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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

Kurtosys is a secure, cloud-based digital and reporting platform designed to make investment data & insight delivery pain-free. Our solutions provide an effortless experience for those in need of fully automated and powerful investment report systems, client portals and global investment websites.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe InDesign No 
Binance Yes 
BitMEX Yes 
Bloomberg Yes 
CoinGecko Yes 
Coinbase Yes 
Deribit Yes 
Fireblocks Yes 
HTX Yes 
Kraken Yes 
Kraken Yes 
KuCoin Yes 
WordPress No 

Integrations

Adobe InDesign Yes 
Binance No 
BitMEX No 
Bloomberg No 
CoinGecko No 
Coinbase No 
Deribit No 
Fireblocks No 
HTX No 
Kraken No 
Kraken No 
KuCoin No 
WordPress Yes 

Pricing Details

$1,500
Based on usage not AUM
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 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 Yes 
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 Yes 
Live Training (Online) Yes 
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

Kurtosys

Founded

2002

Country

United States

Website

www.kurtosys.com

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 

Product Features

Digital Experience Platforms (DXP)

Alerts / Notifications No 
Auto-Tagging No 
Blogs No 
Calendar No 
Content Modeling No 
Digital Asset Management No 
File Sharing No 
Form Builder Yes 
Forums / Message Boards No 
Headless CMS Yes 
Knowledge Base No 
Performance Monitoring No 
Personalization / Segmentation No 
Reporting / Analytics No 
Surveys / Polls No 
Templates No 
User Management / Permissions No 
Version Control No 
Wiki No 
Workflow Management Yes 

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 

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