Alternatives to Portfolio Genius

Allvue Systems stands out as a prominent supplier of investment management tools tailored for fund managers, investors, and administrators operating within the alternative investments sector. Our cutting-edge and adaptable software solutions break down the silos that often exist between various systems, data, and personnel, enhancing decision-making capabilities and simplifying workflows to effectively address the demands of investors in private debt, private equity, and other alternative asset categories. By utilizing our technology, clients can achieve a more integrated approach to managing their investments.

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

ResolutionPro is an Excel-based financial analytics tool designed for calculating mark-to-market (MTM) values and assessing risk. A free trial is available for users interested in exploring its capabilities. The library enables users to compute valuations and risk characteristics across a wide array of frequently traded financial instruments, including interest rate swaps, which involve zero curve construction and swap valuation methodologies. It also covers various options, such as equity options, currency options, commodity options, and bond pricing for both government and corporate bonds, as well as floating-rate notes (FRNs). Additionally, ResolutionPro supports interest rate options, swaptions, caps, and floors, including the pricing of exotic options. It encompasses utilities for accrual and data calculations, alongside tools for probability and statistics, and rates and discount factors. The software allows for swift and straightforward derivative pricing, facilitating independent valuations that are crucial for trade and risk management. Users can seamlessly integrate derivative models with their existing systems and conduct complex scenario analyses with ease, thanks to Resolution's advanced Sensitivity Tool. Furthermore, it adheres to industry-standard pricing methodologies, making it a versatile resource for financial professionals.

Deriscope is a financial derivatives analytics suite that can be fully integrated with Excel. It is used in all asset classes by financial institutions traders, risk managers, consultants and academics to: 1) build yield curves and volatility surfaces out of market quotes 2) calculate fair prices, rates, spreads and risk metrics like DV01 of several diverse types of instruments such as interest rate swaps, cross currency swaps, swaptions, caps/floors, exotic options, bonds, inflation-linked products etc 3) displaying past and projected cash flow details 3) process quickly portfolios consisting consisting of several thousands of traders Due to the sensitive character of its application domain, Deriscope is fully installed on premises so that its analytics have no exposure to the cloud. It can be used in Excel without prior training thanks to its intuitive wizard that provides user guidance along each step of the process. It can be also used in an Excel-free environment with direct interfaces to the client's other IT systems.

Your online platform, including web forms and account management section, embodies the essence of your company, ensuring customers feel secure and valued through its thoughtful organization and appealing aesthetics. It boasts intuitive, efficient booking tools tailored for the moving industry. Features encompass sales and lead management, email communication, chat, SMS notifications, and invoicing capabilities. Engaging forms and a responsive chatbot enhance user interaction, while a visually appealing landing page allows for effective advertising experiments. Keep your customers informed with timely SMS updates, and boost your sales figures with an automated booking system. Are you looking to elevate your conversion rates? Delight your clients with a smooth and integrated booking journey. Our expertly designed web forms cater specifically to your moving business, ensuring they are mobile-optimized, visually attractive, and well-structured. Additionally, our platform facilitates sales and client management, streamlining invoices, emails, SMS, and automation processes. By incorporating gamified and polished web forms, we aim to enhance trust and credibility among your users. Our mission is to assist you in maximizing your conversion rates while providing software solutions for crate rentals and supply deliveries. Embrace the opportunity to transform your business with our comprehensive tools.

Enhance your business's accuracy, productivity, expansion, and innovation through Vestserve. As a robust and seamlessly integrated solution, Vestserve stands out as a dependable investment management and accounting platform that delivers essential services to top-tier financial institutions. By consolidating front, middle, and back office functions into one cohesive system, Vestserve significantly boosts operational efficiency and overall performance while minimizing total ownership costs. Its advanced portfolio management capabilities encompass performance measurement, rule-based modeling and compliance, allocation breakdowns, risk analytics, scenario analysis tools, and yield curve assessments, ensuring comprehensive support for financial decision-making. Furthermore, Vestserve equips businesses with the tools necessary to adapt to changing market dynamics effectively.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

An All-Encompassing Solution for Your Asset Management Technology Requirements. We provide innovative financial technology and services that offer cohesive, multi-asset class workflow solutions tailored for Asset Managers, Asset Owners, and Service Providers. Our core objective is to streamline the investment process for our clients. Our platform effortlessly combines front, middle, and back-office solutions that are specifically designed for a diverse range of financial institutions, including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. By utilizing Nirvana, clients can bring together varied data from numerous counterparties, accounts, and asset classes in real-time, all through a single, user-friendly interface. Additionally, our solution features a middle and back-office service that enables us to assist clients in managing these operations efficiently. With personalized dashboards and integrated compliance features, both Asset Managers and Asset Owners can oversee intricate portfolios from one comprehensive view, facilitating informed decision-making. This holistic approach not only enhances operational efficiency but also empowers clients to adapt to the evolving financial landscape with confidence.

The Caissa Platform stands out as the premier investment analytics solution tailored specifically for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. With clients managing assets exceeding $1.7 trillion, our web-based platform empowers users to conduct comprehensive analyses, including exposure, risk, liquidity, attribution, and private equity modeling, across diverse multi-asset class portfolios. Our dedicated data team ensures that all forms of transparency data—ranging from investor letters and separately managed accounts to private equity information and 13Fs—are meticulously aggregated into the Caissa Platform. This data undergoes a thorough process of cleansing, harmonization, migration, and integration, resulting in a cohesive resource for users. By providing harmonized exposures that facilitate full aggregation across various asset classes and investment vehicles, our platform enables seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, enhancing decision-making for portfolio managers and their underlying investments. Ultimately, the Caissa Platform not only streamlines analytical processes but also enhances the overall investment strategy for its users.

In the early 2000s, SEI Family Office Services developed an advanced wealth management platform aimed at offering family offices and financial institutions a more cohesive alternative to isolated, single-function technology solutions. This platform, known as the Archway Platform, has proven its longevity and adaptability, simplifying complex processes by integrating essential accounting, investment data aggregation, and reporting tools into one cohesive system. Built upon a robust general ledger, this innovative technology streamlines the generation of accounting records across a wide range of business activities, including both traditional and alternative investment transactions, cash flows, bill payments, fee assessments, and capital distributions, ensuring that your accounting, investment, and administrative teams operate seamlessly within the same interface. Moreover, the built-in reporting capabilities of the Archway Platform enable users to harness detailed underlying data to create thorough and insightful financial reports, enhancing decision-making and strategic planning. Consequently, its design not only improves efficiency but also fosters collaboration among various teams, making it an invaluable asset for those in wealth management.

Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization, accounting and CRM for hedge fund of funds and multi-asset investment portfolios. With more than 500,000 financial instruments covering alternative investments, CTAs, mutual funds, ETFs and global equities Risk Shell is capable of constructing many multi-asset portfolios.

Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.

Orchestrade is the best cross-asset, front and back trading platform for banks, asset managers, and hedge funds. Orchestrade is fast and easy to use. Your P&L will be accurate and your risk management system will run in real-time. We are laser-focused on our product, we put clients first, and we deliver on what is promised - keeping you agile & innovative. Orchestrade can help you eliminate operational bottlenecks and increase time to market. You will be innovative and agile by leveraging our "Smart Business Events" lifecycle management solution. We mean it when we say that our clients come first. We have partnered with clients to create a better product, deliver faster implementations and drive superior results.

Horizon distinguishes itself in the realm of automated trading by enhancing its already leading-edge solution with advanced execution algorithms. Clients leverage these execution algorithms to strategically time their trades, allowing them to swiftly capitalize on substantial price fluctuations. Our platform integrates custom algorithmic strategies seamlessly into a single interface. With a highly adaptable algorithmic framework, Horizon empowers traders to execute their strategies in a personalized manner or to utilize a comprehensive suite of execution algorithms, drawing from our extensive expertise in algorithmic trading. Currently, Horizon effectively automates complex trading strategies for executing large orders using algorithms such as TWAP (Time-weighted average price), VWAP (Volume weighted average price), and POV (Percentage of Volume). Recognized as a premier provider of electronic trading solutions and algorithmic technology, Horizon has garnered multiple nominations and accolades, including the title of Best Trading System, affirming its status in the industry. This recognition highlights Horizon's commitment to innovation and excellence in trading technology.

