

relevant regions
Simi Valley, CA, United States

CFS Tax Software

CFS Tax Software, Inc. is a leading developer of tax utility software for tax professionals. Each year, over 30,000 tax and accounting firms across the United States trust CFS for affordable, high-quality, and reliable software. TaxTools, our flagship product, is the best-selling program of its kind. Our Payroll System suite of......

London, United Kingdom

CGIX

CGiX automates the calculation, tracking, reporting and modelling of the chargeable gains and allowable losses upon investment portfolios....

relevant regions
Seattle, WA, United States

Chrome Extension

Save time Highlight and right-click on an entity, instantly scan a news article or search within the extension to uncover hard-to-find information (like a company‘s valuation or an executive‘s contact info) without leaving your current window or tab. Streamline your workflow Get all the information you need in one place. Your search history......

relevant regions
London, United Kingdom

CIS API

The Crypto Markets are growing at considerable speed and institutions, including wealth & asset managers, fintech companies and family offices, are now facing growing demand from their clients to incorporate crypto solutions to their offering. Institutions therefore require standardised, analysable and actionable data, as well as indicators, and trading &......

relevant regions
London, United Kingdom

CIS Portfolio Analytics

The CIS Portfolio Analytics product provides institutions with a simple, easy-to-integrate and customisable service that takes transaction data or balance snapshots as an input, and carries out the following tasks and more: Cross-references asset & instrument information Aggregates raw transaction data & balance snapshots Values given portfolios across 24+ fiat and crypto currencies Calculates......

relevant regions
New York, NY, United States

ClariFI

Leverage ClariFI’s full set of functionality. Streamline your workflow Integrate screening, backtesting, portfolio construction and optimization, and more into a cohesive workflow process. Visual query language Eliminate the need to learn a programming language without sacrificing model or strategy complexity. Data management Quickly and reliably integrate, construct, and organize complex data sets in a visual fashion—without......

relevant regions
New York, NY, United States

Clarity AI

Clarity AI’s value proposition is composed of 3 main pillars: Data: The largest and most reliable database of environmental and social impact data (~30k companies, 198 countries, 187 local governments, 200k+ funds), by combining both structured and unstructured data, applying reliability algorithms and complementing them with estimated data. Ratings: Societal / environmental impact and......

relevant regions
Sydney, NSW, Australia

Class Portfolio

A cost effective, highly automated solution Class Portfolio is an automated and cost effective software solution for accountants, administrators and financial advisers, providing the ability to manage the administration, accounting and reporting needs for your clients’ investment portfolios. The feature-rich solution makes an immediate difference to your business and dramatically reduces......

London, United Kingdom

ClearENGINE™

Investment universe ranked to highlight key opportunities Transparent, back-tested investment frameworks empower objective analysis, processing conflicting information to “one view” Directly linking screening to portfolio analysis enables audit trails and process upgrades ClearENGINE™ insight is curated and delivered across a suite of integrated research publications, investment time horizon -specifc, combining our quant-driven analysis......

London, United Kingdom

ClearHORIZON™

ClearMacro’s Long-Term Return Outlook provides a robust quantitative framework and systematic anchor to underpin a global integrated multi-asset asset allocation strategy. Factor-driven, forward-looking granular analysis of long-term return prospects for all major asset classes, countries, sectors, and investment styles globally identifies optimal long-term portfolio allocations set to deliver the highest possible real risk-adjusted returns over a......

London, United Kingdom

ClearSTRATEGIC™

By harnessing the power of data and our proprietary screening and predictive modelling capabilities, ClearSTRATEGIC identifies optimal strategic tilts efficient over a 6-12+ month investment horizon, and aims to enhance the risk-adjusted return characteristics of a core portfolio or becnhmark through a transparent abd accountable framework. Anchoring off ClearHORIZON™’s factor-driven long-term risk-adjusted return projections, value is the starting point......

London, United Kingdom

ClearSYSTEMATICS™

Our monthly publication, which include a comprehensive round-up of latest performance statistics, provides clients with rules-based, rigorously tested investment strategies, systematic portfolios and investment signals. These systematic inputs to your decision-making empower you to easily identify opportunities and risks, leading to high quality returns, and reducing dependence on costly in-house quant......

London, United Kingdom

ClearTACTICAL™

Leveraging off ClearSIGNALS, our extensive database of predictive asset allocation signals, ClearMacro’s strategist team provides a qualitative overlay, screening the signals to identify the best opportunities to boost risk-adjusted returns. ClearMacro’s Multi-Asset Tactical Trade Ideas Service delivers executable trade ideas to boost risk-adjusted returns of core long-term portfolio. Comprehensive trade notes explain all aspects of the......

Toronto, ON, Canada

Client & Enterprise Reporting

At a glance $300K/yr back office savings - annual savings for a large bank using our reporting solution. 1M+ reports created annually - our clients' customers rely on our reports and statements to understand their financial wellness. 30+ standard reports - highly configurable library of reports designed for clients, advisors and management teams. 2,000+ advisors - so many......

relevant regions
Norwalk, CT, United States

Client & Portfolio Reporting

Save time each reporting period and move beyond manual reporting to persuasive PDFs, presentations and documents or flexible JSON, flat files, and csv delivery. With the power of FactSet and Vermilion’s award-winning reporting suites, you can automate your reporting process by combining key portfolio analytics with your own internal data......

relevant regions
Zurich, Switzerland

Client Tax Reporting

The tax reporting solution "Client Tax Reporting" is the only solution on the market that is fully integrated into the Avaloq core banking platform. Thanks to its integration with Avaloq, the Client Tax Reporting solution is unique in terms of usability, quality, features and audit trail. Confinale's close cooperation with PwC enables......

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London, United Kingdom

Climate Intelligence

Climate risk is business risk Our changing climate threatens every physical asset and natural resource our world depends on, costing us billions today and affecting every enterprise around the world – a figure projected to cost trillions in the near future. Humans have made billions of uninformed climate decisions over the last century.......

Nice, France

Coanda

Communication and collaboration difficulties, high operational risks, time-consuming and repetitive tasks, lack of infrastructure adapted to monitoring joint work: these are just some of the difficulties encountered by players in the savings ecosystem. Our SaaS and AI-powered platform , Coanda, encapsulates all of our expertise (asset allocation, digital and AI) to......

relevant regions
Jamberoo, NSW, Australia

Cobalt

It works by ingesting periodic updates of investor details, assets, corporate actions, distributions and any other information that goes towards the calculation of the cost base of investments. This data is presented via an interactive user interface, providing full breakdown of all aspects of a client's cost base....

Copenhagen, Denmark

Coherra

Who we are Mission Creating the financial open platform of the future. Vision Making a whole new financial digital world. What? Give all current and coming participants access to a scalable financial global platform with unrealised investment opportunity. Why? The next generation of investors bring new attitudes and expectations to the financial world – they demand transparency, accessibility, agility, visibility, quality andaccountability.   How? Introducing a financial investment ecosystem that brings people from the......

relevant regions
Canterbury, United Kingdom

CoInvestor Platform

CoInvestor is an alternative asset investment platform enabling advisers, paraplanners and sophisticated investors to evaluate, allocate and monitor a diversified portfolio - all in one place.  Our platform offers a marketplace of tax-efficient and private equity investment opportunities, each detailed with in-depth product and manager information, documentation and a straight-through digital......

relevant regions
Soborg, Denmark

Collection Management

A total overview of wealth often includes assets that are regarded less as investments and more characterized by having sentimental value or held due to individual taste. PandaConnect has developed a state-of-the-art collections module handling all types of collective items from works of art and classic cars to wine collections, chattels and......

relevant regions
Oslo, Norway

Company Data

One such data service is company data, where we help provide company information such as: LEI-codes Issuer registration number Business type Region / domicile Sector / sector codes Industry class / industry class codes Contact information Etc. ...

relevant regions
London, United Kingdom

Company Information

All company information provided by Kyckr is sourced directly from corporate registries, enriched and standardised in real-time at the point of request. Unlike third-party, static data providers, the data we provide is always the most current and legally authoritative view of a company. The information is time and date stamped......

relevant regions
Kowloon, Hong Kong

COMPASS Wealth Management Platform

Axisoft Wealth Management Platform (Compass) Being the Most Innovative Solution in Asian Private Banker Technology Awards, COMPASS epitomizes multiple years of knowledge in the private banking and wealth management. It is a collection of feature-rich Target Operating Model (TOM) engineered in a fully configurable architecture for flexible banking business and IT operations. Suitability......

relevant regions
Hong Kong, Hong Kong

Contineo

The technology is backed by the highest service level agreement in the industry. We are open-architecture, vendor agnostic and have bank level infrastructure for resilience, redundancy and performance. Network Connects institutions to access structured products. A complete STP solution covering services from price discovery and order completion to term sheet delivery Access to......

relevant regions
London, United Kingdom

Control

Speed, accuracy and transparency are necessities for today’s reconciliation and post-trade operations. Financial institutions need to simplify processes based on industry best practices, remove the pain of managing data, reduce their technology footprints, and achieve greater cost efficiencies. You also need to be able to future proof your business and......

relevant regions
Arlington, TX, United States

CORE 2.0™

CORE 2.0™ is a powerful, intuitive platform designed to be extensible, easy to upgrade, and comes loaded with a suite of tools that enable users to easily customize their reports. It’s built around three key features: performance analytics, customizable dashboards, and a report builder. CORE 2.0™ adds new functionality to the robust foundation established with......

relevant regions
Norwalk, CT, United States

Core Company Data

Power your investment decisions with best-of-breed content, industry-leading support, and flexible data delivery options. When you need to uncover hidden opportunities and risks wherever they may be, FactSet offers the expansive company data to help you make smarter investment decisions. Whether you want to gain a complete understanding of a company's......

relevant regions
New York, NY, United States

Core LiveWealth

Multi-custodian aggregation Cora LiveWealth automates all forms of data gathering, digitization, and normalization. Powerful analytics and reporting A portfolio analytics engine provides industry-standard performance reporting models. Multi-custodian aggregation Cora LiveWealth automatically extracts data from most major international custodians, and creates a normalized view with 100% accuracy. Robust performance and risk analytics The system's analytics engine delivers customized......

New York, NY, United States

Cost Basis

Silver Cost Basis is the modern enterprise-class solution that does cost basis right. Use existing data formats Get cost basis before market open Operate efficiently and effectively  Reduce total cost of ownership Go beyond compliance Provide cost basis clarity ...

relevant regions
Chicago, IL, United States

Countercyclical

Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value....

relevant regions
London, United Kingdom

Credit Assist

How it works Using Credit Assist, you can analyse pricing data, fundamentals, news and generate risk or investment recommendations within seconds using bots to assist you along your journey. My dashboard You begin your Intellibonds journey at the ‘My Dashboard’ function. This function illustrates what is going on in your universe. ‘My Dashboard’......

relevant regions
Hong Kong, Hong Kong

Crypto Lending and Borrowing

With the number of cryptocurrency holders growing rapidly across the globe, the demand for cryptocurrency deposits and loans service is also booming. Babel Finance provides secure, reliable, and flexible deposit and loan services for global miners, cryptocurrency holders, individual and institutional investors to preserve and increase the value of their......

relevant regions
Dublin, Ireland

Curator

Unlike many platforms or applications, which tackle specialised areas of activity, Curator covers the entire fund lifecycle: product masterview, risk, oversight, reporting, due diligence, global registrations and more. Intelligent digitisation from start to finish. Everything is right where you want it. Everyone is 100% clear on what they’re doing next. Curator is, quite literally,......

relevant regions
Wilton, CT, United States

Custodial Agg

Institutional Feeds 800 US institutions 150 European institutions 60 other international Daily Processing 120 normalized transactions Asset/sector/geo coded Full recon and quality control Performance calculation ready Daily Delivery T+1 delivery for most sources Feed and API options 20 standard integrations ...

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Oaks, PA, United States

Customized Investment Solutions for Home Offices & Advisors

Outsourced Investment Solutions Imagine having access to: A technology-agnostic investment solution that provides asset allocation advice Institutional and boutique managers, not typically available to retail investors A goals-based orientation that help clients stay focused in volatile markets Now imagine that same solution can help you to generate revenue and profitability similar to your own in-house solution. We......

Excelsior, MN, United States

Custom Model Design

How it Works Initial consultation: we start by understanding your unique goals and preferences as a financial advisor. Custom models designed: we skillfully blend strategies into unified, cohesive models that meet your clients' needs. Personalization: investment models are tailored to reflect your brand identity and resonate with your clientele. Ongoing support: access supporting collateral,......

relevant regions
Melbourne, VIC, Australia

CXi-Registry

CXi-Registry is an award winning member registry platform designed to deliver the best administration, management, investor and advisor experience available while never compromising on security, legislative compliance or system performance. CXi-Registry's modular design and service-based architecture supports all forms of unit registry including party paid and stapled securities for fund managers......

Washington, DC, United States

Cyberhedge Cyber Governance Indices

What is the financial significance of this metric? The Cyberhedge Cyber Governance Indices are the first-ever market-based proof that companies with good cyber governance outperform their peers. This groundbreaking Indices are derived from Cyberhedge’s proprietary ranking of corporate cyber governance. When you want an objective measure of cyber risk in $ or €, trust our real-world financial modeling experience......

relevant regions
Toronto, ON, Canada

d1g1t Wealth Management Platform

Designed and supported by the strongest financial engineering team in the industry, the platform is powered by advanced analytics and risk management tools only used by the most advanced hedge funds, institutional investor and traders in Wall Street and around the world. We make these tools easily accessible to financial advisers......

relevant regions
New York, NY, United States

Dasseti Collect

Why does your due diligence or research team need Dasseti Collect? Get the information you need, fast Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Never miss another warning sign again Set your own pre-defined flags and alerts to track risks within funds or managers. Do due diligence your way Dasseti Collect......

relevant regions
New York, NY, United States

Dasseti ESG

Collect, analyze and integrate ESG metrics into investment decision-making....

relevant regions
New York, NY, United States

Data

Data Direct feed by asset class Analytics Issuer-centric analytics Indexes Design for your strategy...

relevant regions
Stamford, CT, United States

Data Aggregation & Analytics

Data in PDF is quite complex (Alternative Investments), Data in API/CSV (Custodian Bank, Broker Data), Data in Excel (Trust Structures, Real Estate, Insurance & etc.). Most vendors impose the same rigid data structure (i.e. single schema in a single database) on all clients. This means that they can only solve ‘’common’’ problems......

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London, United Kingdom

Data and Analytics

ESG data solutions Making sustainability data more accessible. Our ESG Data Solutions enable company and portfolio-level analysis with ESG data for more than 25,000 companies. Fund Scores A suite of transparency tools to assess the sustainability performance of funds globally. ESG Book offers scores for over 35,000 ETFs and mutual funds, covering over 160,000......

relevant regions
Singapore, Singapore

Datafeeds

Eurekahedge Daily Indices Datafeeds contain the whole suite of Eurekahedge Indices and are generated on a daily basis. Special request datafeeds are available to subscribers and may contain specific datasets which may cover fund details, NAV, AUM, instruments traded, 13F, travel plans and more. These custom datafeeds can be generated according......

relevant regions
Malmo, Sweden

Data Feeds

225 million macroeconomic, financial and sector times series from over 2,500 sources and 200 countries Rapidly growing set of point-in-time data with 15 million feedable series and counting True-to-source raw data with links back to the original source Flexible data frames that follow industry-standard open specifications for data delivery We deliver data to you......

relevant regions
Zurich, Switzerland

Data Handling / Data Bases

The banks' differing quality standards often lead to a poor quality of delivered data – which makes reliable asset allocation or performance calculation more difficult. Data may be relayed via bank interface or in the form of digital account and custody account statements (transactions and positions). Either way, our preparation of......

relevant regions
Zurich, Switzerland

Data Management

Our proprietary tools and data models allow for efficient data capturing of data for structured products, mastering all challenges caused by the complexity of these kind of financial products (barriers, strikes, etc. based on product type). Additionally, we co-operate with SIX Swiss Exchange to assure the quality of the data......

relevant regions
West Chester, PA, United States

Data Management

Our data management and aggregation service includes: Custodian data aggregation and immediate processing once available Seamlessly import structured and unstructured data from multiple systems, vendors and custodians Extensive inventory of data management interfaces to manage new account setup, account characteristics, user defined fields, commentary and disclosures A controlled data governance model that ensures quality......

relevant regions
Reno, NV, United States

Data Management, Reconciliation and Migration Services

Very early each morning, we pull the daily data files from your financial institution(s) (Schwab, Fidelity, TD Ameritrade, etc). We reconcile the data to ensure integrity, which includes reconciling all corporate actions. We then post all of the transactions, prices, new securities and new accounts to your portfolio management system.......

relevant regions
London, United Kingdom

Data Services

Data collection and aggregation is an often overlooked yet crucial component of reconciliation, settlements, compliance, reporting, and many other control processes and workflows. Financial services organisations and service providers can become overburdened with establishing and maintaining direct links with data providers on their own, which can increase risk and reduce......

relevant regions
Paris, France

Data Solutions

Our prioritary database encompasses +150,000 share classes and +800 life insurance products and accumulation products. Funds Powered by + 1,500 distinct sources, our proprietary database is for back, middle and front offices' uses. It covers several financial supports: funds, ETFs, life insurance products, REITs, private equity funds, structured products, etc. ESG dimension Since 2019, we......

relevant regions
Pittsburgh, PA, United States

Data Technology & Services

Performance & Analytics - Performance, attribution and composites From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. Risk - Multi-asset risk management and analytics As......

relevant regions
West Chester, PA, United States

Data Warehouse

STP’s Data Warehouse scalable and expandable solutions give firms a way to centralize data to ensure consistency and accuracy. Benefits of our cloud-based Data Warehouse solution include: Single Data Source – Consolidate your disparate multi-sourced data into a single data gateway Flexible Data Retrieval Options  – Quickly and securely access all warehouse data via......

relevant regions
New York, NY, United States

Deal-by-Deal Investing

Some investors want more control over their portfolio. For them, we created Deal-by-Deal investing We know that some of our investors want to pick and choose the individual investments that are right for them. That is why we typically allocate a portion of the equity value of selected assets for Deal-by-Deal......

