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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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    Hennigan Consulting is an experienced leading provider of business and technology consulting services to asset management firms around the world. We specialize in implementing and supporting Fidessa LatentZero's Capstone suite of front office solutions for buy-side investment managers.

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  • 11/24/18--21:04: inSite
  • inSite is a secure, unified and scalable portal solution tailored for private banks. inSite acts as a single source of information for relationship managers, banking staff and clients, by providing real-time access to critical banking resources and functionalities, even on the move.

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    Fund Accounting and administration software with vehicle and investor level reporting as standard. Supporting multiple fund types lead with Private Equity Capital Studio tracks movements at the allocation level providing out of the box granular reporting. Waterfall module also available.

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  • 11/24/18--21:04: Portfolio Manager
  • Portfolio Manager is a portfolio management system that allows you to manage the investments in your portfolios. The investments could be trading in local and international stocks, real estate, funds, bonds and others. The system also manages the market maker portfolios and the forward contracts.

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  • 11/24/18--21:04: Asset management services
  • Public Finance, Investment Banking, Fixed Income Securities Broker Dealer, Securities Lending Consulting Services

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    Cyrus Innovation is in expert in building proprietary custom asset management applications. We approach asset control from our client's perspective. Whether you seek a tracking tool to simply identify the location of assets or a compliance solution for Sarbanes-Oxley, we can help you.

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    Our unique solution integrates Portfolio Management tools with Performance Measurement, Fund Accounting, Trading, Client Reporting, Compliance, Custodial Reconciliation, Corporate Actions Processing and much more. These modules work together to give birth to our software solution called “Harmony"....

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  • 11/24/18--21:04: RM Investor
  • RM Investor is a professional multi-portfolio management package for process-orientated fund managers. It facilitates order generation and includes comprehensive pre- and post-trade compliance rule testing and the attribution of performance.

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  • 01/08/08--06:14: Alpha Theory
  • Alpha Theory is a web-based, patent-pending tool that corrects any breakdowns in the decision process of a money manager by indentifying the optimal economic decision based on a firm's fundamental research using expected return. See the Alpha Theory demo at https://www.alphatheory.com/demo

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  • 11/24/18--21:04: First Coverage
  • First Coverage creates software products enabling investment professionals on both the buy-side and the sell-side to enhance communications and create transparency in the value that is created through their relationships.

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    Calibre Financial Technology was founded in 1999 to focus on delivering leading edge equity research database solutions.

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    Banking experience includes: Pricing tools, Risk management systems, Back office/settlement systems, Electronic trading platforms, Portfolio management , Research systems and Re-architecture of internal infrastructure. Our technical expertise includes, but is not limited to: front, middle and back...

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    CSSI's BackOffice Service is an in-house back office operations outsource (Axys/APX, PortfolioCenter) designed to serve as a firm's reconciliation staff (or staff supplement). CSSI performs daily download and reconciliation directly on the customer's system.

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    Get the Golden record.

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    RiskValue® is an integrated cross-asset modular solution for the investment management industry covering the complete needs from investment and risk management to middle and back office operations.

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    Modeling, Optimized Rebalancing, Compliance and Workflow Automation for equities, fixed income and derivatives. Advantage : -Improved efficiency -Made to measure solution -Fast implementation of investment strategy -Workflow automation -Policy enforcement -Risk Management -Tax optimization

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  • 07/06/07--15:31: Due Diligence
  • Due diligence on research firms evaluating the risks associated with using the research. Integrity conducts a thorough onsite review of conflicts, operational and regulatory risk, personnel, controls and compliance procedures. Service includes detailed proprietary report.

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  • 07/06/07--15:11: ResearchFocus
  • Reviews & recommendations on research firms for research directors, analysts and portfolio managers. Increase alpha by finding "best of breed" research using Integrity's "Top Picks" and up and coming research firms. For more information: http://www.integrity-research.com/retailReport.

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  • 03/26/08--06:07: Bancstreet Asset Management
  • Innovative portal based asset management solution allowing professionals and clients to access all information they require about their portfolios and products they are investing or planning to invest in. Covers portfolio info, risk analytics, research, news and more.

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  • 11/24/18--21:04: Bancstreet Portfolio Center
  • Is a complete portfolio management solution providing browser based access to both staff and clients. Portfolio Center provides each of your clients with their own virtual portfolio system fully controlled by you. All screens and rules are defined by you with different ones for each client group.

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