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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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  • 07/18/12--21:49: 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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  • 07/18/12--21:49: Brokerage
  • Brokerage, Asset Management, Corporate Finance, Advising & Custody,

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  • 03/11/08--06:04: FrontInvest
  • eFront  FrontInvest   FrontInvest centralizes teams and procedures around a common information system, thereby rendering data reliable and manageable. FrontInvest’s extensive platform covers the following product offerings: ·        ...

    eFront


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  • 07/18/12--21:49: 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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  • 01/16/07--04:23: Microgen AIMS
  • Microgen plc AIMS is a unique and effective solution for the global asset management market. Built on a modular approach and delivering a completely integrated portfolio modelling and accounting solution, AIMS is designed to suit the needs of both institutional and private client fund managers. AIMS...

    Microgen plc


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  • 08/15/07--01:51: Microgen Socrates
  • Microgen plc The complete solution for performance measurement and attribution requirements. Socrates is a performance analysis solution providing powerful insight on the investment process for some of the world's leading asset management organisations. The modular but scaleable approach suits any size of...

    Microgen plc


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  • 01/16/07--04:32: Microgen G3
  • Microgen plc Microgen has in-depth experience and a track record of delivering integrated private banking solutions with Microgen G3, a fully scalable and integrated private banking, custody and investment management system and Microgen Hestia, a comprehensive online client servicing solution providing highly...

    Microgen plc


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  • 01/23/07--11:35: PYRAMID
  • Ferential Systems Inc.   PYRAMID is a comprehensive multi-asset class front-to-back office derivative valuation and processing solution with product coverage of Interest Rate Derivatives, Fixed Income and Money Markets, Foreign Exchange and FX Derivatives, Equities and Equity Derivatives, Structured Notes, and...

    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....

    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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    Eagle Investment Systems LLC Eagle’s data management solution helps investment managers create an enterprise data standard by consolidating, validating and enriching financial data, resulting in accurate, quality investment information which can be delivered to key decision makers and clients...

    Eagle Investment Systems LLC


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    Eagle Investment Systems LLC Eagle's performance measurement and attribution solution helps investment managers anticipate and react to today's market while addressing client and regulatory requirements. It also helps support analysis and reporting needs across multiple funtions, including GIPS ®...

    Eagle Investment Systems LLC


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  • 05/09/07--08:03: Eagle's Accounting Solution
  • Eagle Investment Systems LLC Eagle's investment accounting solution offers an exception-based, flexible architecture to address complex accounting requirements including regulatory, operational and client needs, as well as the ability to quickly account for new security types. On one platform, Eagle’s...

    Eagle Investment Systems LLC


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