relevant regions
Jersey City, NJ, United States

DealCloud for Family Offices

Excel and generic CRMs simply cannot support today’s family office investors because the underlying technology is not equipped for complex relationship and deal structures. DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place — and arms them with the intelligence and data they need to......

relevant regions
Munich, Germany

DealEdge

Jointly built by Bain & Company and CEPRES, DealEdge is a powerful, intuitive digital advisory product that gives private equity investors unprecedented insight into which deals have the most potential and where hidden opportunities exist to create value. Manage your deal pipeline Triage your deal pipeline and focus your efforts on the......

relevant regions
Singapore, Singapore

Dealflow

What you can do with Dealflow Custom workflows - Organize deals and customize the pipeline stages to suit your investment process. Pitch pages - Receive pitches through a company page, customizable to ask the right questions. Pipeline analysis - Anlayze your dealflow across sectors, regions, stages, sources and run cohort analysis. Mailbox integrations - Integrate with Gmail and......

relevant regions
Oslo, Norway

Default & Recovery Database

Every corporate action event gets evaluated and applicable events get described and merged into a dataset containing detailed issuer, security and event information including twelve months trailing default rates and recovery rates. The database is accessible via Stamdata.com and through our Stamdata data feed, easily configured for your financial system. The......

relevant regions
Crowborough, United Kingdom

Defined Benefit Transfer

The SELECTAPENSION Defined Benefit Transfer analysis tool allows you to run an in-depth comparison as part of your APTA for your clients, using up to date FCA assumptions providing: Single and joint life critical yields. Death Benefit comparison. Hurdle Rate. PPF Yields including death benefits and long service cap. Option to build and maintain fund......

relevant regions
Cardiff, United Kingdom

Delio Core

Acting as an end-to-end digital infrastructure for all of your private markets activity, Delio’s private markets technology is configured around your specific operational, commercial and regulatory needs. This means that investment origination, distribution, transaction management and reporting are all integrated seamlessly into elegant workflows that reduce operational friction, improve regulatory......

relevant regions
Malmo, Sweden

Desktop Solutions

We offer three options for our data and analytics All solutions give you access to our entire database of macroeconomic and financial time-series data. Choose the one that best suits your needs and those of your teams. Core Macrobond Core combines data with built-in analytics that enable you to quickly analyse the information,......

relevant regions
Paris, France

Digital Distribution Platform

The solution to simplify your account subscription and product/contract management procedure and shorten processing times between the front and back office. Pension, provident and savings client pathways with the help of powerful simulators, support your omnichannel digital strategy by recommending turnkey or customised product. Subscription for life insurance, real estate investment trust and......

relevant regions
Sydney, NSW, Australia

Digital Platform

Better architecture for your uniqueness An open-architecture solution, so you can use investment platforms or portfolio accounting systems of your choice. Better client mandate definition A fully personalised portfolio mandate for each investor, strengthening your investment proposition. Better client-specific portfolio monitoring Superior monitoring of all client portfolios, per their unique mandate, in one place. Better “one-click”......

relevant regions
Bologna, Italy

Digital Wealth Management Platform

The wealth management industry is no stranger to tough times. Some of the old and new challenges include shifting regulatory landscapes, increasing competition, volatile markets and clients demanding ever more sophisticated & high-tech services for less. For these reasons, embracing technology to boost efficiency and lower costs is becoming an......

relevant regions
Singapore, Singapore

Digital Wealth Platform Suite

The Digital Wealth Platform employs Artificial Intelligence (AI) and data analytics to enable the identification of more relevant investment opportunities, and leverages RegTech to address compliance in 15 market jurisdictions, removing barriers to investment and ensuring suitability and appropriateness across complex cross border settings. The Digital Wealth Platform has 3 modules; 1.......

relevant regions
Wan Chai, Hong Kong

Discretionary

Smart solutions for portfolio managers Portfolio Management Unlock hosting, calculating, and customising model portfolios capabilities that can be done quickly and easily. Efficient Investing Access to easy monitoring and reporting functions enables efficient decision-making for customer portfolios. Intelligent Processing Utilise intelligent automation and bulk processing when trading and rebalancing orders and porfolios. Mass rebalancing at a touch Manage......

relevant regions
Berlin, Germany

Distribution Bank Model

Explore open banking Offer attractive deposit products to your customers choosing from Raisin´s partners, 100% protected by deposit guarantee schemes. Tailor your customer offer choosing from the widest deposit offering in the EU. Easily integrate the products into your system and be in control of the customer experience. Gain a powerful and innovative tool......

relevant regions
Munich, Germany

Due Diligence

Tap the most comprehensive and accurate private equity fund performance data to deep dive into GP track records and operational KPIs of your potential investments to understand what drives performance and hidden risks. Securely share your private market data Leverage fully encrypted and confidential data rooms that unite GPs and LPs. Access......

relevant regions
Biot, France

Due Diligence Analysis

Why Trackinsight? Depth, detail, and dedication Trackinsight, with its decade-long expertise, access to exclusive information, and robust global relationships with ETF issuers, provides a thorough and detailed due diligence framework, giving you an all-encompassing 360-degree perspective on any counterparty you decide to engage....

relevant regions
New York, NY, United States

DWA Research Platform

Make smarter investment decisions with help from the Nasdaq Dorsey Wright DWA Research Platform. Our research platform is a complete technical analysis solution. The DWA Research Platform is a comprehensive research solution for advisors—from broad market insights, portfolio management tools and investment models—to custom rankings and alerts for securities, ETFs, Indices......

relevant regions
London, United Kingdom

Dynamic Company Sector Classification (DCSC)

DCSC is an industry-first AI-powered sector classification system that classifies 1500+ sectors with three-part, dynamic company-sector relevance scores and responds rapidly to changing technology and economic realities....

relevant regions
London, United Kingdom

EarthScan

Discover climate intelligence EarthScan’s Climate Intelligence gives you asset-level analysis and the insight you need to make better decisions today for a more resilient tomorrow. Giving you on-demand analysis of the risks posed by a changing climate, EarthScan allows you to understand climate risks underpinning the assets you value most. Going back 50 years......

London, United Kingdom

Earth Science AI

What is Earth Science AI? Earth Science AI is the pioneering technology that powers Cervest’s Climate Intelligence platform, EarthScan. We have fused artificial intelligence and machine learning with methodologies from statistical science and relevant physical science domains and modern scalable computing practices. This enables us, for the first time, to process, model......

Amsterdam, Netherlands

EasyTax

Given the growing pressure on your clients to be tax transparent in their home countries, you need to meet their increasing demands for fiscal reports. This allows clients to easily file their tax returns with the relevant information on income from interest and dividends and capital gains on wealth. While......

relevant regions
London, United Kingdom

EDGE

Unlimited investors and deals Effortless company / deal uploads Private, FCA compliant, branded environment to manage deals and investors Complete control and visibility over deal and investor access Access to HUBX Network for capital or deal sourcing HUBX mobile app ...

Paris, France

eFront Invest LP

As a growing number of limited partners seek to grow their exposure to alternative investments, it has become increasingly imperative that they maintain thoroughly efficient operations and a single source of truth for their alternative investment data. eFront Invest LP is a web-based, end-to-end software solution for LPs that streamlines......

Paris, France

eFront Pavera

Limited partners seeking to invest wisely in alternative investments and benchmark the performance of their funds need insightful analytics capabilities. Unfortunately, commonly available data and benchmarks are often inaccurate and biased. eFront Pevara is a user-friendly SaaS solution that incorporates reliable alternative investment benchmarks and performance metrics in sophisticated, high-quality,......

Paris, France

eFront Portfolio Monitoring

Ever increasing deal prices, changing regulations, and growing investor demands make it imperative for direct investors to maintain a best in class system to help them generate value from their alternative asset portfolios. eFront Portfolio Monitoring (PM) streamlines and automates all portfolio monitoring activities from data collection and standardization all......

Singapore, Singapore

eigencat

Client risk Goal based profiling of client, comparing to existing or new portfolios. Asset allocation Accommodate different investment strategy, benchmark and model portfolio. Product universe / selector An investment process that can select from all asset classes. Portfolio construction and rebalancing Automated portfolio construction and re-balancing based on financial modelling. Performance and risk analysis Dashboard of intuitive and innovative......

relevant regions
Edinburgh, United Kingdom

Elevate Platform

Why Elevate? Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs. Competitive price: excellent......

relevant regions
Monaco, Monaco

Elysys Wealth

The wealth management industry The financial services industry is tough, fast moving and under stringent regulatory constraints. Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. They end up having to deal with a myriad of disparate legacy applications often a mix of......

Melbourne, VIC , Australia

Empirics for Financial Services & Superannuation

Financial services & superannuation With over 15 years experience in the financial services and superannuation sectors in both Australia and Europe, Empirics is at the forefront of developing industry specific solutions to maximise the value of data. We specialise in the provision of analytics and data science services for pension and......

Woburn, MA, United States

Enchilada

Enchilada, the customizable web-based application, rolls up all the corporate events for 8,000 global equities in one convenient location. In addition, with the XML based Enchilada API, Wall Street Horizon clients have an efficient way to build applications around our 40+ data types, allowing extensive retrieval and manipulation of event data by stock......

relevant regions
Stockholm, Sweden

End Client Report (MiFID II)

Deliver best-in-class customer experience with tailored sustainability reports Save time - With one click, download reports of your clients' portfolios including mutual funds, ETFs, equities, and bonds Visualize - In simple graphs, help you clients understand the sustainability impact of their portfolios Course correct - Identify investments that deviate from your clients’ sustainability requirements Comply - Adhere......

relevant regions
Chicago, IL, United States

Enfusion Visual Analytics

By storing, mining and analyzing data across the entire investment lifecycle, we give you the interactive, visual analysis to untangle issues and quickly get insights to move your business forward. We enable funds to ask deeper questions and deliver more meaningful answers from their investment portfolio. Key features Data warehouse Secure data storage.......

relevant regions
London, United Kingdom

Engagement Tracker

Equipped with features to boost engagement Unlimited Engagements Timeline Log Voting Integration  Automated SDG Mapping Comprehensive Reporting Delivering Digital Transformation for Stewardship Effortlessly handle engagement data with your stewardship team through an intuitive interface. Get access to real-time dashboards for dynamic reports and streamline collaboration via automation and integrations. Driving impact with forward-thinking asset managers 15,000+ Portfolio Entities added......

relevant regions
Wayland, MA, United States

Enterprise Risk Manager

SoftPak’s Enterprise Risk Management solution is unique in that it includes all standard and non-standard securities traded globally. It has better instrument coverage, simplified data management and a unified view of risk across all assets. Other systems do not cover private equity, real estate, infrastructure and other non-standard assets with......

relevant regions
London, United Kingdom

Envestry for Networks

Put your name on it Our platform is fully customisable, so you can benefit from all of the features, without sacrificing your brand. Change the logo, colours and load your deals and launch within 24 hours. Build deeper relationships with your investors With a built-in database, you can keep tabs on what makes......

San Rafael, CA, United States

EQIS Advisor Platform

Focused on putting advisors front and center Helping advisors build independent businesses Delivering custom investment solutions Freeing advisors to advise and build relationships Outsource your workload so your practice can flourish Consolidated monthly billing Online access to advisor and client portals Ready-to-import tax documents 24/7 performance reporting on accounts, individual sleeves, and more Integration with data aggregators Exacting due diligence......

relevant regions
Surrey, United Kingdom

Equities Analysis

Good decisions drive great outcomes The best and most innovative investors are constantly looking for new ways to identify skill within the investment team, strengthen the process and market the results. Founded 20 years ago by a team of elite investment professionals, Inalytics’ proprietary analysis has been developed and meticulously honed by......

relevant regions
Salt Lake City, UT, United States

EquityNet

Create your investor profile Create a profile with your investment criteria for yourself or your investment firm. The profile will help EquityNet’s software to find investment opportunities that might interest you. Browse businesses Use EquityNet’s patented technology to efficiently screen and analyze thousands of investment opportunities in minutes. Utilize novel analytics, business benchmarking,......

San Francisco, CA, United States

ESG

Delivering innovation for differentiated ESG outcomes Global ESG data model - We enable agnostic data sourcing for usability across jurisdiction-specific regulatory regimes, eligibility / applicability rules, and business functions including buy- and sell-side perspectives. End-to-end risk management - We provide seamless data ingestion, an assessment engine and remediation workflow, and integrated model management......

relevant regions
Stockholm, Sweden

ESG

Integrate ESG analysis into your investment strategy Save Time - Easily tap into ESG metrics of 36,000+ companies and 210,000+ funds Discover - Instantly identify the top performers and laggards in your portfolios Course Correct - Benchmark each company’s data against industry peers Improve - Identify new investment opportunities that match your ESG investment strategy ...

relevant regions
Norwalk, CT, United States

ESG Analytics

Uncover deeper insights with ESG Analytics, part of the Style Analytics solution. Gain an unprecedented ability to perform peer comparisons, identify ESG risks, ensure guideline compliance and identify unique portfolio characteristics. Partnering with top ESG data providers, our product saves you valuable time aggregating ESG data, exposures and risk of......

relevant regions
London, United Kingdom

ESG Analytics Platform

Investors need to keep up with ever-changing sustainability regulations and frameworks such as the SFDR which requires them to report on over 50 metrics at the portfolio level. Our platform acts as an automated ESG analyst team which can support investors through the whole ESG investment lifecycle and save them a significant amount of......

relevant regions
New York, NY, United States

ESG Data Hub

Nasdaq's ESG Data Hub connects pioneering ESG data providers with the global investment community, providing ESG intelligence on otherwise unseen segments of global markets.  We are committed to operating sustainable markets and providing transparency behind the ESG practices of all key stakeholders across the financial ecosystem. ESG practices can be as......

relevant regions
Piscataway, NJ, United States

ESG Edge

ESG Edge finds relevant data with a simple ‘google’ like search With just the company ISIN or website, get real-time comprehensive and up-to-date sustainability insights from unstructured and fragmented sources in the public domain, for your investment portfolios, eliminating any blind spots. Our tool is powerful enough to run company sustainability......

relevant regions
Ile-de-France, France

ESGprofiler

1) 80% client's satisfaction thanks to a gamified user interface. 2) 1000+ ESG profiles can be assessed thanks to our adaptive questionnaire. 3) 80% predictability over 10% for traditional questionnaires. 4) 100% customizable. In standalone or integrated to your IT system.  ...

relevant regions
Hong Kong, China

ESG Screener

Popular Themes Create preset screeners based on popular themes that ESG investors are interested in. One click to get the top scoring stocks for a theme. ESG Leaderboard See the top countries, sectors and companies by each ESG pillar scores. Drill down to filter by country or sector. Advanced ESG Screening Combine ESG pillar scores......

relevant regions
London, United Kingdom

ESG & SFDR Reporting

Our service helps you reduce the administrative burden on in house teams, from data validation, to design and delivery of ESG Reports in flexible formats. Comply with new ESG disclosure rules of the SFDR Our ESG Reporting service helps you satisfy transparency obligations and reporting requirements at product level. The solution allows......

relevant regions
New York, NY, United States

Estimize Platform

Sample size matters Estimize crowdsources earnings and economic estimates from 69,350 hedge fund, brokerage, independent and amateur analysts. By collecting estimates from a diverse community of individuals, we've built a highly accurate and representative data set of true market expectations. Contribute Anonymously Our contributors are a broad mix of buy-side, independent, and sell-side investment......

relevant regions
London, United Kingdom

Etcho

Values Discovery Use our dynamic values-discovery to understand client interests, initiate sustainability conversations and build trust. Alignment Analysis Upload a portfolio to assess its alignment in the context of a client’s unique values. Discover positive and areas for improvement. Personalised Storytelling Access engaging, real-life stories from within the portfolio, fully customised based on your clients......

relevant regions
Toronto, ON, Canada

ETFbahn™

Discover the features and benefits of ETFbahn and give your business the leverage it needs to stay competitive. No development needed for Dealers Executing broker of choice for trade execution and custody: preferred partners with competitive pricing  Access to ETFs & expansion of product shelf to retain and attract clients Trade confirmations and tax reporting:......

Biot, France

ETF Compare

Additionally, starting from any specific fund's page is easy, with recommendations for relevant comparisons prominently displayed at the top. Enhance your analysis with these expert tips in Fund Compare: Place your cursor over a fund adjacent to the graph to emphasize its performance trajectory. Hover over any point on the graph to view......

relevant regions
Biot, France

ETF Data Services

Gain key analytics across ETF segments, funds, and constituents, covering risks, costs, performance, flows, factors, valuation, time series, ESG, and much more....

relevant regions
Biot, France

ETF Screener

Browse more than 10,000 ETFs using the worldwide ETF database from Trackinsight. Use the distinctive Thematic Taxonomy offered by Trackinsight to explore various themes and dig further into exposure standards. Then, sort the ETFs according to your preferred metric after filtering them based on specific attributes....

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......

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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......

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Stockholm, Sweden

European ESG Template (EET)

Speed up the process of creating the EET of your products Save Time - Limit the work of creating an EET to no longer than one hour per product Visualize - In a step-by-step questionnaire, visualize the progress of creating the EET files Share - Easily export your standardized EET file ready to share with stakeholders Grow......

relevant regions
Stockholm, Sweden

EU Taxonomy

Analyse your investments in light of the EU Taxonomy Save Time - Automate calculations of amounts and percentages aligned with the taxonomy framework Analyse & Discover - Identify the activities within your portfolio contributing towards a greener economy Visualize - Watch in graphics how the economic activities are aligned with the Taxonomy Comply - Complete your portfolios' taxonomy report......

relevant regions
Newbury, United Kingdom

EVAsset

EV Asset Allocation Research Our interactive asset allocation research supports your in-house analysis with valuable, independent insights that empower your investment process. EV Multi-Asset Allocations An optimised range of dynamic asset allocations can be replicated to build or manage your own multi-asset funds for various client objectives and investment terms. They can be......

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......

Atlanta, GA, United States

eVestment TopQ

Performance data is critical to success, whether used by investors to identify true drivers of value and make better fund investment decisions, or by managers to better understand their performance, articulate their story and enhance investor relations. Yet the process of analyzing and reporting on fund performance can be time-consuming and......

