Theorem Technologies

Theorem


5 / 5
1 review

Who Uses This Software?

Buy-side financial institutions and investment managers. Hedge funds, CTAs and investment advisors.


Average Ratings

1 Review

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $500.00/month
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Theorem Technologies
  • www.theorem.io
  • Founded 2018
  • United States

About Theorem

Data management platform for financial institutions. Features: trade matching, allocation, risk analysis, reporting and alerts.


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Theorem Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management

Theorem Reviews Recently Reviewed!


Makes my day easier

Feb 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Theorem has simplified onboarding new broker data, custom reporting, trade allocation, and reconciliation. They did it quickly and without heavy lifting on my end.

Cons: While he site is mobile friendly, would be nice to have dedicated smartphone app.

Overall: Great product. My team and I go home earlier.