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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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  • 03/25/08--09:02: Consulting
  • ISC provides consulting services for all investment management solutions - from system selection and implementation to operating model review and design; from programme and project management to business analysis; from front to middle and back offices; from investment managers to service providers.

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  • 01/15/14--09:51: ETHIX-FOLIO
  • International Turnkey Systems ETHIX-Folio is a comprehensive solution designed to provide leading-edge automation of Managing the Assets of bank’s as well as customers Portfolios. This solution enables banks and investment institutions to manage their own assets as well as their customers assets. ETHIX-Folio design...

    International Turnkey Systems


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    Back-office outsourcing solution created by and for fee-based advisors. Customizable and scalable to fit needs of RIA or B/D. Daily database reconciliation, quarterly statement printing and mailing, advisory fee billing, private-label web portal, integrated CRM, trade upload creation, and more.

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    Implementation Solutions provides both technical and business analyst/project management resources around both Eagle's PACE and STAR products.  Several members of Implementation Solutions' staff are former full-time Eagle employees and CPAs.

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    A range of corporate governance reports: IVOX CG-Seal; analysis of all aspects of corporate goverance from an investment management and risk perspective. AGM Analysis;; in depth review of an AGM or EGM agenda. Custom analysis; an in depth review based on a client's own voting policy.

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  • 09/24/07--02:21: Threshold Manager
  • Threshold Manager provides alerts when a Fund Managers position crosses a either Regulatory or an Issuer reporting boundary. Alerts can be either on-screen of via email. The system handles complex capital structures including unquoted elements.

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  • 11/24/18--21:04: Proxy Voting Services
  • IVOX voting solutions, built to meet European requirements, help Institutional Investors, issuers and intermediaries develop voting efficiency. The ASP service improves all stages of the vote process, reducing cost and increase participation in the forum that brings issuers and investors together.

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    thewealthworks' Fund Administration system is the complete solution to managing funds. It will reduce costs by bringing in-house tasks that are traditionally outsourced and it is unique in managing funds and client portfolios in the same system, giving you all the information you need in one place.

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    EventMonitor Research Portal is a flexible research management portal for investment management firms. Built atop a real-time event processing platform, EMRP provides real-time processing, data set integration, and configurable work flows that can be mapped to a wide range of investment strategies.

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    A secure web portal tool for wealth managers to share information with their clients. Secure messaging and STP processing capability allows payment processing if required. Integrates with Swift for full STP of payments. User friendly and customisable. Support from a team used to the finance world.

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    The 4TEUS™ Business Management System provides a global solution for the business needs of: Broker Evaluations / Best Execution, Research & Conflicts of Interest / Business Allocation, Commission Management, CSA/CCAs - Across all geographies, instruments, Broker / 3rd party products & services.

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  • 03/10/08--20:44: Garradin
  • Garradin is an integrated multi-currency management and accounting software system used by professional investment managers trading in financial markets globally. It is a fully modular solution that can be deployed across multiple sectors including retail wealth management platforms (such as wraps,...

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    Financial Risk Solutions Ltd (FRS), through its Invest|Pro™ suite, provides unit pricing, investment administration, asset reporting and compliance oversight software specifically designed for the Life Assurance and Asset Management industries.

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    Imagine a software helping you to determine which fund to add or redeem within your portfolio. Imagine a software where the portfolio downside risks can be managed by analyzing each fund's volatility or correlation contribution. Do not imagine ... Try AlternativeSoft's software platform.

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  • 07/27/05--03:14: StatPro Revolution
  • StatPro Group WHAT IS STATPRO REVOLUTION? StatPro believes software should be simple. StatPro Revolution is an integrated performance and risk solution designed to increase productivity and lower costs. Revolution has the latest cloud-based technology, unprecedented scalability and our global industry...

    StatPro Group


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  • 05/27/04--00:29: StatPro Revolution Risk
  • StatPro Group RISK ANALYTICS AND REPORTING StatPro Revolution is the culmination of the breadth and depth of StatPro’s incredible expertise in portfolio analytics and reporting. Building upon expertise and methodologies developed during years of creating award winning risk measurement...

    StatPro Group


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  • 02/19/08--13:38: IMP Data Management Services
  • Experts on analyzing and sourcing data for compliance systems and OMS/IMS. Expertise on sourcing, mapping and reconciling data from accounting systems to OMS and compliance systems.

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  • 10/11/13--05:21: labs.FundCockpit
  • labs.FundCockpit is a portal-solution with the purpose of attractively and dynamically presenting fund information online and on mobile devices. It serves as basis for the allocation of fund specific data, time series and ratios, using modern web- and self-service business-intelligence technologies.

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  • 05/29/17--00:33: InvestmentPro
  • Investment Pro offers a fully integrated portfolio management & risk management solution.Available as a cloud offering the solution is targeted to help portfolio and fund managers meet their investment management and reporting needs on a secure technology platform.

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    Wrapport is a multi asset, multi currency Portfolio Management platform. Real time transaction-based processing system with massive Portfolio Rebalancing capabilities as well as providing real time transparency of back office data.Seamless integration with existing systems preserving your...

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