Zurich, Switzerland

Evooq IAM Portal

Assetmax and Evooq partnered to build a new integrated platform for IAM based on assetmax and evooq technologies. This platform is cost efficient, cloud only, preconfigured and includes a multi issuers technology....

relevant regions
Princeton, NJ, United States

ExecPlan Express

Sawhney Systems is a leading developer of personal financial planning software. We have been providing software and related support services to the financial planning industry since 1976. Working with financial planners for over 3 decades is the foundation that helps us focus on the diverse needs of financial advisors. Our......

Melbourne, VIC, Australia

Execution Management System

We know it can be difficult managing trades across multiple markets, and having different systems for different tasks means you don't always get a comprehensive view of your orders. Iress’ Execution Management System is customisable, multi-broker, execution and allocation management software which makes trading easier. Manage orders seamlessly and efficiently across......

relevant regions
Wilton, CT, United States

Extraction as a Service

Our Extraction Service retrieves content from your systems, manages extraction, quality control and delivers structured data into your systems....

relevant regions
Boulder, CO, United States

Fabric

Fabric opens the risk dimension. Our platform empowers you with the knowledge and capability to harness risk’s potential and navigate life’s vibrant adventures....

relevant regions
Norwalk, CT, United States

FactSet Insight

From researching ideas to analyzing and reporting results, FactSet powers the wealth management workflow with analytical strength and a consolidated platform. Our solution combines portfolio holdings, real-time information, and high-quality content, as well as robust analytics and presentation tools, all in one place. Take advantage of FactSet's automated portfolio holdings import from......

relevant regions
Mountain View, CA, United States

Family Office

For single family offices Ultra-high-net-worth families invest with sophistication. We’re here to help you serve their unique needs. All your data in a single place, securely Create greater transparency by centralizing the family office’s financial information in a single place. Make more informed decisions Instantly analyze and visualize portfolio data. Immediately assess your exposure, understand......

relevant regions
Luxembourg, Luxembourg

Family Office Services

The needs of UHNW clients are increasingly sophisticated, diversified and competitive. So we have mobilised a powerful combination of global experience, local expertise, in-depth understanding and cutting-edge technology to surpass expectations and advance the efficacy of family office support services.  Whether you represent a single family office, multi-family office or are......

relevant regions
Chicago, IL, United States

Family Office Technology Solutions

Data management, performance monitoring, aggregation and reporting are each challenges for most family offices. We have designed a suite of award-winning technology solutions for family offices in order to address these challenges. These technology solutions can help you manage workflows more seamlessly and reduce friction in day-to-day office operations. Our systems,......

relevant regions
Milton Park, United Kingdom

Fastrak

Fastrak reports for wealth management firms For wealth management firms who want to provide clients with reports across all investment platforms they operate. Fastrak is a client reporting solution that provides significant efficiencies and enables the delivery of high-quality, fully customised client annual reporting. Unlike standard CRM systems or manually produced reports, Fastrak......

relevant regions
London, United Kingdom

FE Analytics

Improve your advice outcomes FE Analytics enables you to have a holistic view of your entire investment proposition, ensuring investment suitability and increased efficiency, so you can demonstrate the value of your investment propositions to your clients. With over 300,000 portfolios and instruments to browse and compare, including UT & OEICS, ITs,......

relevant regions
London, United Kingdom

FE Analytics & FinXL

Wealth of data at your fingertips The breadth and quality of our investment data sets us apart. Detailed information on our extensive range of onshore, offshore and international funds, as well as life, pensions, ETFs, investment trusts, equities and more, is at your fingertips through a single Microsoft Excel add-in. Market leading analytical functionality FinXL can......

relevant regions
Singapore, Singapore

Fencore DataHub

Fencore DataHub is the next generation cloud-native no-code data management platform built for financial institutions. It caters for a wide array of use cases such as managing reference, market and investment data, building masters, data reconciliation, data optimisation, data migrations, complying with regulations and much more. Its advanced design allows......

relevant regions
Singapore, Singapore

FenDQ

Fencore's FenDQ platform allows you to carry out advanced data quality checks and measurements on your firm's data sets without the need to import or move them. Leave your existing architecture in place, but enjoy a new level of confidence in the accuracy and reliability of your data. Integrates with existing......

relevant regions
Singapore, Singapore

FenRecon

Fencore's FenRecon platform provides lightweight speed and flexibility to your reconciliation needs. Built on the same technology backbone as the Fencore DataHub, it offers some of the same powerful capabilities condensed into a tactical plug-and-play application. Flexible and robust connectors for data importing Advanced matching and exception management Low time to market with......

relevant regions
London, United Kingdom

FE Trustnet

Analyse the UK’s main investment vehicles FE Trustnet facilitates the analysis of unit trusts, OEICs, investment trusts, equities, offshore funds, ETFs, passive funds, structured products and life and pension funds. More insight at your fingertips You can access information about FE fundinfo’s comprehensive, independent ratings through the Trustnet site....

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......

Chicago, IL, United States

Fiduciary Advantage

Your Investment Fiduciary Partner An important part of running a sound practice is managing your time and your risk. Allow Envestnet Retirement Solutions to free up both by providing fiduciary support to your plan sponsors and their participants. Maximize your business, minimize your risk. ERS SCORE Methodology: Investment Selection Proccess The proprietary SCORE Methodology evaluates all plan Designated Investment......

relevant regions
Poole, United Kingdom

Finage Market Data Platform

We provide any type of product you need Just choose the ones you want and start to work with them Stock data - US and global market data Cryptocurrencies - 1,700+ cryptocurrency symbols ETF - Global exchange traded fund and mutual fund data Widgets - Tickers, converters, charts and more Forex - Large Forex data coverage Indices - Global index......

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......

Copenhagen, Denmark

Financial Institutions

Our value towards Financial Institutions Performativ offers a versatile solution that can seamlessly integrate with and complement the existing tech stack of large financial institutions in multiple ways. Whether the institution seeks to utilize Performativ as a powerful back-end data consolidation engine or leverage it as the front-end interface to provide......

relevant regions
Hamilton, QLD, Australia

Financial Planner PRO

What your Financial Advice Clients can’t see might be putting the brakes on your business profits . . . Now you can show your prospects and clients just how your advice is highly likely to achieve their financial goals – for real. Let your clients see properly with this breakthrough process… Are you frustrated......

New York, NY, United States

Financial Planning

Moody's Analytics financial planning solution helps retail investors and their financial advisers identify and communicate risk to make appropriate planning decisions and select investment options which are suitable for clients’ financial needs and risk profiles. The risk and return characteristics of a financial plan must be communicated to a client in......

Santiago, Chile

Finantech

Our Platform Advantage Easily analyze an investment portfolio, make accurate financial decisions. Aggregation & Reconciliation We add the information of positions and transactions of all its custodians, standardizing the information to a unique format. This allows us to reconcile positions and valuations. Portfolio Analysis Regardless of the complexity of your portfolio, we can calculate performance......

relevant regions
Geneva, Switzerland

FinGraphs

Straightforward methodology FinGraphs focuses on the essentials of any technical analysis decision making process. It allows you to instantly assess potential Trends, possible Price Target zones and Risk levels. No previous experience with technical analysis is necessary to use FinGraphs. Markets in 3D all FinGraphs charts are presented over combinations of 3 time......

Milton Park, United Kingdom

FINIO

FINIO is the award-winning data hub that connects investment platforms with software providers and advisory firms for the flow of investment data. It helps the wealth management sector become more efficient, integrated and enables the flow of complex investment data that is increasingly required to power today’s software systems. FINIO offers significant benefits to... Investment platforms......

relevant regions
Boston, MA, United States

FinMason API

THE ANALYTICS YOU NEED - JUST AN API CALL AWAY Integrate one of the largest datasets in the industry. Our simple API puts any investment analytic anywhere in your product with just a few key strokes. Begin incorporating them into development right away and drastically cut down your time-to-market. OWN YOUR CLIENT......

Preston, United Kingdom

Fintegrate

Delivering optimum client outcomes. Fintegrate’s intuitive technology has been designed to deliver optimum client outcomes in line with your firm’s own advisory model. A digital financial planning solution aligned specifically to your needs and preferences. Reduce complexity, time and cost. Fintegrate tackles key laborious and time-consuming areas of the financial planning process. Through......

relevant regions
Santiago, Chile

Fintree

Connectivity We provide connectivity with the world's leading banks, both in the United States, Europe, and Chile, making Fintree an essential tool for international businesses in the digital age. Clarity and Simplicity Our clients can access a wealth of clear and relevant information to make informed decisions about their investments. Additionally, they can......

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......

London, United Kingdom

Flagstone for Wealth Advisers

Flagstone’s cash deposit platform enables you to help your clients earn more interest income from the cash in their portfolios in an efficient, scalable, safe way. Flagstone provides access to hundreds of deposit accounts from 30 banks through a single application. By using the Flagstone platform, making a client’s cash work......

relevant regions
Great Neck, NY, United States

FlexAlgoWheel

FlexAlgoWheel is a next generation platform to allow electronic, low-touch trading desks to standardize, automate, and evaluate the trading process for their clients. Available as an add-on to their current OEMS, or, through our FlexTRADER® multi-asset order and execution management system (OEMS), FlexAlgoWheel allows low touch traders to design......

Great Neck, NY, United States

FlexEdge

FlexEdge is our suite of predictive analytics designed to give traders the edge they need to effectively plan and optimize trading strategy....

Great Neck, NY, United States

FlexFX

FlexFX is our award winning, algorithmic trading and execution management system for buy-side institutions trading FX. FlexFX offers advanced integration with OMSs, as well as fully integrated post-trade allocation solutions. Trusted by the world’s largest asset managers, FlexFX enables traders to manage and efficiently execute large numbers of orders (block......

Great Neck, NY, United States

FlexONE

FlexONE is our all-inclusive order/execution management system designed to facilitate and streamline the demanding trading requirements of the global hedge fund community....

Great Neck, NY, United States

FlexOptions

FlexOptions is a cutting edge order and execution management system for buy-side institutional options traders. Derivix-AM provides direct access to options exchanges, a wide array of broker and fully customizable algorithms, as well as advanced options trading strategies, such as dispersion, volatility and cross-asset trading. The system also features......

Great Neck, NY, United States

FlexTCA

Flex TCA is our transaction cost analysis and execution quality management solution offering historical analysis in trading portfolios and single securities across global equities, FX, futures and fixed income....

Great Neck, NY, United States

FlexTrader EMS

FlexTRADER is the industry’s market-leading, multi-asset execution management system (EMS) that encompasses all facets of electronic and algorithmic trading, and is trusted globally by tier-one asset managers and hedge funds trading equities, FX, derivatives and fixed income for its unparalleled performance, quantitative analysis and worldwide connectivity to liquidity sources....

Great Neck, NY, United States

FlexTRADER Fixed Income

As part of its unparalleled multi-asset capabilities, FlexTrade offers a comprehensive, open architecture, fixed income EMS for global buy-side institutions....

New York, NY, United States

Flyer Trading Network

An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. An extensive and secure API eliminates the need for additional infrastructure, software and specialized resources. FTN extends your reach and capability while eliminating the hassle of integration. Supportive workflows......

relevant regions
Zurich, Switzerland

For Discretionary Asset Managers

Research Screen through more than 50,000 stocks, industries and sectors and identify new investment opportunities and risks. Portfolio Monitoring Discover trending events and monitor activity in your portfolio by spotting outliers. Validate House View Monitor how institutional investors shift asset allocation to sectors, regions or market cap groups....

relevant regions
London, United Kingdom

Forensic Alpha

Failing companies. Companies at risk of fraud. Companies at risk of downgrades. Our machine intelligence helps Portfolio Managers to spot critical red flags hidden deep within the financial statements and governance disclosures. Identify the risk hiding in plain sight In-depth forensic reports, for over 4000 companies - Our reports cover most United......

relevant regions
New York, NY, United States

ForeSCITE

Your money, your way Keep your money where it is. Unlike others, we value your freedom to manage your assets. We simply offer you the most powerful risk analysis AI tool on the market with the technology to manage your money more accurately than a financial advisor. ForeSCITE is not a......

Mountain View, CA, United States

Forest Systems Platform

Rely on Forest Systems for a comprehensive, reliable accounting software tailored to your unique high-net-worth client management needs. Streamline your process and develop confidence with your clients. Accounting Solutions A platform built exclusively to streamline professional-level accounting and financial reporting for ultra high-net-worth individuals. General ledger Check writing Private foundation accounting Portfolio accounting Intercompany transactions Partnership accounting Trust &......

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Zurich, Switzerland

For Quantitative Asset Managers

Design Strategies Sentiment and attention data can be used to design alpha-generating systematic strategies for intermediate frequency and long term investing. Generate Alpha Backtests show significant outperformance against major equity benchmarks such as the S&P 500, Stoxx Europe 600 or SPI. Extensive Data Set Our data set covers 50,000+ global assets with a high degree......

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Luxembourg, Luxembourg

Free Cash Flow Planning Software for UK advisers

The calculation is simple: if you want to offer 10 distinct financial services, you need 10 software solutions. Really? No, please! Our clients, as well as experts in the UK, tell us exactly that this as a huge problem. We perfectly understand. That is why we focus on technology that......

relevant regions
San Francisco, CA, United States

Front Office

We provide sell-side and buy-side firms with an all-in-one sales and trading platform covering their specific needs via our Front Office and Portfolio Management Workstations. Our comprehensive cross-asset coverage of cash and derivatives products includes FX; money markets; fixed income; securities finance; interest-rate derivatives; structured finance; credit derivatives; equities; commodities; synthetic......

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Wilton, CT, United States

Full Service Alts

Consent and harvesting Digital consent and LOA management Harvesting of 100% of documents Locations include portals, emails and file locations Solves for most multi-factor-authentication Extraction and reconciliation Extraction of transactions from documents Includes PDF's, XLS and password protected Transaction accounting reconciliation 40 additional quality and completion controls Online transparency Real-time operational transparency Secure collaboration Service level reporting Data and document delivery 20 pre-integrated and custom......

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Singapore, Singapore

Fund Administration

Intuitive and Easy - Give your Venture Capital or Private Equity fund the tools to account, administer and report to your investors. Organize - Access your data from a single source and take control of the data that is otherwise stored in excel sheets across user machines Allocate - Improve your efficiency by automating even......

relevant regions
Columbus, GA, United States

FundBlast

What is FundBlast™? Delta Data’s FundBlast™ is the new connection portal that allows for secure communication between funds and their distributors (broker-dealers and fund service providers). Our cutting-edge software allows you to replace your existing “Blast Fax” or dealer product change communication emails, all the while enhancing clarity, and reducing risk......

relevant regions
San Francisco, CA, United States

FundersClub

We source the world’s best startups Our venture team sources early stage investment opportunities through direct relationships, referrals from our investor members and founders, as well as connections to top startup incubators including Y Combinator, top seed stage VC firms such as First Round Capital, and top superangels. We first invest......

Paris, France

Fund look-through

As an investor, automate the collection of your fund inventories Upload the portfolios you wish to disclose holdings for in one click. Through our COLLECTION APP, request access from your asset managers for each inventory once and automate the process by setting up a frequency for your requests. Monitor your aggregation process in real-time and......

relevant regions
London, United Kingdom

Fundment

Discretionary fund management with a difference We don't just manage portfolios for your clients. We provide you with the best in class digital solution that enables you to run a consistent centralised investment proposition from one single platform that incorporate transactions, risk profiling, tax wrappers.  We eliminate the need, charges, administrative headache......

relevant regions
Toronto, ON, Canada

Fund Profiler

A powerful array of essential research and analytical functions updated daily to help you organize, analyze, and track Canadian investment funds, ETFs, and equities. A professional tool to help keep you informed and current on your clients’ investments. FundProfiler provides you with access to more high-quality relevant data than ever before. With your clients in mind,......

Munich, Germany

Fund Screener

CEPRES Fund Screener provides LPs with pipeline management and fast, powerful analysis on GP track records. Manage your forward calendar and planned commitments, request track record data for analysis and collaborate with colleagues to streamline your underwriting process allowing you to focus on the funds that matter most to you. Look......

relevant regions
Hong Kong, China

Fund Screener

Filters & Criteria Filter by Fund Type, Geographical Regions. Add from over 25 detailed criteria to find a fund that fits your investment profile. Predefined and Saved Strategies Clients can create and save predefined strategies (presets) making them available to all their users through the screener admin tool. Predefined strategies allow clients to......

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London, United Kingdom

Fund Selection & ESG

Fund selection The data science that underpins the platform starts by finding consistently outperforming managers versus the best passive funds. That in of itself is unique. ESG FUNDSaiQ allows you to find and retain the best performing funds in each category, whilst identifying fund managers that also have a high ESG score or......

relevant regions
Soborg, Denmark

Fund Service (NAV)

With a fully outsourced infrastructure for your fund company, we do all the work – you keep the control. The in-built traffic lights warn you if you get close to making any breaches. Whether you run UCIT funds or AIF funds we calculate the NAV. Together with the shareholder register and......

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
Paris, France

Gaia

Gaia is being used by large French asset management and insurance firms and middle-eastern banks. Gaia is easily customizable to your workflows and processes, it is a cost-effective solution that will give you control over your budget. We have a long standing relationship with all our clients. We provide a strong,......

relevant regions
Richmond, VA, United States

GDX360®

Power your practice with GDX360® The original goals-based wealth management platform Our patented technology allows advisors to help make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities. Comfort Zone® “Where’s My Dot?” monitoring manages future confidence to help exceed life goals while avoiding excessive risk......

relevant regions
Stamford, CT, United States

General Ledger

Let your accounting system report on everything except for financial investments. Let us become the source of truth and provide all sorts of analytics on financial investments. We then generate General Ledger (GL) entries on all the financial investments. Create a trade blotter from the General Ledger....

relevant regions
Zurich, Switzerland

Globalance World

Globalance inspires, accompanies and enables investors to successfully invest in future-oriented companies and investments that solve global challenges and shape a positive future. Portfolio's impacts Explore the impact of your portfolio on the world. Study its climate warming potential, footprint, megatrend-exposure and returns. Create Create portfolios yourself. Save and compare them against benchmarks and......

relevant regions
Hong Kong, China

Global Indices Map

Users can select to see the current price of any stock index or turn on auto rotate and monitor markets throughout the day. Market Detail Select a stock index to see more details such as charts, sentiment indicators as well as the latest news for the market....

relevant regions
San Francisco, CA, United States

Global Shareholding Disclosures

To comply, they must consider intricate corporate hierarchies, complex fund structures, and exposure to jurisdiction-specific scenarios: Significant shareholdings Short positions Takeover panels Sensitive industries SEC Form 13-F Firms must marshal requisite position, market, reference, hierarchy, and legal-rules data to successfully monitor huge disclosure volumes and withstand regulatory examinations. To minimize their current operational risk and prepare for......

relevant regions
Melbourne, VIC, Australia

Global Specialist Series Managed Funds

Construct your own low-cost diversified portfolio by combining Netwealth Accelerator Core accounts with the Netwealth GSS managed funds and models, you can build cost-effective investment portfolios, the way you want. Create diversified, single sector, or concentrated portfolios through a variety of index or active management styles. Single sector index funds These Global......

