NeoXam provides front, middle and back-office solutions to the asset management industry worldwide. ⢠NX GP3: Global Investment Accounting and Reporting ⢠NX Compliance: Centralized Front to Back-Office Compliance ⢠NX Manager: Multi-asset Front and Middle-Office Investment Management
NX GP3, NX Compliance, NX Manager
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Q2 Portfolio Accounting Platform
Back and middle office service provider for asset managers, state treasuries and multi-family offices.
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Portfolio Management - The QED Platform
The QED platform is a complete investment management system for portfolio fund management. Providing financial data management, portfolio accounting and reporting, the platform leverages workflow automation and straight through processing to drive operational efficiency and information...
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NX Compliance
NX Compliance solution provides asset management firms with cost-effective, real-time centralized compliance monitoring from order creation to NAV calculation. It is available as a stand-alone solution that easily integrates with any system.
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NX Manager
NX Manager helps buy-side management firms manage the investment process by providing:
Portfolio construction, asset allocation algorithms, Portfolio rebalancing, Portfolio management, Pre/Post-trade compliance, Order management, Order routing, Trade execution, Trade allocation & confirmation
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NX GP3
NX GP3 is a real-time solution handling simultaneously multiple tax and accounting methodologies based on MBOR, multishare classes, master/feeder, umbrella, multimanager, and multifund structures. NX GP3 also has a fully integrated general ledger and provides a smart IBOR.
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Investment Management
Calypso Investment Management provides investment managers with a modern and comprehensive front-to-back multi-asset portfolio management solution. It offers full connectivity to existing and new electronic marketplaces including SEFs, clearing brokers and trade repositories. All investment...
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ESG Workstation
IW Financial's ESG Workstation is a web based platform that enables portfolio managers, analysts, and compliance professionals to flag or comparatively rate companies based on user-defined environmental, social and governance criteria and weightings.
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Sage Advisory
Sage Advisory Services is a Registered Investment Advisory firm established to better meet the unique investment management needs of institutions and individuals through industry-leading analytical services, innovative investment solutions and an unwavering focus on risk management.
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FinFolio Client Portal
The client portal allows you to publish account information to clients in real time. You can also upload static documents to the document vault, add blogs and wikis, or discussion forums. Every element is customizable for your firm.
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PCS Asset Management
A single, integrated solution that features powerful tools to reliably monitor and manage the transaction activity of portfolios, efficient activities reporting, real-time updates to portfolio transaction record-keeping and powerful calculation logic for reporting and pre-to-post-trade compliance.
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AIFMD
Interactive Data can help support the data and reporting requirements for Alternative Investment Fund Managers and Administrators under AIFMD.
AIFMD is the Alternative Investment Fund Managers Directive. It encompasses all EU Managers of hedge funds, private equity funds, real estate funds,...
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InvestSoft RegPro
InvestSoft RegPro is a highly customizable regulatory reporting platform including a web-based GUI and a proprietary database storing transactions/lots/holdings/accounts. It has been used in projects for Portfolio Turnover, Dollar-Weighted Average Maturity, Form PF reporting and more.
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RISKVALUE - Portfolio & Fund Administration system
RiskValue® is an integrated cross-asset modular solution for the investment management industry covering the complete needs from investment and risk management to middle and back office operations.
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Wealth Management
Wealth Management and Employee Benefits
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Fintech asset management execution backoffice administration
Low cost & transparent investment services app for retail investors to simplify their finances, wealth planning and portfolio management - HTML5, CSS, any CMS or FE Frameworks, AWS, Calastone, Salesforce, Financialforce, Lipper, Yodlee, SQL and NoSQL
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NX Density
From the Front to the Back-Office, NX Density provide Asset Managers, Insurers, Hedge Funds and Wealth Managers with a fully integrated investment management solution.
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Portfolio and fund management
The portfolio management functionality include:
Asset allocation/portfolio structuring;
Portfolio evaluation;
Scenarios and stress testing;
Portfolio optimization;
Limit and compliance check;
Performance calculation;
Report generation;
Models and sessions;
Multi-entity and bank/business...
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pEdge is private equity asset management reporting software
pEdge is an integrated private equity asset management and reporting software specifically designed for fund managers and investors. pEdge automates processes and transforms in congruent data into valuable information, resulting in operational efficiency, compliance and competitive advantage.
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Bespoke investment portfolios
Built from the ground up to challenge everything you thought you knew about investing. The freedom to invest in products you want in a structure you control. Join the game-changers. Be the revolution. Every fund you build is unique to you, based on your specific requirements and preferences.
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