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Channel Catalog


Channel Description:

Browse our range of portfolio and fund management systems for the fund, asset and portfolio management sector. Our reputable fund management system vendors can provide your company with the software to meet your investment requirements.

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  • 01/24/15--06:55: Skill-Based Investing
  • Essentia’s decision support software enables fund managers to capture richer data about their own behaviour, while improving the productivity and referenceability of their investment processes. A more accurate picture of the past enables better conscious decisions in the future.

    Essentia Analytics


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  • 01/27/15--11:15: fi360 Toolkit
  • 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 fiduciary management system is easy to use, to replicate, and to understand.

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    Apollo is a multi-asset class, multi-currency PMS that provides fund managers with the tools to manage portfolios swiftly and effectively. Accurate positions, reconciled against custodian and fund administration, trading, compliance, performance, STP all add to provide an all encompassing system.

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  • 03/03/15--02:59: JUMP Insurance
  • JUMP Insurance is a Front to Back investment management software covering all the specific needs of Insurance Companies, Pension and Mutual Institutions. JUMP provides data consolidation in a single repository, real time valuation, investment programs monitoring, performance and risk control ...

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  • 03/03/15--02:42: JUMP Life
  • JUMP LIFE is a modular Front to Back-Office management solution dedicated to Life Insurance companies and covering unit-linked insurance products management (external investment funds, internal collective funds, internal dedicated funds).

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  • 03/14/15--15:28: JUMP Asset Management
  • JUMP AM is a Front to Back portfolio management software adapted for the needs of asset management companies. This unique solution provides precise analyses, real-time simulations, risk and performance calculation in order to deliver the best investment performance.

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    iPlus is the cornerstone for companies serious about building a digital strategy which will work today, tomorrow and long into the future. First developed by integrate in 2004, iPlus is currently used by some of the largest global banks and investment management companies.

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    Charles River IMS supports the entire investment lifecycle on a single platform from portfolio management/decision support activities through trading/post-trade settlement with integrated compliance throughout. Charles River IMS is a single highly-performant/multi-asset OEMS platform combining full...

    Charles River Development


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  • 03/19/15--15:55: Qorus Breeze Proposals
  • Qorus Qorus Breeze Proposals is a powerful software solution that generates pitch books, RFP responses, client reviews & other on-demand marketing documents accurately and quickly -helping institutional asset managers acquire new clients & grow AuM. 

    Qorus


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  • 04/19/15--17:19: Portfolio Management System
  • Perform Fund Manager is a modern and powerful portfolio management system with a user-friendly and intuitive interface. Multiple asset classes, portfolio valuation, straight-through-processing of the orders, compliance rules, risk management, reporting, reconciliation and interface with 3rd parties

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    Black Mountain Systems Integrates real-time with market data so users always know the exposure profile of all portfolios; Robust and on-demand reporting and analysis at a portfolio, asset class, or strategy level General Features: - Holdings aggregation across portfolios, funding sources and back-office systems -...

    Black Mountain Systems


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  • 05/08/15--05:52: Digital Wealth eXperience
  • Objectway Financial Software Digital Wealth eXperience is a multi-device User eXperience Platform that enables investors and advisors to collaborate online, implementing self-directed or hybrid service models for investment services firms. Clients can access personalized views of their investments, submit digitally signed...

    Objectway Financial Software


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  • 06/13/07--19:54: Flyer Online OMS
  • Flyer Online is a fully hosted, web-based order & execution management and connectivity solution providing a low cost, high quality, multi-asset alternative for broker-dealers and buy-side managers.

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  • 05/27/15--19:56: Derivation Software
  • Derivation provides market-leading integrated accounting, trading and risk management solutions. Derivation has offices in London, Hong Kong, New York and Oxford.

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    Enable unlisted companies to improve and automate their investor relations. It also allows investors to effortlessly obtain and manage information about their investee companies and exchange shares within a private secondary market. FREEMIUM : free registration and basic services

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    PFA Solutions PFA Solutions’ FirmView incorporates AltExchange data definitions such as Capital Accounts, Cash Flows and Portfolio Company Metrics to streamline performance reporting, investor request responses and providing data-driven support for fundraising opportunities.

    PFA Solutions


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  • 06/02/15--08:52: NX Tracker
  • NeoXam Front and Middle-Office Solution dedicated to Institutional management and Alternative management

    NeoXam


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  • 06/10/15--21:34: Osmoze™
  • Osmoze™ software captures data from any type of application, on- or off-premise, enriches it with high value actuarial calculations on the fly, and displays it in the ideal business view, on any type of device including mobile, as to offer business users and clients maximum business value.

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  • 06/17/15--02:19: Intellect Wealth Suite
  • Intellect Design Arena Ltd Intellect Wealth is an integrated front, middle and back-office solution for Private Banks, Wealth Management firms, Advisory firms, Broker dealers & Independent Financial advisors. The platform supports the complete spectrum of Wealth management functions but can be deployed in modular...

    Intellect Design Arena Ltd


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