Portfolio Build, Analysis & Reporting

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......

Frankfurt, Germany

acarda Platform

The acarda Platform offers you automated report generation through a central, modular platform calculation of risk, performance, costs and sustainability control, validation and mapping of core, NAV, market, account and cost data plus stocks and transactions best practice use of market standards one central dashboard for all regulations; fully transparent data, status, calculations and reports a user-friendly client......

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Western Europe

Zug, Switzerland

Accointing

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

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Western Europe

New York, NY, United States

Accudelta

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

relevant regions

West Chester, PA, United States

AccuVerify

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

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North America

Zurich, Switzerland

Acolin Fundbase

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relevant regions

Western Europe

London, United Kingdom

ADA

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

relevant regions

Western Europe

Singapore, Singapore

ADDX

ADDX is regulated by the Monetary Authority of Singapore (MAS) and is open to all non-US accredited and institutional investors. ADDX uses a private Ethereum blockchain and smart contract technology to fractionalize private market investments, thus making them accessible and far less costly to you. Easy access Buy and sell directly on our......

relevant regions

Asia

Windsor, CT, United States

Advent Corporate Actions

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

relevant regions

North America

Windsor, CT, United States

Advent Genesis

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

relevant regions

Windsor, CT, United States

Advent Index Data

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

relevant regions

Windsor, CT, United States

Advent Insurance Marketplace

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

relevant regions

North America

Windsor, CT, United States

Advent Market Data

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

relevant regions

North America

Windsor, CT, United States

Advent Portfolio Data

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

relevant regions

Windsor, CT, United States

Advent Portfolio Exchange (APX)

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

relevant regions

Windsor, CT, United States

Advent Revenue Center

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

relevant regions

Windsor, CT, United States

Advent Rules Manager

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

relevant regions

Windsor, CT, United States

Advent TransPort

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

relevant regions

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......

London, United Kingdom

Advisor Compensation & Audit

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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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North America

Indore, India

Advisor X

Video KYCInstant full video KYC by invitation link for clients present in any part of the world. Place MF transactionsAdvisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor. Reports on WhatsappAdvisor gets the capability of sending various reports like valuation, capital gain, transactions &......

relevant regions

Asia

Irvine, CA, United States

Advisys

Advisys’ Most Popular Solution With Advisys’ financial planning modules you can create retirement plans, analyze life insurance needs, produce college funding plans, conduct investor risk analysis and develop asset allocation models. Using a two or four-page fact finder, you can complete your fact-finding interview and input your data to create a......

relevant regions

North America

Irvine, CA, United States

Advisys Retirement Distribution

About to Retire? Just Retired? Now What? The Advisys Retirement Income Distribution module is for professionals who want to expand the services they provide their clients beyond saving for retirement, to include counseling clients who are retired or nearing retirement on how to make the most of their retirement savings and......

relevant regions

North America

Sydney, NSW, Australia

After-Tax Benchmarks and Analytics

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

relevant regions

London, United Kingdom

Akoni

Easily manage your cash via our award-winning platform. With access to interest-bearing accounts from an array of highly-rated banks, you can earn more interest and reduce risk without the hassle of multiple accounts. ...

relevant regions

Western Europe

New York, NY, United States

Aladdin Wealth

The Aladdin Wealth platform delivers the scale, sophistication and simplicity you need to help more clients see their world in ways few others can. Build portfolios that are more aligned with investors’ goals, engage your clients with comprehensive and differentiated content that enhances your value proposition and transform your wealth......

relevant regions

London, United Kingdom

ALDX PI™

Designed to optimise your end of trading day asset allocation decisions, the ALDX PI™ analytics provide directional (upwards) market moving insights. Applications and use cases: Asset managers: portfolio optimisation, tactical asset allocation, reducing portfolio volatility Hedge Funds, CTAs, (U)HNWI: trading decisions, regime switch detection, strategy improvements, option trading strategies Family offices: capital preservation, optimisation of......

Singapore, Singapore

algoCRED AI-platform

Value3 is a B2B FinTech offering a capital Mmarkets AI-platform for Independent, predictive and fully automated credit ratings, research and analytics. The investment management industry is undergoing momentous change, especially due to digital disruption. Existing gaps in current rating and research landscape lead to significant misallocation of capital. Value3's algoCRED AI-platform has......

relevant regions

London, United Kingdom

Algomi ALFA

Dynamic watch lists alert the user to particular market events. Algomi ALFA delivers full data transparency for traders, PMs, quants, COOs and compliance across voice and electronic markets. The structured and time-stamped data within the platform is used to support MiFID compliance, TCA and Best Execution as well as quantitative analysis......

relevant regions

London, United Kingdom

Algomi ALFA API

Algomi ALFA consumes large volumes of messages from your connected venues and within nano-seconds, converts the disparate formats to a normalised JSON (Java Script Object Notation) format. These JSON messages are indexed and enriched with a unified identifier (typically ISIN), allowing for easy querying. These enriched JSON messages are used by the......

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Zurich, Switzerland

AlgoTrader OEMS

A white-glove approach to digital asset management Take full control of your spot and derivative assets held across your accounts and portfolios with accurate and timely decision support capabilities to maximize returns and alpha generation by ensuring best execution across the widest range of exchanges, brokers and OTC desks the market......

relevant regions

Edinburgh, United Kingdom

ALIO (autonomous learning investment operations)

ALIO builds on our autonomous investment strategies service, of ALIS, integrating with brokers, third-party administrators, custodians, auditors and accountants to support the full administration of a fund including: 1. Pre-trade compliance rules with the Compliance and Order Management System 2. Orders can be created automatically and executed via FIX engine or by......

relevant regions

Edinburgh, United Kingdom

ALIS (autonomous learning investment strategies)

The ALIS solution includes: Working with clients to translate their investment objectives into an asset allocation model, defining and sourcing the data requited to run the strategy. Analysis using single security level models to identify relevant investment signals, training the artificial agents to manage the portfolio. Back-testing and tuning the investment strategy including......

relevant regions

Madrid, Spain

Allfunds Sweden

Efficient and simple mutual fund order routing, execution and settlement Allfunds Sweden Nordic Fund Market is a digital platform that enables distributors access to third party funds. Under an efficient automated setup, fund distributors can boost their fund order routing, execution and settlements using a single and efficient interface. Boost your fund......

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Western Europe

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......

relevant regions

San Francisco, CA, United States

AlphaFlow

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

relevant regions

North America

London, United Kingdom

Alpha Quants AI ESG Tools

Environmental, Social and Governance (ESG) screening is increasingly important for investors to assess risks in investment portfolios. However, many ESG screening tools underplay the due diligence required to manage emerging ESG risks (e.g. plastics and for specific human rights issues) to the new standards stakeholders expect. To help investors respond to......

New York, NY, United States

AlphaSense

Extend your brain power with Augmented Intelligence for next-level company research. Save time - cut through the noise with smart, agile search that takes you to the right data in seconds. Mitigate risk - never miss another market-moving insight. Catch relevant new developments with our alerts and be among the first to......

relevant regions

London, United Kingdom

Alpha Terminal

All your assets on one platform Alpha enables you to analyse and monitor stocks, funds and bonds as well as providing broad coverage of currencies, commodities and economic data. Your work made easier Alpha's carefully designed screens, customised to your needs, will help you perform your job more efficiently and with less frustration. Fast,......

relevant regions

Western Europe

London, United Kingdom

ALPIMA

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

relevant regions

Singapore, Singapore

Alta for Family Offices

Your assets are one of the most important things to you, tirelessly cultivated over time. Where you allocate them should be equally intentional. With Alta, you can transform your assets into conduits for change by backing the most innovative entrepreneurs, disruptive startups and diverse funds shaping our future. Play a part......

relevant regions

Asia

Singapore, Singapore

Alta for Institutions

We understand the importance of adaptivity, whether it’s calibrating portfolio strategies for your clients, or anticipating the changes that come with a VUCA* global landscape. Nonetheless, one thing remains constant — creating meaningful value for your clients. As partners, we’ll help you achieve just that. Work with us to uncover unique......

