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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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  • 01/16/08--08:31: TAS DAM
  • The TAS solution for Asset Management, DAM, is a technologically advanced suite of applications designed specifically for the various categories of operators involved in Asset Management, able to provide indispensable operational and decisional support.

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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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    Copp Clark Copp Clark Professional is the leading publisher of financial trading and settlement calendars in the world. Founded in 1841, the company is located in suburban Toronto and owned by Pearson Canada Inc., a unit of Pearson Plc. Copp Clark Professional's products and services are used and relied...

    Copp Clark


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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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    What is BasisPoint? The core product, BasisPoint®, is a fully-integrated global investment accounting solution that services multiple financial verticals. BasisPoint is a comprehensive solution with more than seven years of development built for the buy-side from a sell-side perspective. The...

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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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  • 07/18/12--21:49: 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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    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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    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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    (1) Front Office - real-time position keeping in flexible hierarchies including all orders/transactions of any status; rebalancing against benchmarks, indices or model portfolios; pre-trade compliance; order blotter; cash ladder (2) Order management - managing orders individually/in blocks; ...

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    CGI   PrimeSuiteTM for Investment Funds is a complete suite of investment fund order management and recordkeeping software, as well as customer support and business recovery services, used by Canada’s leading investment fund institutions. The suite is comprised of the following five...

    CGI


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    CGI MVest for Fund Accounting provides full accounting support for mutual, segregated, pooled and pension funds. A real-time, online and multi-currency solution, MVest interfaces with major Canadian custody and brokerage systems. Designed for superior usability, MVest provides security-friendly user...

    CGI


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    CGI MSuite for Portfolio Solutions is a full suite of portfolio management solutions that support numerous investment portfolio verticals, including mutual funds, SMA/UMA programs, segregated funds, pooled funds, offshore accounts, life and health funds, pension funds, private investments and high net...

    CGI


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    CGI MVest for Investment Management offers comprehensive, real-time, online and multi-currency portfolio administration that interfaces with major Canadian custody and brokerage systems. Designed for superior usability, MVest for Investment Management provides security-friendly user level control with...

    CGI


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  • 03/10/08--20:44: Garradin
  • Bravura Solutions Limited 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,...

    Bravura Solutions Limited


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  • 11/13/06--09:35: BI-SAM Data Management Suite
  • BI-SAM Technologies BI-SAM Data Management Suite is a multi-source info-centre for consolidating and archiving all qualitative data relative to the asset management world. For an advanced management of data integration, integrity, storage and extraction phases.

    BI-SAM Technologies


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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   StatPro Revolution is a cloud based  Portfolio Analytics service that will transform your communication with your clients. It will reduce your costs and it could increase your sales. One of our customers, Planstrong Investments realized 15% growth in AUM with StatPro Revolution ...

    StatPro Group


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