Public Finance, Investment Banking, Fixed Income Securities Broker Dealer, Securities Lending Consulting Services
Asset management services
↧
↧
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 âHarmony"....
↧
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.
↧
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.
↧
Calibre Equity Research Management System
Calibre Financial Technology was founded in 1999 to focus on delivering leading edge equity research database solutions.
↧
↧
Custom Portfolio Management Systems
Banking experience includes: Pricing tools, Risk management systems, Back office/settlement systems, Electronic trading platforms, Portfolio management , Research systems and Re-architecture of internal infrastructure.
Our technical expertise includes, but is not limited to: front, middle and back...
↧
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.
↧
RISKVALUE - Portfolio & Fund Administration system
RiskValue® is an integrated cross-asset modular solution for the investment management industry covering the complete needs from investment and risk management to middle and back office operations.
↧
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.
↧
↧
Orion Portfolio Management System and Service Bureau
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.
↧
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.
↧
Financial Risk Solutions (FRS) Invest|Proâ¢
Financial Risk Solutions Ltd (FRS), through its Invest|Pro⢠suite, provides unit pricing, investment administration, asset reporting and compliance oversight software specifically designed for the Life Assurance and Asset Management industries.
↧
Software for portfolio construction
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.
↧
↧
C3 Post Trade is a Service-based Solution Platform
C3 is a service-based solution that is fast to deliver, easy to connect and can increase your operational efficiency. Our intuitive dashboard provides a single web-based view of exceptions across all post trade events, providing one click to knowledge for quicker, more informed operations teams.
↧
Strategic & Operational Consulting - Hedge/Asset Managers
Our financial services & technology experts work with the best asset managers in the world, & encompass strategic planning & implementation projects to release-based software development. At UNAPEN, we are Financial Services professionals who help firms capitalize on the value of technology.
↧
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.
↧
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.
↧
↧
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...
↧
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.
↧
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
↧
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.
↧
↧
QMS
QMS is a portfolio management solution for fund managers. QMS's core capabilities include portfolio construction, what-if scenario analysis, and risk analysis. QMS integrates with market leading OMS's like Charles River. QMS has been architected for ease of use and speed.
www.qmssoft.com
↧
Biton Portfolio Management System
Biton Portfolio Management System provide a multi currency & multi asset solution for Front to Back office environments designed for the Investment industry. PMS is easy to interface to & provides a cost efficient package for a wide market coverage with real time position, risk & performance reports
↧
Biton Order Management System
Biton Order Management System is a user friendly Windows.net application which provides portfolio managers with the
ability to model & execute trading decisions, creating a seamless front to back office process. Fully integrated with Biton PMS, OMS covers all instrument types including compliance
↧
Biton Web Reports
Biton web reports is a powerful, web based reporting solution that allows for both extensive ad hoc and schedule reporting. It has a multi platform application which is expandable, generic and configurable to cover many types and styles of reports.
↧
↧
Standard Interfaces
There are standard interfaces from different core systems (Avaloq, Finnova, Olympic, SAP) to Allocare AMS available and furthermore to various custodian bank (UBS, CS, ...). Allocare AMS is easily integrable into existng IT landscapes.
↧
Allocare AMS Web
Allocare AMS Web allows fast and flexible online access via internet to an existing Allocare AMS database from any location.
↧
Allocare AMS
Allocare AMS meets the highest asset management quality standards in respect of portfolio analysis, performance measurement, constraints monitoring, automated client reporting, risk management (VaR) as well as portfolio optimisation.
↧
Expert FinTech Recruitment & Executive Search
Market leading FinTech recruitment consultancy, specialising in international executive search and recruitment solutions for financial technology (FinTech), data & research providers to the global capital markets and investment management industry. http://www.excelsiorsearch.com.
↧
↧
Wilshire IQComposite
The Industry Standard for Composite Creation and Reporting
Wilshire iQCompositeSM is an integrated set of composite creation and reporting tools designed to support GIPS® compliance.
A flexible rules-based composite wizard facilitates the creation of composites and ensures all...
↧
Asset Servicing - HiPortfolio
HiPortfolio® is the award-winning, complete Investment Accounting and Asset Servicing solution for your investment management operations. HiPortfolio has been chosen by Third-Party Administrators (TPA) and asset management firms in more than 35 countries. All HiPortfolio clients count on its...
