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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

EquBot AI, in collaboration with Watson, equips asset managers to effectively deal with the rapid expansion of data by offering explainable, tailored AI-powered portfolios as a service (PaaS), along with indexes and signals. By utilizing EquBot AI with Watson, insurance companies and various asset owners can convert raw data into enhanced investment results through these customizable AI solutions. By leveraging EquBot’s innovative PaaS, indexes, and signals, investors can not only stay abreast of the complexities of the data landscape but also excel in it. This powerful combination allows for the construction, monitoring, and adjustment of client portfolios, ensuring alignment with their financial aspirations. Furthermore, individual investors can take advantage of EquBot AI with Watson to revolutionize their investment strategies through AI-Powered ETFs, making informed decisions that lead to superior outcomes. With these advanced tools, both institutional and personal investors can gain a competitive edge in a data-driven market.

Description

Effectively overseeing essential operations within fixed income portfolios utilized by financial institutions such as US banks is critical. Paragon serves as a comprehensive fixed income portfolio accounting solution that manages bonds and money market instruments through three key business functions: trade capture, processing, and reporting. By utilizing advanced accounting and position-keeping platforms, banks can effectively monitor their daily exposures. However, when it comes to delivering precise information to board members and stakeholders, traditional paper reports often fall short, appearing uninspiring and lacking in visual elements that highlight significant changes or exceptions. In contrast, Paragon provides a suite of reports—including inventory, cash flow, maturity, and management reports—that are enhanced with engaging graphics. This innovative approach not only offers improved insights for all stakeholders but also empowers decision-makers with actionable data drawn directly from Paragon’s comprehensive records, ultimately driving better business outcomes. By integrating visually rich reporting, Paragon facilitates clearer communication and supports strategic planning within the firm.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

IBM Watson Yes 

Integrations

IBM Watson 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 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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

EquBot

Founded

2017

Country

United States

Website

equbot.com

Vendor Details

Company Name

corfinancial

Country

United Kingdom

Website

www.corfinancialgroup.com/financial-software-products/paragon/

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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