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Description
EFADRIN serves as a pivotal buy-side SaaS platform that underpins the front and middle office functions of its clients. Its development was inspired by the challenges faced by fund managers and family offices who often juggle numerous Excel spreadsheets, frequently downloaded from various systems, modified, and linked to real-time data via market data vendor add-ins. With EFADRIN, these spreadsheets can be automated, streamlining processes for your team. We establish direct integration with your prime broker to gather trade and custody data, facilitating daily or monthly reconciliations with your fund administrator. This synchronized trade data enables us to deliver a shadow portfolio management system, assisting you in monitoring your investment ideas and target prices, analyzing your performance metrics, improving risk management, and optimizing your portfolio for superior returns. By utilizing our platform, clients can significantly reduce manual errors associated with spreadsheet management and enhance their overall operational efficiency.
Description
The Open:FactSet Marketplace serves as a comprehensive hub for data spanning from ESG to Satellite and beyond, providing you with a competitive advantage. Our collaboration with various data providers involves thorough review and integration of their datasets before offering them for your use, allowing for effortless connection of our data streams to your models, systems, and proprietary datasets, thus empowering your team to innovate. You can explore pre-integrated, harmonized third-party data sourced from the most significant providers, along with FactSet’s top-tier data feeds. With immediate access to innovative tools and cloud-based research and production environments, you can create distinctive data combinations that keep you ahead of market trends, ultimately enhancing your strategic decision-making capabilities. Harness the power of diverse data sources to cultivate fresh perspectives and drive your research initiatives forward.
API Access
Has API
API Access
Has API
Integrations
Dynamo Software
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
EFAdrin
Founded
2003
Country
Hong Kong
Website
www.efadrin.com
Vendor Details
Company Name
FactSet
Founded
1978
Country
Unites States
Website
open.factset.com/en-us
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