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Asia

Norwalk, CT, United States

Alternative Data

Find untapped alpha with unique datasets backed by best-in-class symbology and data concordance. Gain a competitive advantage and find new insight with FactSet alternative company data: one-of-a-kind insight generated by novel data and analysis techniques. With this data, you can reveal interconnecting business relationships, business performance and market indicators, sources of......

relevant regions

Nyon, Switzerland

Alternative Risk Premia

Risk premia investing is the most recent milestone in the evolution of investment management. Extensive academic research confirmed that a significant portion of the returns attributed to manager skill could in fact be explained as renumeration for passive assumption of specific market risks. Sophisticated market players began developing systematic strategies to......

relevant regions

Western Europe

London, United Kingdom

AlternativeSoft

Data aggregation With the proliferation of data in the industry over the last decade, investors require a central location to aggregate, store, edit and analyse. AlternativeSoft helps institutions categorise, clean and distribute data across their organisation, ensuring all analysis and reporting is accurate, consistent and easy to access. Asset selection Ensure your manager research......

relevant regions

Western Europe

New York, NY, United States

AlternativeSoft

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

relevant regions

Richmond, VA, United States

Altigo for RIAS

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

relevant regions

North America

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......

Zug, 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......

relevant regions

London, United Kingdom

Alveo Platform

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

relevant regions

New York, NY, United States

Amass Insights

Insights: The data market network Insights is a platform connecting traditional and alternative data providers with data consumers. Amass' founders were pioneers of alternative data, initially building Insights as an internal suite of information and software tools to keep track of a cambrian explosion of new sources of data. Seeing a......

relevant regions

North America

Shanghai, China

AMI

Let’s have an overview AMI mines a wealth of financial data, in this case, all supply chain information in relation to the entity Huawei, and then compiles and visualises it for analysis. Each entity is represented by a circle or a node. The larger the market cap, the larger the node.......

relevant regions

Asia

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......

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......

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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North America

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......

San Francisco, CA, United States

AngelList

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

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North America

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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Western Europe

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......

London, United Kingdom

Aprexo DMS

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

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Western Europe

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....

Dublin, Ireland

Asora

10,000+ connections to visualise your data Asora is built on an open platform to meet the needs of today’s wealth owners. Connect - Connect your bank and investment accounts Tired of logging into multiple portals to see liquid positions? Connect all of your bank and investment accounts to have everything in one secure, easy......

relevant regions

Western Europe

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

London, United Kingdom

Asset Allocation Enhancement

You will gain a distinctive edge from our AI-Driven investment models to harness opportunities as they arise and increase the efficiency of your portfolio. What our clients can expect A 360-degree Portfolio Check-up The Asset Allocation Enhancement includes our AI-Driven Portfolio Diagnostics. Based on historical and AI-generated stress test scenarios, the Portfolio Diagnostics reveals how......

relevant regions

Western Europe

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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Oceania

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 Match Platform

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

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......

relevant regions

Western Europe

Newbury, United Kingdom

Asset Modelling

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

relevant regions

Western Europe

Birmingham, United Kingdom

AssetQ

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

relevant regions

Western Europe

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....

Stamford, CT, United States

Asset Vantage: Performance Reporting and General Ledger On Demand

Single family office The Asset Vantage platform is designed to give U-HNW families ultra-high visibility into their complex investment portfolios, equipping them to make insightful and better-informed decisions. Our platform provides instant access to performance reporting, a full general ledger and a secure document vault enabling a consolidated view of a family’s......

relevant regions

Dallas, TX, United States

ATA RiskStation

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

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......

relevant regions

North America

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....

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......

London, United Kingdom

Automated deck building

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relevant regions

Boston, MA, United States

Automated Tax Management & Trading

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

relevant regions

North America

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

London, United Kingdom

AxeTrading

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

relevant regions

New York, NY, United States

Axial Platform

Investment mandate Input your investment mandates into Axial’s recommendation engine. Deal Information Seller researches possible transaction partners by inputting company information and goals. Reccommended partners Recommendation engine calculates the fit for matching, and seller evaluates recommended partners based on fit and qualifications. Teaser Seller chooses to send you a concise deal teaser. NDA Evaluate the opportunity and sign NDA......

Frankfurt, Germany

Axioma Factor-Based Fixed Income Risk Model

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

Frankfurt, Germany

Axioma Portfolio Optimizer

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

Centennial, CO, United States

Axiom Platform

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

relevant regions

North America

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

North America

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

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......

New York, NY, United States

Beacon Standard

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

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

North America

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

London, United Kingdom

Bite

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

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

North America

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

North America

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

North America

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

North America

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

Western Europe

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

North America

Wheaton, IL, United States

BondWave

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

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

Western Europe

London, United Kingdom

Bricklane for Advisers

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

relevant regions

Western Europe

Skovde, Sweden

Bricknode Investment Manager

The smarter way to manage your investments Aggregate your data Streamline portfolio management with a consolidated view of your investment accounts and data across all asset types. Forget about managing currency exchange rates and valuation data Measure performance accurately and compare data in the currency of your choice with automated currency conversion and price......

relevant regions

Western Europe

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

North America

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

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

Oceania

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

Western Europe

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

North America

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

Asia
Oceania

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

North America

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

North America

Singapore, Singapore

Canopy Manager

Best tool for the job At Canopy our endeavor is to provide you with the analysis you want, in the format that works best for you. We also try and use the most efficient tool for creating these reports (so that we are able to deliver the best results at the......

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

Western Europe

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

Western Europe

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

Oceania

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

Western Europe

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

Oceania

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

Western Europe

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

Western Europe

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

Western Europe

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

North America

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

Western Europe

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

Zug, Switzerland

Client Tax Reporting

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

relevant regions

Western Europe

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.......

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

Western Europe

London, United Kingdom

CoInvestor Platform

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

relevant regions

Western Europe

Soborg, Denmark

Collection Management

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

relevant regions

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

Western Europe

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

Asia

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

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

North America

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

Western Europe

Greater Montreal, QC, Canada

Croesus Central

Croesus Central is a solution that brings together modeling, automated rebalancing, and compliance management. This new product is characterized by its flexibility and integrates with our portfolio management system Croesus Advisor. It saves a lot of time for any portfolio rebalancing tasks. The following are some of the many benefits of......

Los Angeles, CA, United States

Crowdfunder

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

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......

Ivanhoe, VIC, Australia

CXi-Registry

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

Washington, DC, United States

Cyberhedge Cyber Governance Indices

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

relevant regions

Toronto, ON, Canada

d1g1t Wealth Management Platform

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

relevant regions

North America

New York, NY, United States

Datafeeds

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

relevant regions

Malmo, Sweden

Data Feeds

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

relevant regions

Zurich, Switzerland

Data Handling / Data Bases

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

relevant regions

Western Europe

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

North America

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

Pittsburgh, PA, United States

Data Technology & Services

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

relevant regions

New York, NY, United States

Deal-by-Deal Investing

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

relevant regions

Jersey City, NJ, United States

DealCloud for Family Offices

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

relevant regions

Oslo, Norway

Default & Recovery Database

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

relevant regions

Western Europe

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

Western Europe

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

Sulzbach/Taunus, Germany

DIAMOS-A Suite

DIAMOS-A for asset managers, capital management companies and depositaries The market of open and closed-end investments has been converging more and more in recent years. The boundaries between the two worlds are becoming more flexible and increasingly blurred. Thus, the needs of the market are also changing and with them the......

relevant regions

Western Europe

Sulzbach/Taunus, Germany

DIAMOS-CeF

Today more than ever, the settlement of closed-end funds presents fund providers with challenges that go far beyond conception, prospectus requirements, and fund administration. Especially mutual funds, which tend to have a large number of investors, entail an intensive workload in investment management and investor support. Manual activities or the......

relevant regions

Western Europe

Sulzbach/Taunus, Germany

DIAMOS-D Suite

The investment industry is characterised by constant change and further developments. At the same time, there are many pillars that appear to be unalterable. Whether our customers have only a challenge in a dedicated part of the investment chain or are looking for a comprehensive solution. The DIAMOS-D Suite reliably......

relevant regions

Western Europe

Sulzbach/Taunus, Germany

DIAMOS-F Suite

The investment industry is characterised by constant change and further developments. At the same time, there are many pillars that appear to be unalterable. Whether our customers have only a challenge in a dedicated part of the investment chain or are looking for a comprehensive solution. The DIAMOS-F Suite supports......

relevant regions

Western Europe

Madrid, Spain

Digital Selector

Selector Screener Find the funds that best meet your investment criteria. Generate a shortlist of the funds that are most relevant to you within seconds, using a unique set of qualitative and quantitative fields and characteristics that fit your clients needs. Research to enhance your efficiency A selected universe of the best quality funds.......

