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Average Ratings 0 Ratings
Description
Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system.
We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc.
The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds.
Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.
Description
Facilitate financial processes like reconciliation, balance assessment, auditing, and reporting for web3 assets from entry to exit points. Easily integrate any on-chain and centralized finance data source within hours to ensure complete asset visibility. Designed with advanced multi-tier data clustering and enhancement techniques, this system organizes all transactions for audit, tax compliance, and reporting needs. Keep a comprehensive view of your assets, including historical balances, performance evaluations, and calculations of exposure and risk. This represents the first enterprise-level analysis of your decentralized finance positions. Leverage the gathered data for internal initiatives such as risk assessment and revenue management. Monitor your balances seamlessly across various wallets, accounts, and platforms while enjoying the ability to search historical data flexibly. Ensure your executive team has access to critical performance metrics, track key performance indicators effectively, and maintain a watchful eye on your exposure and growth trajectory. With these tools at your disposal, you can optimize financial decision-making and enhance operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Binance
Coinbase
Fireblocks
Kraken
KuCoin
Avalanche
Axelar
Base
Bloomberg
Cardano
Integrations
Binance
Coinbase
Fireblocks
Kraken
KuCoin
Avalanche
Axelar
Base
Bloomberg
Cardano
Pricing Details
$1,500
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
Arbor Financial Systems
Founded
2007
Website
arborfs.com/hedge-fund-software-portfolio-management-system/
Vendor Details
Company Name
Tres Finance
Country
Israel
Website
www.tres.finance/
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection