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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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  • 08/17/17--05:14: Soluções FIDC
  • Soluções FIDC

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    Hedgeguard HedgeGuard’s definition of an IBOR equips the portfolio manager with instantaneous knowledge of stock and cash positions as the trade is executed. Delay and reliance on admin confirmation or custodian inventory is mitigated and the manager’s efficiency is magnified. A manager gains...


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    FA Solutions FA Solutions is a FinTech company providing comprehensive and modern investment management software for Asset Managers, Fund Managers, Robo-Advisors, Family Offices, Institutional Investors and Banks.   FA Platform is a modern, web-based software platform for investment management....

    FA Solutions

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  • 12/04/17--05:59: InvestCloud
  • See for details

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    Ferential Systems Inc. PYRAMID is a comprehensive,  cross-asset trading, processing, and portfolio risk management solution.  Top tier banks, broker dealers, insurance companies, advisory, and audit firms rely on PYRAMID,  for  derivative and foreign exchange trading and valuations, independent...

    Ferential Systems Inc.

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  • 11/06/11--22:33: pControl Multi-Asset
  • Milestone Group pControl Multi-Asset provides pooled-product processing designed for Outsourced CIO’s, Fund Product Providers, Pension Funds and Life Companies. Multi-Asset solutions are designed to deliver increased value to investors in the form of improved outcomes. Milestone Group’s Multi-Asset...

    Milestone Group

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  • 12/19/17--08:06: Altus Funds Gateway (AFG)
  • AFG automates client dealing and reporting services for fund providers. AFG automates the whole investment process from receiving and validating instructions, through execution and confirmation, to settlement, reconciliation, exception handling and audit trails using ISO 20022 messages over SWIFT.

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    ForwardLane, in NYC and the UK builds enterprise-scale solutions to accelerate digital advisory, sales and distribution in wealth and asset management, and insurance. Its APIs, Personalized Stories and Expert Conversations bring consistently high-quality, personalized experiences for clients.

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    Morningstar Morningstar’s MiFID II solutions are concentrated in these areas: Comprehensive MiFID II Data Morningstar has a comprehensive data package that supports investor protection and fee transparency. This includes the target market data that asset managers are required to disclose,...


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  • 01/04/18--14:52: Eze Investment Suite
  • Eze Software Group Eze Software's award-winning Investment Suite features a set of fully integrated applications that provide first-class asset management functionality to streamline the investment lifecycle. Applications that address Trade Order Management, Compliance, Execution Management, Portfolio Management...

    Eze Software Group

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  • 03/10/18--09:24: Orchestrade
  • Orchestrade Financial Systems Orchestrade delivers institutional-grade capital markets trading and risk solutions leveraging next generation technology to financial firms to help them manage growth, reduce costs and meet emerging regulatory requirements. Orchestrade is written using Microsoft .Net.

    Orchestrade Financial Systems

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  • 03/13/18--10:51: TAM Asset Management
  • TAM is a specialist in Discretionary Portfolio Management. TAM Asset Management manages assets for private clients, insurance companies, pension schemes, trust companies, charities.

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    The ZagTrader Asset and Portfolio Management System will allow you to manage assets and portfolios using the latest and best tools in the business. We’ll enable you to manage investment strategies efficiently and confidently all in real-time.

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  • 03/11/18--23:23: Treasury and Capital Markets
  • Finastra Master the transformation and accelerate innovation in treasury and capital markets Simple, flexible and open solutions for better performance and risk management Finastra’s treasury and capital markets solutions improve trading and treasury performance and processing, enhance monitoring...


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  • 05/22/18--12:26: ATLANTIS
  • Front to back financial solution software for west and central africa capital markets ATLANTIS SGI: Portfolio management system ATLANTIS SGO: Fund management system

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  • 05/22/18--01:58: Axia Robo Advisor
  • Profile Software Address new market segments, automate your services while increasing productivity and profitability Being at the forefront of technology, the Axia Robo Advisory omni-channel solution delivers modern and workflow-based functionality to perform online, all needed wealth management operations, for...

    Profile Software

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  • 06/22/18--13:10: Ideaco Rebalancer
  • Automated implementation of asset allocation policy decisions incorporating operational cashflows and funding requirements, market movements and lags in the availability of key pricing information. Unparalleled complete look through of complex fund structures.

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    A powerful lease portfolio and lease accounting system. Manage all your leases in one place in one simple register.

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    Broadridge Financial Solutions A Best of Suite platform to support the portfolio management, compliance and investment operations needs of the institutional and alternative investment managers.  Broadridge’s Investment Management Solutions offers an integrated front, middle- and back-office platform, to hedge...

    Broadridge Financial Solutions

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    With nearly two decades of intensive experience collaborating with alternative investment IR teams, Dynamo Investor Relations empowers fund managers to stay connected with their investors and other interested parties while also gaining major operational and compliance benefits. ...

    Dynamo Software

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