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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

HolderLab elevates your Bitcoin and cryptocurrency portfolio management to new heights. By providing tools such as portfolio optimization, correlation analysis, and a trading bot designed for rebalancing strategies, users can effectively manage their crypto assets. Additionally, the platform allows for backtesting trading strategies and exploring social portfolios, all essential components for a successful crypto investment. With the capability to analyze between 5,000 and 50,000 portfolios, HolderLab seeks to identify the most optimal cryptocurrency combinations. Users can discover the ideal allocation of their crypto investments using an efficient frontier tool, which enhances decision-making. You also have the flexibility to develop a personalized rebalancing approach, whether through a set calendar period or by utilizing deviation thresholds, and even combine both methods for greater effectiveness. Furthermore, HolderLab boasts one of the largest databases of Bitcoin and cryptocurrencies for trading, allowing for comprehensive market insights. By using HolderLab, investors can save over 336 hours each year that would otherwise be spent on manual asset rebalancing, streamlining their investment process significantly. This efficiency not only maximizes potential returns but also allows users to focus on other important aspects of their financial strategy.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Binance Yes 
HTX Yes 
Kraken Yes 
KuCoin Yes 
BitMEX Yes 
Bitfinex No 
Bloomberg Yes 
CoinGecko Yes 
Coinbase Yes 
Deribit Yes 
Fireblocks Yes 
HitBTC No 
Kraken Yes 
OKX No 
Poloniex No 

Integrations

Binance Yes 
HTX Yes 
Kraken Yes 
KuCoin Yes 
BitMEX No 
Bitfinex Yes 
Bloomberg No 
CoinGecko No 
Coinbase No 
Deribit No 
Fireblocks No 
HitBTC Yes 
Kraken No 
OKX Yes 
Poloniex Yes 

Pricing Details

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

Pricing Details

$7.99 per month
Free Trial Yes 
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 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

Holderlab.io

Founded

2019

Country

Estonia

Website

holderlab.io/landing/

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 

Alternatives

Alternatives