298 resultat
Varför Capterra är gratis
GoldenGem

GoldenGem

(0 recensioner)
Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices.
Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices.
Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Powerful and flexible software solutions for managing your business' Portfolio functions.
MIMICS Portfolio software modules provide a full range of functionality. Treasury Portfolio - reliable software for managing your proprietary trading. Customer Portfolio - efficiently manage your customer's portfolios and trading. Fund Portfolio - powerful portfolio accounting software for mutual funds, pensions, and hedge funds. Central Bank Portfolio - portfolio management software enhanced for central banks.
MIMICS Portfolio software modules provide a full range of functionality. Treasury Portfolio - reliable software for managing your proprietary trading. Customer Portfolio - efficiently manage your custo...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Designed to address all these critical business issues within a single integrated enterprise client reporting software solution.
Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution.
Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
c*neo

c*neo

(0 recensioner)
All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.
C*neo brings together all aspects of the investment process for funds of funds and professional investors in a single platform thereby enhancing the overall fluidity of the management system: selection of investments, portfolio management, monitoring of risks and compliance, tracking of investors, corporate strategy and dashboards.
C*neo brings together all aspects of the investment process for funds of funds and professional investors in a single platform thereby enhancing the overall fluidity of the management system: selectio...
StreetMetrics

StreetMetrics

(0 recensioner)
Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.
Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system for RIAs, hdge fund managers, prime brokers and clearing firms.
Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system for RIAs, hdge fund managers, prime brokers and clearing firms....
CU SHARE

CU SHARE

(0 recensioner)
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment...
ATWeb

ATWeb

(0 recensioner)
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.
Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Award-winning software for all security types that enhances investment management operations from decision support through settlement.
Award-winning software for all security types that enhances investment management operations from decision support through settlement.
Award-winning software for all security types that enhances investment management operations from decision support through settlement....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
POSIT

POSIT

(0 recensioner)
Hedge fund tool that helps traders enhance liquidity across investments and minimize information leakage as well as its market impact.
POSIT is an advanced order management and execution management system, with a high level of client service, and unique liquidity destinations. We protect traders with the purest global liquidity, whether large blocks or aggregated across disparate dark sources. With advanced liquidity filtration and the easy integration of POSIT tools into your systems, we'll help you increase your crossing opportunities, automate matching, reduce trading times, and significantly lower your costs.
POSIT is an advanced order management and execution management system, with a high level of client service, and unique liquidity destinations. We protect traders with the purest global liquidity, wheth...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
The ideal solution for a broad range of financial services firms from prime brokers to family offices.
The solution includes an accounting engine and general ledger; a financing module; collateral and margin reports as part of a risk module; a centralised counterparty module for compliance; a centralised security and market data module; a central rates and fees template engine which can drive fees, commissions, margin, and financing rates; a stock loan module; and a configurable client P&L module. We have integrated with DMA trading platforms, prime brokers, fund administrators, custodian banks.
The solution includes an accounting engine and general ledger; a financing module; collateral and margin reports as part of a risk module; a centralised counterparty module for compliance; a centralise...
StatPro Revolution is a sophisticated and beautiful portfolio analytics service.
StatPro is a global provider of portfolio analytics for the investment community. Our cloud-based services provide vital analysis of portfolio performance, attribution, risk and compliance. This platform helps our clients increase assets under management, improve client service, meet tough regulations and reduce costs. StatPro data coverage includes global equities, global bonds, global mutual funds, FX rates, sector classifications and most families of benchmarks.
StatPro is a global provider of portfolio analytics for the investment community. Our cloud-based services provide vital analysis of portfolio performance, attribution, risk and compliance. This platfo...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Protozoa

Protozoa

(0 recensioner)
Outsourced trading analytics and development on the Protozoa platform.
Outsourced trading analytics and development on the Protozoa platform.
Outsourced trading analytics and development on the Protozoa platform....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Algo trading tools and Low Latency Data feeds.
QuantHouse is a global provider of end-to-end systematic trading solutions, including ultra-low latency market data technologies, algo-trading development frameworks, proximity hosting and order routing services for hedge funds, market makers, proprietary desks and latency-sensitive sell-side firms.
QuantHouse is a global provider of end-to-end systematic trading solutions, including ultra-low latency market data technologies, algo-trading development frameworks, proximity hosting and order routin...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
FIN

FIN

(0 recensioner)
On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.
On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.
On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
ValueOne

ValueOne

(0 recensioner)
Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.
ValueOne is a practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. Targeted towards U.S. and Canadian companies with 50+ brokers, ValueOne has been designed exclusively for the investment industry and offers a rich suite of practice management tools, detail business intelligence reporting and access to our in-house expertise - all accessible via our secure web portal.
ValueOne is a practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. Targeted towards U.S. and Canadian companies with 5...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Content Search and Organization Service for Investment Professionals.
Content Search and Organization Service for Investment Professionals.
Content Search and Organization Service for Investment Professionals....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
XENTIS

