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Average Ratings 4 Ratings

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support

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

Screenshots View All

Screenshots View All

Integrations

Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Facebook Messenger
Fireblocks
HTX
Kraken
Kraken
KuCoin
LINE
Signal
Telegram
Viber
WhatsApp

Integrations

Binance
BitMEX
Bloomberg
CoinGecko
Coinbase
Deribit
Facebook Messenger
Fireblocks
HTX
Kraken
Kraken
KuCoin
LINE
Signal
Telegram
Viber
WhatsApp

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

Alternatives

Alternatives

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