Featured Solutions
OASIS is North America's first Electronic Investment Management Process. Powerful Investment Management Tools, Detailed and Customized Reporting, eDocument Generation, Client Statement Generation, Portfolio Tracking and Re-balancing Tools all in one platform. Completely web-based - accessible anywhere on the planet 24/7/365. Extremely easy to learn and use - all point and click interface, virtually no typing. Unparalleled reliability, security and performance with no IT overhead.
IMS is a multi-currency portfolio management & accounting system. A scalable, integrated real time solution, IMS maintains most any asset class. Features: modeling, AIMR performance measurement for any period or periodicity, breakout allocations and returns by sector, asset type etc., integrated compliance, scenario tool and yield curve analysis. Accounting features: projects cash flows and valuations, complete history of activity, audit controls and flexible reporting (fewer spreadsheets).
Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income.
InvestorDynamo is an Outlook-based application, specially designed for large hedge funds, funds of funds, prime brokers, fund administrators and hybrid firms with overstretched investor relations and compliance teams. It enables these teams to easily send and track mailings to interested parties, store client and prospect information in a central repository, enhance compliance best practices, and proactively track key statistics (e.g. ERISA exposure).
Comprehensive Directory
67 Solutions Listed
Automate your trade flow process with tading restrictions, decision support tools, analytics, order management, and FIX Trading.
Target Market: Mid - Large
Supply Chain modules include: inventory manager, sales order, purchase order, manufacturing and requisition.
Target Market: Small
Online trading platforms for financial institutions in the retail forex trading market-space.
Target Market: Mid
ASP investment management solution for RIAs featuring composite modeling and trading.
Target Market: Mid
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.
Target Market: Mid - Large
Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.
Target Market: Mid
Portfolio Management system covering ordering, trading, settlement, cash management, and more.
Target Market: Mid
Customer Cash Management Systems. CAMS processes a multitude of investment products.
Target Market: Small - Mid
Investment desktop software application that provides everything you need to download, convert, export & import investment data.
Target Market: Small
Neural network software for experts designed for intelligent support in applying neural networks to solve real-world forecasting, classification and function approximation problems.
Target Market: Mid
Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.
Target Market: Small
ASC Account Open, can be used by financial services in any situation where a new contractual relationship is created with a customer.
Target Market: Mid - Large
Investment partnership management software for hedge funds, fund of funds and family offices.
Target Market: Small - Mid
Browser based and easy to use portfolio management solution; provides an answer to every asset manager, private banker, etc.
Target Market: Small - Mid
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.
Target Market: Mid
Award-winning software for all security types that enhances investment management operations from decision support through settlement.
Target Market: Mid - Large
Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.
Target Market: Mid - Large
All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.
Target Market: Mid
Tools independent investment advisors - setting new standards for the portfolio management software industry.
Target Market: Mid
The only totally integrated system managing new account decisions, collections and reporting without the additional cost.
Target Market: Mid - Large
Needs Analysis and Financial Planning sales software, targeted at multi-line insurance agencies.
Target Market: Mid
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.
Target Market: Mid - Large
A web-based customer relationship management solution for insurance and financial services businesses.
Target Market: Small - Mid
Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.
Target Market: Small - Mid
Software that handles: Investment Managment, Banking, Financial Services, Trust Management.
Target Market: Mid - Large
Global multi-currency mutual fund order processing system for distributors and broker dealers.
Target Market: Mid
Capstone is Fidessa LatentZero's complete investment management front office suite for instiutional asset managers.
Target Market: Mid - Large
Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.
Target Market: Mid - Large
Wealth-management application used by advisors engaged in wealth and portfolio management activities.
Target Market: Mid - Large
Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms.
Target Market: Small - Mid
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.
Target Market: Mid - Large
Gain direct market access and network services through the industry's fastest fully connected trading network.
Target Market: Mid
Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment
Target Market: Mid
Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.
Target Market: Mid - Large
Scalable, fully integrated real time portfolio management and accounting solution.
Target Market: Small - Mid
Real-time multi-party trading and FIX connectivity for all major asset classes. Koelo Technologies provides it also as a fully hosted service.
Target Market: Small - Mid
Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.
Target Market: Mid
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization
Target Market: Small
Create, manage, modify, monitor, and measure investment portfolios.
Target Market: Small - Mid
Private banking and investment management system for the international private banking industry.
Target Market: Mid
Manages equity, fixed income, and mortgage backed security holdings.
Target Market: Mid
Advanced portfolio optimization and asset allocation software, based on the most recent achievements in portfolio theory.
Target Market: Small - Mid
Software for the alternative asset community - private equity, hedge funds, funds of funds and institutional investors.
Target Market: Mid
Pricing and risk analytics for fixed income, credit, foreign exchange, hybrids, cross currency, inflation rate and equity derivatives.
Target Market: Mid - Large
Fee billing and revenue management solution
Target Market: Mid - Large
Comprehensive web-based financial management solution that facilitates every aspect of financial planning.
Target Market: Mid - Large
Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.
Target Market: Small - Large
Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.
Target Market: Mid
For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.
Target Market: Small
Sleek, simple, powerful and versatile. Portfolio creation, back-testing and live portfolio monitoring.
Target Market: Small - Mid
Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.
Target Market: Mid - Large
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
Target Market: Mid - Large
Institutional and High-Net Worth portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.
Target Market: Mid - Large
Delivers enterprise-wide communications, research, portfolio management, trading, and more to hedge funds.
Target Market: Mid - Large
enhances your investment management decisions by providing best-of breed data and software solutions to support each stage of the process.
Target Market: Small - Mid
Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.
Target Market: Small - Mid
Taxlot Accounting, Corporate Actions, Wash-Sales and GIPS compliant multi-asset class, daily investment performance measurement system for RIA's, Hedge fund managers, prime brokers and clearing firms.
Target Market: Mid - Large
SunGard wealth management solutions provide trust, asset and wealth management software and services to domestic and international financial institutions.
Target Market: Mid - Large
Tracks bonds, stocks, mutual funds and mortgage-backed securities held for customers.
Target Market: Small - Mid
Treasury and asset management software for corporations and financial institutions.
Target Market: Mid - Large
Web-based enterprise reporting and business intelligence solution for the financial services sector.
Target Market: Mid
ASP desktop for venture capital, M&A and corporate finance, incorporating portfolio management and secure work areas.
Target Market: Small - Mid
Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution.
Target Market: Large
Enterprise-class software for hedge fund, private equity and alternative asset administration.
Target Market: Mid - Large
Analyze all aspects of a client's financial situation and identify efficient portfolios, manage risk, and simulate future wealth.
Target Market: Mid - Large
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