XENTIS

(0 recensioner)
Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.
XENTIS, the integrated, modular investment management system for banks, investment companies, fund companies, insurances and institutional investors. Designed to manage the entire investment lifecycle, XENTIS is used by thousands of users to manage assets worth over one trillion EUR, and to price more than 6,000 funds and 30,000 mandates daily. XENTIS comprehensive functionality fully supports the entire investment process by automating front-, middle- and back-office operations.
XENTIS, the integrated, modular investment management system for banks, investment companies, fund companies, insurances and institutional investors. Designed to manage the entire investment lifecycl...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
FinlogiK

FinlogiK

(0 recensioner)
Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.
FinlogiK is a full fledged Straight Through Processing (STP) Trade and Portfolio Management System (TPMS). FinlogiK's TPMS offers superior return on investment by combining straight forward user interfaces, easy system configuration with the robustness of integrated workflow processes, full security and audit capability and powerful user-friendly reporting. FinlogiK's TPMS manages over fifty types of financial instruments ranging from simple cash instrument to complex derivatives.
FinlogiK is a full fledged Straight Through Processing (STP) Trade and Portfolio Management System (TPMS). FinlogiK's TPMS offers superior return on investment by combining straight forward user interf...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
TrustQuay G3

TrustQuay G3

(0 recensioner)
Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.
Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.
Private banking and investment management system designed for the needs of international private banks operating both on and off-shore....
NAVInvest

NAVInvest

(0 recensioner)
Elysys Wealth makes portfolio management, accounting and reporting easier and faster all from one end-to-end integrated software.
Elysys Wealth is a unique enterprise software for treasury and investment management professionals. The software is a secure, scalable and integrated solution, tailored to meet the needs of financial organisations managing single or multi clients, under several regulatory and compliance frameworks.
Elysys Wealth is a unique enterprise software for treasury and investment management professionals. The software is a secure, scalable and integrated solution, tailored to meet the needs of financial o...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Portal-based asset management solution for Investment Management Firms.
Portal-based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers portfolio info, risk analytics, research, news and more.
Portal-based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers ...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Visual FPM

Visual FPM

(0 recensioner)
Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
Financial portfolio management system - particularly suitable for start up operations due to its low entry cost and unlimited growth path....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Integrated suite of investment accounting & risk management that helps manage purchases, principal redemptions, sales, and more.
Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases, sales, principal redemptions, and interest payments for a wide range of investment/liability securities. By leveraging one platform for all your business lines, you can significantly improve workflows by removing the inherent inefficiencies associated with a "silo" approach to data management.
Portfolio Genius is TPG's core system, providing investment management and accounting for both the asset and liability sides of your balance sheet. The system provides the ability to process purchases,...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Kwanti

Kwanti

(0 recensioner)
Portfolio modeling tool that helps with performance analysis, risk metrics, allocation analysis, and more.
Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios or generate proposals for prospects. Features - Allocation analysis with drill-down - Performance analysis - Risk metrics and stress test - Multiple integrations with custodians/third party vendors
Kwanti offers comprehensive, institutional-caliber portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to bu...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
IMSplus

IMSplus

(0 recensioner)
Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.
Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deployment and pricing options. Designed with the modern Wealth Manager in mind, it delivers unique flexibility and design to meet cust and evolving business needs, covering all aspects and type of insitutions.
Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution. Axia enhances business agility through a quick setup process while offering flexible licensing, sourcing, deploymen...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
PM1e

PM1e

(0 recensioner)
Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.
Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.
Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
IBS-Pams

IBS-Pams

(0 recensioner)
Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.
Portfolio Accounting Management System is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.
Portfolio Accounting Management System is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking....
Bankers Realm

Bankers Realm

(0 recensioner)
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation and much more.
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation, portfolios, cash management, risk measurement AML, and much more.
Investment management solutions that help with bulk transaction processing, compliance monitoring, process automation, portfolios, cash management, risk measurement AML, and much more....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Sentry PM

Sentry PM

(0 recensioner)
Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.
For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, which allows it to be equally effective as a standalone product or easily integrated with other systems through our powerful API. This flexibility, coupled with the system's broad and robust functionality, delivers a highly focused set of features for investment management firms of all types.
For buy side management we offer Sentry PM, a cross-asset portfolio management suite of products. Sentry PM is a complete front-to-back office platform. Sentry PM was built on a flexible architecture, ...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Blueleaf

Blueleaf

(0 recensioner)
Have all your client, prospect, and portfolio data where and when you need it.
Have all your client, prospect, and portfolio data where and when you need it.
Have all your client, prospect, and portfolio data where and when you need it....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Clearwater

Clearwater

(0 recensioner)
Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting.
Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.
Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investm...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Assetbook

