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features
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support

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Description

Throughout its history, Financial Information Network has partnered with investment firms of various scales. By engaging with the investment sector, the organization has developed an extensive array of features aimed at equipping clients with essential tools for enhancing their operations. In addition, the Global Portfolio System offers a tailored and adaptable solution designed to cater to the diverse requirements of all investment managers. Financial Information Network takes pride in cultivating a productive environment that aligns with your firm's unique needs rather than forcing your firm to adapt to a one-size-fits-all approach. The Global Portfolio System stands out as a comprehensive technological solution for investment firms, offering real-time automated trading, seamless processing, GIPS-compliant performance metrics, and much more. Its customizable tools leverage the vast potential of the Internet for efficient client reporting, ensuring that investment managers have flexible options to meet their specific demands while utilizing advanced technology. This commitment to innovation and client satisfaction positions Financial Information Network as a leader in providing essential resources for investment management.

Description

Achieve a comprehensive reporting solution that transcends traditional manual methods and accelerates your market readiness. Say goodbye to the hassle of overseeing data uploads, performing calculations, generating documents, and managing data hosting. Leverage the advanced capabilities of FactSet’s reporting suite to automate and enhance your processes. Merge essential portfolio analytics with your internal data to create and disseminate client-oriented materials, including fund factsheets, compliance reports, marketing pitchbooks, and internal board documents. Integrate holdings and returns-based assessments with your organization’s unique content. Develop documents that fuse reliable portfolio analytics—such as performance attribution and weighting—with returns-based style, risk metrics, and peer comparison analysis. Guarantee that all client-facing documents, regardless of format, embody your company's branding with meticulous attention to detail. Maintain control over every component of each document, from headers and footers to color schemes, ensuring they accurately represent your corporate identity while streamlining your reporting workflow for greater efficiency. This holistic approach not only improves accuracy but also enhances the overall presentation of your materials.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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 Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Financial Information Network

Country

United States

Website

www.fingps.com

Vendor Details

Company Name

Vermilion Software

Website

www.vermilionsoftware.com

Product Features

Investment Management

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

Product Features

Investment Management

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

Alternatives

Alternatives

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