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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.......

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Albany, NY, United States

Diligend Solution

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

relevant regions

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......

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London, United Kingdom

DueDil

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

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

North America

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......

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Western Europe

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......

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Asia

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

Western Europe

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

North America

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

Sudbury, MA, United States

Enterprise Risk Manager

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

relevant regions

London, United Kingdom

Envestry for Networks

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

San Rafael, CA, United States

EQIS Advisor Platform

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

relevant regions

North America

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

Western Europe

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,......

Membertou, NS, Canada

ESG

What is ESG? ESG (Environmental, Social, and Governance) are a set of factors that are used to measure the societal impact and sustainability of an investment. The use of ESG data has developed into a primary component of the sustainable investment process, as it outlines important factors that are often left......

relevant regions

North America

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

Vinon-sur-Verdon, France

ESGprofiler

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

relevant regions

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

Western Europe

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

North America

Toronto, ON, Canada

ETFbahn™

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

New York, NY, United States

Ethic for Institutions

We empower you to create custom enhanced index equity portfolios centered around your own proprietary sustainability lens. Custom solutions Create an enhanced index equity portfolio that is customized to your specific principles, values and sustainability goals. Our strengths Sustainability through data science We deploy cutting-edge data science and proprietary algorithms to analyze millions of data......

relevant regions

North America

New York, NY, United States

Ethic for Investment Advisors

Create engaging conversations with your clients about their personal values while offering unique portfolios matched to their financial goals. Find your solution We help you create returns-driven, tax-efficient sustainable equity portfolios that align with your overall allocation strategy. Become a sustainability thought-leader for your clients, and engage them on issues that they......

relevant regions

North America

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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Western Europe

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

Western Europe

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

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

North America

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

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

Helsinki, Finland

FA Platform

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

Milton Park, United Kingdom

Fastrak

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

relevant regions

Western Europe

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

Western Europe

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

Western Europe

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

North America

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

Western Europe

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......

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......

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......

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

Western Europe

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

Western Europe

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

Western Europe

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....

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

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......

Portland, ME, United States

Foreside

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

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......

relevant regions

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

Western Europe

Milton Keynes, United Kingdom

Fregnan

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

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

North America

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......

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,......

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

Western Europe

Soborg, Denmark

Fund Service (NAV)

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

relevant regions

Vienna, Austria

Funds Imperion

Automatized export of OEKB fund tax data the fastest data exports for multiple funds well structured export ﬁle different ﬁle formats conversion to selected foreign currency ﬂexible and customizable export options Automatized tax calculation for income from investment funds: calculation of taxable income detailed tax reports calculation of historical acquisition costs detailed withholding tax report for private and institutional investors ...

relevant regions

Western Europe

Luxembourg, Luxembourg

FundSquare for Fund Buyers

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

relevant regions

Western Europe

Madrid, Spain

Fund Tools

Compare, analyse, select and track Screener Multi-criteria screener that allows you to quickly search funds and select the best option. Watchlist Track your favourite funds and monitor them at a glance. Fund comparison Compare the features of a list of funds in an easy way. Enrich and automate your Corporate Actions alerts Subscribe to a unique corporate actions file,......

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

North America

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

London, United Kingdom

Goji Platform

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

relevant regions

Western Europe

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

North America

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

Western Europe

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

North America

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

North America

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

Asia

San Francisco, CA, United States

Hedge SPA Analytics

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

relevant regions

Wilton, CT, United States

Held Away Aggregation

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

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

Western Europe

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

Western Europe

Sudbury, MA, United States

Householder

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

relevant regions

Armonk, NY, United States

IBM Algorithmics Investment Design for Wealth Managers

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

London, United Kingdom

Idea Generation & Tactical Asset Allocation

...

relevant regions

Tuggen, Switzerland

iFinity Integrated Portfolio Management System

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

relevant regions

Western Europe

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

Western Europe

London, United Kingdom

IMiX

IMiX is a front to middle office web based investment management platform with a multi-asset, multi-currency and multi-company tier system which combines a range of dynamic tools and services designed to analyse and master the complexity of investment management. Investment Software has produced an application whose focus is to become the......

relevant regions

Western Europe

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

Western Europe

Birmingham, United Kingdom

IMPACT

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

relevant regions

Western Europe

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

Western Europe

London, United Kingdom

Index Design

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

relevant regions

Oslo, Norway

Index Service Bonds

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

relevant regions

Western Europe

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

Toronto, ON, Canada

Insight360

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

New York, NY, United States

Insights

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

relevant regions

Zurich, Switzerland

Instimatch Global

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

relevant regions

Boulogne-Billancourt, France

Instrument Box

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

relevant regions

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

Western Europe

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

North America

Miami, FL, United States

IntoTheBlock

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

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......

London, United Kingdom

InvestAi

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

relevant regions

Beverly Hills, CA, United States

InvestCloud Black

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

relevant regions

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

North America

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

Western Europe

London, United Kingdom

Investing API

Simplicity Familiarity Speed-to-market ...

relevant regions

Western Europe

London, United Kingdom

Investing as a Service

Focus on engagement & growth Maximum convenience ...

relevant regions

Western Europe

London, United Kingdom

Investing Platform

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

relevant regions

Western Europe

Soborg, Denmark

Investment Accounting

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

relevant regions

Sarasota, FL, United States

Investment Analytics

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

New York, NY, United States

Investment Governance & Suitability

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

Jacksonville, FL, United States

Investment Management

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

relevant regions

North America

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......

New York, NY, United States

Investment Platform

Marketplace Seamless, real-time access to structured investments, annuities, and defined outcome ETFs. Simplified, centralized marketplace Intuitive navigation and smart filtering options Interactive investment details pages explain how products work Streamlined order entry for SI and position monitoring for annuities and ETFs Lifecycle Performance management, simplified and optimized. An advisor’s book of SI business, centralized in one place In-depth analytics......

relevant regions

North America

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

Oceania

Zurich, Switzerland

Investment & Portfolio Analytics

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

relevant regions

Western Europe

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

Oceania

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

North America

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

Western Europe

New York, NY, United States

Investor Platform

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

relevant regions

Munich, Germany

Investor Portal

Devexperts Investor Portal is a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports. The solution can be easily to integrated into a client’s existing infrastructure, connected to various venues, upload an overview of previous......

relevant regions

San Mateo, CA, United States

Investor Solutions

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

relevant regions

North America

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

London, United Kingdom

Invisage for Asset Managers

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

relevant regions

Western Europe

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

North America

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

Western Europe

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......

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

North America

Paris, France

Kaiko

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

relevant regions

Western Europe

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

North America

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

North America

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

North America

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

North America

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

North America

Milan, Italy

LifeCycle Portfolio Builder

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

relevant regions

Western Europe

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

Western Europe

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......

New York, NY, United States

Longboat Analytics

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

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

North America

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

Western Europe

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

Western Europe

Hong Kong, Hong Kong

m2Advisor

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

relevant regions

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

North America

Sudbury, MA, United States

Managed Account Rebalancing System

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

relevant regions

Melbourne, VIC, Australia

Managed Accounts

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

relevant regions

Oceania

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......

Sydney, NSW, Australia

Managed Discretionary Account Solutions

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

relevant regions

Oceania

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

Western Europe

Luxembourg, Luxembourg

Managing Kit

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

Norwalk, CT, United States

Market Data

Comprehensive coverage of equity and fixed income benchmarks, within our applications or your own in-house systems, provides the breadth of content and scale to meet your needs. With quality data you can depend on, 30 years of experience collecting and integrating data from more than 800 databases, plus unparalleled customer service......

relevant regions

Zurich, Switzerland

Market Data

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

relevant regions

Grenoble, France

Market Data Consolidation API

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

relevant regions

Western Europe

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......

