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features
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support

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Description

Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.

Description

Gem transforms the experience of investing in cryptocurrency by making it enjoyable, straightforward, and accessible for everyone. Centered around user satisfaction, Gem's portfolio application stands out as the most user-friendly option for managing cryptocurrency investments. This app provides crypto aficionados with a consolidated platform to monitor their investments and overall wealth, discover new tokens and decentralized applications, and connect with the broader crypto community, all while introducing a secure universal wallet in 2019. It offers an effortless way to integrate cryptocurrency into your applications. Gem supplies developers with an elegant interface to the crypto world, requiring only minimal coding. Through our embeddable user interface flows and API, users can easily link their external cryptocurrency data, assets, and fiat without leaving your application. Additionally, the embeddable UI flow includes global fiat payment options and exchange transfer capabilities for your users. Furthermore, you can access your users' transaction histories from over 20 different exchanges through beautifully designed embeddable interfaces.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Babylon No 
Binance Yes 
BitMEX Yes 
Bloomberg Yes 
CoinGecko Yes 
Coinbase Yes 
Coinify No 
Deribit Yes 
Fireblocks Yes 
HTX Yes 
Kraken Yes 
Kraken Yes 
KuCoin Yes 
X2Y2 No 

Integrations

Babylon Yes 
Binance No 
BitMEX No 
Bloomberg No 
CoinGecko No 
Coinbase No 
Coinify Yes 
Deribit No 
Fireblocks No 
HTX No 
Kraken No 
Kraken No 
KuCoin No 
X2Y2 Yes 

Pricing Details

$1,500
Based on usage not AUM
Free Trial Yes 
Free Version No 

Pricing Details

$249 per month
Small plan
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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Arbor Financial Systems

Founded

2007

Website

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

Vendor Details

Company Name

Blockdaemon

Founded

2017

Country

United states

Website

gem.co

Product Features

Hedge Fund

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

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders Yes 
Order Management Yes 
Portfolio Accounting Yes 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection Yes 

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