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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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  • 11/24/18--21:04: FNZ Wealth Platform
  • FNZ Wealth has created a single, scalable and fully-customisable investment platform. Integrating both back- and front-office, our system utilises best-of-breed proprietary technology to create a powerful investment tool with functionality unique to each customer.

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    Risk Shell is a SaaS analytical platform for risk & portfolio management of hedge fund of funds & multi-asset portfolios: *Asset selection *Portfolio construction & optimization *Peer Group Analysis *Stochastic simulation & stress testing *Style analysis *Shadow accounting *CRM *Due...

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    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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  • 05/12/16--06:36: Reporting
  • Customised & user-defined formatted and branded reporting, using award-winning integrated reporting tools. Generation of fund fact sheets, portfolio review packs and taxation reporting incl. Dividends Tax, Withholdings Tax and Capital Gains Tax (CGT). User defined MIS and data mining dashboards.

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  • 05/12/16--06:34: Back Office
  • Performance calculation & attribution Compliance risk: User-defined rules to manage complex portfolio compliance requirements Market risk: Monte Carlo VaR & Strategy management Interest rate risk: Scenario stress testing across the yield curve, incl. credit spread changes with impact analysis

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  • 05/12/16--06:30: Front Office
  • • Model portfolio construction, portfolio rebalancing and model portfolio tracking with asset allocation analysis. • Comprehensive order management, tracking the lifecycle and status of each order in real-time, through a dedicated FIX Buy-side engine, to connect to any counterparty.

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    Close Reach builds quantitative portfolio management sysmtems for active asset managers. To date we have focused on equity, fixed income, hedge, and fund of fund asset classes.

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  • 11/24/18--21:04: Axioma Portfolio
  • Axioma Portfolio’s integrated suite of tools gives you the flexibility to invest your way. Construct portfolios, test strategies and rebalance with Axioma Portfolio Optimizer™. Obtain unparalleled insights into drivers of portfolio risk and return with Axioma Portfolio Analytics™....

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  • 11/24/18--21:04: Tindeco Vision
  • Tindeco Vision (VISION) is a fully integrated investment management platform which provides Portfolio Management, Risk Management and Order Management as well as all the administrative, audit and compliance functions required in a sophisticated asset management company, bank or family office.

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  • 11/24/18--21:04: AssetBook
  • AssetBook is the premier Software as a Service (SaaS) portfolio management system for investment advisors. AssetBook provides advisors with a combination of web based software and personalized service. The result is a flexible, dynamic portfolio management and reporting platform.

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  • 11/24/18--21:04: Investment Expertise
  • AXA Investment Managers (AXA IM) is a multi-expert asset manager, offering clients investment expertise across a broad range of asset classes. We have specialist teams for each expertise. Each team works closely with their own analysts, and their objective is to achieve high performance. Within...

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    AIG automates the whole investment process from the capture of instructions, through validation, approval, release and transmission, to settlement, reconciliation, exception handling and audit trails. Investment instructions can be transmitted using ISO20022, SWIFT and the ViaNova market practice.

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  • 11/24/18--21:04: 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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    Contract project manager

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  • 05/03/13--07:19: 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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  • 05/03/13--07:09: InvestSoft IBOR
  • The InvestSoft IBOR maintains transaction, position, tax-lot and cash (any currency) on both a trade and settle date basis and on a lot- or average-cost basis. It also processes corporate actions and maintains variation margin. Transactions can be loaded from any OMS.

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    Verdmont Capital SA offers the Verdmont Portfolio Management System (VPMS) on a white label basis to regulated financial services firms. VPM is a complete suite of account management, client portal, and direct market access trading, all delivered in a web-based solution that can be rebranded.

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  • 11/24/18--21:04: Tarpon All Equities Fund
  • Created in September 2006, the Tarpon All Equities Fund invests in public equity as well as in private equity transactions. The fund may invest in Brazil and in other South American countries, such as Argentina, Colombia and Chile.

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  • 11/24/18--21:04: PCS Fund Management
  • PCS Fund Management platform offers feature-rich functionality and is implemented in the latest best-of-breed Web Technologies with an unparalleled User Interface, designed to support the entire Fund Management, Administration & Accounting life-cycle with functionality spanning the business...

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  • 12/30/10--03:48: Clients Direct
  • Enables investment management firms to perform portfolio management functions and link to intermediaries (IFAs).

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