Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.

Global relationship management software for capital markets, corporate and investment banking, and investment management.

Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it be our OMS, PMS, EMS, CRM, Risk, or any other service, our goal is 100% satisfaction based on our clients needs. The software offers the simplest user experience in the industry. We would love the opportunity to serve you.

Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.

Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.

A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.

The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships.

With FA you will have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, client management, and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals.

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.

IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and storing it in a centralized repository, where firms can generate customized analytics and reports in real time.

Use the only platform built from the ground up to streamline real world real estate transactions and business processes. Designed to reduce time to execute and provide unique data insights, the CRE Suite delivers interactive online tools and a flexible modeling framework that allow you to crush the competition. The CRE Suite provides consistency, security, and adaptability not found anywhere else.

Software suite that seamlessly manages your deal flow and tracks portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings entire investment teams and their workflow together so that you spend less time trying to complete the puzzle and more time discovering the next big thing. Kushim builds tools tailored to investors.

Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.

Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key investment criteria such as NPVs, IRRs, payback and loan cover ratios. It also undertakes sensitivity and breakeven analysis and Monte Carlo simulations.

Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change.

TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools. Using this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version.

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes.

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montral and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.

Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm.

The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions.

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers, market data distribution system and internal order matching facility.

IDS FinTech is a financial software provider, offering portfolio management and trading solution to financial companies and banks. Servicing financial solutions to investment banks, brokerage firms, funds and family offices by offering solutions for effective management, automation and monitoring of entire investment process. Vestio, our asset management system, provides modeling, benchmarking, rebalancing, risk calculators, ad-hoc compliance tools with a direct integration with trading engines.

M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features.

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.

On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders.

Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a going concern for generations to come. Complex Interests fosters the 6 elements of family stewardship: 1) complete family inventory, 2) document repository, 3) relationship diagrams, 4) notice of upcoming expiration dates, 5) institutional memory of legal/tax strategies, and 6) list of to-do items.

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents. Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!

CrowdStreet operates an award-winning online commercial real estate investment marketplace that gives accredited investors access to institutional-quality offerings. CrowdStreet technology allows sponsors to raise capital through online fundraising and manage their investors, both on the Marketplace and with a SaaS solution. CrowdStreet is helping to create a community where individual accredited investors and CRE firms can work together to build wealth through commercial real estate.

All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks.

Post-Trade Data Management platform for financial institutions. Key modules include Matching, Allocation, Risk Analysis, Reporting and Alerts. Asset managers, hedge funds and trading firms of all sizes benefit from the Theorem platform by streamlining their post-trade operations and through increased operational efficiencies. Theorem's flexibility allows firms to manage data across multiple brokers and multiple data sources without needing developer resources or expensive consultants.

MineralSoft's cloud-based software provides oil & gas investors with the data and insights they need to succeed, including A&D, land, GIS, portfolio management, general ledger, and auditing tools. MineralSoft supplies all the tools and expertise teams need to build a high-performance oil & gas portfolio from their computer, tablet or smart phone. The MineralSoft platform will help you spot emerging opportunities faster, optimize daily operations, and achieve industry-leading returns.

Platform that serves banks, financial services & insurance organizations in investment management.

TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones. TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities. TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.

Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.

More than just a tracking tool, BetterCapital.us offers the opportunity to analyze the performance of your real estate holdings and track your progress over time. If you want to see how much money you're making, how many deals you have under your belt, and which ones are bumping along at a steady pace, BetterCapital.us is the perfect tool for you.

SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative investment groups at investment banks, real estate and crowdfunding firms. Katipult's product covers all aspects of private deal management including issuer qualification, investor onboarding and KYC, and deal brokering and syndication.

You and investors can access all the deals' information conveniently from the dashboard and have a holistic overview of each deal. Create and update deals. Add, manage, and organize assets by property type and class. View how much capital is already raised. Add investors, sort them by class, % of class, investment %, and investment status. Store and distribute documentation. Automate K1s, distributions, updates, investor workflows, and get comprehensive reports.

Customer Cash Management Systems. CAMS processes a multitude of investment products.

Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clients, Cogency Software has gained an intimate understanding of alternative investment operations and applies this industry insight to the creation of its integrated product suite which includes fund and partnership accounting, portfolio management, IRM and CRM.

A simple yet robust and flexible solution to manage all of your compensation needs. Commission or fee based, multiple split & overrides along with an intuitive step-by-step approach puts efficiency back into your back office operations department

Longview Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders, and compliance officers. Longview Trading offers advanced portfolio modeling, order generation, electronic trading, and compliance functionality. By providing seamless integration to hundreds of trading destinations globally, Longview Trading simplifies and automates the trade process.

Global multi-currency mutual fund order processing system for distributors and broker dealers.

Online trading platforms for financial institutions in the retail forex trading market-space.

Engage is an incredibly flexible cloud-based CRM that gives you full control over every aspect of your business. We provide you with the tools and support necessary for you to deliver high-value advice and bespoke client experiences. Our single pane of glass model puts client relationship and financial information in one place. Allowing you to grow your business, show value to customers, and be more efficient. Pre-built integrations to popular portfolio management and custodians.

Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.

The V3 System is a complete investment administration solution that helps organizations achieve administrative excellence, harness significant processing efficiencies and realize the potential of true business intelligence. The V3 System is specifically designed to meet the unique needs of investment administration: Opportunity Management Fund Administration Investor Management Portfolio Management Fund Accounting Performance Analytics

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.