Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Since its inception in 1990, EQ International, led by Managing Directors Greg Wallace and Paul Spence, has been delivering quantitative insights into the equity markets and assisting fund managers throughout their investment processes. Our strategy for overseeing sustainable equity portfolios hinges on our Pure ESG framework, which ensures that portfolios maintain a clear focus on environmental, social, and governance factors, free from unintended biases related to investment styles like size, value, or momentum. Recently, we have introduced a novel approach to equity portfolio management that aligns with our Pure ESG principles, allowing for customization to suit the sustainable investment philosophies of individual investors. Additionally, our EQ Execution Tools empower fund managers and stockbrokers by enabling them to efficiently prepare and analyze their trading lists, further enhancing their decision-making processes. This blend of innovation and tailored solutions highlights our commitment to improving the investment landscape.
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
No
API Access
Has API
No
Integrations
Adobe InDesign
No
WordPress
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EQ International
Website
www.eqimpact.com
Vendor Details
Company Name
Kurtosys
Founded
2002
Country
United States
Website
www.kurtosys.com
Product Features
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
No
Investor Reporting
No
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
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