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features
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support

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Write a Review

Description

9fin offers a quicker and more intelligent approach to accessing leveraged finance insights. All the tools you require to evaluate credit or secure a mandate are conveniently located in one platform. Experience a time savings of 30 to 60 minutes compared to traditional media reporters. When crucial price-sensitive news emerges, 9fin ensures you're the first to know. Our platform simplifies complex data, enabling efficient searching, filtering, and analysis. Obtain the insights you need in mere seconds rather than waiting days. We provide forecasts of capital market movements a full year ahead of their occurrence. Gain a competitive edge by identifying business opportunities early. Receive the most detailed market intelligence straight to your email. We compile information from over 2,000 sources, offering you essential insights before they reach others. Additionally, leverage our AI-enhanced search features to effortlessly explore, filter, and analyze key details from bond and loan documents. With 9fin, you can stay ahead in the fast-paced world of finance.

Description

We regularly update the databases we offer for our software solutions on a quarterly, monthly, and weekly schedule. To view the latest databases compatible with StyleADVISOR and AllocationADVISOR, please refer to our list. No matter if you are a financial advisor, an analyst, or a product provider, Zephyr serves as an essential tool for enhancing client retention and driving asset growth. With its strong investment analysis features, tailored portfolio analytics instruments, and engaging visuals, Zephyr aids in refining your strategies and demonstrating your expertise. You can deliver your clients a thorough yet easily understandable proposal that highlights your added value by comparing their existing portfolio with your suggested portfolio. Utilize powerful sorting, filtering, and statistical tools to sift through thousands of investment portfolio products. Construct portfolios using traditional mean-variance optimization techniques or leverage our advanced Black-Litterman optimization module to fine-tune your investment strategies even further. This comprehensive approach ensures that you meet your clients' needs while maximizing their investment potential.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

9fin

Founded

2016

Country

United Kingdom

Website

9fin.com

Vendor Details

Company Name

Informa Business Intelligence

Website

www.styleadvisor.com

Product Features

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis No 
Portfolio Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting Yes 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

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