Windsor, CT, United States

Global Wealth Platform (GWP)

SS&C’s Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database, from a single provider. GWP bridges your front, middle and back offices and ensures consistency of data across all phases of the investment......

relevant regions
Zurich, Switzerland

Goal-Based Wealth Management

This innovative solution optimizes and simulates investment proposals aligned with clients' financial goals and liabilities. GBWM identifies preferences, develops tailored strategies, tracks progress, automates portfolio construction, and employs diverse optimization approaches. Utilize our simulation and aggregation engine for a comprehensive or individual view on client investments, as a standalone or......

relevant regions
Hong Kong, Hong Kong

Goal-based Wealth Planning

"Tracking progress towards financial goals is essential for client engagement and retention. Our wealth planning solution offers holistic planning to help clients achieve their financial dreams. With our solution, you can capture and track individual financial goals and link them to investment and insurance performance. Our in-built calculator determines progress and......

relevant regions
London, United Kingdom

Goji Platform

How it works Distributors and their clients can access your fund via their existing Euroclear FundSettle account or through the Goji White Label Platform (GWP). Goji platform services for Asset Managers Investor onboarding Subscriptions Aggregation Capital calls Distributions Reporting ...

relevant regions
San Jose, CA, United States

GRACE for Operational Due Diligence

GRACE helps identify investible organizations for the institutional investors like pensions, endowments, fund of hedge funds and private wealth management firms among alternate investments. It helps you manages the process of conducting operational due diligence on these firms, their funds, and service providers and creating a central repository of information......

relevant regions
Atlanta, GA, United States

Gridline Platform

Gridline allows you to build an institutional-grade portfolio of alternative investments Build your portfolio with top-tier diversified opportunities vetted, curated, and managed by our experts. Instant diversification for a targeted investment thesis Thematic Indexes allow investors to benefit from diversification across a mix of funds based on asset type, sector, stage, and geography. Gridline selects......

relevant regions
Milton Keynes, United Kingdom

Growthdeck

Growthdeck provides tax-efficient and growth investment opportunities to an expanding network of sophisticated private investors, partners and introducers. We carry out professional due diligence, provide ongoing and extensive business support and develop a close relationship with our investors. We also regularly host networking events that help connect growth businesses with......

relevant regions
New York, NY, United States

Gust for Investors

Angel groups Gust is used by hundreds of angel investor groups around the world to manage their investment process. Venture funds Over 200 venture funds use Gust to organize and manage deal flow. Startup programs Gust is used by a large number of universities, accelerators and incubators as part of their entrepreneurship programs. Use Gust to......

relevant regions
Chicago, IL, United States

Halo

Making structured notes easy to buy and manage with powerful new tools Built specifically for the structured notes market - stop managing by hand! Identify new trade opportunities from our list of 6,000 unique products/payoffs Optimize your structured note strategy with automated position monitoring and portfolio alerts Easy access to structured notes while securing......

relevant regions
Wilton, CT, United States

Harvesting as a Service

Our Harvesting services use advanced automation and operations teams to deliver fully tracked documents to your systems....

relevant regions
Singapore, Singapore

Hatcher+ VAAST

H+ Research Our research is conducted using proprietary data, deal flow, and AI-based analytical models "Venture Data Analysis & Forecasting" by Hatcher+ Founding Partner, Dan Hoogterp, details the results of over two years of comprehensive, deep learning-based analysis of 600,000+ venture transactions spanning 20 years. VC 3.0 + Impact-Ready Support for impact scoring and......

relevant regions
Zurich, Switzerland

HawkEye

Data Platform The Data Platform provides convenient and secure access to reliable high-quality data from multiple custodians, booking centres and crypto exchanges, via an OpenWealth compliant API layer.  Asset Servicing Platform The Asset Servicing module enables back-office teams to enrich the Hawkeye data with manually booked non-bankable assets, fees, corrections or price updates.  Analytics......

relevant regions
Singapore, Singapore

Hedge SPA Analytics

Senior management Ability to keep track of daily profit and loss of portfolio managers and external managers, and reconcile with multiple broker reports Automated distribution of monthly comprehensive rebalancing reports to relevant team members with full administrative control by senior management Automated dashboard working like a sizeable team that will help senior management......

relevant regions
Wilton, CT, United States

Held Away Agg

Sources​ Eliminate dependency on low quality screen scraping Include alternatives in your client reports Expand coverage to less known custodians Processing Performance-ready data quality Normalized to your standards Delivered to 20 pre-integrated industry systems ...

relevant regions
San Francisco, CA, United States

Helio

Introduction to Helio Helio is our machine learning platform that identifies, classifies, and evaluates early-stage consumer and retail companies to shine a light on breakout brands. Helio beats heuristics with data and offers actionable insights to industry participants. Helio overview Historically, there has been no centralized source of performance data on companies in......

Birmingham, United Kingdom

Helios

Your challenge You need to be able to see all of your portfolio information in one place on a platform that is intuitive and useful to all your stakeholders, from Investment Management to Legal, Accounting, and Audit. Our solution HELIOS, our proprietary portfolio monitoring platform, delivers real-time drill-through on your private asset portfolios.......

Aarhus, Denmark

Hemonto for Trust Companies

We continuously make sure that agreements with banks and asset managers are complied with. We often discover mistakes and report them to you. We are independent and only working for our customers. This is your guarantee to get an objective audit of all data and results.   Do you need a second opinion? We......

relevant regions
Decatur, GA, United States

HiddenLevers

HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those......

Aarhus, Denmark

Homento for Private Offices

We continuously track the union’s assets and asset managers to make sure agreements are complied with and mistakes are discovered. We are independent and only working for our customers. This is your guarantee to get an objective audit of all data and results. We advise you about the best choice of asset managers......

relevant regions
Geneva, Switzerland

Horizon

To provide its services, DAPM uses its proprietary platform Horizon. The platform offers, among others, the following features/advantages: A single integrated dashboard All your assets in one place A user-friendly administration console to centrally monitor your assets Online access Wherever you are, you can connect yourself to the platform Daily updated prices, transactions and performance so......

relevant regions
Wayland, MA, United States

Householder

Get fast, efficient, automated tax-aware rebalancing for household accounts Most advisors agree that rebalancing investment accounts is the best way to enhance returns while keeping portfolios on target to achieve long-term goals. But rebalancing household accounts has traditionally been labor intensive and time consuming process, creating a barrier to rebalancing in......

relevant regions
Armonk, NY, United States

IBM Algorithmics Investment Design for Wealth Managers

IBM Algorithmics Investment Design for Wealth Managers enables advisors to perform advanced asset allocation, with risk-awareness, based on real securities across global asset classes and instrument types. It can be deployed either as a hybrid solution (combined Cloud and on premise) or a complete Cloud solution and offers a range......

London, United Kingdom

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......

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Carouge, Switzerland

Impaakt Platform

Impaakt's mission is to bring impact analysis at the heart of all investment decisions, so that capital can be directed to the businesses that have the best possible impact on the planet and society. Advanced impact analytics at your fingertips The high quality impact data produced on our platform is made available to......

relevant regions
Fairfield, CT, United States

Impactfully

Technology Solutions to Power Up Your Philanthropy Looking to bring your philanthropic team together, foster engagement, and organize your giving? You’ve come to the right place. For more than 20 years, we’ve built products and provided expert services for philanthropists who wanted to make giving easier, more impactful, and cost-effective. Whether your......

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Geneva, Switzerland

inApp Tax

Developed together with BRP Tax SA, inApp Tax is designed to support financial planners and portfolio managers in evaluating the tax impact of an entire portfolio for different geographical markets and special tax regimes. It allows financial institutions to keep investments with a toxic tax effect out of their clients’ portfolios. inApp Tax is......

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Boston, MA, United States

Income Advantage

Offer clients an effective and differentiating strategy for intelligent withdrawals from accumulated assets. Only LifeYield Income Advantage strategically identifies the best location and sequence from which to sell assets to minimize taxes and maximize income. With this unique, tax-sensitive approach, you provide significant value, helping your clients make the most......

Denver, CO, United States

Income Lab

Revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management. Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics. They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement......

Zurich, Switzerland

Index-as-Service

Design Design new indices faster Speed Up Your R&D Simply select universe, filters, data sources and parameters for a new index. Then generate backtesting, factsheet and analytics on the fly. Perform R&D through a point & click interface or a Python interface. Test and optimize index ideas. Use Your Own Data The platform is connected to......

London, United Kingdom

Index Calculation

Moorgate benchmarks' index engine and database are fully IP agnostic Asset class agnostic Provider / dataset agnostic Environment agnostic End of day and real time – "tick by tick" / "streaming" – capable Key technical features Cloud native Microservice architecture to enable continuous delivery (No downtime on feature releases) Completely environment agnostic Automated periodic index reviews Automated corporate action processing and......

relevant regions
London, United Kingdom

Index Design

Backtest Duration Reconstitution Frequency Rebalancing Frequency Tax Treatment Weighting Scheme Universe Selection Calculation Frequency Leverage Corporate Action Management more... ...

relevant regions
Oslo, Norway

Index Service Bonds

The NBP Index family is composed of a universe of bonds registered in the Norwegian CSD (VPS), issued by Norwegian and foreign domiciled issuers. The indices are created to offer fixed-income investors with independent benchmarks to evaluate the performance of their portfolios.  ​The index family is constructed to meet the different......

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Chicago, IL, United States

InfoReach Prelude

The no-risk, no-commitment EMS with enterprise-strength power and performance Ideal for traders who do not require significant customization to their trading system, InfoReach Prelude provides advanced trading tools and functionality at a competitive price, without the commitment of a long-term contract. Prelude is the pre-configured version of the InfoReach TMS (Trade Management......

relevant regions
Chicago, IL, United States

InfoReach Second Opinion

Improve execution quality, optimize trading strategies and reduce transaction costs with enhanced, interactive analytics InfoReach Second Opinion™ is an interactive, enhanced transaction cost analysis (TCA) service, software that can help you optimize trading strategies, improve operational efficiency and performance in trading. It provides real-time, pre-trade, at-trade and post-trade analytics that factor......

Miami, FL, United States

InPaas® (Income Portfolio as a Service)

InPaaS® is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....

relevant regions
Mountain View, CA, United States

Insights

Giving insights impact When properly harnessed, investment data has the power to maximize the impact of capital and positively influence an entire industry. We’ve assembled a group of cross-disciplinary experts to uncover unique insights and help build a world where that power is within reach. About our work Addepar Research takes a fresh......

relevant regions
New York, NY, United States

Insights

Visible Alpha captures the forecasts, assumptions and logic from full working models and integrates them into comparable views across analysts. This unique data is available on thousands of companies via the Visible Alpha Insights platform, Excel Add-In or API. Hone in on the fundamental drivers of companies important to you Evaluate consensus......

relevant regions
Cambridge, United Kingdom

Insignis Cash

Insignis offers active management of cash deposits to improve returns on your money. Opening multiple bank accounts to benefit from ever changing rates is too time consuming. With a single Insignis account, you gain access to the whole savings market. Whether you are an individual, company, charity, trust or local......

relevant regions
Baar, Switzerland

Instimatch Global

Our money market products Most money market borrowing and lending is still done over the phone. However, in most other markets we have seen a move towards centralized trading venues. This is why we have created the Instimatch Global Network, where borrowers and lenders can match their liquidity needs in the......

relevant regions
Paris, France

Institutional Fund Platform

For over 15 years, we have been a reliable partner in fund business with our client focus on insurance companies, pension funds, custodians and asset managers. ODDO BHF is the modern and flexible platform....

relevant regions
Boulogne-Billancourt, France

Instrument Box

A typical user scenario is to bring agility to applications already supporting basic structured products. With the addition of Instrument Box, such applications can immediately benefit from advanced features (such as valuation, reporting services, life-cycle processing) for a wide range and expandable list of derivatives. Business challenges Respond to unmet analytical and processing......

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London, United Kingdom

intelliflo planning

Bring your advice to life A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage. Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities......

relevant regions
London, United Kingdom

intelliflo portfolio

Accessible from anywhere, intelliflo portfolio eases the workload of portfolio management, improves the client experience and allows you to focus on growing the business....

relevant regions
London, United Kingdom

intelliflo redblack

Our award-winning platform can deliver just that. intelliflo redblack is the market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration. For more than a decade, we have worked with the largest and most sophisticated wealth managers to make the complex simple. Our software powers......

relevant regions
Hong Kong, China

Interactive Chart

Works Anywhere Our flagship charting module is HTML based and works in any browser whether PC or Mobile. No plugins are required. Advanced Charting Tools With over 60 technical indicators, multiple chart types, advanced drawing tools and annotations, you can easily create even the most esoteric of chart layouts. Performance Comparison Search and add instruments......

relevant regions
Hong Kong, China

Interactive Heatmap

Market Performance At-A-Glance Get the big picture view of market performance visually in real-time or delayed. Quickly spot the outliers based on color or size of the tiles. Asset Classes Heatmaps can support different asset classes from stocks to sectors. Drill down into sector tiles to view sector constituents making it easier to......

relevant regions
St. Petersburg, FL, United States

Intrinio

It’s no secret that the finance industry has been slower than most to innovate and break free of the traditional, restrictive ways of doing business. We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the......

Geneva, Switzerland

Invest Direct for Wealth Managers

You wish to Access investment opportunities for your clients or prospects? Offer your clients or prospects a totally independent assessments and valuation toolbox? Assist them in fundraising? A new way to access Private Markets Access previously inaccessible investment opportunities Assessments and valuations are carried out by an independent third party Retain your assets under management on securitized......

relevant regions
Bala Cynwyd, PA, United States

InvestEdge Investment Technology Solution

Since 2000, InvestEdge has been a leading technology partner helping wealth management firms and institutions more effectively aggregate, transform and present complex investment data to better serve their clients. Our integrated solutions provide a breadth of tools that simplify wealth management processes and reduce overall operational risk. Using the integrated solutions......

relevant regions
London, United Kingdom

Investegate

In addition to rolling coverage of regulatory and non-regulatory announcements, Investegate also provides complementary market and stock news from partner site BusinessFinancialNewswire, and allows you to create alerts list of stocks and alerts to ensure that you are aware whenever a new announcement is released. Investegate is designed specifically for professional......

relevant regions
London, United Kingdom

Investing API

Simplicity Familiarity Speed-to-market ...

relevant regions
London, United Kingdom

Investing as a Service

Focus on engagement & growth Maximum convenience ...

relevant regions
London, United Kingdom

Investing Platform

Independence (build your own model & ecosystem) Flexibility ...

relevant regions
Soborg, Denmark

Investment Accounting

Investment Accounting covers the back office tasks as well as record keeping and accounting. Within back office we collect and reconcile all data. After data like transactions and holdings has been collected they are unified and made ready for use. The data are primarily collected from your banks and custodians......

relevant regions
Copenhagen, Denmark

Investment Advisors

Our value towards Investment Advisors Performativ is an invaluable tool for financial advisors who manage a substantial client base. Financial advisors often face the challenge of efficiently serving a large number of clients while providing personalized and insightful guidance. Performativ simplifies this task by offering robust portfolio management and reporting capabilities.......

relevant regions
Sarasota, FL, United States

Investment Analytics

Performance & Attribution Developed by experts in the field to provide precision and economically meaningful analytics. Compare fund and benchmark data Ensure accurate performance Deploy Brinson (BHB, BF or Advanced) attribution analysis Analyze any investment strategy with the universal asset coverage Ex-Post Return & Risk Analytics Perform ex-post return and risk characteristics analysis for any given stream of returns. Measure a strategy's alpha Calculate Modern Portfolio Theory......

New York, NY, United States

Investment Governance & Suitability

Moody’s Analytics enables product manufacturers, asset managers, advisers, and other distribution platforms to put in place a robust and objective risk-graded investment proposition, aligned with stringent regulation, and configured to specific business needs. Reliance on subjective assessment of a client's attitude to risk, broadly defined fund sectors, or on simple measures......

Jacksonville, FL, United States

Investment Management

Creating and maintaining a high-quality, robust investment management platform to meet the unique needs of today’s sophisticated investor can be a time-consuming and costly endeavor. Through Reliance Trust, an FIS company, clients can choose from select turnkey to fully outsourced investment solutions in a highly automated environment. Gain access to a......

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Zurich, Switzerland

Investment Opportunities & Sales Campaigns

Investment opportunities: Investment ideas: The engine implements the bank’s research and identifies investment opportunities. For each idea, the algorithm finds a suitable second trade and provides complete trade packages. Client book screening: UBS Partner determines for which portfolios investment opportunities are applicable and automatically identifies the relevant clients, ensuring efficient implementation.  Sales campaigns: Campaign......

