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Description

The portal has been crafted to assist you in staying informed about the newest regulatory changes while enhancing your comprehension of Global Fund Regulations. As the complexities of regulatory compliance intensify and present greater challenges, we find ourselves at the intersection of regulation and opportunity. This is the domain of Funds-Axis, a cohesive and straightforward integrated solution that serves as the focal point for the evolution of all your risk management, investment compliance, and regulatory reporting needs. Our approach is unified, offering a genuinely global solution that acts as a central hub to fulfill all your reporting responsibilities, all while being backed by a consolidated and skilled team. We operate across various jurisdictions and adapt to multiple facets of regulation. Our expertise lies in navigating regulatory intricacies and adapting to the ever-evolving landscape of regulatory requirements, ensuring that you remain well-prepared to tackle any challenges that arise. Your success in compliance is our priority, and we are here to guide you through the complexities with confidence.

Description

SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system. We offer a wide variety of products, including: Portofolio management System Accounting and Multi-jurisdictional NAV Investment Book of Record Partnership Accounting OMS Order Management IRM and Regulatory Compliance Management Fees and Billing Cash Management Multi-asset class Integration Data Management Platform Reconciliation Services Client Reporting and Web Portal Customer Onboarding and KYC GIPS Performance and VAR Modeling

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Funds-Axis

Founded

2006

Country

United Kingdom

Website

funds-axis.com

Vendor Details

Company Name

SuisseTechPartners

Founded

2012

Country

Switzerland

Website

www.suissetechpartners.com

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

Product Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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

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

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