Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

As the complexity of investment workflows escalates with the proliferation of diverse asset classes and their alternatives, it is increasingly vital for investment offices to enhance their operational efficiency by automating administrative tasks that accompany the core functions of their work. To address this need, we developed Arbor Trade Order Management System, a software solution designed to simplify your investment and trading processes, ultimately freeing you from the burdens of administrative and compliance responsibilities. Our innovative technology equips you with a concise and comprehensive one-page overview of all orders linked to funds within our Portfolio Management System, while also offering compliance reporting and both real-time and historical order analytics. By employing our system, investment offices can focus more on strategic decision-making rather than getting bogged down in routine tasks. This not only optimizes productivity but also ensures that compliance measures are consistently met.

Description

Roundtable serves as a comprehensive platform and infrastructure solution aimed at facilitating private market investments throughout Europe, allowing users to establish Special Purpose Vehicles (SPVs) and funds with professional frameworks and complete administrative assistance. This platform creates a unified space where founders, investors, fund managers, and investment clubs can efficiently raise capital, structure transactions, and oversee investments, all while avoiding the legal, regulatory, and operational complexities that usually accompany such processes. It streamlines entire workflows, from investor onboarding that includes built-in compliance checks for KYC and AML to fundraising featuring secure deal sharing and real-time commitment tracking, alongside portfolio management tools for document storage and performance oversight. Users have the ability to create and tailor fund parameters, outline investment strategies, and cultivate investor relationships from a single dashboard, while Roundtable takes care of fund administration, reporting, and adherence to regulatory standards. This innovative approach not only simplifies the investment process but also empowers users to focus more on strategic growth and less on administrative hurdles.

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 No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Arbor Financial Systems

Website

arborfs.com/hedge-fund-software-order-management-system/

Vendor Details

Company Name

Roundtable

Founded

2021

Country

France

Website

www.roundtable.eu/

Product Features

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment Yes 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Product Features

Alternatives

Eze Eclipse Reviews

Eze Eclipse

SS&C Eze

Alternatives

Arbor Portfolio Manager Reviews

Arbor Portfolio Manager

Arbor Financial Systems