Average Ratings 0 Ratings
Average Ratings 4 Ratings
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
The smarter way to monitor your cryptocurrency portfolio. Tookbox sends you a message every day via social media - WhatsApp, Facebook Messenger, Telegram, Viber, Line or Signal - to your phone. This will give you a snapshot of your crypto portfolio. This app is for those who want to keep an overview of their crypto without getting too involved with fancy apps and the like. It is web-based and requires only a few minutes to setup. Quickly and easily you'll receive your first test message via your phone. You can view reports about your coin sales as well as hypothetical coin sales showing profit or loss. Tookbox allows you to compare your crypto portfolio with a hypothetical portfolio that is entirely made up of Apple stock. This provides a benchmark of your coins against an established Nasdaq stock. Tookbox uses CoinMarketCap to provide real-time coin prices. Every coin's price can be found. It supports 20 fiat currencies. There is a free version with a subscription required to unlock features.
API Access
Has API
API Access
Has API
Integrations
Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Facebook Messenger
Fireblocks
HTX
Kraken
Integrations
Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Facebook Messenger
Fireblocks
HTX
Kraken
Pricing Details
$1,500
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Arbor Financial Systems
Founded
2007
Website
arborfs.com/hedge-fund-software-portfolio-management-system/
Vendor Details
Company Name
Tookbox
Founded
2021
Country
Australia
Website
www.tookbox.com
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection