Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Your system is set to be operational within a day and requires no local installation, as it functions entirely within the browser. It offers top-tier live chat assistance, allowing users to learn simultaneously while utilizing the system. The package also includes comprehensive setup and data migration support, alongside automated capabilities for importing and exporting external data. It features a data warehouse IBOR that eliminates issues of double entry, making trade capture remarkably simple through copy-and-paste functionality. The system provides interfaces for all counterparties and boasts automated report generation for Daily NAV, Factsheets, Compliance, and more, along with a report scheduler that supports email notifications. Additionally, it delivers a wealth of Bloomberg data content sets, pricing, and regulatory information for over 50 million securities, all powered by dedicated servers located in a highly secure data processing center adjacent to SIX. Built on a UNIX foundation, this high-reliability, fast web application ensures secure VPN access round the clock. With maximum automation capabilities, from importing data from external sources to the seamless dispatch of reports, nearly every task within the octopus framework can be automated. This extensive functionality greatly enhances operational efficiency and user experience.
Description
Transforming corporate services, trust, and fund administration through cohesive software solutions tailored to industry demands, from small local providers to expansive multi-jurisdictional entities. Our extensive global implementation expertise covers vital onshore, midshore, and offshore jurisdictions, ensuring comprehensive support. A vibrant and expanding international user community fosters continuous innovation in our solutions. We offer a complete array of business consulting services designed to adapt to your organization’s evolving requirements. Additionally, our technical consulting services deliver adaptable solutions to optimize the use of our software. With round-the-clock global support, we keep your organization on track. TrustQuay stands out with the most robust product offerings, unparalleled global reach, and the highest dedicated R&D investment in the trust, corporate services, and alternative fund administration sectors, empowering clients to enhance operational efficiency, minimize expenses, maintain compliance, and explore new revenue avenues. Our commitment to innovation positions us as leaders in the market, ready to meet future challenges head-on.
API Access
Has API
No
API Access
Has API
No
Integrations
AdminPulse
No
Unblu
No
Pricing Details
$2,900 per month
Free Trial
Yes
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Finanzinformatik IT
Founded
2004
Country
Switzerland
Website
www.octo21.com
Vendor Details
Company Name
TrustQuay
Country
United Kingdom
Website
trustquay.com
Product Features
Hedge Fund
Compliance Management
Yes
Contact Management
Yes
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
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