Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
As the complexity of investment workflows escalates with the proliferation of diverse asset classes and their alternatives, it is increasingly vital for investment offices to enhance their operational efficiency by automating administrative tasks that accompany the core functions of their work. To address this need, we developed Arbor Trade Order Management System, a software solution designed to simplify your investment and trading processes, ultimately freeing you from the burdens of administrative and compliance responsibilities. Our innovative technology equips you with a concise and comprehensive one-page overview of all orders linked to funds within our Portfolio Management System, while also offering compliance reporting and both real-time and historical order analytics. By employing our system, investment offices can focus more on strategic decision-making rather than getting bogged down in routine tasks. This not only optimizes productivity but also ensures that compliance measures are consistently met.
Description
Buddy is an advanced wholesale order management and business operations solution that leverages AI to automate and enhance the entire lifecycle of B2B orders for brands and manufacturers. By replacing fragmented workflows, cumbersome spreadsheets, and manual data entry with a cutting-edge cloud platform, it efficiently processes orders from a variety of sources including email, portals, PDFs, CSVs, and EDI. The system not only verifies pricing and product information but also manages logistics, coordinates fulfillment, produces audit-ready invoices, and oversees accounts receivable, enabling teams to expedite their work while minimizing errors. Additionally, it offers real-time insights into order statuses, notifications for delays or missing documents, and comprehensive document management. With features like integrated project tracking for outbound orders, automated rules, and workflows that decrease manual interventions, Buddy ensures seamless connectivity with existing tools such as QuickBooks, Shopify, Slack, and various ERP systems. This integration not only centralizes operations but also enhances accuracy, thereby accelerating the processes of order fulfillment and cash flow, ultimately empowering businesses to thrive in a competitive marketplace. Furthermore, its robust capabilities support scaling operations as businesses grow and evolve, making it an essential tool for modern commerce.
API Access
Has API
No
API Access
Has API
No
Integrations
Cin7 Inventory Management
No
Faire
No
Google Sheets
No
NetSuite
No
QuickBooks Online
No
Shopify
No
Slack
No
Integrations
Cin7 Inventory Management
Yes
Faire
Yes
Google Sheets
Yes
NetSuite
Yes
QuickBooks Online
Yes
Shopify
Yes
Slack
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$250 per month
Free Trial
No
Free Version
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Arbor Financial Systems
Website
arborfs.com/hedge-fund-software-order-management-system/
Vendor Details
Company Name
Buddy
Founded
2025
Country
United States
Website
usebuddy.io
Product Features
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
Yes
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
No
Product Features
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
No
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
No