Sydney, NSW, Australia

Investment Platform

Reporting IPS provides a large range of reporting options that can be white labelled to suit your business. Investment Platform All investments, including ASX listed securities, international securities, ETF’s, managed funds, and other unlisted investments can be traded within IPS Instruct. CRM IPS has built adviser specific CRM tools. It’s intuitive, with the functionality you......

relevant regions
Stamford, CT, United States

Investment Reporting

So, we are happy to create reports to meet any specific requirement. There is a manhour linked cost for them, or you can build these reports by yourself or utilize CoPilot AI to get these build automatically for you....

relevant regions
Soborg, Denmark

Investment Reporting

Investment Reporting is an art The Investment Reporting – whether its on a single portfolio or a full consolidated reporting across managers and portfolios is an art – The entire reporting must reflect the underlying investment philosophies. The really good investment reports has found the balance between performance measurement, holdings, risk......

relevant regions
Singapore, Singapore

Investment Solutions

Macro Economic Analysis Global macroeconomic trends form the underlying basis behind portfolio construction. Understanding where the world and constituent countries are in terms of GDP and inflation will reveal positioning in the business cycle, and which factors to keep an eye out for. Tactical Asset Allocation There are a number of complexities involved......

relevant regions
Boston, MA, United States

Investment Strategy Engine

Modular approach helps align capabilities with specific needs Help your clients get more out of their investment dollars by reducing controllable portfolio frictions that can erode outcomes over time. Our modular platform allows you to look at the potential impact of reducing fees, taxes, and risk separately or together depending on......

relevant regions
Rotterdam, Netherlands

Investment Suite

At Blanco, we don’t believe in tech only. We believe in the symbiosis between man and machine. That’s why we’ve created an Investment Suite that automates the full asset management cycle, but keeps your expertise center stage at the same time: see our investment suite as your proprietary digital investment......

relevant regions
Crowborough, United Kingdom

Investment Switching

The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers - either to retain or remodel existing investments or switch to a new product. Switch existing investment products, ISA’s, Bonds and Collectives or source a new investment type, giving......

relevant regions
North Salt Lake, UT, United States

Investment Wizard

The Investment Wizard accomplishes this through either its Validation or Selection track. Product Validation Under Product Validation, the user picks the investments and the system runs the user’s selections against the RightBRIDGE rules engine to determine if the proposed sale is in the client’s best interest. The system will validate if the......

relevant regions
New York, NY, United States

Investor Platform

Structure your data with Digital DDQs, RFPs, RFIs, Surveys Leverage digital questionnaires including your custom or AIMA, ILPA, INREV, PRI and AITEC standards to create a structured data source from your existing investment manager partners and prospects. Centralize your manager research and due diligence Transform information traditionally stored in shared drives and emails, into actionable......

relevant regions
New York, NY, United States

Investor Portals

All investments Our platform supports all investor reporting, across funds and administrators. All administrators Our platform integrates with over 100 fund administrators and transfer agents. All transactions Our platform supports all investment lifecycle transactions - from subscription to redemption....

relevant regions
San Mateo, CA, United States

Investor Solutions

Private company insights We partner with the investors and management teams of privately held companies and serve as your in house private equity team, setting up best in class reporting for investors; we create a cadence for regular updates on key performance indicators, investment returns, buyer universe, risk areas, and diligence......

relevant regions
Dublin, Ireland

InvestPro

A digital offering is a key requirement for today’s wealth managers and InvestPro’s self-service web portal meets the industry’s digital requirements and integrates with other critical systems. This is proven to generate administrative efficiency gains, reduce operational risk and improve client satisfaction for wealth products. Customised with your branding, the online portal......

relevant regions
Leuvain, Belgium

InvestSuite Portfolio Optimizer

Key features and uses: Offers a portfolio loss protection methodology that can be overlaid on any investment strategy Hyper-personalised portfolio construction and rebalancing engine for a Robo Advisor platform Determine security weights for a user-defined investment universe Construct sub-portfolios that complement core investment strategies Construct an intelligent, customised investment benchmark. For index-tracking or direct indexing For construction......

relevant regions
Leuvain, Belgium

InvestSuite StoryTeller

Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high-level macro-economic explanations without any clear link to the actual investments of the client. Also, personal investment advisors and relationship managers find it difficult to pinpoint......

relevant regions
Brooklyn, NY, United States

Invisage

Increase your success with Althub Invisage Data from any source Auto AI-driven insights Distribution ready The Invisage platform by Althub is the first data transformation and verification platform in the market purpose-built for companies to monetize their data. In 3 easy steps, we take you from unstructured raw data to getting your new data product in front of......

relevant regions
Greenwich, CT, United States

iPM Portfolio Architect AI

Architect AI leverages natural language as well as voice capabilities to perform complex workflows rapidly, which allows portfolio managers to work more efficiently, effectively reducing the number of steps in a given process and minimizing the reliance on complex software coupled with external spreadsheets that dominate many of today’s front......

relevant regions
Roseville, CA, United States

iQUANT.pro

We do the work for you… Simplify and grow your business with time-tested investment models meticulously crafted to beat (or hedge) the market. With over 30 investment models from which to choose, iQUANT.pro was built to assist investment professionals of all backgrounds ranging from Wirehouse to Regionals and Independents to RIAs. With......

relevant regions
Sydney, NSW, Australia

iRate

Lonsec’s iRate provides an unparalleled breadth and depth of qualitative research , including managed fund, listed product, super fund and super fund investment option research. Accessible through a single portal, iRate enables an adviser to efficiently build a complete picture of a client’s investment portfolio, to aid understanding and facilitate more informed and insightful......

Paris, France

IZNES Platform

IZNES receives and transmits investor orders, on the one hand, and centralization, issuance and account maintenance tasks on behalf of management companies, on the other. Thanks to its disruptive model, IZNES eliminates the financial counterparty risk. Indeed, the assets are directly entered in the fund register. Using IZNES for the placing of......

relevant regions
Coral Gables, FL, United States

Jaamoon

Increase top line revenues Protect clients' investments Serve clients in a more systematic way Jaamoon with its real-time analytical capabilities generates intuitive information that is actionable, measurable and conclusive. Jaamoon with its investor-centric business processes ensures investors are sufficiently reached, their investments are protected and the organizations' research information is capitalized in full. Jaamoon with......

relevant regions
New York, NY, United States

Kaiko

Exchanges Kaiko covers 10,000+ cryptocurrency pairs trading across 50+ exchanges including Binance, Bitfinex, Coinbase Pro, Gemini, Okex, Kraken, Poloniex, YoBit, and more. Assets We provide bundles of cryptocurrency market data following a single cryptocurrency pair across all exchanges, including Bitcoin, Ethereum, Litecoin, Monero and more.  Data types We provide both raw and aggregated cryptocurrency market data at multiple granularities,......

relevant regions
Monaco, Monaco

KeeSense®

Our comprehensive automated portfolio management solution is designed to be pragmatic, simple to deploy and easy to handle because we are aware that our customers need quick results. KeeSense® provides wealth managers, family offices and private banks with a complete, user-friendly and secure solution for managing all the strategic functions of......

Chicago, IL, United States

KKM Models

Created by KKM Financial, the Model Account Platform (M.A.P.) is a separately managed account solution powered by Nasdaq Dorsey Wright. M.A.P. provides access to Nasdaq Dorsey Wright model strategies through a single account. This distinct access is provided with low minimums, flat fees, and the benefits of real-time performance reporting......

New York, NY, United States

Koyfin

Complete data coverage all in one place Koyfin is the only resource you need for a full picture of the financial markets. Stocks US and Canadian equities including live prices, fundamentals, valuation and consensus estimates. ETFs US ETFs including lives prices, flows, constituents and contribution. Mutual funds US-listed mutuals funds including prices, descriptions and constituents. Fixed income Global government......

relevant regions
Miami, FL, United States

LadderBuilder™

LadderBuilder™ is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....

relevant regions
Waltham, MA, United States

Ledgex Due Diligence

Ledgex Due Diligence allows firms to more effectively manage the complete manager due diligence process by standardizing and uniformly recording the quantitative and qualitative due diligence information gathered on a manager. Manager due diligence process management and manager due diligence ranking functionality enables multi-managers to: Configure specific workflows and quantify firm-wide......

relevant regions
Waltham, MA, United States

Ledgex Liquidity

Today, investment firms must have robust liquidity management tools and procedures. However, too often fund of funds, endowments, pensions and institutional investors continue to grapple with liquidity management and reporting within their investment portfolios due to a range of issues including complex structures, side pocket interests, gating complexities and regulations. Ledgex......

relevant regions
Waltham, MA, United States

Ledgex Portfolio Management

Ledgex Portfolio Manager natively supports the unique way multi-manager investment managers handle daily trading activity, positions and pricing methodologies. The platform allows asset allocators to easily manage complex portfolio structures and look through these portfolios for exposure, performance and allocation weights. Ledgex PM also streamlines the communication between the front, middle and......

relevant regions
Waltham, MA, United States

Ledgex Research Management

Ledgex Research Management (RMS) combines due diligence, CRM, document management and portfolio management capabilities into a single research management system that supports and enhances the investment process. With Ledgex RMS, investment professionals can efficiently manage and navigate mass amounts of research data in a centralized data warehouse. From manager selection to......

Arlington, VA, United States

Liberty RIA Platform

Simplified portolio management Efficient trading. Liberty automatically reconciles trades back to each client account—which is not only more efficient, but also simplifies your compliance and audit functions. One account, unlimited models. Liberty dramatically simplifies how you manage assets by letting you run as many investment models as you’d like in any single account. Powerful rebalancing. Our......

relevant regions
London, United Kingdom

Linkedtrade

LinkedTrade is a leading SaaS multi-dealer platform that connects the Buy-side to the Sell-side digitally and offers end-to-end automation for the conception, pricing, trading and monitoring structured products. We combine innovation and long-term expertise to overcome industry challenges and make investing in structured products fast, easy and cost-effective. LinkedTrade is a proven......

relevant regions
Uniondale, NY, United States

Liquidity Calendar

This unique application tracks lock-ups, gates, automatically calculates redemption schedules and how much can be redeemed along with the myriad of terms for each investment. It prevents the manual and error-prone assembly of terms and dates in spreadsheets....

New York, NY, United States

Liquidnet platform

Utilize Liquidnet’s analytics platform to gain new insights and alpha generation tools from the global institutional investment network. We distill and deliver actionable analytics Fuel investment decision-making in real time. As asset management becomes more competitive, investment teams are drowning in research and analytics. With new sets available each day, it’s essential to......

relevant regions
New York, NY, United States

Logicly

Investment and portfolio analytics built by ETF experts.  The ETFLogic team is made up of former market makers, traders, quants, and have years of experience within the ETF and investment industry. All of this knowledge has helped the team focus on solving problems when it comes to the complex processes of investment research......

Pittsburgh, PA, United States

Longboat Analytics

Our data and tools are used by asset managers, life assurance companies, wealth managers and financial advisers in Ireland, Italy, South Africa, Sweden and the UK. Fund Focus Fund Focus provides daily updated data analytics that enable financial advisers to make better investment decisions Fund Centre Hosted Fund Centre platform that automates the online......

Miami, FL, United States

LP Portfolio Management

Allvue’s LP Portfolio Management solution is a fully integrated platform empowering Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, deal tracking and analysis, portfolio management and analysis, reporting, and investment accounting into a single product. Users can manage multiple alternative......

relevant regions
Cincinnati, OH, United States

Luma Platform

Luma is an independent, multi-issuer platform that provides banks and broker dealers with a fully-customizable, order entry system. Registered users can login to access a wide-array of content designed and tailored specifically for your firm. Our education and training system helps advisors maximize their sales and marketing efforts to provide......

relevant regions
Nyon, Switzerland

LumRisk Hedge Funds

Position-level transparency of hedge funds is the key to effective risk and portfolio management of complex investment strategies. Current exposures are constantly changing and risks taken in the past may not be the representative of the current allocations of the portfolio. Our platform allows a comprehensive assessment of actual risks and......

relevant regions
Zug, Switzerland

LyCI

Why buy the LyCI Service Token? Take a position in the market Rather than choosing “the next Bitcoin”, take a position in the market, focusing on those projects that together are likely to succeed – even if some do not make it. Simple, accessible and tradable – an ERC20 token The LyCI Service Token......

relevant regions
Zug, Switzerland

m2Advisor

Powerful portfolio Multiple custodian data aggregation Data reconciliation Proposal generation and modelling Comprehensive CRM Tag clients for marketing purposes Doc and communication repository Create reminders and to-dos Built-in compliance Customizable KYC and workflow Monitor mandates and risk Doc template generation ...

relevant regions
New York, NY, United States

Magnifi

It helps financial advisors, portfolio managers, and everyday investors find, compare and act on investment options. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that save time and help investors make smarter decisions. Magnifi......

relevant regions
Wayland, MA, United States

Managed Account Rebalancing System

As one of the first entrants into the managed account market in the United States, SoftPak has unparalleled depth and breadth of experience in implementing managed account solutions across a range of different business models. In partnership with Northfield Information Services, SoftPak has developed a highly scalable wealth management technology......

relevant regions
Melbourne, VIC, Australia

Managed Accounts

Managed accounts are fast becoming the investment structure of choice for many financial advisers and their clients. When you consider the flexibility, transparency and convenience they offer both advisers and their clients, it’s easy to see why. What are managed accounts and how do they work? The easiest way to think of a......

relevant regions
Melbourne, VIC, Australia

Managed Accounts

Professional investment management with transparency. Gain access to the experience of professional managers and enjoy new degrees in ownership, transparency and tax optimisation via our select range of Managed Account models. You can invest online in a carefully selected range of multi- sector, diversified and international investment portfolios. Each is managed by......

Pittsburgh, PA, United States

Managed Services

Performance reporting outsourcing service Increase efficiency and scale while reducing costs and risk Apply structure and additional controls to your Performance Reporting workflow. Focus on your core competencies while our performance experts implement practices that allow your business to scale efficiently without adding staff. Elevate service levels by streamlining processes, reducing manual......

relevant regions
Surrey, United Kingdom

Manager Screening

Inalytics’ ManagerHub provides the analytical framework that supports and enhances your qualitative research process when selecting and monitoring managers. Experience shows that combining Inalytics robust quantitative analysis with your incisive qualitative research produces the highest quality decisions. At the end of 2017, Inalytics' clients shared an enviable track record as 85% of......

relevant regions
Luxembourg, Luxembourg

Managing Kit

aixigo's Managing Kit is more than portfolio management software and lays the perfect foundation for user-oriented and innovative portfolio management. Digital portfolio management creates excitement among all stakeholders – the customer, the portfolio manager and the back office. The Managing Kit is designed to significantly reduce complex and time-consuming tasks in......

Chicago, IL, United States

Market Data

Managed feeds We provide low latency hosted and managed feeds to allow for easy and efficient normalized market data access. By hosting and managing the feeds, we reduce the customer footprint necessary to process market data. Hosted solution Deep Systems hosts the normalization of market data feeds. As result, customers manage a smaller,......

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

SIX consolidates and standardizes market data from over 1,800 sources to create an authoritative data source for financial professionals. Our stream of market quotes comes from the broadest range of sources. The data is delivered in real-time, intraday, and end-of-day formats, regardless of where in the world it originates. The market data......

relevant regions
Grenoble, France

Market Data Consolidation API

We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in the cloud. They......

relevant regions
Norwalk, CT, United States

Markets Analyzer

Factors help tell your unique story Markets Analyzer, part of the Style Analytics solution, provides critical market context to the performance of any equity portfolio. With Style Skyline™, you can quickly visualize factor exposures of the equity markets. Our managed service compiles a custom factor analysis monthly report just for you.......

relevant regions
Portershed, Ireland

MarketXLS

Meet the #1 Excel-based investment research solution for serious investors. Stocks, ETFs, options & mutual funds – affordable data all in one place ...

Boston, MA, United States

MARS

As if the market itself wern't complex enough, creating a sustainable investment management process within your firm brings its own intricacies. When all your systems, from portfolio accounting to customer relationship management, are run in isolution your entire process slows and stagnates, making it impossible to deliver the best results......

Vacaville, CA, United States

MasterPlan Financial Software

With our comprehensive financial planning software, you can record, analyze, and present all aspects of a client's current and proposed financial situation. MasterPlan’s financial planning software keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes from the current year through retirement and beyond to......

New York, NY, United States

Masttro

Unparalleled transparency The only platform that gives you complete transparency over every financial and non-financial asset – your entire net worth in real time. Sophisticated tracking of real estate, art and other collectibles, vehicles, alternative investments and intellectual property. Intelligent reporting Patented technology automatically consolidates and reconciles accounts, transactions and cash daily; institutional-quality......

relevant regions
Cornelius, NC, United States

MAUI

With an intuitive design and powerful, real-time reporting, more and more trust professionals are relying on MAUI to power their growth and meet clients’ needs.  Easy to use No learning and re-learning codes Simple account opening and maintenance with integrated CRM Clear, intuitive navigation Customizable, role-based dashboards Real-time efficiency Data is always up-to-date Automatic, immediate updates Real-time error checking Powerful......

New York, NY, United States

Maxit

Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements....

relevant regions
New York, NY, United States

MaxMyInterest for Financial Advisors

Attract new clients Strengthen existing relationships Bring held-away cash into view Provide more holistic advice HNW household asset allocation High net worth individuals are currently holding 23.7% of their portfolios in cash and equivalents. Until now, it hasn’t been worthwhile to focus on cash. Help clients earn more With Max, your clients can now earn up to 2.50% yield on cash,......

San Mateo, CA, United States

Mercatus

Stop flying blind By dynamically connecting all your disparate data across systems, sources, and departments, you will have the answers and insights you crave in hours – not weeks or months. Ditch the rear-view mirror of ledger-based systems and start looking ahead. Mercatus gives you end-to-end visibility with data you can......

relevant regions
New York, NY, United States

Mercer Manager Analysis Portal™ (Mercer MAP®)

Mercer Manager Analysis Portal™ (Mercer MAP®) provides access to the qualitative research used by Mercer’s consultants. The “Head Office” version is designed for your in-house fund research team, whereas the white-label “Front Office” version gives advisors access to Mercer’s qualitative insights, portfolio construction, and client-ready presentation capabilities....

Singapore, Singapore

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....

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Ile-de-France, France

MIFID II/LSFin Client Suitability Assessment

1) 80% client's satisfaction thanks to a gamified user interface. 2) 100+ risk profiles can be assessed thanks to our adaptive questionnaire. 3) 80% predictability over 10% for traditional questionnaires. 4) 100% customizable. In standalone or integrated to your IT system.  ...

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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......

