Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Gain unique access to private markets with Yieldstreet, which provides a carefully selected range of alternative investment options that were once exclusively available to institutions and affluent individuals. In light of bond yields hovering at historic lows and equity valuations reaching unprecedented heights, AQR estimates that the forward-looking return for the traditional 60/40 portfolio stands at a mere 1.4%. It's time to rethink your investment strategy and diversify beyond the conventional 60/40 model by incorporating private market investments designed to enhance your portfolio's future performance. Yieldstreet caters to various investment goals, whether you're aiming to generate steady income, increase your overall portfolio value, or a blend of both. The platform features an extensive selection of alternative investments, all of which have undergone thorough review and analysis by a team of over 20 investment experts. Additionally, Yieldstreet collaborates with top industry professionals to evaluate and conduct due diligence on every investment opportunity presented, ensuring transparency and reliability. With the potential for high monthly or quarterly income, Yieldstreet positions itself as a compelling option for those looking to innovate their investment approach.
API Access
Has API
Yes
API Access
Has API
No
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
Yes
iPad App
Yes
Android App
Yes
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)
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)
No
In Person
Yes
Vendor Details
Company Name
Everysk
Founded
2016
Country
United States
Website
www.everysk.com
Vendor Details
Company Name
Yieldstreet
Country
United States
Website
www.yieldstreet.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