FundStudio offers hedge fund managers, commodity trading advisors, asset management firms, and family offices a comprehensive platform for real-time operations and reporting, along with outsourced managed services, ensuring they have complete insight into the status of their funds or managed accounts, as well as the essential tools for effective management. Users can capture transactions and trades through various methods, including real-time FIX connections, file uploads, API integrations, or manual input directly on the screen. The platform allows for the allocation of orders to different accounts and strategies, facilitating precise management. It also implements compliance measures like position limits and asset-class restrictions, along with more intricate programmatic rules like leverage adjustments. Users can monitor real-time intra-day profit and loss, while also defining various perspectives of data through dynamic "pivot tables" in real-time. Cash management is seamlessly handled, covering trade settlements, margin requirements, coupon payments, and principal movements. Additionally, users can forecast cash flow and fulfill investor due diligence questionnaire demands by collaborating with fund administrators to generate net asset values at both the master-fund and feeder fund levels. This holistic approach enables greater efficiency and transparency in fund management.

Unlock your potential by starting with data, as Novus partners with fund administrators, custodians, prime brokers, and portfolio management systems to digitize and streamline information provided by managers. Alternatively, you can maintain control by opting for self-upload, regardless of frequency or desired transparency level. Utilizing cutting-edge reconciliation technology, Novus ensures the accuracy and timeliness of essential portfolio data. The platform is adept at identifying and addressing data discrepancies, refining portfolio information to meet your needs. You can label, categorize, and analyze your data with custom tags, while also integrating alternative data sources like ESG metrics. Additionally, Novus allows you to compare public filings from a vast array of managers, providing deep insights into market dynamics. Dive into Novus’ proprietary indices to keep tabs on the most sought-after hedge fund stocks and enhance your investment strategies even further. By leveraging these tools, you can achieve a comprehensive understanding of your investment landscape and make informed decisions.

Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.

When financial advisors openly address risk, investors feel more confident in making informed choices. The era of categorizing investors based solely on age-related assumptions is behind us. It is essential to prioritize the interests of investors and substantiate this through quantitative measures. By employing Risk Assessments, we can accurately determine an investor's desired level of risk, thereby dismantling outdated stereotypes that render traditional risk tolerance assessments ineffective. Utilizing a cutting-edge scientific framework, you can objectively establish an investor’s Risk Number® from anywhere, whether you’re in the same room or miles apart. Additionally, thorough portfolio analysis allows for a comprehensive evaluation of the current risk exposure of an investor, enabling better alignment with their financial goals. Ultimately, this approach leads to a more personalized investment strategy that reflects individual preferences and circumstances.

Enhance the safeguarding of your portfolios, increase asset acquisition, evaluate trading strategies, and automate everyday risk management tasks all within one comprehensive platform. Expand your business operations, streamline client data, adhere to regulatory standards, and generate recommendations effortlessly through automation. By automating workflows, you can facilitate business growth, incorporate both liquid and illiquid assets, and simplify family reporting processes. As a top-tier provider of investment workflows, we empower money managers with a robust platform that seamlessly integrates with our advanced risk engine. Our automated workflows efficiently analyze, structure, and securely disseminate portfolio reports and alerts, allowing clients to reclaim precious time. Experience greater precision in investment protection through our sophisticated calculation engine, which is tailored to evaluate portfolios that range from basic equities to more intricate multi-asset, long/short strategies. In mere seconds, thousands of potential portfolio outcomes can be simulated, providing invaluable insights for strategic decision-making. Ultimately, our platform not only enhances efficiency but also positions clients for long-term success in the ever-evolving investment landscape.

FINCAD’s premier analytics provide you with the tools necessary to confidently navigate your investment decisions. By streamlining your risk and return calculations, you gain straightforward control over the valuation and assessment of both derivatives and cash instruments. Our exceptional libraries feature an array of predefined models, calculators, and workbooks, enhancing the accuracy, flexibility, and power of evaluating derivatives and fixed income products like never before. Additionally, our solutions are supported by a team of seasoned technical professionals dedicated to ensuring your success. The valuation of complex derivatives and cash instruments can be daunting, as many vendors fail to cover exotic options, and creating custom solutions internally can lead to significant expenses, added complexity, and increased execution risks. Thus, leveraging our expertise can help you navigate these challenges more effectively.

