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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

Discover exceptional stocks, keep up with leading investors, conduct rapid business assessments, and manage your investments efficiently with TIKR. Gain exclusive insights into the holdings of over 10,000 investors, which encompass company insiders, hedge funds, and numerous multi-billion dollar enterprises worldwide. TIKR expands its reach beyond just US 13F forms by tracking any disclosed stocks from investors globally, covering regions including Europe, Asia, Australia, and beyond. Utilize our advanced screener to sift through more than 100,000 stocks worldwide, helping you to uncover hidden opportunities with the potential for significant returns. Leverage thousands of filters such as country, industry sector, financial metrics, ratios, predictions from Wall Street analysts, valuation multiples, capital structure, growth rates, and profit margins to fine-tune your search. Streamline your investment analysis process with precise financial information powered by S&P Global CapitalIQ, encompassing over 100,000 stocks across 92 countries and 136 stock exchanges. With TIKR, you can effortlessly analyze and visualize comprehensive financial data, including ratios, valuation metrics, and analyst predictions, all in one convenient platform. This makes it easier than ever to make informed investment decisions based on thorough research and analysis.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Binance Yes 
BitMEX Yes 
Bloomberg Yes 
CoinGecko Yes 
Coinbase Yes 
Deribit Yes 
Fireblocks Yes 
HTX Yes 
Kraken Yes 
Kraken Yes 
KuCoin Yes 

Integrations

Binance No 
BitMEX No 
Bloomberg No 
CoinGecko No 
Coinbase No 
Deribit No 
Fireblocks No 
HTX No 
Kraken No 
Kraken No 
KuCoin No 

Pricing Details

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

Pricing Details

$19.95 per month
$14.95 per month if paid annually
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 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

TIKR

Founded

2019

Country

United States

Website

www.tikr.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 

Alternatives

Alternatives

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