Zurich, Switzerland

Masttro

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

relevant regions

Cornelius, NC, United States

MAUI

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

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

North America

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

Asia

Singapore, Singapore

MFund Plus Suite

MFund Plus Suite, 3i Infotech’s investment management solution is a comprehensive, multi- currency enabled web based application designed to provide a powerful automation tool to various financial institutions undertaking fund management activities....

relevant regions

Asia

Vinon-sur-Verdon, France

MIFID II/LSFin Client Suitability Assessment

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

relevant regions

London, United Kingdom

(M)Invest for Investors

(M)Invest for investors Make impact-centric investment decisions with our investor dashboard Efficient engagement and stewardship Access all portfolio companies’ financial and impact information, streamlining data aggregation for due-diligence activities. Reporting at portfolio and company levels Engage and align with key stakeholders of portfolio companies and funds, ensuring impact targets are met. (M)Invest for businesses Easily identify, visualise......

relevant regions

Western Europe

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

North America

Tel Aviv, Israel

Modelity Advisor

It is designed for face-to-face consultancy, facilitating the provision of personalized advice, accounting for client risk tolerance, financial constraints and expectations. Its processes can identify sales opportunities and ensure demonstrable compliance with regulatory requirements. Modelity/Advisor analyzes portfolio’s risk and performance, based upon industry standard or customized models. Modelity/Advisor is an open box solution, available......

relevant regions

Hong Kong, Hong Kong

Modelomni

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

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......

relevant regions

North America

St Helier, Jersey

Monitoring

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

relevant regions

Western Europe

Berlin, Germany

Moonfare

Leverage the Moonfare Platform to bring private markets to your clients portfolios 1. Top-tier funds Highly curated PE funds across diverse strategies and regions. 2. Unique selection Often oversubscribed funds or those not available to individuals. 3. Fully digital process Paperless onboarding, signing, reporting and capital calls; available as “white label” platform 4. Open architecture platform Combine your......

relevant regions

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

North America

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

North America

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

North America

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

North America

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......

relevant regions

Summit, NJ, United States

MPI Stylus Solutions

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

relevant regions

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......

Zug, 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......

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

North America

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

Asia
Oceania

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

Oceania

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

North America

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

Madrid, Spain

Nextportfolio

Client and model portfolio tools Our advanced portfolio management tool is designed to manage all the data needs of your advisors and clients. Obtain interactive data analytics on asset allocation, risk factors and performance for your model and client portfolios. Be aware of any significant events by setting up alerts on......

relevant regions

Sydney, NSW, Australia

Non Discretionary Account Solutions

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

relevant regions

Oceania

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

North America

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

North America

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......

relevant regions

Saint Joseph, MI, United States

OnPointe Risk Analyzer

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

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

North America

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

North America

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

North America

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......

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

Western Europe

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

Western Europe

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

Lugano, Switzerland

Performance Management Platform

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

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

Western Europe

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......

Bologna, Italy

PFTPro® Suite

The wealth management business is in a period of transition, with shifting regulatory landscapes, increasing competition and clients demanding ever more sophisticated & high-tech services for less. Innovation is becoming an essential part of every institution's business plan and Prometeia can help create value for the clients, lower the cost to serve and deliver sophisticated, personalized,......

relevant regions

Seattle, WA, United States

PitchBook Desktop

Powerful advanced search that filters millions of data points Leverage granular search criteria to sort through our data and generate a tailored list of the companies, deals, investors or individuals that you're looking for. Discovery and insights brought to life through data visualization Easily transform data points into actionable insights with the help......

relevant regions

Seattle, WA, United States

PitchBook Excel Plugin

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

relevant regions

London, United Kingdom

PI-X™

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

Newbury, United Kingdom

Planning & Advice Engine

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

relevant regions

Western Europe

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......

relevant regions

Western Europe

Norwalk, CT, United States

Plan Universe

The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons......

relevant regions

North America

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......

relevant regions

Western Europe

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......

London, United Kingdom

Portfolio Activity Monitor

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

relevant regions

Western Europe

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......

London, United Kingdom

Portfolio Advisory

You remain in charge of its execution, while we work closely with your team to provide ongoing support and what we believe is the best technology for investment decision-making. What our clients can expect Reliable and understandable AI for investment decision-making Our clients rely on our technology to improve their investment decision-making. MDOTM’s AI-Driven models are......

relevant regions

Western Europe

Greenwich, CT, United States

PortfolioAnalyst

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

New York, NY, United States

Portfolio Analytics

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

relevant regions

Norwalk, CT, United States

Portfolio Analytics and Reporting (PARis)

Dig deeper into the insights that matter PARis is the industry-leading portfolio analytics and reporting solution that enables institutional investors and advisors to aggregate, analyze, optimize, and report on investment portfolios across plan types, sizes, asset classes, styles, and universes. Designed by industry veterans, this comprehensive multi-asset-class reporting solution is built......

relevant regions

North America

Norwalk, CT, United States

Portfolio Analyzer

Portfolio analytics start with factors Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution, and risk. It uses a fully transparent, proven methodology for comparing a portfolio’s factor tilts against an industry benchmark. It enables all investors and fund managers to communicate......

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

Western Europe

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

North America

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

Oceania

London, United Kingdom

Portfolio construction tools

...

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

North America

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

Western Europe

London, United Kingdom

Portfolio Diagnostics

You will understand what risk drivers affect your portfolio, how it reacts in conditions of market turbulence and get clear indications on how to improve its diversification. What our clients can expect A comprehensive look-through of your portfolio We deeply understand the composition of a given equity or multi-asset portfolio, also analysing the underlying allocations of active......

relevant regions

Western Europe

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

North America

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

North America

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 CFO's Collect portfolio metrics, files and text updates seamlessly. Communicate better with your portfolio companies by collecting what you want, when you want.......

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....

relevant regions

Copenhagen, Denmark

Portfolio Management

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

relevant regions

Zurich, Switzerland

Portfolio Management System

With the Portfolio Management System you have the possibility to simultaneously manage assets from various portfolios spread across multiple banks. It provides a consolidated view and performance calculation of all security portfolios and accounts. The complete set of relevant data is automatically fed into the system through the respective financial......

relevant regions

Western Europe

Bay Harbor Islands, FL, United States

Portfolio Management Tools

Portfolio optimization technology Create diversified private equity and hedge fund portfolio proposals using our proprietary portfolio optimization tools. Portfolios may be customized to meet your clients’ unique investment objectives, allocate to specific sectors or strategies, and/or complement existing investments. Ongoing portfolio monitoring & rebalancing tools Our portfolio rebalancing and liquidity management tools make it......

relevant regions

North America

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......

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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Western Europe

London, United Kingdom

Portfolio monitoring & visualisation

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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

Western Europe

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......

relevant regions

North America

Norwalk, CT, United States

Portfolio & Risk Analytics

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

relevant regions

New York, NY, United States

Portfolio Risk Analytics

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

Melbourne, VIC, Australia

Portfolio System

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

relevant regions

London, United Kingdom

Portfolio Tracking

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

relevant regions

Western Europe

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

North America

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

Portformer

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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......

relevant regions

Asia

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......

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......

relevant regions

London, United Kingdom

Price Master

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

relevant regions

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

Western Europe

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

North America

Meggen, Switzerland

Private Alpha Artificial Intelligence Platform (PAAI)

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

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......

Mooresville, NC, United States

Private Wealth Systems

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

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

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

North America

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

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......

relevant regions

North America

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

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

Western Europe

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

Western Europe

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

Western Europe

London, United Kingdom

Quantitative Solutions

We offer high-quality, cutting-edge risk reporting specifically designed to satisfy investment fiduciary obligations across asset classes. MJ Hudson Quantitative Solutions provide independent, first-class Managed Software as a Service (MSaaS) FinTech solutions for the investment fiduciary marketplace. Asset managers, fund services and wealth managers face a confluence of market, political and regulatory demands. Regulation Ongoing......

