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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

At Global Fund Solutions, we recognize the distinct needs and aspirations of our Hedge Fund clientele. After dedicating more than three years to research and development and collaborating with fund managers through ongoing beta testing, we have designed a solution that allows fund managers to concentrate on what truly matters—their clients. On one side, users can efficiently oversee client information and allocations, while on the other, they can handle intricate tracking of various investment securities and strategies. In the current global landscape, the significance of mobility and accessibility is paramount in the financial sector. With Global Fund Solutions, users can securely retrieve data whether they are in the office or traveling. Regardless of whether you manage a small fund or oversee assets exceeding $500M, our services have demonstrated value for clients of all sizes. We encourage you to explore our offerings further. Additionally, the Transfer Agency module serves as a comprehensive tool for managing detailed partner-specific information, enhancing operational efficiency even more.

Description

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1500/month
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

Global Fund Solutions

Founded

2006

Country

United States

Website

www.globalfundsolutions.com/gfsweb/hedgefund.php

Vendor Details

Company Name

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Product Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio 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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