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

FutureAdvisor collaborates with wealth management firms to enhance asset growth, improve operational efficiency, attract new client demographics, and engage the upcoming generation of investors. By leveraging well-founded portfolio management strategies and industry-leading practices, we tailor our approach to fit your specific circumstances and your current investment portfolio. We prioritize the use of your existing assets to reduce turnover and lessen tax implications. Whenever appropriate, we incorporate low-cost index funds to enhance portfolio diversification. This method not only streamlines your investments but also positions you for long-term financial success. Ultimately, our goal is to empower you with tailored solutions that reflect your unique financial landscape.

Description

SS&C GlobeOp’s Total Return is a comprehensive system for portfolio management, investment accounting, partnership accounting, and general ledger operations, specifically tailored for alternative investment funds and family offices. This multi-currency platform adeptly handles complex securities and sophisticated investment strategies, catering to the intricate ownership structures and unique tax obligations that often accompany family office investments and private wealth funds. Beyond its cutting-edge portfolio management features and general ledger capabilities, the system also offers complete partnership accounting, facilitating automated valuation processes based on capital or shares, efficient income and expense allocations to partners, management fees, and the generation of detailed partnership reports. By integrating fund accounting, partnership accounting, and tax processing into a single platform, it not only streamlines operations but also mitigates potential operational risks, ultimately saving valuable time for users. This all-in-one solution is essential for those looking to enhance their operational efficiency and accuracy in managing complex investment portfolios.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

0.5% Fee
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

BlackRock

Country

United States

Website

www.blackrock.com/futureadvisor

Vendor Details

Company Name

SS&C Technologies

Country

United States

Website

www.ssctech.com/solutions/products-a-to-z/total-return

Product Features

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

Alternatives

Alternatives

FundCount Reviews

FundCount

FundCount Americas
PFS-Paxus Reviews

PFS-Paxus

Pacific Fund Systems