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Auburn, CA, United States

Model Marketplace

Partners include: Allianz Aptus Capital Advisors Blackrock Capital Group Donoghue Forelines Dorsey Wright Eventide Fidelity Investments First Trust Franklin Templeton Inspire Invesco Likefolio Opto PIMCO Redwood Investment Management Charles Schwab Investment Management Swan Global Investments Vident Financial WisdomTree  Best of all - If you’ve got Nitrogen, you’ve got the Nitrogen Partner Store....

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Madrid, Spain

Model Portfolios Services

Model Portfolio Service (MPS) provide risk-rated portfolios, controlled by a powerful and complex investment methodology. Performance-based information on investment assets is widely available We provide quant-based research to support businesses get more time with their clients. Our goal is to share our expertise, consistency in the investment process, and a market advantage......

Arlington, VA, United States

Money Manager X-Change

For advisors, one of the biggest benefits of working with E*TRADE Advisor Services is the efficiency the technology platform provides. And it’s no different with the MMX program. You have access to powerful investment management capabilities right from the Liberty platform. Benefits of Money Manager X-Change Supplement your existing strategies to create......

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St Helier, Jersey

Monitoring

A quantitative approach. The Enhance Manager Analysis Programme (EMAP) quantitatively assesses the suitability profile of each investment portfolio against a defined Investment Policy using a combination of returns-based and holdings-based analytical techniques. Our proprietary EMAP Rating scores each investment portfolio using risk and return characteristics relative to the portfolio’s benchmark. This is......

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Chicago, IL, United States

Morningstar® Advisor Workstation

Add color to your client communications Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Client reporting Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Show what your advice can do Walk......

relevant regions
Chicago, IL, United States

Morningstar® Annuity Intelligence

Robust, in-depth research on annuities Morningstar Annuity Intelligence is a research tool that helps you uncover the strengths and weaknesses of annuities. We offer active and historical data on nearly all variable annuities, along with increasing coverage of fixed indexed and fixed annuity products.  Complex characteristics, clearly explained No need to dig through......

relevant regions
Chicago, IL, United States

Morningstar® ByAllAccounts

Deliver insight built on account aggregation We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. Data curation We standardize aggregated data into......

relevant regions
Chicago, IL, United States

Morningstar Direct

Whether you need to select, create, or market investments, Morningstar DirectTM optimises your process by centralising institutional-strength data, proprietary analytics, and in-depth investment research in one platform. The foundation you need for sophisticated financial analysis. Data Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, model......

relevant regions
Chicago, IL, United States

Morningstar® Office

Get more done with our all-in-one portfolio accounting and practice management software. We support your day-to-day activities with our billing, performance reporting, back office services, rebalancing, and account aggregation tools, powered by our independent data and research. The foundations you need for managing your practice Portfolio accounting and reporting Access your clients’ exposure......

relevant regions
Chicago, IL, United States

Morningstar® Plan Advantage

An integrated platform to help advisors manage, grow, and streamline their retirement plan business Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place. For advisors One centralized dashboard to help advisors grow......

relevant regions
Chicago, IL, United States

Morningstar® Total Rebalance Expert®

What we offer Our customizable technology will help you find the best trades to increase tax savings, reduce fees, and maintain target allocations. Simplify the portfolio management process and automate the rebalancing aspect of your practice to save time and prevent errors. Access the big picture With our real-time, snapshot view, easily check......

relevant regions
Windsor, CT, United States

Moxy

In a complex and fast-paced trading environment, a seamless trade order management system is more important than ever. Moxy is proven to improve operational efficiency with a seamless workflow from portfolio modeling through to trade creation, execution, confirmation, allocation and settlement. Part of the powerful Advent Investment Suite and built on industry-standard technology,......

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......

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Summit, NJ, United States

MPI Stylus Solutions

MPI’s Stylus solutions are among the most advanced investment research, analysis and reporting technologies available in the market. They are used by hundreds of institutional investors, consultants, asset managers and retirement plan advisors to make smarter investment research, portfolio construction and optimization, performance analysis, risk surveillance, distribution and reporting decisions. Stylus......

relevant regions
Copenhagen, Denmark

Multi-Asset PB and Execution

65,000+ instruments from one account Access 65,000+ instruments across multiple asset classes, with execution, financing and real-time risk management from a single clearing and custody account. Forex - 190+ FX spot pairs and 130+ forward outrights. CFDs - 9,000+ CFDs across stocks, indices, FX, commodities and bonds. Stocks - 22,000+ stocks on 50+ exchanges......

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......

Baar, Switzerland

Multi Family Offices

Increasing volatile financial markets combined with increasing client expectations are challenges all Multi Family Offices face. The traditional model of regular reviews with clients about wealth and strategy is becoming outdated as new generations demand a more modern approach, more transparency and access to information anytime and from everywhere.  There are plenty......

Copenhagen, Denmark

Multi Family Offices

Our value towards Multi Family Offices Multi-family offices benefit from Performativ's versatile wealth management solutions in several ways. MFOs often manage diverse client portfolios with varying investment goals and preferences. Performativ's customizable reporting and analytics capabilities allow MFOs to tailor their services to each client's specific needs, fostering stronger client relationships......

relevant regions
Atlanta, GA, United States

Multi-Strat Portfolio

Add a higher degree of diversity and consistency to your returns Our portfolio replication technology quickly sifts through your current portfolio’s attributes, and subsequently deploys correlation analytics to determine which from our proven models could diversify your returns. Introducing Multi-Strat Portfolios Our portfolio replication technology quickly sifts through your current portfolio’s attributes, and......

relevant regions
42 Quai Jean-Charles Rey, Monaco, 98000, MC

myPrivatam

2 minutes flat That's all it takes to create your products and compare the best offers from 11 investment banks. WiFi connected, and you're off… On your own or with the Privatam teams, on a tablet or desktop, and from wherever you like: always find the investment that suits you. Structured community Never miss a......

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
Boston, MA, United States

Nebo

Portfolio construction is at the heart of Nebo Nebo incorporates term structure of expected returns. Nebo tells you how much volatility you need to bear to minimize shortfall risk. Nebo integrates with financial planning tools Nebo picks up where financial planning tools leave off by determining the return required to achieve the client’s goals. Next-gen......

relevant regions
Winterthur, Switzerland

Netfolio®

In addition to software for asset management, Alphasys offers its customers comprehensive services up to and including document processing. This leaves more time to focus on the core business. The Netfolio portfolio management system has developed over the past decade into a comprehensive, modern software for asset management. Alphasys continually incorporates......

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
Görlitz, Germany

niiio Platform

Platform Features Software-as-a-Service platform for individual, scalable asset and wealth management. We are a full-service provider offering all the products and services needed for digitizing the entire value chain in asset and wealth management for our clients. Our methods are modular, comprehensive, fast, and compliant....

relevant regions
Auburn, CA, United States

Nitrogen APIs

Leverage Nitrogen’s API Leveraging Nitrogen’s core API means less time messing with data and more time focusing on business growth and client engagement. With six separate APIs (and more to come) we’ve made it quick and easy to connect your tools with our best-in-class technology. Available APIs include: Nitrogen Risk Number® GPA® Nitrogen Risk Tolerance Questionnaire Nitrogen......

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......

Meyrin, Switzerland

OLYMPIC Banking System - Advisory

The OLYMPIC Banking System empowers advisors to innovate and consolidate their unique approach to client services, using cutting-edge technology that complies with local and international investor protection regulations. Advisors offer investment proposals suited to their clients’ specific objectives, which can then be adapted over time. Seamless workflows enable smooth interactions......

relevant regions
Meyrin, Switzerland

OLYMPIC Banking System - Portfolio Management

Private wealth managers have seen their profession deeply impacted by market volatility, continuous regulatory constraints and increased pressure on costs and fees. The way that individuals approach wealth management has greatly evolved, and institutions need to take into account their clients’ expectations for a holistic approach to managing their wealth......

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Saint Joseph, MI, United States

OnPointe Risk Analyzer

Comprehensive Risk Analysis Uncover your client’s unique risk capacity and tolerance preferences. Easily demonstrate how you can provide matched investment recommendations that are perfectly aligned with their investment goals. OnPointe Risk Analyzer’s robust risk-engine simplifies measuring and communicating both personal and portfolio investment risk. It’s simple! Clients complete the risk questionnaire. You show......

San Francisco, CA, United States

OpenInvest (for Advisors)

Elevate your client relationships Custom SMAs Offer clients a bespoke ESG investing experience with fully-customizable portfolios that align with their values while tracking the market. OpenInvest Models Provide your clients with an accessible ESG investing solution with passive, values-based models. Portfolio Diagnosis Connect with clients on a new level with tangible reports that highlight the impact of......

relevant regions
San Francisco, CA, United States

OpenInvest Platforms

ESG = Engagement + Personalization Dynamic custom indexing Custom SMAs have long existed as a manual process at the high-end of the market. OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and......

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
Miami, FL, United States

Optimizer

Optimizer is available within the YieldX platform, accessible via API, or can be embedded into your existing tech stack....

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......

New York, NY, United States

Opto Investments

Your private investment team What we believe We exist to simplify advisors' lives and help improve their clients’ ability to reach their goals. 01 - The private investment process is broken. 02 - All investors deserve access to high quality private investments. 03 - Most investors are overexposed to public markets. 04 - Aligned incentives are......

relevant regions
London, United Kingdom

Orbit Data Studio

Our core platform, Orbit DataStudio, uses AI to turn any conceivable format or volume of unstructured data into a wealth of accurate market intelligence, providing more information, more quickly, to guide better financial decisions. Our revolutionary approach integrates large language models (LLM), such as ChatGPT, which uses deep learning and large......

relevant regions
London, United Kingdom

Orbit Insight

Orbit Insight is a highly powerful and intuitive investment research tool, which harnesses AI and powerful large language models (LLMs) to derive predictive indicators and investment opportunities from a universe of unstructured company documents and news sources. Access to this data remains a challenge. Even though information is publicly available......

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London, United Kingdom

Overstone Risk Rating

The Overstone Risk Rating powers all our products and services. We derive it from two score types: Art Risk Monitor™ predicts liquidity, market depth and confidence of estimate in current conditions. Qualitative Risk Monitor™ scores the potential future risks of an artwork by looking at the likelihood of Authenticity challenge and Condition......

Santa Monica, CA, United States

OWL IQ ESG Data

OWL Analytics is an alternative data company that focuses on environmental, social, and governance (ESG) research. We help investors integrate ESG data into their investment solutions with the goal of delivering enhanced investment results and positive social impact compared to benchmarks. OWL ESG for wiser investing OWL ESG aggregates hundreds of sources......

relevant regions
Stockholm, Sweden

PAI Statement (SFDR)

Integrate SFDR into your investment strategy Save Time - Automate calculations of PAI indicators for your organization and products Comply - Create Principal Adverse Impact statements to comply with the Sustainable Finance Disclosure Regulation Discover - Evaluate the performance of specific PAIs over time and compare them with indexes and funds Share - Share your PAI statement in editable......

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Paris, France

Palico Private Equity Fundraising Marketplace

Discover Browse through fundraisings. Set up your interests and receive opportunities that match your investment strategy. Monitor fundraisings efficiently. Analyze Request access to data rooms directly from the GPs. Evaluate privileged information. A broad range of listings added weekly. Investment vehicles Funds Funds-of-funds Investment strategies Emerging managers Specialist funds Small funds Mainstream funds ...

relevant regions
Paris, France

Palico Secondaries Marketplace

Sell List your secondaries at no cost. Anonymous and non-exclusive. Select your buyers. Buy From early secondaries to tail-ends. All NAV sizes, sectors, and geographies. Create your personalized wish list to receive alerts. ...

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
Crowborough, United Kingdom

Pension Switching

Provides analysis on the consolidation of multiple defined contribution pension schemes, giving you a like-for-like comparison across the market. Includes critical yields and reduction in yield. Compares existing fund performance vs new investment performance pulled through from Morningstar. Includes regular premiums, existing investments for any further discounts and bespoke terms for specific products. Calculates......

relevant regions
Lake Success, NY, United States

Performance Analytics

Flexible, multi-currency performance management and investment analytics. Take advantage of our scalable and efficient performance engine to provide your advisors with real-time analytics and on-demand or periodic reports....

Pittsburgh, PA, United States

Performance & Analytics

Empowered performance teams The performance team is a crucial cog in the investment lifecycle and the team is essential in critical decision-making, regulatory compliance and integrity, and building client trust. The ability to accurately measure and evaluate your portfolio’s performance is critical to your investment decisions. Performance teams need the right tools......

relevant regions
West Chester, PA, United States

Performance Dashboards

Overview STP’s performance dashboard is cutting-edge, cloud-based software that provides direct insight into our performance measurement service. Key dashboard features include: Detailed composite, portfolio, GIPS composite and benchmark views Monthly and daily performance views On-demand period to period performance return calculations Custom filtering via wildcard search, user defined fields and date related fields Drill-down based interface at......

relevant regions
Lugano, Switzerland

Performance Management Platform

The Trendrating solution is based on a “pattern recognition” algorithm that processes a large volume of data. The algorithm works on a multi-factor analysis and uses a self-adaptive, flexible time window. When the different factors are in synch there is a high probability that a relevant trend is in place. The......

relevant regions
West Chester, PA, United States

Performance Measurement

Implement Performance Software & Expertise Investment firms want detailed performance data to evaluate manager returns. Providing this level of information requires in-depth knowledge and subject matter expertise supported by powerful, yet easy-to-use software. STP’s Performance Measurement service combines talented, CIPM-credentialed teams and robust software covering key components....

relevant regions
Norwalk, CT, United States

Performance Measurement & Attribution

With sophisticated next generation portfolio analytics paired with our award-winning B-One performance and attribution solution, FactSet brings you greater accuracy of performance calculations and reporting with higher frequency and faster delivery while helping you maintain compliance with new and emerging regulations. Evaluate relative and absolute performance. Understand how management decisions such as......

relevant regions
Morges, Switzerland

Performance Watcher by IBO

For whom? The professional monitoring and reporting platform Performance Watcher allows to compare and track an unlimited number of portfolios. Through various features such as graphical analysis and the setup of alerts, the tool is ideal for professional users. What uses? Performance Watcher refines unique information! Tools adapted to all needs and presented in a simple way....

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......

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......

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Seattle, WA, United States

PitchBook Excel Plugin

Build better financial models—faster PitchBook’s prebuilt templates give you immediate access to investor tear sheets, comparables and valuations—whenever you need them. The data we pipe into our templates is dynamic and always up-to-date, and because variables can be manipulated to evaluate all possible outcomes, you can feel confident in your decision-making. Create......

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London, United Kingdom

PI-X™

PI-X™ is our brand new volatility risk forecasting analytics providing advance warning of downside market risk. Based on the flagship ALDX PI™ analytics, PI-X™ incorporates directional volatility forecasting providing end users with complete portfolio hedging solutions. PI-X™ is especially relevant for protection against (major) downside market risk. Using put option trading......

Luxembourg, Luxembourg

Planning Kit

aixigo's Planning Kit is more than financial planning software. It enables flexible and transparent planning of the customer's financial future employing high-performance algorithms. The wealth management software can be deployed as a stand-alone solution or be integrated into existing processes. The Planning Kit is designed to offer customers comprehensible and secure......

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London, United Kingdom

Platform

Portfolio Screening Portfolio Screening & Analytics Access ESG Scores Bespoke Dashboards Download Data Corporate ESG Analysis Search Companies ESG Scores Data Modules Push and Pull API Framework Mapping Push and Pull Disclosure Framework Mapping Centralised Reporting and Data Management Disclosure Request and Disclose ESG Data Report Against Frameworks Manage Requests Apps ...

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......

London, United Kingdom

PM Alpha Platform

Alignment of interests We place the users (LPs) and managers (GPs) of private markets investment products at the heart of our dynamic platform to design appropriate investment strategies in an efficient and cost-effective way. Our investment partners PM Alpha selected top quartile specialised fund managers across all strategies. Private markets fund managers - Our......

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Geneva, Switzerland

PMplus

A single system for all of your requirements, it’s as simple as that. Internally crafted, PMplus state-of-the-art solution is developed on the most advanced technologies to accompany you into the future. State-of-the-art technological architecture Dedicated hosting by top-tier data center Market data and custodian banks exhaustive interfaces ...

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......

St Helier, Jersey

Portfolio

A platform approach. Enhance Portfolio is an end-to-end investment management solution for assets of any size; delivering optimum performance, risk management and administration through modern platform technology. One advice relationship, one investor account and one fee. Delivered by our experienced Advisory Team, the service combines the benefits of Enhance’s advice, Investment Committee......

West Chester, PA, United States

Portfolio Accounting

Portfolio accounting is an integral part of any investment firm’s operation. Investment firms outsource portfolio accounting tasks to STP to access our people-driven, technology-enabled, and SLA-based capabilities, including: Extensive coverage across all security types, including complex investments Multi-currency accounting Trade date and settlement date accounting Integration with data vendors and order management systems 24/5 processing capabilities Scalable......

relevant regions
Boston, MA, United States

Portfolio Advantage

Taxes significantly impact investment returns ─ as the saying goes, “it’s not what you make, it’s what you keep.” With LifeYield, you can help clients control their tax exposure in a whole new way. Only LifeYield Portfolio Advantage looks across all of a client’s accounts and holdings and identifies the tax-smart......

Greenwich, CT, United States

PortfolioAnalyst

Improve productivity by consolidating multiple investment accounts for centralized monitoring and administration. Oversee clients' accounts; manage investor outreach and engagement Monitor performance; distill portfolio level data to drive client engagement Provide 24-hour customer access to account data, all from a single interface Access to PortfolioAnalyst is complimentary View your consolidated financial accounts See the current performance......

New York, NY, United States

Portfolio Analytics

Streamline your investment process with S&P Global Market Intelligence and fuel your funds. Gain greater insight into your investment process and communicate the strengths behind your strategy. Fuel your funds with in-depth reporting and portfolio analysis, customized to your workflow. Customize your dashboard Quickly assess your daily performance relative to peer funds, ETFs, and......

