Compare Products

Showing all 38 products

FundCount

FundCount is an integrated accounting and investment management solution that helps small to large businesses track, analyze and report investments across portfolios. It allows users to manage all operations related to partnership...Read more about FundCount

VestServe

VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment planning...Read more about VestServe

No reviews yet

Backstop

Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and enterprise businesses in the institutional investment industry. The platform provides various solutions to manage mu...Read more about Backstop

V3locity

V3locity is a suite of complementary applications that brings about transformation in businesses, offering complete life cycle functionality and robust enterprise capabilities. With its modular design, the platform enables flexibl...Read more about V3locity

No reviews yet

Eze Investment Suite

Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment lifecycle from acquisition to profit management, returns and sale. The platform offers various integrated modules...Read more about Eze Investment Suite

No reviews yet

HedgeGuard

HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers. Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve opti...Read more about HedgeGuard

4.6 (8 reviews)

Kurtosys

Kurtosys is a platform that delivers investment data and insights. It primarily serves investment managers who aim to automate their reporting processes, develop investor websites and portals, and integrate data and content smooth...Read more about Kurtosys

No reviews yet

QUO

QUO is a portfolio management and trading software designed for private banks, brokers, and clients to streamline business operations. Key features include benchmarking, client portal, performance analysis, investor reporting, fun...Read more about QUO

5.0 (1 reviews)

Enfusion

Enfusion breaks through the crowded fintech market with its cloud-native, purposefully designed end-to-end solution that gives our investment management clients the ability to easily access and analyze investment information in re...Read more about Enfusion

No reviews yet

MetaTrader 5

MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading robots, signals and fundamental analysis. Key features include web trading, algorithmic trading, mobile trading a...Read more about MetaTrader 5

Learn More

Everysk

Everysk is an analysis platform that enables financial institutions to perform stress testing, risk attribution, factor modeling and other advanced analyses on their portfolios. Using the application, managers can generate reports...Read more about Everysk

No reviews yet

INDIS

INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting, foreca...Read more about INDIS

No reviews yet

AM-DIS

AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial a...Read more about AM-DIS

No reviews yet

IR.Manager

IR Manager is a comprehensive CRM investor relations platform that helps listed companies, advisory firms and private companies manage their shareholder outreach strategies with post-listing analytics. It features everything fro...Read more about IR.Manager

No reviews yet

Allvue

Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering ...Read more about Allvue

5.0 (1 reviews)

Northstar Risk/Performance Software

Northstar Risk and Performance Analysis Platform helps hedge funds achieve greater transparency, balance sheet management and risk reporting capabilities. With real-time visibility into trading positions and daily P&L fluctuations...Read more about Northstar Risk/Performance Software

5.0 (9 reviews)

Octopus

Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagementsoftware Supports Crypto Portfolio/Funds! Crypto version video: http://www.octo21.com/crypto The Portfolio manag...Read more about Octopus

4.0 (1 reviews)

The Novus Platform

SEI Novus is a portfolio intelligence company that solves the unique data and analytics challenges of today, offering best-in-class solutions for investors. It serves endowments, foundations, sovereign wealth funds, outsourced CIO...Read more about The Novus Platform

No reviews yet

Dynamo

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key...Read more about Dynamo

Learn More

CompTrak Carried Interest Management

CompTrak Carried Interest Management is a cloud-based hedge fund software that helps businesses view portfolio holdings, handle compensation value, and analyze long-term incentives. Key features include distribution processing, re...Read more about CompTrak Carried Interest Management

No reviews yet

Tier1

SS&C Tier1 is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction tracki...Read more about Tier1

5.0 (3 reviews)

AlternativeSoft

AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes. Administrators can import fund...Read more about AlternativeSoft

PaxFamilia

End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitoring and centralizing client asset information within one secure platform, accessible for users, client...Read more about PaxFamilia

No reviews yet

Repool

Repool is a cloud-based hedge fund software that helps businesses manage compliance and filing procedures, facilitate collaboration with investors, and more on a unified platform. It is designed for finance professionals, managers...Read more about Repool

No reviews yet

Vantage Investor

Vantage Investor offers a full suite of investment tools that can help organizations create and manage investment portfolios. The platform allows users to track all activities including cash flow and monitor market trends to make ...Read more about Vantage Investor

No reviews yet

Pinnakl

Pinnakl is a complete investment management solution that includes live order management, portfolio analytics, risk management, and more. The platform offers an order management module where users can automate allocation, book tra...Read more about Pinnakl

5.0 (3 reviews)

JUMP Front-to-Back

JUMP Front-to-Back is a comprehensive and modular asset management platform covering front-to-back office functions. It streamlines operations for asset managers, wealth managers, insurers, and other financial services firms. The...Read more about JUMP Front-to-Back

No reviews yet

B1 Financial

B1 Financial is a cloud-based financial management tool for businesses and offers automated accounting, risk modeling and customer data handling. The tool also offers access to a wealth of information, including templates, trainin...Read more about B1 Financial

No reviews yet

Seeking Alpha

Using Seeking Alpha, businesses can link their portfolio to get customized stock screeners, alerts and updates. Professionals can view stock prices, charts, news and more from within a unified platform....Read more about Seeking Alpha

Learn More

Vidrio Financial

Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been delivering asset allocation technology and data management solutions to cut through the complexity of the investment ...Read more about Vidrio Financial

2.0 (1 reviews)

Risk Shell

Risk Shell is an application hosted on a private dedicated server network, presents an all-in-one platform that includes all components of a sophisticated investment process: asset screening, portfolio construction and optimizatio...Read more about Risk Shell

No reviews yet

Limina IMS

Limina is a Portfolio and Order Management Solution with integrated Data Management capabilities. It's designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the ...Read more about Limina IMS

4.0 (2 reviews)

AlphaSense

AlphaSense is a market intelligence platform that helps knowledge professionals surface and track insights from millions of documents across earnings, broker research, company documents, expert calls, and more. AlphaSense’s AI-ba...Read more about AlphaSense

No reviews yet

Unity

When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning profits...Read more about Unity

5.0 (3 reviews)

Hedge Fund-in-a-Box

Catering to nonprofit organizations, schools, and community groups, Repool is a hedge fund management solution. It is hosted on a secure cloud platform that enables users to access data and campaigns remotely. Repool helps users ...Read more about Hedge Fund-in-a-Box

No reviews yet

Eze Eclipse

Designed for small to large businesses, Eze Eclipse is a cloud-based investment management platform that helps handle portfolio analysis, stock trading, commission management and more. The solution provides both web and mobile acc...Read more about Eze Eclipse

No reviews yet

PortfolioShop

PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for handl...Read more about PortfolioShop

4.8 (4 reviews)

Enterprise Data Management

IVP Enterprise Data Management caters to fund managers, investors, and administrators in the alternative investments and private markets industry to streamline master data management operations. The solution offers configurable in...Read more about Enterprise Data Management

No reviews yet