↧
CRUMENA - Portfolio Management System (Fund / Wealth)
Comprehensive Portfolio Management System - Fund and Fund of Funds - Securities, Commodities, Futures and Options, FX, Loans, Term Products, Real Estate and Artifacts - Risk Management - Comprehensive MIS (NAV, Trend Analysis, ...) - Built-in GL system (optional) - Host of interfaces
↧
Tactical Asset Allocation Model
Model assists asset managers in making shifts between Growth and Value Stocks and between Small, Mid. and Large capitalization securities.
↧
↧
Patented Safe Landing Glide Path
FinTech applications that use a patented target date fund design that defends against sequence of return risk.
↧
Soluções FIDC
Soluções FIDC
↧
SOFIA: solution to support the financial investments process
SOFIA is a flexible, integrated, modular software which supports the whole process of decision making, management, valuation and control of investments. It provides, around a core of standard functions, ad hoc solutions based on specific management, technical and organisational needs of customers.
↧
ClariFI
ClariFI provides portfolio managers and researchers with the most comprehensive solution for state of the art alpha research and production work, dramatically reducing the time, effort, and cost of investment management.
↧
↧
ClariFI Factor Backtester
As a powerful and intuitive alpha research module, ClariFI's Factor Backtesting workflows support the rapid testing of any combination of single and multi-factor model "signals" and factors using quantile analysis techniques. Visit www.clarifi.com or call 212-438-3490 to schedule a demo.
↧
ClariFI Event Study Module
ClariFI's Event Study module is an industry-first event analysis tool for portfolio management featuring an intuitive graphical interface and robust reporting functions and enables users to determine the impact of discrete qualitative or quantitative events on future company performance. View demo!
↧
FolioMaster, Portfolio Optimisation & Management Solution
FolioMaster provides an objective risk-return diagnostic of exisiting asset allocation in the function of strategic constraints set by Institutional Investor clients. It also provides an objective analysis based on quantitive tools and demonstrates a granular understanding of portfolio performance.
↧
Armanta Asset Management
Armanta Asset Management is a comprehensive, end-to-end portfolio management solution, easily customizable to your workflow and unique needs. In-memory MPP enables live what-if of holdings and strategies, custom benchmarking, with implementation time-to-results in under three months.
↧
↧
Matrix accounts
Matrix accounts: Enables front-to-back digital banking
Your customers just want banking to be easy. They want simple, seamless access to products and services, 24/7. Matrix accounts enables banks and financial service providers to quickly create and adjust banking products, such as cash accounts,...
↧
Oxane CREST
Oxane CREST is transforming the way real estate deals are screened, analyzed and managed. By creating a technology-driven ecosystem that brings all stakeholders on a unified platform, Oxane CREST empowers users to evaluate more opportunities faster and better manage their risks.
↧
GAIA Fund Management
Multi-Asset, Multi-Currency, Multi-Class Fund Management Solution.
Performance and Contribution Analysis, Modeling, Rebalancing, Benchmarking
NAV Calculation and Accounting.
Fund Administration with Subscription/Redemption and Shareholder Registry Management.
Constraints and Compliance...
↧
thinkFolio
thinkFolio is a multi-asset investment management platform, which mitigates risk, increases operational efficiency and supports decision-making by investment managers. Firms can implement thinkFolio as an integrated platform or deploy it tactically to support various workflows, including: portfolio...
↧
↧
Fundamental Hosted Services
Fundamental Hosted Services is a cloud based service offering providing a secure, highly available and scalable infrastructure for the market-leading FPM software
↧
FPM Middle Office
The FPM Middle Office utilises modern technology to provide fully integrated solutions for post-trade compliance, performance measurement (incorporating Dietz, Modified Dietz and Time Weighted returns), General Ledger, Client Report packs and a CRM module
↧
FPM Back Office
FPM's market-leading software utilises modern technology to provide a functionally rich Back Office solution geared to meet the needs of niche as well as large Fund Managers, Wealth Managers, Multi-Managers, Hedge Funds and Pension Funds
↧
FPM Front Office
FPM Front Office is a fully integrated solution that leads the client from re-balancing portfolios through the buy/sell decision to releasing trade instructions to brokers and automating the portfolio allocations
↧
↧
Solovis
The Solovis institutional investment management cloud technology platform provides multi-asset class portfolio management, reporting and analytics â designed for the limited partner community. Solovis offers detailed analysis, performance and dynamic data modeling across multiple pools of capital.
↧
More Pages to Explore .....
