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.
fi360 Toolkit
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Behavioral Alpha
Essentiaâs behavioral analytics and consulting services enable fund managers to capture richer data about their own behavior, while improving the productivity and referenceability of their investment processes. A more accurate picture of the past enables better conscious decisions in the future.
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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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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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Wealth Management
Wealth Management and Employee Benefits
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NeoXam Tracker3
Front and Middle-Office Solution dedicated to Institutional management and Alternative management
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NeoXam Manager
NeoXam Manager helps buy-side management firms manage the investment process by providing:
Portfolio construction
Asset allocation algorithms
Portfolio rebalancing
Market risk monitoring
Portfolio optimization
Position keeping
Benchmark management
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NeoXam GP3 (investment accounting, reporting)
NeoXam GP3 is a real-time solution handling simultaneously multiple tax and accounting methodologies based on MBOR, multi-share classes, master/feeder, umbrella, multi-manager, and multi-fund structures.
NeoXam GP3 also has a fully integrated general ledger and provides a smart IBOR.
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NeoXam Density
From Front to Back-Office, NeoXam Density provides Asset Managers, Insurers, Hedge Funds and Wealth Managers with a fully integrated investment management solution.
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HÄrchvÓrd
HÄrchvärd is a Alternatives Platform written from the ground up to address a number of issues: ⢠The ability to trade all asset classes ⢠Multiple price sources ⢠Intuitive Visual Presentation ⢠Highly scalable book hierarchy A powerful tool into the hands of any team managing...
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Baxon - Fund of Funds Suite
Automate the entire fund reporting process with Baxon FoF Suite. Improve efficiency, consistency and transparency with this powerful analytic platform for investment professionals:
Monitoring. Dynamic dashboards and reports with key indicators, graphs and alerts ready to be printed or...
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Baxon PCMS - Portfolio Management System for Private Equiity
Streamline your monitoring, valuation and reporting process. Automate the way you collect, analyze and report portfolio company performance and valuations.
In private equity, as in other asset classes, data management has become both a challenge and an opportunity to create and maintain a...
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Advisory, banking, brokerage, custodial, depository,clearing
GlobalClear⢠is the trade name of all of the GlobalClear⢠affiliated companies and the proprietary GlobalClear Financial System Since 2005 GlobalClear is a privately owned sponsored advisory, banking, brokerage, custodial, depository, financial & clearing system worldwide.
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Lucena Research QuantDeskâ¢
Lucena Research is a provider of decision support technology for investment professionals including hedge funds and wealth advisors.Lucena delivers quantitative analysis and statistical machine learning solutions that enable users to exploit market opportunities and reduce risk in their portfolios.
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BAL Nirvana, Moxy
Investment solution that consolidates and manages data across multiple asset classes, funds, accounts, traders, prime brokers and custodians in a single integrated platform to provide our clients with a cloud based trade order management,portfolio management, risk management,and reporting solutions
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RFP/RFI Design and Evaluation
Our consultants take the time to understand your business processes and translate them into quantifiable questions for solution vendors. We deliver a Request-for-Information (RFI) or a Request-for-Proposal (RFP) that reflects your business requirements to the level of detail you require.
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Eze Investment Suite
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...
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Eze Portfolio Management & Accounting
Eze Portfolio Management & Accounting (formerly Tradar PMS), a multi-asset class portfolio accounting system, provides a complete view by delivering the tools you need to produce accurate financial reports, reconcile portfolio data, and calculate real-time NAV and P&L. Automate middle- and...
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Taliance
Taliance provides cloud-based collaborative software for business modelling, forecasting and performance reporting. The platform allows alternative investment firms to better adapt, anticipate the future and make more informed decisions on the fly.
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iDeal Funds
iDeal Funds is a fund management & administration solution. It supports Fund manager, Trader, Risk Manager and Operations Personnel in investment management. Investments across Equity, Fixed Income, Money Markets, Mutual Funds and Derivatives are supported from dealing to NAV calculations.
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