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Channel: Bobsguide Product List: Portfolio / Fund Management Systems
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Portfolio Probe

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Generate random portfolios with Portfolio Probe. Uses of random portfolios: performance measurement, evaluate the usefulness of constraints, validate risk models, test trading strategies, ... Random portfolios (also called Monte Carlo simulation) produce much improved performance measurement.

POOLED FUNDS MANAGEMENT

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MANAGE YOUR POOLED FUNDS WITH EASE Our platform will rebalance your portfolios and generate necessary trades fully automatically. It manages all your core data, incl.: Accounts, Trustees, Funds, Custodians, Sub-Advisors, Deviation Models, Asset Mixes View your “before” and “after”...

Athena Xchange: data consolidation, recon & warehousing

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Easy to maintain Integration, Data Warehouse, Reporting and Recon platform. Can consolidate, normalise and report on information from Market Data, Accounting, OMS, Risk, Executing and Prime Brokers, Admins and Clearing Systems. Configuration uses an intuitive GUI. No coding required.

Athena ERMS: enterprise research management

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A research platform for Equity and Credit Analysts and Portfolio Managers. It automates the capture and management of internal and external research documents, news, market data, fundamental data, and supports your valuation models creating an always up-to-date platform for analysis and screening.

Equitrak - Fund and Investment Administration Software

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Equitrak is a state-of-the-industry administration solution specifically designed to meet the unique business needs of investment and administration organizations including: Fund Sponsors Fund Administrators Transfer Agency Institutional Investors Family...

Prospero 365 Wealth Management

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FINARTIS Prospero 365 Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business--from the front office to the back office, including General Ledger--without having to use multiple systems and spreadsheets. Highlights: Includes...

FINARTIS

Prospero 365 Fund

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FINARTIS Prospero 365 Fund is a revolutionary financial software designed to fill all of your fund management and administration needs. Prospero Fund lets you trade any kind of financial instrument available. You can create flexible investment restrictions and compliance is easily monitored with...

FINARTIS

Prospero 365 Asset Management

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FINARTIS Prospero 365 Asset Management is a revolutionary financial software designed to help today’s asset managers streamline their operations from decision-making through settlement—via one scalable platform. Highlights: Offers flexible installation options–onsite or...

FINARTIS


C3 Post Trade is a Service-based Solution Platform

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C3 is a service-based solution that is fast to deliver, easy to connect and can increase your operational efficiency. Our intuitive dashboard provides a single web-based view of exceptions across all post trade events, providing one click to knowledge for quicker, more informed operations teams.

DBFS Asset+ - Fund Management STP Solution

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Do you need a market-leading solution for administering your portfolios? Asset+ offers a single Fund of Fund / Hedge and Wealth Management platform that adds value to the entire investment process from due diligence and analysis through to performance and client reporting. Asset+ is an ASP...

DBFS - Bespoke Application Development Service

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DBFS have been supplying specialist IT Consultancy and Project Delivery services to the Investment Management Industry since 1996.  Our Clients work with DBFS to enhance IT operations capabilities through a mixture of consulting, project management and application life-cycle management. ...

Strategic & Operational Consulting - Hedge/Asset Managers

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Our financial services & technology experts work with the best asset managers in the world, & encompass strategic planning & implementation projects to release-based software development. At UNAPEN, we are Financial Services professionals who help firms capitalize on the value of technology.

Windham Portfolio Advisor

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The Windham Portfolio Advisor® (WPA) is a portfolio construction and risk management software suite. The WPA enables investors to form and manage portfolios of asset classes, countries, sectors, currencies, investment managers, portable alphas, and hedge funds.

Atos Portfolio Management System

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Apollo is a multi-asset class, multi-currency PMS that provides fund managers with the tools to manage portfolios swiftly and effectively. Accurate positions, reconciled against custodian and fund administration, trading, compliance, performance, STP all add to provide an all encompassing system.

APOLLO FIM - Central Repository

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Apollo FIM central repository acquires position events through market standards STP Process (FIX, OMGEO,…) and delivers qualified real time position updates to third party applications through web services reducing the complexity and the burden of running a “best-of-breed” iinformation system.

APOLLO FIM - Portfolio Management Solution

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Apollo is a multi-asset class, multi-currency PMS that provides fund managers with the tools to manage portfolios swiftly and effectively. Accurate positions, reconciled against custodian and fund administration, trading, compliance, performance, STP all add to provide an all encompassing system.

The S&P Capital IQ platform

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The S&P Capital IQ platform is your single source for a powerful array of financial data, analytics, and research. Our web-based platform combines deep information on companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management Sound...

Advisor Express

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  Advisor Express is an online performance reporting solution that provides analytical tools that empower you to operate more efficiently and effectively, resulting in more time for proactive analysis and relationship building. This simplified version of First Rate Advisor allows you to...

Data Agent Investment Intelligence Solutions

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Data Agent provides highly targeted business intelligence capabilities tailored for the unique needs of global institutional investment firms, private wealth management firms, hedge funds, and fund-of-funds managers.

Equalizer

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Equalizer II is a real time Assets and Advisory Management system, designed to be integrated with any banking system or depository banks.
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