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.
Portfolio Manager
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Asset management services
Public Finance, Investment Banking, Fixed Income Securities Broker Dealer, Securities Lending Consulting Services
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Asset Management Systems Custom Development
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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NORM Asset Management
NORM Asset Management is a software component providing the most advanced quantitative tools for risk analysis and portfolio optimization. NORM Asset Management guides the investor through the whole investment process, from customized portfolio analysis to the design of allocation strategies.
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Portfolio/Investment Management Systems
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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GlobeOp Investor Services
GlobeOp’s Investor Services gives you confidence across every area on your check list. From on-line access to investor capital activity. To timely web-based investor statements. To onshore and offshore share registry and transfer agency services. And more that comes from a culture of...
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GlobeOp Managed Accounts
Investors are increasingly interested in the greater capital control and portfolio transparency managed accounts can offer.
Establishing and supporting managed account relationships requires significant additional infrastructure and coordination by managers, investors and administrators.
A...
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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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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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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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Front Office Consulting
Front Office Consulting Services from MZGIT, including Risk Assessment, GAP Analysis, Business Process Definition, Project Management and Implementation. Techologies covered include Portfolio Modelling, Client Reporting, CRM, and Client Dashboard/Profile. Visit www.mzgit.com for more information.
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Calibre Equity Research Management System
Calibre Financial Technology was founded in 1999 to focus on delivering leading edge equity research database solutions.
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Comarch Asset Management
Comarch Asset Management is a comprehensive tool that automates the process of asset management, implementation of investment decisions (incl. simulations, generators), registration of orders and transaction settlements, pre and post trade compliance, investment limit queries and investigations,...
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CSSI - BackOffice Services (Axys/APX, PortfolioCenter)
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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TradeseC Corporate Action Management
Get the Golden record.
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softTarget's iBalance Portfolio Management Solution
Compliance Management, Modeling, Optimized Rebalancing 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
-Growth
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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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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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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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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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