For hedge funds and their service providers, having an effective and versatile system to recognize and assess market risk is essential, and RiskAPI delivers just that. It enables the rapid establishment of a portfolio risk management framework for hedge funds while keeping costs low. By measuring exposure across clients, you can equip them with tools for managing portfolio risk, offering analytics and comprehensive reporting. Fund clients can also benefit from enhanced multi-asset and multi-currency portfolio risk reporting as an added value. Furthermore, integrating advanced portfolio risk analytics into pre-trade processes creates a formidable advantage. PortfolioScience focuses on developing risk management technology tailored for financial institutions, investment services, financial advisors, hedge funds, and commodity producers. Their cloud-based RiskAPI® service empowers fund managers, advisors, traders, and participants from both the buy-side and sell-side to access essential risk analysis tools whenever needed. RiskAPI encompasses all necessary data and features, ensuring that users can make informed decisions efficiently. With its robust capabilities, RiskAPI stands out as a vital asset in the realm of financial risk management.

Unlock your strategic edge with Numerix's advanced technology solutions tailored for capital markets. By harnessing these tools, you can enhance trading operations, expertly navigate risk, and achieve the speed, scale, and resilience necessary to transform your definition of success. Numerix Oneview serves as an all-encompassing, real-time risk management system for capital markets, equipping sales teams, traders, and risk managers with a comprehensive, multi-faceted overview of their derivatives and structured products sectors. Fueled by the most advanced cross-asset pricing and risk analytics in the industry and designed for optimal performance, Oneview offers an extensive array of modules that facilitate insightful decision-making and unwavering accuracy. Furthermore, Oneview delivers an expansive view of your entire derivatives operation, ensuring you make informed decisions precisely when they are needed most, ultimately driving your business forward in a competitive landscape.

With the growth of the private debt and direct lending sectors, many fund managers find themselves without the necessary infrastructure and processes for effective scaling. As the need for transparency rises and operations face heightened scrutiny, both regulators and investors expect lenders to showcase robust controls and reliable procedures. The era of relying on spreadsheets or outdated systems for loan management has come to an end – Sentry PM provides a swift, adaptable, and innovative web-based platform that features comprehensive integration across front, middle, and back-office functions. This modern solution not only streamlines operations but also enhances overall efficiency for fund managers in an increasingly competitive landscape.

An investment management platform that generates immediate, actionable insights through the computation of earnings, accrued interest, capital gains and losses, average daily balance, amortizations, weighted yields, duration, total returns, and GASB reporting. It enhances transparency by delivering precise and prompt reports on investment management, performance, and GASB compliance. By automating accounting journal entries that mirror investment transaction activity, it minimizes the chance of duplicated data entry. The system also boosts accuracy by allowing for direct importation of positions or transactions from your custodial bank or broker. Users can benefit from the system's flexibility, as it allows for the creation of an unlimited number of portfolios, each with various funds, divisions, or advisers tailored to specific needs. Additionally, the platform generates general ledger journal entries to accurately represent investment transaction activity for designated date ranges, ensuring comprehensive financial oversight. Ultimately, this solution streamlines the investment management process, making it more efficient and user-friendly.

Liquidity Calendar serves as a digital solution tailored for hedge fund managers and investors to proficiently oversee hedge fund liquidity, along with redemption terms and requests. This platform simplifies the process of monitoring lock-up periods, computing redemption timelines and amounts, and creating reports effortlessly. Users can avoid the cumbersome and often mistake-laden process of manually compiling terms and dates that typically involves Excel spreadsheets. Ultimately, Liquidity Calendar streamlines operations, allowing users to focus on strategic decision-making rather than administrative tasks.