Geneva, Switzerland

Quantreex Platform

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

relevant regions

Novosibirsk, Russian Federation

QUIK Software Package

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

relevant regions

Fountain Hills, AZ, United States

Quotestream

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

relevant regions

North America

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

North America

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

North America

Zug, Switzerland

reclaimer®

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

relevant regions

Western Europe

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

North America

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

North America

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

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

Western Europe

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

North America

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......

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

Western Europe

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

Western Europe

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

North America

Auburn, CA, United States

Riskalyze Partner Store

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

relevant regions

North America

Auburn, CA, United States

Riskalyze Trading

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

Sudbury, MA, United States

Risk Analytics

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

relevant regions

Zurich, Switzerland

Risk Analytics Dashboard

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

relevant regions

New York, NY, United States

Risk Management

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

Santa Monica, CA, United States

Risk Management

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

relevant regions

Newport Beach, CA, United States

RiskPro Advisor

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

relevant regions

North America

Santa Monica, CA, United States

Risk Reporting

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

relevant regions

New York, NY, United States

Risk Shell

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

relevant regions

Newbury, United Kingdom

Risk Suitability

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

relevant regions

Western Europe

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

North America

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

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

relevant regions

London, United Kingdom

Saffron Investment Engine

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

Singapore, Singapore

Sales & Trading Terminal

OTC bonds sales and trading workflow Product features ...

relevant regions

Asia

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

Western Europe

Copenhagen, Denmark

SaxoTraderGO

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

relevant regions

Copenhagen, Denmark

SaxoTraderPRO

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

relevant regions

Zurich, Switzerland

Scenario & Risk Analytics

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

Grenoble, France

Scenario Simulation

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

relevant regions

Western Europe

Raleigh, NC, United States

Schwab Advisor Portfolio Connect™

A simplified approach to portfolio management Schwab Advisor Portfolio Connect delivers core capabilities and features through an intuitive, modern experience, without the need to download and reconcile data. This solution is not multi-custodial, and is not a replacement for PortfolioCenter®, but is available free of charge to advisors whose clients custody......

relevant regions

North America

London, United Kingdom

Search Engine

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

relevant regions

Western Europe

Ames, IA , United States

SEC Reporting

Trust the market leader in SEC reporting Foreign private issuers (FPIs) trust Workiva to increase productivity, improve data accuracy and optimise their SEC filing process. The smart way to file Reporting, compliance and legal teams can collaborate in real time on data and narrative. This ensures complete visibility and trusted data. Documentation, data......

relevant regions

Zug, Switzerland

Section 871(m) Withholding and Reporting

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

relevant regions

Western Europe

Vienna, Austria

SECTRAS

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

Zurich, Switzerland

Securities

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

relevant regions

Western Europe

London, United Kingdom

Security Master

Enables mastering of all key securities’ reference data, including bond schedules, expiry/maturity dates, corporate actions, covenants & conventions relevant to each security. Our open architecture APIs and SDKs ensure a future-proof solution that can be easily adapted for the needs of today and tomorrow....

relevant regions

London, United Kingdom

Seedrs

Institutional and intermediary services We support partners with portfolio building and capital raising. We add value to and increase the visibility of their portfolio companies. Introduction and syndication Deal flow origination: we introduce you to Seedrs portfolio companies for future funding rounds and provide early access to new companies before they go live. Top-up capital:......

relevant regions

Western Europe

Berlin, Germany

SENTILab Trend

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

London, United Kingdom

Sesame

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

relevant regions

Stockholm, Sweden

SharpFin for Asset Managers

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

relevant regions

Western Europe

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......

relevant regions

Western Europe

New York, NY, United States

Signal

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

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......

New York, NY, United States

SIMON Spectrum

Multi-dimensional framework Learn about risk-managed solutions by independently exploring: Protection - How principal is exposed to risk Upside - The opportunities for gains Liquidity - How long principal is committed Simplicity - How simple or complex features are History - How much we know about past underlier performance For financial professionals From your challenge we developed our solution. Assess performance Layer an investor’s profile and......

relevant regions

North America

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......

relevant regions

Western Europe

Zug, Switzerland

Single Family Offices

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

Zurich, Switzerland

SIX ID

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

Zurich, Switzerland

SIX Tax Score

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

New York, NY, United States

Six Trees Capital

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

Herndon, VA, United States

Skience Analytics

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

Freigericht, Germany

Smarter Financial Services

Customers ask for pro-active, multi-channel, end-to-end experiences. Markets demand scalable business models facilitating highly personalized client advisory and services. New technologies enable FinTech and InsurTech startups to disrupt the industry. Financial service providers need to update their enterprise architecture to connect innovative Banking and Insurance APIs with legacy systems. Comprehensive......

relevant regions

Singapore, Singapore

Smartkarma

What is Smartkarma? Smartkarma is a fully digital and cloud based platform with a full suite of tools enabling a large community of analysts and other professionals to create digitally native, interactive research content, share ideas, collaborate on research projects, and discuss their opinions in real time. Via personalised logins, clients are......

relevant regions

Boston, MA, United States

Smartleaf Experience Engine [E2]

Current and planned reports include: Taxes saved. Show how much you’ve saved clients in taxes through active tax management. Health checks. Show clients that you’re meeting the standards you set for managing their portfolio. Explained activity. Provide simple plain English explanations of your trades. We have reengineered the way portfolios are managed. With our......

relevant regions

North America

Boston, MA, United States

Smartleaf Investment Engine

With the Investment Engine, advisors can effortlessly provide each of their clients with: Custom asset allocation and security selection Custom social screens Optimized tax management including tax-managed transition and year-round loss harvesting UMAs containing any combination of ETFs, mutual funds, proprietary equity strategies, third-party equity strategies and cash ...

relevant regions

North America

Zurich, Switzerland

SmartMoneyMatch

SmartMoneyMatch is a platform for: Investment matching Money managers classify their offers with a given granular criteria catalog (like eBay, but for investments only) Distribution is compliant as asset managers indicate what type of investor (qualified/retail) is allowed to see the investment in which jurisdiction Investors can find appropriate investments according to their criteria,......

relevant regions

Western Europe

London, United Kingdom

Smart Portfolio Analytics

Woltix Smart Portfolio Analytics enables wealth managers and advisors to provide rich investment portfolio analytics internally and for their customers. This versatile tool makes available multi-currency cross-asset performance and risk analysis. It covers the workflow end-to-end - from returns and VaR calculations to rebalance and optimization. Our solution fully integrates customer......

relevant regions

Boston, MA, United States

Social Security Advantage

Social Security is an important source of retirement income for many investors. However, most people do not know when they should begin taking benefits versus turning to other assets, and filing for benefits at the wrong time can be costly. Help guide your clients to get the most out of......

Amsterdam, Netherlands

Soliam for Wealth Managers

A single core solution for real-time overview of the client’s investments A Multi-Custodian and Multi-Account keeping software enabling a comprehensive front-to-middle process management, for wealth managers, private bankers and family offices A unique turnkey solution for position-keeping and financial decisions, dedicated to wealth management specific needs: advisory and/or discretionary processes, fiscal allowances......

relevant regions

Western Europe

Schlieren, Switzerland

SolidusLink

SolidusLink is a multi-dealer precious metals trading platform capable of integrating with any bank or custodian, so that both institutional and individual investors, as well as their advisors, can access and hold real gold as easily as stocks....

relevant regions

Atlanta, GA, United States

Solivis Platform

The Solovis institutional investment management platform allows you to gain a holistic view of your multi-asset class portfolio. Collect, aggregate, analyze, predict and share portfolio information from a single technology platform. Improve operational efficiency and enable better investment decisions. Collect Accelerate public and private asset data collection, gain better insight into fund......