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Norwalk, CT, United States

Portfolio Analytics and Reporting

Investment Metrics Portfolio Analytics and Reporting platform is a single, end-to-end multi-asset class solution that streamlines data aggregation, reconciliation, portfolio optimization and client reporting across all plan types. With performance, attribution and precise peer benchmarking, this platform simplifies the complex, setting the industry standard for portfolio reporting depth, accuracy and......

relevant regions
Norwalk, CT, United States

Portfolio Analyzer

Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution and risk. Its intuitive visualizations bring your factor analysis to life through our industry-leading Style Skyline™. Additional modules unpack the “how” and “why” of exposure shifts and simulate rebalancing choices. Uncover your......

relevant regions
London, United Kingdom

Portfolio Assist

How it works Portfolio Assist can construct a portfolio within a minute, reflecting your specific requirements and analysts’ recommendations in real-time. My accounts Your account is a one-stop-shop for all your accounts and their performance. Here you will get alerts on potential downgrades, material spread changed, highest single name exposure, and the essential......

relevant regions
Raleigh, NC, United States

PortfolioCenter Hosted™

Powerful, easy-to-use portfolio management and reporting solution Run your operations more efficiently with advanced data-management and performance-measurement tools, as well as customizable accounting, reporting, and billing functions–all in one secure online solution hosted by us.  You can access, manage, and control all aspects of your data virtually anytime and anywhere. At the......

relevant regions
London, United Kingdom

Portfolio Classification

DCSC Portfolio Classification provides insights into your sector exposure, allowing you to refine your strategy. Identify sectors that are either underrepresented or overrepresented, all in line with your thematic approach. Then, seamlessly rebalance your portfolio based on your preferences using Smart Portfolios to identify the best companies to add....

relevant regions
Melbourne, VIC, Australia

Portfolio Cloud

Portfolio management and rebalance technology Portfolio Cloud’s institutional grade rebalance algorithms allow firms to optimise portfolios at speed, knowing the outcomes are governed by a robust compliance framework. Portfolio personalisation, model portfolios, advice and APL management Allow firms to grow and adapt their investment proposition as their business requirements change. Whether it be......

relevant regions
New York, NY, United States

Portfolio Crash Testing PRO

Expert Designed & Custom Stress Tests Relate every risk discussion to client’s specific situation & keep them engaged Risk Tolerance & Risk Capacity Go beyond risk tolerance questionnaires and assign Monte Carlo simulation risk capacity score to demonstrate deeper knowledge of your client Reverse Stress Testing Analyze different ways that portfolio can suffer losses to......

New York, NY, United States

Portfolio Data

Silver Portfolio Data is the essential unified wealth management data platform. Collect and normalize data Improve data quality Simplify relationship management Streamline processes and workflows Consolidate entitlements Generate actionable data ...

relevant regions
Grenoble, France

Portfolio Diagnostic API

We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......

relevant regions
Toronto, ON, Canada

PortfolioINSIGHTS

PortfolioINSIGHTS is a powerful portfolio analysis tool, built right into the UNIVERIS Front Office system. With PortfolioINSIGHTS, advisors can perform thorough, insightful and accurate client portfolio reviews....

New York, NY, United States

Portfolio Intelligence

One risk lens for all holdings. Many powerful use cases. Sophisticated analytics are not just for traditional investments and institutions anymore. With a client-friendly interface, Portfolio Intelligence supports both traditional and alternative investments so you can expand your universe of investment opportunities and build robust portfolios. Take the guess work out of......

relevant regions
San Francisco, CA, United States

Portfolio Lab

Asset allocation.  Evaluate a custom allocation or analyze an existing portfolio of stocks, ETFs and funds. Kwanti compiles an accurate asset allocation of your portfolios, presented in a set of interactive tables and charts. Performance analysis.  Obtain immediate portfolio backtest results through multiple views emphasizing risk vs. return trade-offs. Supports portfolios of stocks,......

Jacksonville, FL, United States

Portfolio Management

In the competitive financial world of portfolio management, clients need powerful technology that delivers results. FIS’ Investor’s View portfolio management software digitally connects portfolio managers, financial planners and back-office users to all the relationship, investment accounting and performance data in one aggregated platform to help manage investments. Increase business performance and......

relevant regions
Singapore, Singapore

Portfolio Management

Track the metrics that matter - Select from a range of sample metrics or create your own metrics. Analyze the performance of your portfolio companies. Make it easy for your portfolio CFOs - Collect portfolio metrics, files and text updates seamlessly. Communicate better with your portfolio companies by collecting what you want,......

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Copenhagen, Denmark

Portfolio Management

Fully integrated portfolio management and reporting solutions Our advanced, cost efficient, turn-key portfolio management solution – Saxo Portfolio Manager – integrates seamlessly with our trading platforms. Wealth and asset managers, banks, fintechs and financial advisors can use it to trade on and manage their client portfolios with greater efficiency. Integrated portfolio management Rebalance......

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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......

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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......

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Hong Kong, Hong Kong

Portfolio Managment

Privé's robust and high-functioning end-to-end central portfolio management tool allows portfolio management services to be offered at scale, allowing clients to service and target new market demographics. With 24/7 monitoring, customizable alerts and reports on all asset classes and multiple currencies, ensure you always have a 360 view of your......

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New York, NY, United States

Portfolio Modeller

The Moody’s Analytics Portfolio Modeller supports the evolving needs of asset owners, asset managers, and investment advisors in asset allocation and portfolio strategy design. It is built upon the award-winning Moody’s Analytics economic and capital market scenario generation capability to provide a powerful stochastic modeling framework for multi-asset portfolio risk......

Munich, Germany

Portfolio Monitoring

Amid rapidly increasing volatility and entry multiples, having the right portfolio mix and tools is more important than ever. With CEPRES Portfolio Monitoring, get true deal cash flows and portfolio company metrics of your GPs. Gain deep insights into the drivers of portfolio risks and returns to improve your investment......

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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......

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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......

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......

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Zurich, Switzerland

Portfolio Quality Checks & Remediation

Portfolio quality checks: Portfolio analysis: Our engine unbundles each portfolio and analyses all asset classes and instrument types. An alert is triggered when there are quality breaches in the portfolio. Portfolio screening: The engine screens each client portfolio against the selected and customizable quality checks and SAA/TAA every night, identifying issues. Remediation: Optimization: UBS......

Raleigh, NC, United States

Portfolio Reporting

Communicating crucial investment information in an intuitive, easy-to-understand format can help you both connect with your clients and improve your business operations. With our wide range of dynamic reporting capabilities, Schwab Performance Technologies® (SPT) enables you to deliver reliable data in an efficient and effective way with customized reports that......

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Norwalk, CT, United States

Portfolio & Risk Analytics

Measure performance, risk, style, and characteristics for multiple portfolios, and asset classes with best-in-class, flexible reports and charts. With faster reporting and automated calculations, go from data to decision first. FactSet’s full range of risk analytics combines all the data and flexibility you need to examine your portfolio across asset......

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New York, NY, United States

Portfolio Risk Analytics

Portfolio Risk Analytics allows wealth managers, advisers and retail product providers to create forward-looking risk analyses for multi-asset investment portfolios. Developed to support a wide range of business applications, Portfolio Risk Analytics is a flexible cloud-based financial projection solution hosted by Microsoft Azure, and powered by Moody’s Analytics award winning......

Hong Kong, Hong Kong

Portfolio Simulation & Comparison

Privé's Portfolio Simulation & Comparison solution offers comprehensive scenario analysis, stress testing, and real-time impact analysis, giving you unparalleled insights into your portfolio's health. Our solution increases transparency, trust, and engagement between advisors and clients with detailed reporting that simplifies complex concepts.  Visual illustrations of portfolio changes help clients better understand......

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Melbourne, VIC, Australia

Portfolio System

We know that managing portfolios can be demanding. Whether simple or more sophisticated, Iress Portfolio System makes it easier for you to construct, review, analyse and configure your clients’ portfolios. Portfolio System is multi-currency portfolio management software, which allows for faster reporting, quick access to tax, valuation and performance data plus......

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Stamford, CT, United States

Portfolio View™

It can be branded with your custom logo and colors and is most often the way individual account owners access their financial data. Portfolio View offers an array of report and other features, with a high level of customization....

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......

Boston, MA, United States
Bangkok, Thailand

Portseido

Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20,000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place. Our goal is to......

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Shanghai, China

PortX

Not Excel-ling? Automated portfolio reporting PortX provides automated reporting functions with all required monthly returns, holdings analysis and commentaries no matter the volume. Need efficient regulatory control? Comprehensive regulatory control PortX gives users the control needed for regulatory compliance and efficiently consolidates all data to ensure all guidelines of major regulatory bodies are met. Need......

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San Francisco, CA, United States

Post-Trade Processing

Our platform’s native front-to-back integration provides you with the ability to analyze and adapt your processes to achieve optimal STP and reduce total cost of ownership. In addition, the solution’s Task Station consolidates all exceptions arising from workflow-based STP and provides you with a unique real-time cross functional dashboard that......

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London, United Kingdom

Predict

In order to fully utilise available funds and maximize investment opportunities, institutions need an efficient and accurate method of calculating their intra-day cash positions and projected balances. Cash flows result from a multitude of sources, spanning many business lines, such as treasury, securities and payments, and nowadays the trend to consolidate......

Munich, Germany

Predictive Intelligence

CEPRES Predictive Intelligence is an intelligent AI-based portfolio simulation and tracking solution that incorporates the future developments of single funds based on a unique forecasting technology for illiquid asset classes. CEPRES Predictive Intelligence enables investors and risk managers to measure future uncertainties and optimize their asset allocations for any market......

relevant regions
Malmo, Sweden

Premium Datasets

Fixed income JP Morgan Fixed Income Indices ICE/BAML Fixed Income Indices GFI Sovereign CDS GFI Corporate CDS ICAP OTC Derivative Data for G7 and Nordics IHS Markit IBoxx Indices Forecasts Oxford Economics Global Economic Data Bank Oxford Economics Regions and Cities EIU Database Consensus Economics Forecasts Consensus Economics Long-Term Forecasts Swedish NIER Institute Surveys and Forecasts Other EPFR Fund Flow IHS Markit PMI data - regional......

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Zurich, Switzerland

Premium Funds Data

Premium Fund Data from SIX provides complete fund data for core business processes into your fund value chain. We combine our high-quality reference data with third party fund data and add key content needed for regulatory compliance to give you the most comprehensive and complete fund information. A premium flag indicates......

London, United Kingdom

Preqin Pro

Preqin Pro provides access to the industry’s most comprehensive private capital and hedge fund data sets and tools. Alternative asset professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Find what you’re looking for Know the market with comprehensive data on institutional investors, managers, service providers, and for......

relevant regions
London, United Kingdom

Preqin Solutions

Simplify complexity and maximize performance with solutions that reliably compile portfolio company data, efficiently value your investments, allow you to take control of returns, and deliver effective, shareable investor reporting. It’s portfolio management made easy. Preqin Solutions automates compiling, analyzing and exchanging portfolio information, including vital operating metrics (financial, ESG and......

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London, United Kingdom

Price Master

Create a gold copy of all historical time series, not only pricing information but the analytical inputs into those prices – such as volatility surfaces, interest rates etc. Cater to any requirement for timing snapshot prices, whether that be the end-of-day close on the official exchange, or an evaluated price at......

relevant regions
Oslo, Norway

Pricing Service Bonds

The Nordic bond market share commonalities with other bond markets that securities are traded on an infrequent basis. Except for a few moderately traded sectors, a clear and indisputable market price can thus seldom be easily obtained.  Valuations are mainly estimated based on broker quotes and indications, and in addition, several......

relevant regions
San Francisco, CA, United States

PRISM Ratings™ for Financial Advisors

Prism StratiFi's PRISM risk technology uses proprietary algorithms to analyze thousands of securities to quantify a portfolio’s volatility, correlation, tail and concentrated stock risk into an easily understood score. We provide actionable insights so advisors can mitigate risk and better help clients. ...

relevant regions
Mountain View, CA, United States

Private Bank

For private bank Client expectations are rising at an unprecedented rate. Addepar powers a personalized experience that can translate into a competitive advantage. Manage your clients’ wealth holistically Addepar aggregates all financial accounts across all relationships to provide your clients with a consolidated view of their portfolios. Deliver the ultimate experience Industry-leading analytics and reporting......

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Singapore, Singapore

Private Equity Funds

Build-op opportunities Buy-and-build strategies (or Build-ups) are currently a key value creation driver – if not the most powerful one – in private equity. The difference between standalone and buy-and-build is simple: +8.5 points IRR (source: HHL-BCG research). Due to lack of widely available data and fragmented market access, mid-sized companies......

Darien, CT, United States

Private Wealth Systems

Whether you're a sophisticated investor or a trusted wealth advisor, you know that to be empowered you must have accurate, timely, comprehensive, and personalized reporting. But in today's world of investing, sophisticated investments include much more than stocks and bonds. Complex wealth is derived from an array of investment instruments......

New York, NY, United States

PrivCo

As the only platform-agnostic to industry, deal activity, or ownership, we are able to offer the most comprehensive universe of substantively sized U.S. private companies available anywhere. PrivCo provides data discovery and financial services for all U.S. private market data needs. Private Company profiles include current and historical revenue and employee......

Berlin, Germany

Product Bank Model

Acquire funding Access stable and long-term retail and corporate deposit funding. Choose a funding mix that perfectly matches your assets and currency structure needs. Reduce funding cost, accessing funding from the cheapest markets. Improve your LCR & NSFR ratios with retail quality funding. Take advantage of the full range of Raisin's integration solutions, providing full......

relevant regions
North Salt Lake, UT, United States

Product Profiler

The Product Profiler has been configured to meet the needs of SEC Reg BI and PTE 2020-2. How the Product Profiler Helps Reg BI requires that an advisor act in the best interest of a client when recommending investment solutions.  The Product Profiler is designed to analyze, validate and document why the......

relevant regions
Arlington, TX, United States

Professional Investment Performance as a Service (IPAAS)

Trust is the cornerstone of the wealth management business. It is essential to provide clients with accurate information and insights. Yet outdated technology systems can lead to inaccuracy, while lack of transparency makes it difficult to identify and correct data problems. That’s why First Rate developed Investment Performance as a Service. It integrates a trusted performance......

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......

London, United Kingdom

Proprietary ESG Data

Taking a tech-first, data-driven approach allowed us to address many of the issues of existing ESG ratings which are often unexplainable, subjective and infrequently updated. At its core, GaiaLens is a data-driven product generating lots of unique proprietary ESG data such as ESG Scores, Proprietary ESG Factors and ESG News data....

relevant regions
Lausanne, Switzerland

PROSPERO 365

Our modular, multi-channel front-to-back solution will let you focus on areas where you can add most value right from the start. Prospero comes with a full range of front-, middle- and back-office features. Its modules are delivered ready-to-use, easy to set up and user-oriented. This allows users to focus on......

Indianapolis, IN, United States

Proteus + Advisers

Model Portfolios The ability to methodically construct portfolios of alternative assets that meets both individual and groups of investor’s objectives. Operational Due Diligence Proprietary due diligence has been designed to provide a high level of transparency. Independent oversight provides confidence and peace of mind. Investment Management Tools A full analytical package is complemented by Proteus’......

relevant regions
Rödermark, Germany

PSplus Wealth Manager

PSplus Wealth Manager is the ideal wealth management software for family offices, asset managers, banks and foundations. As well as representing liquid assets, PSplus depicts private equity, real estate and other illiquid assets and consolidates complex asset structures. The modules Advisor Portal and Client Portal support in addition the complete process......

relevant regions
Montreal, QC, Canada

PSTOX Wealth

PSTOX Wealth Unleash the Potential: PSTOX Wealth integrates Croesus and Salesforce for elite firms, transforming wealth management with precision and scale. PSTOX Wealth Light Streamlined Excellence: PSTOX Wealth Light brings robust wealth management to SMEs, combining Croesus data and Salesforce agility affordably....

relevant regions
Bear, DE, United States

Pulse

Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether it is a comprehensive look at portfolio performance, tax considerations or asset allocation, the information is ready at your fingertips. Client Servicing and Reporting Pulse offers several screens designed to answer most questions about your client’s portfolios. Whether......

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Zurich, Switzerland

qashqade

End-to-end support of your calculation The qashqade’s ccc product supports your waterfall and carry calculation along the entire value chain: from generating your waterfall output in a fully automated and controlled method, to being able to model and simulate future outputs based on your own input until the allocation of the......

relevant regions
Munich, Germany

QPLIX

The platform is accessible, irrespective of space and time. It has many different APIs to collect and consolidate data. Our connections to banks, custodians and accounting systems offer you automatic synchronization of your data. To ensure that your data is safe, it is encrypted and stored in our highly secure......

relevant regions
Crowborough, United Kingdom

QROPS Transfer Analysis

Defined Benefit Transfer and Defined Contribution Switch to overseas pension products, producing critical yields with the ability to build in custom products, tax regimes, and jurisdictions. This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance. We have a range......

relevant regions
Paris, France

Quantify

An offering dedicated to professionals Quantify is a professional robo-allocator based on the investment universe defined by the human advisor. It guides and assists them in composing and arbitraging their clients’ portfolios, which are classified in five risk profiles using a quantitative approach combined with a macro-economic analysis. It does not replace the......

relevant regions
Nice, France

Quantilia

Differentiate your value proposition With a growing number of investment professionals in a fierce competitive environment, family offices and private banks are demanded to showcase an increasingly higher level of resources and skills. We strengthen your value proposition and help you distinguish your management methods from those of other financial institutions......

relevant regions
Novosibirsk, Russian Federation

QUIK Software Package

Trading interfaces QUIK server modules that provide connection to over 30 global trading venues including leading Russian and international exchanges, off-exchange trading systems. News and market data interfaces QUIK server modules that allow getting information (news, quotes) from external sources. Service modules QUIK server modules that provide additional services to users. Infrastructure solutions Software solutions for creating......

relevant regions
Fountain Hills, AZ, United States

Quotestream

Quotestream Desktop Quotestream Desktop is the latest in streaming real-time portfolio management from QuoteMedia. It is the next generation of the award-winning Quotestream application for active traders, featuring rich new content, tick-by-tick lightning fast market data, and extensive customization in a trading terminal style interface. Quotestream Mobile Quotestream Mobile delivers comprehensive portfolio management and......

relevant regions
Sydney, NSW, Australia

RainmakerLive

Gain fast and reliable access to market updates and intelligence in the institutional landscape.RainmakerLive is Australia's integrated knowledge management terminal, enabling a new world of insights into the institutional wealth management space. Gain unparalleled insights into Australia's superannuation, asset consultant, institutional investment management markets, alongside a comprehensive overview of superannuation......

