Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Numerous funds consistently provide their clients with data and documentation through Allocator. We develop a time series for each figure, enabling you to monitor fluctuations over time. Say goodbye to the inaccuracies of manual data entry. Our platform seamlessly integrates various data sources into a single, user-friendly format for analysis. Keep track of your investments on both fund and portfolio levels. Enjoy having all your fund documents centralized in one location. Your data remains current, secure, and organized, always ready for your use. Eliminate the hassle of managing multiple spreadsheets. Effortlessly evaluate returns across different periods, comparing them with other funds and a multitude of indices. Assess and visualize gains and losses across any timeframe, whether by position, long or short, or categorized by asset class, sector, strategy, currency, or geography. Maintain organized and relevant peer groups of funds to ensure you seize every opportunity. Furthermore, gain insights into how new funds might influence the risk and returns of your portfolio, providing a comprehensive view of your investment landscape. In doing so, you empower yourself to make informed decisions that align with your financial goals.
Description
eB-IMS is an advanced investment management platform created by eBusiness Systems and provided to clients through a Software-as-a-Service model. This system facilitates web-based access to various tools for constructing, monitoring, analyzing, and managing investment portfolios. Internet connectivity allows for different levels of user access, enabling varied permissions and authorities based on user groups. All interactions occur via standard web browsers, ensuring ease of use. Each user group is assigned distinct capabilities, requiring username and password authentication, along with additional security measures when necessary, to enhance the security and integrity of the system. The core functionalities of the portal are hosted on specialized web servers operated by eBS, utilizing PHP and SQL technologies to deliver its services effectively. Furthermore, regular updates and maintenance are conducted to ensure the platform remains cutting-edge and secure for all users.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
PitchBook
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Allocator
Founded
2012
Country
United Kingdom
Website
www.allocator.com
Vendor Details
Company Name
eBusiness Systems
Founded
2000
Country
Malta
Website
ebizmalta.com/investments-management-platform/
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management