New York, NY, United States

S&P Capital IQ

Deep company and industry research Analyze company performance of industry-leading financials with 5,000+ individual data items, including sector-specific metrics on 17 industries. Our financials are adjusted for nonrecurring charges to enhance comparability and are auditable down to source documents. The Excel add-in: a tool as smart as you. Improve efficiency Spreadsheet fatigue is a......

relevant regions

Geneva, Switzerland

SpeciBBG

This software is fully parameterizable, gives you the possibility to schedule for a list of ISIN, a request on Bloomberg. Data are stored in a Datastage and available for all your applications. SpeciBBG will simplify your request needs on Bloomberg. Software challenge Aims to simplify your Bloomberg requests: Service based (deamon) Scheduler Create your own requests Datastage On......

relevant regions

Western Europe

Geneva, Switzerland

SpeciBLOTTER

SpeciBlotter is a front-middle office tool designed for traders, risk managers and RMs. It supports the forex activity (spot, forward, swap, currency option). SpeciBlotter speeds up the booking process and gives transparency on the daily and intraday positions. Software challenge Aims to fit the needs: Calculates profit and loss by portfolio (pure trading, customer......

relevant regions

Western Europe

Geneva, Switzerland

SpeciOPTION

The scheduler on SpeciOption tracks the events occurring on the trade: opening, closing, exercise and abandon, hit. Traders can load their term sheets into the system to quickly define the contracts. Alerts are generated when the barriers are hit. Reduce operational risk More structured Manage the product life cycle Software challenge Aims to follow all the......

relevant regions

Western Europe

Paris, France

SpotLab

SpotLab allows simulation of complex strategies that execute simultaneously in a single portfolio with a precision level as high as one minute and a depth of more than 10 years on a standard desktop computer. It features an exclusive data paging technology making it possible to browse several tens of......

relevant regions

Western Europe

London, United Kingdom

Sprout For Advisers

Stand out in the market Partner with Sprout to gain a distinct competitive advantage over your competitors who are not offering venture capital funds to customers. Rigorous due diligence Sprout’s experienced team takes the legwork out of fund due diligence, undertaking a rigorous selection process and curating a selection of top-tier fund opportunities......

relevant regions

Western Europe

Zurich, Switzerland

Squirro Wealth Management Application

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

relevant regions

London, United Kingdom

SRL Global

Comprehensive, accurate and unbiased. Front-to-back solutions for the family office industry SRL Global provide families and their private offices with a holistic and integrated end-to-end institutional-grade infrastructure. Delivering greater clarity, control and insight to Monitor, Measure and Manage their wealth in single ecosystem. Data collection Transaction level account aggregation Reconciliation and data management General ledger accounting Security......

relevant regions

Basildon, United Kingdom

ßetafolio

Betafolio takes the hassle out of advisers’ investment processes by offering access to evidence-based portfolios. Betafolio is a clear alternative to expensive, poorly performing DFM services and multi-asset funds. Its consistent, repeatable and robust process gives advisers full control of client outcomes....

Zug, Switzerland

Stableton

Marketplace for alternative investments Easy access One-stop-shop for alternative investments. Tailored portfolio. Seamless investment experience Unique opportunities Top-tier partners. Benefit from specialist knowledge Performance Benefit from access to superior strategies. Generate true absolute returns Measurable impact Make investments with a measurable impact, not only for your portfolio but also for the environment ...

relevant regions

Western Europe

Edinburgh, United Kingdom

Standard Life Wrap

Wrap is a specialist service and technology platform for progressive adviser businesses. If you’re looking to deliver sophisticated wealth management solutions for your clients in a scalable, controlled manner, Wrap could be right for you. Market-leading and innovative portfolio management solutions: Professional Portfolio Manager helps you to scale your advisory investment process......

relevant regions

Western Europe

London, United Kingdom

STAR ESG

The STAR ESG models can be used for generating economic scenarios under either a real-world or risk-neutral measure. It can be used by clients for setting investment strategy benchmarks, portfolio construction, ALM, pricing, capital setting and the market consistent valuation of options and guarantees. Our philosophy is to transfer knowledge and......

Miramichi, NB, Canada

Stockcalc

StockCalc is a Fintec company focused on fundamental valuation. We run valuation models on 7800 companies listed on the NYSE, NAS, ASE, TSE and TSX each night. We are a third party integration on TD Ameritrade Institutionals Veo Open Access platform and are an excellent resource for independent financial advisors looking for......

Tel Aviv, Israel

Stock Forecast Algorithm

This means the algorithm is able to create, modify, and delete relationships between different financial assets. Based on the relationships and the latest market data, the algorithm calculates its forecasts. Since the algorithm learns from its previous forecasts and is continuously adapting the relationships, it adapts quickly to changing market......

relevant regions

Melbourne, VIC, Australia

StrategyEngine

This platform for developing and presenting investment strategies can be used by the investment manager, strategist, economist or analyst involved in equity strategy, asset allocation, fixed interest and economics. It facilitates sharing of information and ideas amongst investment professionals. Enhance the investment management process Improve the consistency and robustness of your investment......

Melbourne, VIC, Australia

Super Accelerator Core and Plus

We provide you choice to give you complete control Access a full range of superannuation, SMSF and investment options, online portfolio management tools, reports and competitive pricing, while taking advantage of fee-saving opportunities. Super Accelerator Core A cost-effective and easy way to manage your super which gives you the option to invest in......

Windsor, CT, United States

SVC

SVC is our external data aggregation platform that consolidates information from leading global sources to deliver a single customized data feed in a normalized format. Get seamless pricing updates, security master data, corporate actions data, FX rates, fixed-income coverage, credit ratings and more – automatically, through a single platform, to help......

Stockholm, Sweden

Swip

SWIP fits into existing infrastructure to let clients leverage on their existing IT and systems investments or acts as a standalone fully-fledged portfolio solution for all asset classes. The platform’s components can be used as standalone features or as a whole, creating a complete portfolio solution....

relevant regions

Western Europe

Whiteley, United Kingdom

Synaptic Comparator

What does it include? Comprehensive cost evaluation – analyse cost at every level of multiple wrappers Evaluate all options – allows you to examine multiple providers and products in single view Full product range represented – personal pensions, SIPPs, onshore and offshore bonds, ISAs and GIA Etc. How does it work? Industry’s most powerful calculations engine – regularly performs millions......

relevant regions

Western Europe

Whiteley, United Kingdom

Synaptic Modeller

Synaptic Modeller forms part of the Synaptic Research Suite for professional advisers, assisting in financial planning, risk analysis and reporting. Any advisory firm looking to control risk within their investment recommendation processes should consider the several key differentiators that are offered within this module: Contains Moody’s Analytics stochastic engine –projects multiple investment......

relevant regions

Western Europe

Whiteley, United Kingdom

Synaptic Portfolio Builder

This is a component within the Synaptic Research Suite that allows you to build and manage portfolios, providing Synaptic Comparator and Modeller access to allow research to be done using actual holdings. The first screen shows how portfolios can be built and maintained using the Portfolio and Fund Chooser. Larger portfolios......

relevant regions

Western Europe

West Vancouver, BC, Canada

Synertree CubitBlack

What is CubitBlack? CubitBlack is a portfolio management platform driven by a quantitative engine. Fundamental analysis, opportunity screening, pre-trade, build strategy, and risk management. How can Synertree help me? CubitBlack helps you actively manage risks and seek opportunities. Build trading strategies and manage portfolios with scientific procedures. Top down Industry and security screener. Asset allocation recommendations. Build......

West Vancouver, BC, Canada

Synertree Optimizer

Optimal decisions every time Your most precious resource is your time. Top investment advisors with growing practice need effective and efficient ways to help their clients and differentiate their values. With Optimizer, items on your agenda that usually take days can now be done in minutes. Your prospects and clients will see......

relevant regions

North America

Haywards Heath, United Kingdom

Tailor-Made Troika

A powerful solution for wealth management Troika offers you a flexible suite of wealth management modules that will save you time and money. It is customisable and flexible It is a powerful system that has many definable features that make the software work the way you want it to. It is simple, yet comprehensive Troika makes complex......

