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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Proteus is an innovative platform that leverages technology to enhance accessibility to alternative investments for wealth managers, fund sponsors, and qualified investors. By facilitating the allocation of client capital into tailored portfolios of private market assets, it integrates vital functions such as research, due diligence, portfolio construction, and execution into a single system. The platform effectively simplifies intricate investment workflows by implementing a streamlined electronic subscription process, centralized onboarding, and automated administrative processes, thereby minimizing the typical obstacles present in private markets. Additionally, Proteus is designed to support the establishment and administration of feeder fund structures, addressing regulatory, governance, and operational challenges, which enables firms to concentrate on their investment strategies without being bogged down by infrastructure issues. Furthermore, it offers secure, customizable environments that include comprehensive monitoring and reporting tools, along with consolidated tax documentation, enhancing user experience and operational efficiency. This unique approach not only fosters better investment decision-making but also promotes a more seamless integration of alternative investments into traditional portfolios.

Description

Proteus®, GDPReady™, is an itteration from Proteus® NextGen Data Privacy™ that uses the same code set. If you are only interested GDPR, we can deliver Proteus®, NextGen configured to only show the functionality needed for GDPR. Comprehensive view of Personal Identifiable Information (PII), including a score and graphical illustration. - Roadmap to compliance with recommendations for immediate actions. - Insights to help you build a data protection framework and inform future technology choices. - Helps you meet the regulations at a reduced cost. To see the full capabilities of Proteus NextGen Data Privacy see here https://sourceforge.net/software/product/Proteus-NextGen-Data-Privacy/

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ServiceNow

Integrations

ServiceNow

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

Proteus

Founded

2012

Country

United States

Website

www.proteuscapital.us

Vendor Details

Company Name

Proteus-Cyber

Founded

2004

Country

United Kingdom

Website

proteuscyber.com/site/gdpr-ready

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

GDPR Compliance

Access Control
Consent Management
Data Mapping
Incident Management
PIA / DPIA
Policy Management
Risk Management
Sensitive Data Identification

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Alternatives

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