Streamline your portfolio reporting and accounting processes with a comprehensive solution that minimizes the need for IT assistance. In the wealth management sector, building relationships is crucial, and there is no alternative to the quality time spent with clients. SS&C Advent’s Axys® offers an extensive collection of ready-made reports alongside simple customization options, enabling firms to enhance efficiency and reduce time spent on tasks. As an integral component of the robust Advent Investment Suite, Axys is designed to boost your productivity, enhance precision, and deliver a transparent overview of your portfolios and their performance, all while maintaining your current operational framework. The system automates the reconciliation of trade details, settlement information, transactions, and positions seamlessly. Ultimately, SS&C Advent’s premier portfolio management solution introduces speed, accuracy, and adaptability into all aspects of your portfolio management and accounting operations, allowing you to focus more on client interactions and less on administrative tasks.

Ledgex Pro stands out as the pioneering platform designed specifically for multi-asset allocators, allowing users to directly confront data quality issues within the industry, thereby enhancing the timeliness, precision, and trustworthiness throughout the investment office. Users can input and stage data prior to its dissemination within the office, ensuring complete visibility into the data’s quality, including any revisions, corrections, and approvals made. This provides greater control over data management while reducing the amount of effort required. The platform offers performance insights across portfolios and custom groupings, along with detailed information regarding the source and recency of data at every hierarchical level, complemented by real-time analytics that become accessible as each figure is entered and validated through Mission Control. Recognizing that accounting serves as the backbone of investment operations, we constructed a robust foundational system that automatically creates ledger entries for every transaction that is entered, reconciled, and approved just once in Mission Control, eliminating the need for repetitive data entry. With Ledgex Pro, users can streamline their processes while maintaining high standards of accuracy and efficiency in their financial operations.

Why opt for proprietary systems when Microsoft's latest ERP release features top-tier financial accounting, banking, security, and technology frameworks? Elysys harnesses the robust capabilities and scalability of the powerful Microsoft Dynamics 365 Business Central platform, providing a significant edge, especially in delivering specialized treasury management applications. Users can seamlessly generate customized dashboards and reports for any financial or investment data, with the ability to delve into specific transactions as needed. This system enables the aggregation of both financial and non-financial assets across diverse portfolios and asset categories. Additionally, it facilitates financial consolidation for groups across various levels. Over the past 15 years, we have introduced an extensive suite of modules that encompass a wide array of investment types, including paper investments, money markets, derivatives, structured products, and even private equity and alternative investments such as Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, and Swaps. Our commitment to innovation and excellence ensures that our clients are equipped with cutting-edge tools to manage their financial operations effectively.

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.

Anduin is transforming the landscape of fund management by implementing digitized fund subscriptions, offering real-time status updates, and enhancing the efficiency of fund operations. Our user-friendly investor onboarding process significantly elevates the investor experience and substantially lowers the rate of documents flagged as NIGO by introducing clarity and efficiency into the fund subscription process. Here’s how it operates: We convert your subscription agreements and tax forms into digital formats, allowing you to concentrate on distributing subscription packages and monitoring investor interactions with your documents. 1. Anduin digitizes the document provided by your legal counsel, developing an advanced intelligent smart form. 2. We automatically fill the form with investor information sourced from earlier fundraising efforts. 3. The fund manager sends invites to investors, prompting them to complete the smart form and endorse the limited partner agreement. 4. The subscription package is then countersigned, and documents or data can be efficiently exported for the fund administrator’s use. For a demonstration, visit www.fundsub.io and see how we can elevate your fund management processes.

Tailored for hedge funds, private equity, and funds of funds, AdvisorWare® offers a comprehensive platform that combines portfolio management, accounting, and partnership accounting. This system accommodates alternative investment funds facing intricate global investment, trading, and management challenges, alongside demanding financial, tax, partnership, and allocation reporting needs. Enhance your operational efficiency through a user-friendly interface that enables the management of various instruments and corporate actions while ensuring data integrity. Mitigate operational risks with its proactive, automated exception handling, workflow management, and reconciliation features. Additionally, it meets tax and reporting obligations across multiple jurisdictions and provides fully automated tax allocation for partners, ensuring compliance and ease of use. With its robust capabilities, AdvisorWare® stands out as a vital tool for fund managers seeking to streamline their operations and improve reporting accuracy.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

We deliver data designed to enhance your workflow, analytics that enable superior performance, and insights that offer valuable perspective. FactSet supports more than 6,000 firms in the financial services sector as they tackle key issues like reducing technology expenses, constructing seamless workflows, managing risks, and establishing effective data governance across their organizations. With over 160,000 investment professionals relying on our extensive data feeds, desktop analytics, web and mobile solutions, and personalized client support, we revolutionize how they identify, evaluate, and seize opportunities in the market. This commitment to excellence ensures that our clients are always equipped to navigate the complexities of their industries.