Windsor, CT, United States

Tamale RMS

Modern day investment managers are overwhelmed by the mountains of information necessary for their investment decisions and due diligence. Research management comes from many sources, making it challenging to find and identify what is really important. With Tamale, our investment research management software, investment teams spend their time collaborating on ideas......

relevant regions

North America

Seattle, WA, United States

Tamarac

Tamarac provides best-in-class portfolio and client management software, empowering your firm to operate with greater efficiency and profitability, while delivering a superior level of service to your clients. Upgrading your firm’s systems can be a significant undertaking. Tamarac has the experience and staff to support your business every step of the......

relevant regions

North America

Seattle, WA, United States

Tamarac PortfolioCenter Cloud

PortfolioCenter Cloud allows you to: Simplify and streamline your processes Retain control in-house Access your data any time, from anywhere Recognize efficiencies with ready-made templates Never worry about hardware specifications Reduce IT overhead and demands on resources Budget with no surprises Sleep better knowing your data is secure When the time is right, you can easily add industry-leading Tamarac......

relevant regions

North America

Seattle, WA, United States

Tamarac Reporting

For performance, holdings, transactions, composites, and business intelligence reporting, Tamarac Reporting provides the flexibility to customize information to meet the specific needs of your firm. Tamarac is also a leader in data quality, giving your firm the confidence to stand behind the numbers. Customizable Dashboard Data is only useful if it’s easy......

relevant regions

North America

Seattle, WA, United States

Tamarac Services®

Your Tamarac Services team will download, post, and reconcile positions from your custodians and import your accounts, account holdings, and trade data into Tamarac. All reconciled data is integrated into the various Tamarac systems, so you can simply sign in and start working with the most current financial information. Run reports......

relevant regions

North America

Seattle, WA, United States

Tamarac Trading

More RIA firms choose Tamarac than any other rebalancing software provider. Whether you're using a passive or active management strategy, Tamarac dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity settings. Tamarac Trading delivers much more than portfolio rebalancing. Automate your model......

relevant regions

North America

Summit, NJ, United States

Target-Date Radar

For advisors Delivering retirement plan advisors with an established, repeatable and documentable process for assessing, selecting and monitoring TDFs in three easy steps: 1. Decision questionnaire Gather information on a plan’s objectives and participant demographics and behavior. Establish preferences across Target-Date Radar Suitability Criteria: Active vs. Passive Management, Open vs. Proprietary Architecture, Non......

relevant regions

Geneva, Switzerland

Taurus T-DX

Enter private capital markets 2.0 More than a trading platform. Unlock liquidity and the value of ownership Fully digitised and transferable assets. Trade digital assets incl. tokenised securities Equity, debt, real estate, art + collectibles (NFT), crypto. Connect investors, issuers and banks Primary and secondary trading, FIX connectivity, webApp. Regulated, secure, state-of-the-art technology FINMA license, built on Taurus technology....

relevant regions

Western Europe

Sydney, NSW, Australia

Tax Analyser

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

relevant regions

Boston, MA, United States

Taxficient Score®

The Taxficient Score is like a credit score, but instead of measuring credit worthiness, it assesses the tax-efficiency of your clients’ accounts. It looks at all of a client’s accounts – including 401(k), IRA Rollovers, Roth IRA, brokerage – and gauges the current tax-efficiency of their asset location across all......

Zurich, Switzerland

Tax Services

For 90 years, SIX has been at the side of financial institutions, supporting their compliance teams with powerful, scalable, and now automated data and analysis. As the stakes get higher, the rules more complex, and the pressure ever greater, SIX remains a trusted partner for tax and compliance data and......

Mumbai, India

TCS BaNCS™

Challenge Today’s customers are demanding more transparency and a wider array of products while managing their wealth. Wealth managers and wealth management firms, will also have to tackle challenges related to pricing and keep an eye on costs. Plus, complying with regulations can get in the way of profitability. A wealth......

relevant regions

Bristol, United Kingdom

Technology

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

relevant regions

Western Europe

Alexandria, VA, United States

Telemet Orion

Telemet offers an integrated solution for investment and investor relations professionals, universities, and private investors. Thousands of professionals use Telemet Orion as a cost-effective, single integrated source of real-time and historical investment research, charts, news, portfolio analytics and market data. Our platform enhances your workflow, increases your revenue opportunities, improves......

London, United Kingdom

The Clareti Platform

Technology for today We built the Clareti platform from the ground up with the latest big data, cloud-native technology. This ensures you get the versatility, scalability, and power that your business needs. Modern flexible technology API-based infrastructure The Clareti platform is designed to fit into and use API-based infrastructure, enhancing in-built capabilities and supporting......

relevant regions

New York, NY, United States

The Decipher Optimization Engine

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

New York, NY, United States

The DNA Platform

...

Bloomington, MN, United States

The E-Valuator

The E-Valuator analyzes and monitors Mutual Funds and ETFs (exchange traded funds) customized to your performance tolerance. Performance tolerance involves three elements: Rate-of-return relative to a benchmark (peer group), Duration Timeframe(s) The E-Valuator is a breakthrough in investment monitoring software that enables Investors to set their individualized performance tolerance standards with an intuitive, user-friendly dial system. Easy-to-understand charts and reports......

relevant regions

North America

Limassol, Cyprus

The EXANTE Trading Platform

The EXANTE platform works on every device. Trade on the web, from a desktop Windows, macOS or Linux terminal, or right from your iOS or Android smartphone. HTTP API Use our HTTP API to design sleek, fast and data-rich financial apps. From smart messenger bots and option strategy advisors, to market analysis mobile apps, websites with stock tickers and wholesale......

relevant regions

London, United Kingdom

The Finlight Platform

Family offices and institutionally-sized allocators lack access to technological solutions that flexibly and efficiently solve their needs. The existing software and tools currently available are inadequate because: - They are too specialised or expensive to meet their operational requirements - They have complex data management and upload processes - They are unable to handle private equity......

Atlanta, GA, United States

Thematic Portfolio

Improved performance and a quick time-to market Asset managers across the globe are challenged to outperform their benchmarks. Traditional fundamental analysis using common data sources and techniques results in an increasing difficulty to outperform. We help to create a competitive advantage by bringing together adaptive AI, alternative data sets and new ideas that......

relevant regions

North America

Austin, TX, United States

The MicroVentures Platform

MicroVentures is more than just an equity crowdfunding platform. We also offer a solution that sources private equity deal flow for qualified institutional investors including family offices. We serve institutional investor clients in the U.S. and globally, providing direct access to both early and late stage private companies that are......

New York, NY, United States

The Money.Net Platform

Global all asset class coverage Money.Net provides an all asset class global coverage. Our terminals require no download and can be run directly from your web browser to bring you global equity, portfolio tools, institutional holdings data, analyst estimates, excel historical data and fundamentals. Talk to clients via our chats, download......

relevant regions

North America

Chicago, IL, United States

The Morningstar Risk Ecosystem

By knowing how comfortable a client is with investment ups and downs, advisors can help bring calm and peace of mind when risk is realized. The Morningstar Risk Ecosystem provides a world-class psychological risk tolerance tool that helps simplify processes, stay compliant, and reassure clients. How it works Accurate psychometric risk assessment Accurately......

relevant regions

Hamburg, Germany

The Open Banking Platform

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

Nyon, Switzerland

theScreener LAB (theScreener CIO)

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

Chicago, IL, United States

The Sensefolio Platform

With over 20,000+ companies and more than 200,000 of their subsidiairies being analyzed every day, Sensefolio, scrapes and retrieve data for you. Get real-time data and follow companies in your portfolio in order to filter out the good and the bad ones. Every new information about a company and/or country is......

relevant regions

Santa Monica, CA, United States

The Wilshire Investment Database

10,000 separate account products 27,000 mutual fund products (Lipper) 1,700 ETFs 3,200 indices Hedge funds and hedge fund of funds Private equity and private real estate (coming soon) 150 total funds (large institutional plans) 100 fundamental portfolio characteristics In addition to supplying historical monthly and quarterly performance information, the Wilshire Investment Database provides in-depth qualitative profiles of investment......

relevant regions

Knaresborough, United Kingdom

TIARA

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

relevant regions

Western Europe

Jamberoo, NSW, Australia

TierDrop

A choice of industry recognised calculation algorithms are available to DFMs, advisers and platforms, including Simple Dietz, Modified Dietz, the ESMA suggested method and the highly accurate Internal Rate of Return (IRR)....

relevant regions

Western Europe

London, United Kingdom

Titanbay Platform

Founded by a group of private equity professionals, asset managers, and technologists, our mission is to create the world’s leading platform for private market capital, elevating the investor experience via optimal systems. Titanbay is a digital platform enabling private and institutional investors to thoughtfully invest in top tier private equity funds.......

relevant regions

New York, NY, United States

TOGGLE

Turn on Insights, turn off noise Toggle Insights have outperformed average retail investors by 18%. Get the right tools and supercharge your investing. 20/20 Vision - Get a comprehensive overview for over 35,000 assets Three out of four retail traders will lose most of their money within their first year. It's time to stop......

relevant regions

Burlingame, CA, United States

Tora Order Execution Management System

The benefits of our OEMS product TORA’s OEMS delivers exactly the features you need, and none of what you don’t. Need allocations or rebalancing? Great, it’s there. But if you don’t, all of these features can disappear from your workflow so you can focus on what’s important for your firm. Execution management Access......

