Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance the safeguarding of your portfolios, increase asset acquisition, evaluate trading strategies, and automate everyday risk management tasks all within one comprehensive platform. Expand your business operations, streamline client data, adhere to regulatory standards, and generate recommendations effortlessly through automation. By automating workflows, you can facilitate business growth, incorporate both liquid and illiquid assets, and simplify family reporting processes. As a top-tier provider of investment workflows, we empower money managers with a robust platform that seamlessly integrates with our advanced risk engine. Our automated workflows efficiently analyze, structure, and securely disseminate portfolio reports and alerts, allowing clients to reclaim precious time. Experience greater precision in investment protection through our sophisticated calculation engine, which is tailored to evaluate portfolios that range from basic equities to more intricate multi-asset, long/short strategies. In mere seconds, thousands of potential portfolio outcomes can be simulated, providing invaluable insights for strategic decision-making. Ultimately, our platform not only enhances efficiency but also positions clients for long-term success in the ever-evolving investment landscape.

Description

Establish direct connections with your custodian banks, asset managers, private equity firms, benchmarks, ESG resources, or credit rating agencies. Obtain detailed security reports, enhance your issuer data, and manage both liquid and illiquid assets in a single platform. Every data source is considered, allowing you to seamlessly integrate the information from all your partners, regardless of their format or technological capabilities. Enrich your portfolio with data from a vast array of funds, ETFs, indices, securities, derivatives, and market indicators. Connect your account with your internal or external research collaborators to make well-informed, evidence-based investment choices. Enjoy a completely customized service provided by a team of experienced professionals from the finance sector, dedicated to transforming your goals into practical dashboards and solutions. Experience comprehensive asset consolidation and data aggregation, along with efficient data collection, preparation, and integration processes. This ensures that all aspects of your financial assets are effectively managed and easily accessible.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addepar Yes 
Blueleaf Yes 
Intrinio Yes 
Thomson Reuters Compliance Learning Yes 

Integrations

Addepar No 
Blueleaf No 
Intrinio No 
Thomson Reuters Compliance Learning No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Everysk

Founded

2016

Country

United States

Website

www.everysk.com

Vendor Details

Company Name

Quantilia

Founded

2016

Country

France

Website

www.quantilia.com

Product Features

Financial Risk Management

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis Yes 
Loan Portfolio Management Yes 
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 No 

Hedge Fund

Compliance Management Yes 
Contact Management No 
Investor Accounting No 
Investor Reporting Yes 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Risk Management

Alerts/Notifications Yes 
Auditing No 
Business Process Control No 
Compliance Management Yes 
Corrective Actions (CAPA) No 
Dashboard No 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access Yes 
Operational Risk Management No 
Predictive Analytics Yes 
Reputation Risk Management No 
Response Management Yes 
Risk Assessment No 

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 

Alternatives

Alternatives

Allvue Reviews

Allvue

Allvue Systems
PackHedge™ Reviews

PackHedge™

FinLab Solutions SA
RiskAPI Add-In Reviews

RiskAPI Add-In

PortfolioScience
PackHedge™ Reviews

PackHedge™

FinLab Solutions SA