Achieve significant improvements in operational efficiency, reduce accounts receivable processing time by 50%, and lower resource expenses with our advanced revenue and expense calculation platform. Revport, developed by Broadridge, streamlines your billing and invoicing processes while offering an all-encompassing perspective that allows you to concentrate on expansion. Our cutting-edge Revenue and Expense Management system automates finance workflows governed by rules, along with managing revenue accruals and reversals, leading to fewer mistakes and enhanced productivity. CFOs can easily oversee every aspect of revenue and expense management, from fee billing to accruals and invoice validation to revenue sharing, all in a user-friendly format. Furthermore, effectively manage risk and credit exposures while optimizing cash utilization by pinpointing and prioritizing payment obligations and the timing of outflows. Enhance cash flow and capital utilization through real-time aggregation and visibility into cash activities across all business entities, ensuring proactive financial management. Ultimately, Revport empowers organizations to make informed decisions that foster sustainable growth and efficiency.

We regularly update the databases we offer for our software solutions on a quarterly, monthly, and weekly schedule. To view the latest databases compatible with StyleADVISOR and AllocationADVISOR, please refer to our list. No matter if you are a financial advisor, an analyst, or a product provider, Zephyr serves as an essential tool for enhancing client retention and driving asset growth. With its strong investment analysis features, tailored portfolio analytics instruments, and engaging visuals, Zephyr aids in refining your strategies and demonstrating your expertise. You can deliver your clients a thorough yet easily understandable proposal that highlights your added value by comparing their existing portfolio with your suggested portfolio. Utilize powerful sorting, filtering, and statistical tools to sift through thousands of investment portfolio products. Construct portfolios using traditional mean-variance optimization techniques or leverage our advanced Black-Litterman optimization module to fine-tune your investment strategies even further. This comprehensive approach ensures that you meet your clients' needs while maximizing their investment potential.

From the initial inquiry to the concluding data visualization, Macrobond enhances the entire research experience by centralizing data management, sophisticated analysis, visualization, and reporting within a fluid workflow. Users bring together their efforts by utilizing a well-organized, searchable collection of more than 2,400 global financial and economic resources; conduct analyses directly in the platform with integrated calculation and comparison tools without the need to export data; visualize outcomes immediately with adaptable charting options that effectively convey insights; and generate polished, current reports that are ready for presentation. The comprehensive platform offered by Macrobond simplifies research phases, hastens the journey to insights, and guarantees uniformity and precision throughout projects, enabling teams to respond swiftly and make quicker, data-informed decisions. Furthermore, this cohesive approach not only enhances productivity but also empowers users to focus on deriving meaningful conclusions from their data.

Kase StatWare is a sophisticated package of technical analysis trading indicators created by the renowned market technician and former energy trader, Cynthia A. Kase. This innovative set of self-optimizing indicators is designed to aid both professional and individual traders in establishing a precise and systematic method for discretionary trading and managing trade risks. By automatically setting stops to achieve an optimal balance, traders can allow profits to accumulate while effectively cutting losses. The system adjusts for range, volatility, and risk, reducing the necessity for constant setting adjustments. Additionally, it generates color-coded entry signals by assessing various factors such as momentum and bar patterns, streamlining the process of signal generation. Traders can analyze multiple timeframes and filter signals to enhance accuracy, ultimately leading to more informed trading decisions. Built on a foundation of stringent statistical and mathematical principles, these indicators are inherently probability-driven, making them a robust tool for traders looking to improve their performance.

