Ticketing

July 24, 2017, 3:08 am

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TORA Ticketing is a cloud-based pre- and post-trade allocation and trade reconciliation platform. Designed for speed and scale, Ticketing interfaces with many third party platforms, contains tools for commission management and an IBOR.

TORA

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Prism

February 20, 2017, 6:11 am

≫ Next: Integrata - complete middle & backoffice platform

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TORA Prism is a leading portfolio and risk management system that provides historical and real-time P&L, VaR, exposure bucketing and scenario analysis. Prism provides comprehensive re-balancing and reconciliation tools and has multi-asset coverage including listed, OTC and fixed income...

TORA

Integrata - complete middle & backoffice platform

November 24, 2018, 9:04 pm

≫ Next: Asset Allocation Analyst

≪ Previous: Prism

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Enfusion Systems is a provider of hosted portfolio management solutions. Our platform features multi-prime reconciliation, Security Master, Real Time P&L, Risk, G/L and compliance. Our software & services reduce your costs and increase transparency, flexibility, and scalability of your processes.

Asset Allocation Analyst

November 24, 2018, 9:04 pm

≫ Next: SUPERPORT Portfolio Tool

≪ Previous: Integrata - complete middle & backoffice platform

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Developed in collaboration with a global leader in investment counselling, the Asset Allocation Analyst guides the firm's advisor and client through the asset allocation process together to create an investment portfolio suited to the client’s risk profile.

SUPERPORT Portfolio Tool

October 4, 2010, 6:00 am

≫ Next: PORTMAN Portfolio & Risk Management

≪ Previous: Asset Allocation Analyst

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Company Description More than 25 years in the industry Since 1985, we have developed software for our clients in the financial market, and with the products we supply we meet the need for portfolio and risk management, treasury and stock exchange trading. Based on our client-oriented approach to...

PORTMAN Portfolio & Risk Management

November 24, 2018, 9:04 pm

≫ Next: FinFolio Client Portal

≪ Previous: SUPERPORT Portfolio Tool

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Company Description More than 25 years in the industry Since 1985, we have developed software for our clients in the financial market, and with the products we supply we meet the need for portfolio and risk management, treasury and stock exchange trading. Based on our client-oriented approach to...

FinFolio Client Portal

July 17, 2014, 9:59 am

≫ Next: FinFolio Workstation - Report. Rebalance. Reconcile.

≪ Previous: PORTMAN Portfolio & Risk Management

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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.

FinFolio Workstation - Report. Rebalance. Reconcile.

November 24, 2018, 9:04 pm

≫ Next: Procorem

≪ Previous: FinFolio Client Portal

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FinFolio makes portfolio management software for professional wealth managers. It does performance reporting, trading, rebalancing, billing, and payouts. The software can be installed and run locally or outsourced to FinFolio with automated imports and data reconciliation.

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Procorem

April 3, 2014, 9:15 am

≫ Next: ProLinkAIM

≪ Previous: FinFolio Workstation - Report. Rebalance. Reconcile.

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Procorem is a tool for collaborative business. In one secure, easy-to-access place, companies set up deal rooms, manage compliance activities, perform due diligence, safely share sensitive information with clients and partners, etc. Real-time alerts, notifications by email keep everyone in the loop.

ProLinkAIM

February 10, 2017, 3:04 am

≫ Next: Hosted portfolio management system

≪ Previous: Procorem

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With ProLinkAIM, deals can be originated, stabilized, syndicated, and assets can be tracked and managed through final disposition. Our clients use the software to manage cash flow waterfalls, equity contributions, benefits and operating information over the life of the investment.

Hosted portfolio management system

November 24, 2018, 9:04 pm

≫ Next: Morningstar® Indexes

≪ Previous: ProLinkAIM

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XeLink is a company specialized in financial markets and technologies, offering neutral, zero-latency and advanced trading services to professional institutions. Xelink provides a hosted portfolio management system with multi-custodian data consolidation

Morningstar® Indexes

August 16, 2010, 5:34 am

≫ Next: Morningstar MiFID II Solutions

≪ Previous: Hosted portfolio management system

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Morningstar® Indexes - Every major asset class from one provider. 100+ indexes in eight families Constructed for pure exposure to each asset type Ideal for benchmarking and building distinct investment products For firms creating new investment products, Morningstar now...

Morningstar

Morningstar MiFID II Solutions

December 21, 2017, 4:38 am

≫ Next: XENTIS

≪ Previous: Morningstar® Indexes

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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,...

Morningstar

XENTIS

November 24, 2018, 9:04 pm

≫ Next: Solvency II Services

≪ Previous: Morningstar MiFID II Solutions

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XENTIS of PROFIDATA GROUP is the new generation of integrated, modular investment management software, designed to manage the entire investment lifecycle. The functionality. XENTIS’ comprehensive functionality supports the entire investment...

Profidata AG

Solvency II Services

October 11, 2013, 8:02 am

≫ Next: BONANZA Investment - Complete Portfolio Management System

≪ Previous: XENTIS

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Profidata – Software and Services for Solvency II Implementation Profidata offers a range of services to support the controlling of capital investments in the implementation of Solvency II. The results of the analysis of current and future directive requirements are incorporated in the...

Profidata AG

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BONANZA Investment - Complete Portfolio Management System

November 24, 2018, 9:04 pm

≫ Next: PHOENIX PORTFOLIO MANAGEMENT

≪ Previous: Solvency II Services

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A complete portfolio management system with consistent strong support for the front, middle and back office operations. The system supports a wide range of decision tools to strengthen decision making and investment performance.

PHOENIX PORTFOLIO MANAGEMENT

May 16, 2013, 8:46 am

≫ Next: ATS – Advanced Trading Systems

≪ Previous: BONANZA Investment - Complete Portfolio Management System

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PHOENIX HERMES streamlines communication between your investment management and order execution tools providing real-time information for order execution status, position keeping and guarantees complete traceability for all operations.

ATS – Advanced Trading Systems

November 24, 2018, 9:04 pm

≫ Next: OMEGA PM

≪ Previous: PHOENIX PORTFOLIO MANAGEMENT

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ATS - Advanced Trading Systems: a complete set of proprietary Trading Systems developed and optimized by ITtrading Strategies Research Centre. All the ATS are compiled for TSM (Trading Strategies Manager) and can be optimized for timeframe and instrument and back tested using the TSM functionalities

OMEGA PM

November 24, 2018, 9:04 pm

≫ Next: iPlus 3 - Turning data into information

≪ Previous: ATS – Advanced Trading Systems

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Order input Position management Cash management Management of Constraints Portfolio valuation and analysis Performance and Attribution Analysis Reporting Matching and reconciliation Treasury management Liability management Management of users’ rights WorkFlow Management

iPlus 3 - Turning data into information

March 14, 2015, 3:48 pm

≫ Next: Hennigan Consulting - Capstone Specialist

≪ Previous: OMEGA PM

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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.