Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Investment management software designed for fund managers enables the evaluation and creation of genuinely sustainable investment portfolios. It provides insights on Sustainable Development Goals and Climate Alignment applicable to individual companies and overall portfolios, assisting Chief Investment Officers and institutional investors in benchmarking, peer analysis, and identifying new investment avenues while effectively communicating findings to clients. This tool is utilized by quantitative funds, global equity firms, micro-equity investors, rating agencies, and research organizations to enhance their alignment with critical ESG and SDG metrics, facilitating a more intuitive approach that meets fiduciary responsibilities and supports portfolio construction, performance assessment, and comprehensive reporting. Ultimately, the software serves as a bridge between sustainability goals and informed investment decision-making.
Description
Hedge Fund Software is designed to manage the distribution allocations for investors, prepare tax return schedule K-1s, issue distribution checks, calculate broker commissions, and generate management reports. It also handles the allocation of management fees and partnership expenses among investors. Additionally, it offers the option to create customized, professional-grade color investor statements that feature the partnership's logo, name, address, and contact information. Users can apply tailored allocation formulas that take into account guaranteed returns, high watermarks, and other incentive components. The latest Windows version operates seamlessly on an office computer network, providing remote access through the internet for added convenience. Furthermore, the Fund Investment Tracker Software monitors hedge fund portfolios across various assets, including stocks, bonds, and commodities. Its spreadsheet layout enables fund managers to swiftly assess the status of their investments, displaying key details such as symbol, description, quantity, total cost, average cost, current price, market value, and gain or loss percentage, ensuring they have a comprehensive overview of their financial performance at a glance. This integration of features simplifies the management process, allowing for more efficient decision-making and reporting.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1,795 per month
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
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Sustainable Platform
Founded
2017
Country
Australia
Website
www.sustainableplatform.com
Vendor Details
Company Name
Twenty-First Century
Country
United States
Website
www.21stcenturycompany.com
Product Features
ESG
Activity Dashboard
No
Analytics/Reporting
No
Audit Management
No
Benchmarking
No
Compliance Management
No
Data Visualization
No
Document Management
No
Performance Metrics
No
Risk Assessment
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
Sustainability
Audit Management
No
Benchmarking
No
Compliance Management
No
Corrective Actions (CAPA)
No
Emissions Management
No
Employee Training
No
Energy Management
No
Incident Management
No
KPIs
No
Performance Metrics
No
Stakeholder Engagement
No
Supplier Management
No
Waste Management
No
Product Features
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
No
Portfolio Analysis
No
Portfolio Management
No