Years of hands-on research in machine learning, particularly within the finance sector and associated fields, have enabled us to advance the boundaries of effective forecasting and risk management. This progress encompasses both technological innovations and data science methodologies. While developments in artificial intelligence continue to evolve, we remain cautious of universal forecasting solutions that claim to suit all scenarios. Instead, we focus on crafting tailored solutions that perform exceptionally well in their specific environments. Our approach integrates established principles from diverse fields such as signal processing, information theory, evolutionary algorithms, deep neural networks, and ensemble methods, all grounded in rigorous traditional statistics and data science practices. Furthermore, our techniques routinely generate probability distributions that detail every conceivable outcome, facilitating comprehensive risk assessments and the measurement of rare or "black swan" occurrences, ultimately enhancing decision-making processes. Through this commitment to customization and robust analysis, we strive to address the unique challenges faced by our clients.

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

TS Imagine empowers businesses to excel in capital markets through its innovative SaaS platform, which integrates trading, risk management, and operations into a cohesive system that provides a singular source of truth. This enhanced transparency and efficiency, along with limitless scalability, sets a new benchmark in trading, portfolio management, and real-time risk solutions through the fusion of two leading SaaS technologies. By effectively streamlining intricate and often lengthy workflows across front, middle, and back-office operations, TS Imagine unifies essential functions such as order management, trade execution, portfolio analysis, real-time risk assessment, compliance, margin management, accounting, and operations, all delivered through a secure cloud-based solution. Currently, TS Imagine serves 500 financial institutions and boasts a workforce of 400 employees spread across ten global offices, ensuring robust IT infrastructure in every region for a stable local presence and extensive global reach. With its commitment to innovation and excellence, TS Imagine continues to set the pace for advancements in the financial technology landscape.

One vendor, one centralized platform: For tailored solutions, you can skip the hassle of negotiating with multiple vendors. United Fintech is the platform that unites all of these elements. Accelerated onboarding and end to end digitization No more rigid legacy systems or long onboarding periods. We bring together smarter products while reducing regulatory hurdles and onboarding times.

Equity. Simplified. Carta is a tool that helps investors and companies manage their equity plans, valuations, investments, cap tables, and capital plans. Start by creating your Carta cap table. Then, issue electronic securities, get 409A appraisals, and run liquidity events. Your cap table will remain updated automatically. Your cap table will stay up-to-date with all equity transactions and information in Carta. We help you to stay compliant when issuing equity or getting 409A valuations. Investors and employees can accept electronic securities and exercise options. They can also track vesting schedules. Carta assists more than 800,000 shareholders to manage equity worth $575 billion. Carta can help you, whether you need a captable and a 409A or are looking to run secondary transaction, leverage financial reporting, tax tools, and stay closer to investors.

Develop a robust and scalable compliance program with ComplianceAlpha, our cutting-edge regulatory technology platform enhanced by managed services. By leveraging integrated technology and comprehensive services, you can achieve enhanced results and greater economies of scale. A well-rounded compliance program is essential not only for safeguarding your business but also for fostering its growth. Discover how ComplianceAlpha is assisting over 800 top financial services firms worldwide in creating superior GRC programs. Strengthen your compliance framework by utilizing ComplianceAlpha, which harmonizes risk management, compliance oversight, surveillance, and analytics within a single platform, granting you a cohesive perspective on risks and behaviors throughout your organization. Our team combines expertise in regulatory compliance, cybersecurity, performance, ESG, and technology to craft timely and effective solutions to address your most urgent challenges, ensuring that your compliance efforts are both adaptive and forward-thinking. Embrace the future of compliance management with a solution designed to evolve alongside your business needs.

Treasuryview is the easiest start into integrated debt portfolio and interest rate risk management, with time- saving tasks and market data automations. Treasury teams can easily start managing debt, valuing, and simulating derivatives portfolios within minutes after signing up. Key features include automated deal and portfolio level risk exposure forecasting , instrument valuation, and treasury risk reporting, all seamlessly synced with market data. TreasuryView’s Risk Management features are designed for treasury managers and specialists in medium-sized businesses, commercial real-estate&social housing companies, and public sector finance teams. We offer our users easy self-onboarding with an initial 30-day free trial with no payment method required, to discover and explore the functionality of our platform. Our monthly SaaS plans start from just EUR 250 per month, with anytime cancellation. Whether you are a small business or a large multinational corporation, our cloud platform can be modularly adjusted to meet your team or enterprise-level-specific needs. Whether you're working remotely or in the office, our platform allows you to stay connected with your geographically dispersed team.