Assetbook

(0 recensioner)
Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
Portfolio management system for investment advisers that provides a combination of web based software and personalized service.
Portfolio management system for investment advisers that provides a combination of web based software and personalized service....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Cloud-based portolio exposure, risk and liquidity software that helps institutional allocators with transaction management and more.
Institutional allocators representing over $1.7 trillion in assets leverage our award-winning software to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.
Institutional allocators representing over $1.7 trillion in assets leverage our award-winning software to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across mul...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Forex trading software with auto alert window integration that works on all time frames.
Forex trading software with auto alert window integration that works on all time frames.
Forex trading software with auto alert window integration that works on all time frames....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.
Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.
Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Gain complete, accurate and timely information to support investment management functions.
Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary oversight and other critical investment management functions. Our award-winning solution includes a global asset class, multi currency, real-time platform with professional accounting services to produce your investment book of record.
Get an independent, auditable and accessible book of record from a reliable partner. We deliver complete, accurate and timely information and visualization to support trading, compliance, fiduciary ov...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
TOWER is a technological solution that gives a response to the entire process of financial advice in all its extent.
TOWER is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution.
TOWER is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Inv...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Tercero

Tercero

(0 recensioner)
Wealth management platform with internet / mobile computing, compliance and oversight, CRM, portfolio management, and client reporting.
Wealth management platform with internet / mobile computing, compliance and oversight, CRM, portfolio management, and client reporting.
Wealth management platform with internet / mobile computing, compliance and oversight, CRM, portfolio management, and client reporting....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution.
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution.
Investment management solution that helps in financial planning for high net worth clients with mortgage & omni-channel distribution....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Balance

Balance

(0 recensioner)
Client engagement software that includes client cash flow reporting and account aggregation functionality.
Client engagement software that includes client cash flow reporting and account aggregation functionality.
Client engagement software that includes client cash flow reporting and account aggregation functionality....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
XWare Trader

XWare Trader

(0 recensioner)
Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.
Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.
Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options....
FINFOX Pro

FINFOX Pro

(0 recensioner)
Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.
Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.
Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities....
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
ATOM Align

ATOM Align

(0 recensioner)
Web-based trade order management and model rebalancing platform for investment professionals.
Atom Align is a web-based portfolio modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the model rebalancing process with its intuitive design and comprehensive features. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange), trade compliance and block order management.
Atom Align is a web-based portfolio modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamline...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Smartleaf

Smartleaf

(0 recensioner)
Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.
Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.
Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts....
Orchestrade

Orchestrade

(0 recensioner)
Turnkey solution for Booking, Position Keeping, Risk and Operations across all asset classes on a modern technology platform.
Turnkey solution for Booking, Position Keeping, Risk and Operations across all asset classes on a modern technology platform.
Turnkey solution for Booking, Position Keeping, Risk and Operations across all asset classes on a modern technology platform....
Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.
Rapper Software is developed using the newest technologies and is fully 'touchscreen proof'. It can be used on modern devices like smartphones and tablets. Within the software portfolios can be shaped, selected and managed. Information like performance, risk, allocation and cashflow projections are available per portfolio. All the information can be shared with the individual investor using the MyRapper client application.
Rapper Software is developed using the newest technologies and is fully 'touchscreen proof'. It can be used on modern devices like smartphones and tablets. Within the software portfolios can be shaped...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
PortfolioNet

PortfolioNet

(0 recensioner)
PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.
PortfolioNet is an integrated solution consisting of portfolio data processing and subsequent access via a web platform. It allows you to view all of your assets and perform custom, in depth analysis, and to generate personalized reports. It is a GIPS compliant Portfolio Management System that assists you in the construction of efficient portfolios and monitoring of their performance or asset allocation.
PortfolioNet is an integrated solution consisting of portfolio data processing and subsequent access via a web platform. It allows you to view all of your assets and perform custom, in depth analysis, ...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
EFAdrin

EFAdrin

(0 recensioner)
Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis
Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis. EFAdrin is a top-of-the-line Portfolio Management System for Hedge Funds, built to enhance the workflows of front, middle and back office, with a focus on customization and flexibility.
Manage your investment process: idea generation, valuation, trade capture, fund accounting, reconciliation, attribution, risk analysis. EFAdrin is a top-of-the-line Portfolio Management System for Hedg...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare
Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.
Agilis Investment Management Suite (IMS) is the winner of the Best Investment Mgt. Software Award. It offers Front-Mid-Back office functionality in both STP (Straight-Through-Processing) & as individual modules. It is Multi-Currency, Mult-Entity & Multi-Asset Class (Equity, Debt, Money Markets, Real Estate etc). It also offers complete Investment Accounting within the same system. Key features include Customer Management, KYC, Risk Profiling, Model Portfolios, Performance Mgt, Analytics etc.
Agilis Investment Management Suite (IMS) is the winner of the Best Investment Mgt. Software Award. It offers Front-Mid-Back office functionality in both STP (Straight-Through-Processing) & as individua...
  • Kundhantering
  • Benchmarking
  • Råvaruterminer
  • Prestandamätningar
  • Obligationer / aktier
  • För investerare och handlare