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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Finlogik revolutionizes the investment sector by offering affordable, cutting-edge online tools and automated services, enabling both traditional institutions and self-directed firms to optimize their operations while adapting to the disruptive trends reshaping the financial industry. Partnering with an asset manager known for process-oriented investing, Finlogik empowers you to create and oversee effective, budget-friendly investment strategies that cater to both retail and institutional clients. With the help of analytical dashboards, users gain access to benchmarking capabilities, comprehensive reporting, and extensive data processing tools designed to evaluate portfolio risk, exposure, and overall performance. Whether dealing with straightforward listed securities or intricate OTC products, Finlogik is equipped to assist in managing a wide array of financial instruments, including stocks, futures, options, fixed income, money market assets, foreign exchange, and fund units. This adaptability ensures that clients can navigate the complexities of the financial market with confidence and efficiency.

Description

Moat provides cutting-edge intelligence through its unique AI Platform, which uncovers the value continuum of a company by starting with its strategy and innovation and extending into aspects like product variety and intellectual property coverage, ultimately shaping predictions about future performance and value. Although many research tools for investors simply compile and display basic data about companies, Innovation AlphaTM offers deeper insights that can enhance your sourcing and opportunity assessment processes. Since innovation often precedes financial success, investment strategies can leverage observable innovative behaviors across various companies, sectors, and technologies to achieve significant returns. Investors focusing on innovation-driven opportunities heavily rely on both the narrative and the expertise of the team behind the venture. Furthermore, Moat facilitates the evaluation of detailed competitive landscapes, allowing for a precise assessment of differentiation and relative market positioning, thus empowering investors with the necessary insights to make informed decisions. By utilizing such advanced tools, investors can better navigate the complexities of the market and identify potential high-growth opportunities.

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

$1 per month
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 Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

FinlogiK

Founded

1998

Country

Canada

Website

www.finlogik.com

Vendor Details

Company Name

Moat Metrics

Country

United States

Website

moatmetrics.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 No 
Portfolio Analysis No 
Portfolio Management Yes 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
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 No 
Portfolio Management No 
Risk Management Yes 

Product Features

Intellectual Property Management

Deadline Management No 
Docket Management No 
Document Management No 
IP Portfolio Management No 
Information Disclosure Management No 
Patent Tracking No 
Renewal Management No 
Spend Management No 
Trademark Tracking No 

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