Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
At Private Assets, we understand that the foundation of efficient portfolio reporting and investment data management lies in having centralized and well-structured data. However, achieving this can often prove to be quite challenging. Our comprehensive range of products and services caters to prominent investment firms across various sectors within the private asset landscape. The Framework solution suite not only enhances operational efficiencies but also facilitates dynamic reporting and seamless communication with stakeholders. Our platform gives you and your team the flexibility to tailor your business processes according to your unique requirements. It is designed to support your operational needs, stakeholder goals, and compliance with regulatory standards. Leverage our powerful data engine to process, aggregate, and transform your data into actionable insights. With the ability to draw from multiple data sources, you can effortlessly populate your dashboards, tables, and charts for effective investment monitoring and detailed analysis, ultimately enhancing decision-making capabilities. This approach not only streamlines your workflow but also ensures that you remain agile in a rapidly changing investment environment.
Description
CONSOLIDATION
Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc.
AUTOMATION
Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams.
PERFORMANCE OPTIMIZATION
Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests)
REGULATORY COMPLIANCE
Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade
CUSTOMER REQUIREMENTS COMPLIANCE
Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer
API Access
Has API
API Access
Has API
Integrations
ARM MLM Software
Babylon
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
Framework
Founded
2000
Country
United Kingdom
Website
frameworksoftware.net
Vendor Details
Company Name
JUMP Technology
Founded
2006
Country
France
Website
jump-technology.com
Product Features
Data Management
Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
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
Risk Management
Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment
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