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Description

Nuant is a Portfolio and Risk Management platform tailored for professionals to monitor and assess the risk of their digital asset portfolio. Unified Monitoring: Nuant’s Portfolio Management System revolutionizes the way you monitor digital assets. With its ability to handle diverse asset types including spot, derivatives, DeFi, and various equity forms (Public, Private, SAFT, SAFE), along with integration across DeFi, CeFi, and TradFi systems, it promises an all-encompassing asset management experience. Advanced Risk Management: Nuant redefines risk management by incorporating essential finance metrics such as the Sharpe Ratio, Volatility, Maximum Drawdown, and Calmar Ratio. This integration significantly improves your ability to assess and manage risks effectively. Simulation Engine: Nuant’s simulation engine, equipped with back-testing, forecasting, and advanced stress testing capabilities, offers a thorough approach to strategy evaluation. The engine’s features, including DeFi Protocol Behavior Replication and Cross-Chain Strategy Simulation, provide deep insights for refined strategic decision-making

Description

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Arbitrum Yes 
Atomic Wallet Yes 
Binance Yes 
BitGo Yes 
Bitcoin Yes 
Coinbase Yes 
Compound Yes 
Copper Yes 
Crypto.com Yes 
Ethereum Yes 
FalconX Yes 
Fireblocks Yes 
Kraken Yes 
MetaMask Yes 
Ripple Yes 
Solana Yes 
Trust Wallet Yes 
Uniswap Yes 
eToro Yes 

Integrations

Arbitrum No 
Atomic Wallet No 
Binance No 
BitGo No 
Bitcoin No 
Coinbase No 
Compound No 
Copper No 
Crypto.com No 
Ethereum No 
FalconX No 
Fireblocks No 
Kraken No 
MetaMask No 
Ripple No 
Solana No 
Trust Wallet No 
Uniswap No 
eToro No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$220 per month
Free Trial Yes 
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 No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Nuant

Founded

2021

Country

Switzerland

Website

www.nuant.com

Vendor Details

Company Name

Synertree CMS

Founded

2016

Country

Canada

Website

synertree.ca

Product Features

Product Features

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management Yes 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests No 
Value At Risk Calculation Yes 

Financial Services

Analytics Yes 
Branch Optimization Yes 
Channel Management No 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management Yes 
Risk Management Yes 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management Yes 

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