Austin, TX, United States

Realized

01 The gap in wealth management? Investment properties Investment property wealth isn’t managed with the same discipline as stocks, bonds, or other traditional asset classes. This management gap hurts after-tax returns and creates unnecessary risk of losses. Why? 02 Investment property wealth management. Only with realized Realized bridges the gap between investment property......

relevant regions
Portland, OR, United States

ReAllocate

Grow your clients wealth by providing them with access to direct commercial real estate investments on a risk first basis. Leverage the power of Allocation Intelligence and proprietary industry-first matching algorithms. How it works 1. Individualized risk assessment Quickly create customized risk-based allocation models for all of your clients with our simple, white-label assessment......

relevant regions
Boston, MA, United States

Rebalancing

Key Features Automated Drift Alerts Drift Dashboard High & Low Tolerances Equivalences Restrictions Cash Management Custodian Ready Trade Files Block Trading Household-level Rebalancing ...

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Zurich, Switzerland

reclaimer

reclaimer® is a user-friendly web-application that manages and optimises the entire process for withholding tax relief at source and reclaim: from data import and validation, to data enrichment, reclaim/relief calculation, document production, and cash allocation. Increased after-tax return Withholding taxes on dividends and interest income reduces return on investment; reclaiming them, where......

Melville, NY, United States

ReconAdvantage

Portfolio accounting Regardless of a client’s size or complexity, FIXQ / ReconAdvantage’s ultra-flexible Investment Book of Record (IBOR) module provides the tools to track and maintain your cost basis and ultimately make better-informed investment decisions and more effectively manage risk. Reporting & performance analytics ReconAdvantage provides an extensive collection of highly customizable, automated......

relevant regions
West Chester, PA, United States

Reconciliation

Use A Global Reconciliation Model Trade breaks pose significant financial and operational risks to firms. Reconciling positions, cash, and transactions is a critical function supporting portfolio management. Institutional-Grade Reconciliation Services STP’s outsourced model lowers cost and reduces risk exposure by using automation and a time-tested process. STP's Reconciliation Dashboard Powers Transparency STP’s global reconciliation dashboard......

relevant regions
Zurich, Switzerland

Reference Data

SIX provides you with one of the world’s most comprehensive financial information databases. Its sophisticated data structure seamlessly links all data elements associated with a security – from terms and conditions to prices, from institutions to markets, from corporate actions to global security identifiers. Our reference data service captures the broadest......

relevant regions
London, United Kingdom

Refinitiv Maxit

Today’s information reporting requirements for banks and brokerages are complex and resource consuming. In addition, fragmented vendor solutions create risk and cost challenges associated with compliance, vendor management, data integration, data accuracy and overall cost inefficiencies. Refinitiv Maxit, the industry’s only end-to-end tax information reporting solution, was developed specifically to solve......

relevant regions
New York, NY, United States

RegBi Optimizer

Cut Costs of Compliance Dramatically SEC estimates that it will cost $11,607 per advisor to comply with RegBI, we will help you comply for a fraction of that. Reviewed by Top Securites Attorneys RegBIoptimizer is the only software reviewed by top securities law firm for compliance with Regulation Best Interest. Complete Solution for RegBI......

New York, NY, United States

Regulatory / ADV Platform

Powerful sourcing & analytics Leverage ADV filings for manager sourcing and benchmarking. Build dashboards, analyze service providers, and identify key risk areas. User-friendly research platform Access simple, yet effective advisor profiles, private fund listings, and private fund profiles. Configure materiality threshold for filing changes. Track historical changes between any two dates. Timely email alerts Free......

relevant regions
San Francisco, CA, United States

Regulatory Reporting

Regulatory reporting scope has seen a phenomenal increase over the last decade in both complexity and scrutiny, placing more controls and governance requirements onto reporting institutions. With a global financial market, this is compounded through a plethora of jurisdictional specific requirements that an institution must comply with. In parallel with......

relevant regions
Oslo, Norway

Regulatory Reporting Data

Files can be setup in standard or customizable formats to help meet each customer type’s specific need for internal or external regulatory reporting. A sample selection of our services: UCITS Solveny II CRD IV, LCR & HQLA Green bonds Public reporting Interest calculations ...

relevant regions
Basel, Switzerland

Renewable Energy Finance Software

investment valuation and analysis of sensitivities financial performance tracking and portfolio management buying and selling projects on the digital marketplace Products With our products you have everything you need for the financial valuation and management of your renewable energy projects. The greenmatch software is used to plan, manage and market projects within the field......

relevant regions
London, United Kingdom

Reporting

Automate the end-to-end reporting cycle including data import, entry and sign-off, both internally and by third parties Business/data rules and timers ensure that data is complete, correct and on-time all the time Produce/import/sign-off of data and create/disseminate templates (including all periodical updates) for a wide range of regulatory, client and vendor templates ...

relevant regions
Omaha, NE, United States

Reporting

Report with accuracy, efficiency, & style Create more custom reports in less time Complete your quarter-end reporting process up to five days faster with our advanced reporting suite. Be more knowledgable about every part of your business Feel certain that no part of your business goes overlooked with solutions that span a range of critical client......

relevant regions
West Chester, PA, United States

Reporting

Streamline Client Reporting STP’s cloud-based reporting software streamlines the operational and client reporting process.  Our solution is built on a cloud-based, innovative technology stack, that is scalable and secure.  We understand the bottlenecks that exists through the entire reporting process.  As a result, our platform has been developed from the ground......

relevant regions
London, United Kingdom

Reporting as a Service

Reporting as a Service is a complete end-to-end client reporting solution. It is hosted in the Microsoft Azure Cloud for security, scale and resilliance. The system benefits from dynamic templates that automatically flex based on the client or fund, and other data to produce exactly the required reports, in any......

relevant regions
Boston, MA, United States

Reporting & Client Engagement

Reporting Get clear, customizable insights into the business you run and the clients you serve. Investment Reporting Business Reporting Account Aggregation Billing Communications Expand your impact and reach by providing seamless, personalized service that delights and empowers your clients. Client Portal Branded Communication Monitoring & Alerting Client Support Automation Save time and gain efficiencies with automated delivery, billing and account maintenance that puts......

relevant regions
East Brunswick, NJ, United States

ReportWa

ReportWa is a single tool for your reporting and compliance needs that lets you design pixel perfect reports with data visualization, allowing users to gain useful insights into their data right inside your favourite MS Word and Excel files. In few clicks configure all the processes once and reuse always. Processes......

New York, NY, United States

Research Automation Platform

Platform Components From foundation RMS productivity features and regulatory must-haves through to advanced workflow management and third party data integrations, scale and configure research management to suit the needs of your fund: Core RMS Modern Research Management Software (RMS) analysts love to use. Centralize, organize and collaborate on your research assets – models, notes,......

relevant regions
London, United Kingdom

Research for Professional Investors

Our combined experience and with a lot of feedback from respected fund managers in the industry, we aim to provide an independent and comprehensive coverage. The platform includes benefits of access to our network and the ever developing knowledge of our global team of qualified analysts....

relevant regions
Norwalk, CT, United States

Research Management

FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs. Give your team the power to collaborate across disparate locations, ensure the security and continuity of your best thinking, and maintain the transparency necessary to comply with evolving regulatory regimes....

relevant regions
Paris, France

ResearchPool Marketplace

The first open-access platform for investment research Open access ResearchPool’s open and user-friendly research marketplace lets you download and analyse information faster. Improved search allows you to focus on the insights that are relevant to you. Flexible payment options In preparation for an unbundled research market under MiFID II, ResearchPool provides flexible payment options......

Crowborough, United Kingdom

Retirement Planning

Pre- retirement cash flow modelling and shortfall analysis with the ability to factor in Lifetime Limit Allowance analysis.   Include a range of products, Defined Benefit Pensions, Defined Contribution Pensions, State Pension, Investments and Property, to create an Income model for retirement. ...

relevant regions
Irvine, CA, United States

Retirement Revolution

At VMS, we are dedicated to helping service providers implement best-in-class solutions for the plan sponsors, and ultimately the individual participants, they serve. Utilizing cutting-edge technology and our deep knowledge of the retirement industry, we have built a dynamic, cost-effective, feature-rich recordkeeping solution with Retirement Revolution. Retirement Revolution combines the best......

relevant regions
Wayland, MA, United States

Risk Analytics

SoftPak Risk Analytics gives you unprecedented flexibility to analyze portfolios against any structured risk model you choose. We’ve also designed it to be lightning fast. This invaluable utility gives you accurate results within seconds. SoftPak Risk Analytics is used to calculate the risk characteristics of a portfolio against any benchmark......

relevant regions
Zurich, Switzerland

Risk Analytics Dashboard

The analysis is possible for an individual client portfolio, the client book of an advisor, the client portfolio of an entire team and every organizational unit (market, country, region etc.). The dashboard view can be personalized based on roles and authorization level. The Risk Analytics Dashboard makes bank-wide exposure management a......

relevant regions
New York, NY, United States

Risk Management

The implementation of new regulations including MiFID II, Solvency ll and  IFRS13 changes the way almost all products are priced, traded and reported. This complex financial environment requires more comprehensive, more accurate and more transparent risk management. There is growing demand for solutions that provide a holistic picture of risk across multiple-asset classes. Quantifi provides a consistent view of......

Santa Monica, CA, United States

Risk Management

Wilshire Compass’ risk summary report Incorporating the current strategic asset allocation and the existing portfolio of managers, Wilshire Compass will generate meaningful analysis measuring risk and correlations over a selected historical time period. Detailed charts and graphs will examine the risk of the strategic asset allocation, the contribution to risk by......

relevant regions
Newport Beach, CA, United States

RiskPro Advisor

Designed by financial advisors. Built by econometricians Perpetual suitability RiskPro is built to reverse the cycle of investor emotion and restore confidence and accountability in the investment decision-making process. The best rely on RiskPro We are a trusted financial technology partner for some of the biggest names in the wealth management industry. What you can......

relevant regions
Santa Monica, CA, United States

Risk Reporting

Wilshire Compass Acuity assists asset owners seeking to gain a better understanding of the sources of risk in their investment portfolio. Incorporating the current strategic asset allocation and the existing portfolio of managers, Wilshire Compass Acuity delivers meaningful analysis measuring risk and correlations on an ex-ante (forward-looking) and ex-post (historical) basis. Detailed......

relevant regions
Singapore, Singapore

Risk Shell

Compatible with all in-house databases, this all-in-one analytical platform delivers sophisticated risk and portfolio management solutions to a broad category of hedge fund investors - from family offices to investment banks. Risk management software: benefits and features Covering all stages of a sophisticated investment process with the strong focus on alternative investments,......

relevant regions
Stamford, CT, United States

Rockit®Command

Rockit®Command’s capabilities include the ability to sort, gather, compare and filter your data virtually in any way you need. It lets you easily review a single account, any group of accounts or all of your accounts....

relevant regions
Menlo Park, CA, United States

Rowboat Advisors

Riskalyze, a financial technology firm which sells to 20,000+ financial advisors, uses our technology under the hood to power Riskalyze Trading. Here are examples of our features: Direct Indexing combined with tax-loss harvesting, including ESG/SRI filters and tilts Tax-efficient portfolio rebalancing, including evaluating the tradeoffs between efficiency and tracking Tax-efficient portfolio migration with optional......

Greenwich, CT, United States

Ruby

About Ruby Since 2004, our team has developed over a half dozen custom portfolio management systems covering all asset classes and supporting a wide range of investment strategies. Ruby is the product of all these years of experience working with portfolio managers and their COOs to provide solutions to their specialized......

relevant regions
Zug, Switzerland

SanAPI

Made for developers Average response time is 3 seconds. Blockchain transactions are added in less than 5 minutes Always improving On-chain data is collected directly from running nodes, not 3rd parties, making it faster and more reliable, by eliminating another potential point of failure Global scaling Use GraphQL for freedom and flexibility, or SanPy, our......

relevant regions
Zug, Switzerland

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

SaxoTraderGO

Powerful trading tools A comprehensive range of trading and investing features with a user-friendly interface. Comprehensive account overview Manage your account or analyse performance in detail with our revamped account section. In-depth Research hub Inform your trading with curated research content, including news, SaxoStrats analysis, price data, trade ideas and educational material. Innovative risk-management features Discover unique......

relevant regions
Copenhagen, Denmark

SaxoTraderPRO

Advanced trading features High-performance tools built to manage and execute orders, with in-depth market analysis features. Comprehensive account overview Analyse your performance in detail and download historical reports for bookkeeping purposes, with our revamped account section. Innovative risk-management features Discover unique tools to manage your risk and control your positions. Account shield - The account shield......

relevant regions
Zurich, Switzerland

Scenario & Risk Analytics

Scenario analysis: Stress testing: This module offers the capability for advisors to assess the impact that potential stress scenarios may bring to client portfolios.  Predictive and historical scenario analysis: These can be based on historical events or forward-looking (predictive) ones, which can incorporate expert views based on current financial information. Risk Analytics: Dynamic risk......

Grenoble, France

Scenario Simulation

We help financial institutions place risk management at the heart of their investment, manufacturing and distribution processes. From market data consolidation to portfolio optimisation, our plug & play APIs enhance pre-trade compliance, decision making and communication to end investors. Our web services are fast, scalable, and deployed on-premise or in......

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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......

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Stockholm, Sweden

SDGs

Integrate SDGs into your investment strategy Save Time - Easily tap into data reported by 36,000+ companies about their SDGs commitment Discover - Instantly identify what SDGs are supported through your investments Course Correct - Better align your investment decisions with your portfolio strategy Improve - Identify new investment opportunities that match your sustainability strategy ...

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London, United Kingdom

Search Engine

With our simple rating criteria, our focus at Vadevalor is on the long-term results of fund managers. We are not paid by asset management companies to rate their fund managers, remaining truly independent & unbiased....

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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......

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Vienna, Austria

SECTRAS

Constantly tightening regulatory standards are forcing financial institutions to continuously adjust to ensure compliance with a diverse range of reporting requirements. In addition to communicating with various supervisory authorities (German Federal Financial Surpervisory Authority – BaFIN, the German Central Bank, and the German Federal Central Tax Office), the different reporting periods......

Zurich, Switzerland

Securities

Individual needs regarding the management of the universe of assets are simply infinite. That's why we clarify needs carefully with each individual client and define the rules of categorization and formatting. These guidelines are sacrosanct to us. We follow them strictly in daily execution, and keep them under constant, multidirectional review. The......

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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....

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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:......

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London, United Kingdom

Sesame

Sesame is a next-generation secure technology platform that is powerful and simple to use and centralises all investment data from any source and of any type, including public and private assets. Sesame has been developed with intelligent tools for easy navigation into the complexities of investment portfolios, with sophisticated analysis,......

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Stockholm, Sweden

SharpFin for Asset Managers

Don't stand the risk of losing business entirely or being stuck in a non-profit waste land....

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Stockholm, Sweden

SharpFin for Family Office

Imagine that a you had a cloud based solution that would consolidate all these data for you, empowering you to take control and free up time for you to make active investment decisions. Book a meeting and find out already today how Sharpfin Technologies puts a new standard for Family......

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Pittsburgh, PA, United States

Signal

Signal is an automated monitoring and reporting solution that compares your holdings to relevant thresholds, provides alerts when you need to take action, and generates disclosure notifications that can be filed with regulators. Compliance simplified Single solution Access one platform to evaluate all of your holdings against regulator and exchange thresholds Streamline compliance Standardize your......

Geneva, Switzerland

Silex Investment Solutions

Investment Solutions is the unit of the SILEX group dedicated to supporting its partners at every stage of their investment decisions. It is built around the needs of wealth management and offers a range of solutions adapted to constraints and the environment, combining human expertise and technology Our expertise Technology SPARK – our proprietary technology platform......

Copenhagen, Denmark

SimCorp Digital Engagement Portal

Client communication and reporting has never been more critical to an investment firm’s overall strategy. It sits at the center of the client experience and is the most tangible output to show what you do, and how you provide value to your end investors. For many years the function has been......

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Huddersfield, United Kingdom

SimplyBiz Investment Services

As the UK's largest provider of regulatory and business support to directly authorised financial services professionals, we are proud to offer our members exclusive access to new in-depth investment research, market-leading financial planning tools and dedicated investment support designed to power the investment advice process. From support in the design of......

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Copenhagen, Denmark

Single Family Offices

Our value towards Single Family Offices SFOs often grapple with complex portfolio management, as they manage diversified asset classes, trust structures, and generational wealth transfer needs. Performativ streamlines these challenges by offering comprehensive asset class coverage, including all liquid and illiquid asset classes (direct investments, real estate, and private equity commitments etc.).......

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Baar, Switzerland

Single Family Offices

Always being on top of the family’s total wealth situation and underlying performances including fees paid and commissions takes a lot of resources. And this work is only the basis for all important and necessary strategic discussions and decisions that follow. The Altoo Wealth Platform can support you and your family office......

Zurich, Switzerland

SIX ID

Our data display products provide a clear and intuitive overview of all the data you need, tailored to your workflow and specific requirements. In addition to the market and reference data universe, extra functionality, including news, company key figures and ratings, it ensures that you have the right information to......

Zurich, Switzerland

SIX Tax Score

SIX Tax Score leverages and complements the financial information provided by SIX with additional tax information, in order to support portfolio managers and wealth advisors in providing tax transparent investment advice. We deliver our clients with superior tax data they can easily call upon to understand the tax implications and make the......

New York, NY, United States

Six Trees Capital

Based in New York City, Six Trees Capital LLC is managed by Gary E. Zimmerman, a former investment banker who was inspired by the financial crisis to create a system that could help investors keep their cash safe while earning superior returns.  Mr. Zimmerman takes counsel from a strategic advisory......

Herndon, VA, United States

Skience Analytics

Mine data from the Skience Aggregation and Reconciliation module to uncover important insights and trends in investor portfolios that can pinpoint opportunities to further engage