Burlingame, CA, United States

Tora Portfolio Management System

Portfolio management TORA organizes all your data in one place Our PMS system is utilized by the industry’s leading hedge funds, asset managers, proprietary trading firms and sell-side trading desks globally. We track it all Your portfolio is the result of thousands of hours of research, analysis and hard work, and we track it......

Jamberoo, NSW, Australia

Toro

As wealth management companies compete for market share, charging structures can become complicated and can take hours, if not days, to calculate. Our Charge Calculation Engine offers blisteringly fast calculations which can be synchronised to your existing systems....

Santa Monica, CA, United States

Total Fund Analysis

gain insight into the asset allocation strategies of their peers, identify broad based trends in asset allocation decisions, evaluate the total fund performance versus peers and separate asset classes. Should we increase our allocation to real estate? What is the trend in DB Plans’ exposure to alternative asset classes? How has our fund performed compared......

relevant regions

Wilton, CT, United States

Total Wealth Aggregation

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

San Carlos, CA, United States

tradeEdge

tradeEdge is a collaboration based trading platform that integrates with industry-leading trading and execution solutions like Advent Moxy®. It works with real-time data from your trading solution not requiring data import/export. It also supports trading restrictions, and approvals process. Key Features Customizable Dashboard Track your firm’s exposure, commissions, and trading activity, as well as......

relevant regions

North America

Encinitas, CA, United States

Trade Ideas Pro

Artificial intelligence informs decisions, delivers confidence Professionals follow a trading plan and stay informed on market conditions. Trade Ideas Wealth delivers fully-formed opportunities, including performance history, win rate, entry point, profit target, stop loss and more for every idea. It provides real-time risk assessments for its opportunities in the current market conditions so there are......

relevant regions

North America

San Carlos, CA, United States

tradePort

Trading and rebalancing introduce preference-based sleeves to create truly custom models. It allows for the creation of trades at accounts and household levels with ease. Firms can automate the model assignments to accounts. Models can be defined at Asset Class, Sub Asset Class and individual security levels. The product’s event management......

relevant regions

North America

New York, NY, United States

Tradeweb direct: Retail and middle markets

Tailored trade solutions Tradeweb Direct is one of the largest fixed income marketplaces in the U.S. for financial advisors, RIAs, traders and buy-side investors with leading offerings in Municipal Bonds, U.S. Corporate Bonds and Certificates of Deposits (CDs). Driven by years of experience and partnership with clients, our systems are engineered with......

relevant regions

New York, NY, United States

Tradeweb: Institutional market

Unrivaled access to deep liquidity & advanced technology Institutional investors around the world rely on Tradeweb for direct access to deep liquidity, pre-trade price intelligence, flexible protocols and post-trade analysis to enhance their trade execution strategy and drive increased performance. Real-time pre-trade pricing from over 50 leading liquidity providers Innovative trading protocols tailored for each marketplace Streamlined......

relevant regions

Windsor, CT, United States

Tradex

The complexity of the fund market presents many challenges on the operational side, especially with regards to the order process. Tradex is a flexible and scalable fund operation solution that lets you replace manual procedures with a highly automated workflow, from order entry through to settlement. Manage high transaction volumes with less effort,......

relevant regions

North America

Paris, France

Trading Central Platfrom

As a premium, one stop shop for investment decision support, we're proud to support your business. We help you find and validate new opportunities, time your trades, manage risk and communicate with key customers. Our research solutions harness an award-winning fusion of automated AI analytics, beautiful user interfaces and registered investment......

relevant regions

San Francisco, CA, United States

Trading for Institutions

Through our global relationships and insights gleaned from our proprietary data, we make smarter decision making easier. Whether for new direct investments, add-ons to existing holdings, or to trim a position, we’ll tailor our relationship to meet your specific needs. Making connections that count Get access to our sought after supply We believe......

relevant regions

North America

London, United Kingdom

Transact Wrap Platform

Since Transact started operating in 2000 we started something of a revolution in the UK by launching the Transact wrap service. Now you might be forgiven for thinking, given our success, that we might kick back, take it easy and live off past glories. But that really isn’t our style......

Haywards Heath, United Kingdom

Troika Connect

A powerful solution for Troika reporting Connect is an obvious extension of your existing Troika– making the system work even harder, just for you. It is compatible and simple It can be integrated into your existing intranet and is easy to customise. It is highly organised and fast Connect disseminates data rapidly throughout your company in a single solution....

relevant regions

Haywards Heath, United Kingdom

Troika for Family Offices

Distinctive solutions for: Single or multi-family offices Wealth management of Ultra High Net Worth individuals Private wealth, asset and investment management Benefit from a single point of control for all family office activities and interests. Streamline practices with responsive asset and wealth administration capability to HNWIs. Increase support to family members and their range of philanthropic......

relevant regions

Haywards Heath, United Kingdom

TroikaNet

What is TroikaNet? Accessible anywhere TroikaNet is a web-based application that can be installed on premise and then easily accessed by every member of your staff from anywhere on any device. Fully scalable From an ‘out-of-the-box’ option for fast and easy installation to a fully customisable system; TroikaNet is a truly scalable platform to......

relevant regions

Boston, MA, United States

truView®

As portfolios and reporting requirements become more complex, you need the ability to weigh risks, costs and performance across asset classes. Our suite of flexible, multi-asset class analytics solutions can provide the information you need to make those informed decisions. With input from leading academics, we can help you analyze risk......

New York, NY, United States

Turnkey Alternatives Solution

Our platform allows members to: Access in-demand managers at low investment minimums Research investment offerings with diligence materials and powerful research tools Invest using our online portal for simple, streamlined subscriptions and reporting For high net worth investors & advisors Through iCapital Network wealthy investors and their advisors can: (1) get access to select managers......

relevant regions

Sudbury, MA, United States

Universal Rebalancer

What Makes The Universal Rebalancer Different Technology Our proprietary PairWise Swapping Algorithm is best in the class. This technique guarantees efficient and optimal rebalancing. Highly customizable through various configuration options. Households Create households with multiple taxable and non-taxable accounts. Rebalance selective accounts in a household, apply attribute restrictions on any account in a household Attributes Create......

relevant regions

Zurich, Switzerland

Universe-as-a-Service

What it is Universe as Service (UaS) offers access to thematics, asset classes and geographical regions, which are not accessible to most investors. Why Universe-as-Service (UaS) Combining UaS with direct indexing democratises investing, offers innovative approaches to asset managers and delivers a new set of tailor-made passive investments for institutional investors. Advantage All investor segments......

London, United Kingdom

Util

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

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New York, NY, United States

Utluna

Empowering active investors Utluna delivers a sophisticated and customizable, yet hassle-free, portfolio monitoring web-app to help both professional and individual investors make better-informed investment decisions. Utluna helps with the design and execution of investment strategies as well as the mitigation of cognitive biases Seamless integration with 70+ financial institutions Comprehensive asset aggregation Effortlessly gather an......

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Western Europe

Mumbai, India

ValueAT

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

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Asia

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type