Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Provide your board directors with tailored and precise reporting that enables them to fulfill their fiduciary responsibilities effectively. Utilizing Broadridge data, you can gain profound insights into competitors, allowing for a more representative selection of peer groups and enhanced understanding of trends within the fund industry, ultimately helping you position your funds to advocate for fee increases. You will acquire fund performance, portfolio, and expense data that comply with regulatory and compliance standards for board reports. Custom peer groups reveal avenues for improving margins and maximizing growth potential. By merging personalized insights with exceptional expertise, your board reports can achieve a higher standard. Our consulting teams leverage data from Morningstar, Lipper, and exclusive Broadridge resources to provide comprehensive coverage of fund expenses, performance, and portfolios, as well as tailored peer groups. These insights are then used to uncover trends in the fund industry, enabling the creation of detailed and professional-grade board reports. Moreover, Broadridge collaborates with top industry data providers to ensure clients receive information that is directly sourced from the firms themselves, enhancing the quality and reliability of the reports. This partnership not only strengthens your reporting capabilities but also empowers your board to make informed decisions based on the most relevant and current data available.
Description
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.
API Access
Has API
No
API Access
Has API
No
Integrations
Morningstar
No
SmartOffice
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Broadridge
Country
United States
Website
www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/15c-board-reporting
Vendor Details
Company Name
ABC Quant
Founded
2005
Country
United States
Website
www.abcquant.com
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
Yes
Liquidity Analysis
Yes
Loan Portfolio Management
No
Market Risk Management
Yes
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
Yes
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes