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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Introducing a comprehensive end-to-end platform that provides software and services tailored for project finance, structured finance, and private credit. This suite of services is designed to automate and standardize data, enhancing efficiency and effectiveness in your operations. Featuring a cashflow analytics platform, it allows for the structuring, management, and evaluation of deals with unmatched accuracy. All stakeholders, from internal teams to those on the buy-side and sell-side, can now function from a single, reliable source of information. As you explore new asset classes, establish sustainability goals, or modernize your investment framework, T-REX equips you with the tools necessary for transformation. It is engineered to accommodate any type of asset class, data source, or financing mechanism. The platform offers the sophistication required to create and manage customized deals using intricate data. From initial origination through to maturity, every phase is supported seamlessly. It is built to integrate with your workforce, platforms, and data systems. Additionally, it centralizes deal documents and enhances the model review process through built-in sharing and version control, promoting collaborative efficiency across all teams involved. Ultimately, this platform not only simplifies transactions but also enhances decision-making and strategic planning for all users.

Description

Crafted to cater to your requirements and surpass your anticipations, our solution enables substantial operational efficiencies for your wealth management firm by unifying your various platform relationships into a singular multi-asset, multi-currency investment platform. Reclaim complete authority over your client offerings by showcasing your brand, personal investment solutions, and your customized platform fees. Eliminate the administrative overhead and the support responsibilities tied to other platform providers. We possess and manage our technology, ensuring the highest degree of automation throughout the platform. Our adaptable APIs play a crucial role in facilitating timely and electronic data exchanges with external partners, effectively minimizing the dual-entry workload that your business would otherwise face. Additionally, for wealth firms leveraging Intelliflo Office as their back-office system, our platform provides a real-time, two-way interface for the seamless electronic submission of all client-related information, making operations smoother and more efficient than ever before. This integration not only optimizes workflows but also enhances the overall client experience by ensuring that information is always up-to-date and accessible.

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

T-REX

Country

United States

Website

www.trexgroup.com

Vendor Details

Company Name

Third Financial Software

Founded

2008

Country

United Kingdom

Website

www.thirdfin.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

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

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