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.
Sage Advisory
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Fundamental Portfolio Manager
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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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 entityâs 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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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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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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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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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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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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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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Structured Finance Portfolio Risk Management
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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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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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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PYRAMID - Proven Trading and Risk Management Software
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...
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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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iMAL*Assets
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...
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iSHRAQ- Advanced Investment & Financing Management Model
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...
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Eagle Enterprise Data Management
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...
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Eagle Performance Measurement
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...
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Eagle Investment Accounting
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...
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SECURA WES
SECURA WES is the browser based interface for the SECURA platform for both, the intranet and internet.
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