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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: Sage Advisory
  • Sage Advisory Services is a Registered Investment Advisory firm established to better meet the unique investment management needs of institutions and individuals through industry-leading analytical services, innovative investment solutions and an unwavering focus on risk management.

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    The Fundamental Portfolio Manager, or FPM, is a front-to-back asset administration platform catering for the full suite of functionality through from order initiation to client reporting.

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  • 11/24/18--21:04: IPBS/e-Banking
  • IPBS/e-Banking provides end clients, investment and financial advisors and other interested parties with a real-time online view of an entity’s cash and investment asset positions from a Cash or Portfolio perspective. A newly revised e-Banking module now allows wealth management providers to...

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  • 12/10/07--05:27: IPBS/Banking
  • IPBS/Banking provides all of the operational functionality to manage the traditional banking functions of a private bank. Centered around a multi-currency general ledger accounting system it provides the inline integration of traditional sub ledger account management within the general ledger. i.e....

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  • 12/10/07--05:31: IPBS/Business Manager
  • The IPBS/Business Manager provides the governing framework for managing clients and related parties from a KYC/AML viewpoint as well as defining and documenting simple or complex structures for Individuals, Trusts, Partnerships, Foundations, and any other legal or quasi legal entities.

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  • 12/10/07--05:30: IPBS/Investments
  • IPBS/Investments provides a comprehensive platform for managing client investment assets from the initial portfolio allocation and structuring through to trade order placement, order dealing and trade settlement.

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  • 06/13/07--19:54: Flyer Online OMS
  • Flyer Online is a fully hosted, web-based order & execution management and connectivity solution providing a low cost, high quality, multi-asset alternative for broker-dealers and buy-side managers.

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  • 11/24/18--21:04: tercero Alerts
  • With tercero Alerts, a comprehensive solution for compliance, risk and portfolio monitoring, you can turn your manual policies and procedures into automated processes and make proactive compliance a reality.

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  • 07/20/07--03:40: BITA Curve
  • Through the BITA Curve product, COR-FS provides advanced portfolio analytics and optimisation software for investment, research and portfolio trading teams. The BITA Curve product is supplied with Risk Models for portfolio analysis, risk reporting and optimization.

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    PF2 has been working with various banks, asset managers, and insurance and retirement funds to help them gain a better understanding of expected future cashflows and the (credit and documentation) risks involved in -- and the overall mark-to-market value of -- their CDO portfolios. www.pf2se.com

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  • 03/02/07--06:21: Consultancy
  • FusionExperience provides innovative solutions & outcomes to all your business and technology needs. Working across financial services our clients incl asset managers, service providers & vendors. Specialisms incl; OTCs, risk; ops; outsourcing, regs & compliance, performance and new product dev.

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  • 11/24/18--21:04: CustyLife
  • CustyLife represents a unique product differentiator and a fully integrated system Front to Back,Assets and Liabilities,Dedicated or Unit Linked. One single view for all,in a multi-company system accounting, Flexible and powerful product factory for complex life insurance products.

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    Ferential Systems Inc. PYRAMID is a comprehensive,  cross-asset trading, processing, and portfolio risk management solution.  Top tier banks, broker dealers, insurance companies, advisory, and audit firms rely on PYRAMID,  for  derivative and foreign exchange trading and valuations, independent...

    Ferential Systems Inc.


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  • 03/13/07--11:15: Adviser Fund Index
  • The Adviser Fund Index is aggregated from the recommended portfolios from leading UK investment advisers, and is the first and only index for funds based on financial adviser recommendations. Three portfolio selections are represented by three indices; AFI Aggressive, AFI Balanced and AFI Cautious....

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  • 02/05/07--04:35: iMAL*Assets
  • Path Solutions It is a comprehensive Asset, Portfolio and Fund Management system that caters for all industry standard Securities and related operations. It empowers the bank and investment companies to manage the bank related Assets, Funds and Portfolios along with the customers’ related investments. The...

    Path Solutions


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    Path Solutions iSHRAQ*Invest is an advanced investment management solution that offers a clear and concise way of managing multiple accounts under one umbrella. It is part of the Ishraq suite consisting of 3 modular products:• iSHRAQ*Invest• iSHRAQ*Finance• iSHRAQ*Treasury Ishraq Invest is a...

    Path Solutions


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    BNY Mellon | Eagle Investment Systems Who Is Eagle? Eagle Investment Systems, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private...

    BNY Mellon | Eagle Investment Systems


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    BNY Mellon | Eagle Investment Systems Who Is Eagle? Eagle Investment Systems, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private...

    BNY Mellon | Eagle Investment Systems


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  • 05/09/07--08:03: Eagle Investment Accounting
  • BNY Mellon | Eagle Investment Systems Who Is Eagle? Eagle Investment Systems, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private...

    BNY Mellon | Eagle Investment Systems


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  • 08/04/06--07:33: SECURA WES
  • SECURA WES is the browser based interface for the SECURA platform for both, the intranet and internet.

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