Best Hedge Fund Software with a Free Trial of 2025

Hedge Fund Performance Analysis for Strategic Decision-Making Welcome to Strategic Insights, your partner in making well-informed hedge fund investment decisions. Our comprehensive Hedge Fund Performance Analysis equips you with the deep insights needed to understand market complexities, guiding you to make strategic choices and enhance your investment portfolio for optimal success. Discover a wealth of opportunities with AlternativeSoft in Managers & Hedge Fund Investments. Our tailored solutions and expert insights empower investors to make sound decisions and refine their hedge fund strategies. See how we can assist you in navigating the intricacies of this asset class and attaining your financial goals.

PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.

StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more...

Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.

Software for managing any type of fund administration, including mortgage pool/fund management. Supports equity shares and debt. Flexible and efficient reporting and distribution of payments. Perfect for mortgage pools, crowdfunding and partnerships. Pay shareholders by check or electronic payment via ACH/EFT. Reinvest, cash out. Complete solution for U.S. Reg. D 506 Private Offerings, (U.S. Investment Funds), and Canadian MICs. Our software will make your fund fly!

Liquidity calendar is an online platform that helps hedge fund managers and investors manage hedge fund liquidity and redeption terms. Liquidity Calendar makes it easy to track lock-ups, calculate redemption schedules and amount, as well as generate reports. You don't have to spend time assembling terms and dates manually, which can be tedious and error-prone with Excel spreadsheets.

Your system is ready for use in less than a day. No need to install anything locally - it runs in browser. Live chat support at the highest level - learn while you use. Includes setup and data migration support. Automated external data export/import. Data warehouse IBOR / No double entry Trade capture/copy&paste is the easiest. Interfaces for all of your counterparties. Automated report generation for Daily NAV and Factsheet, Compliance, etc. Report scheduler/email support. Delivers Bloomberg data content, pricing, and regulatory data for more than 50 million securities. Dedicated servers in the highest security data processing centre (next to SIX). UNIX-based high-reliability, fast Web-Application. Secure VPN access available 24/7. Maximum automation, from sending reports to external sources to import, it is possible automate almost all tasks in octopus.

Northstar, a risk management software and performance analysis software, can help you improve your risk-adjusted performance. Northstar features include performance analysis, market risks, real-time alerts and model validation. It also allows for liquidity management, investor reporting, and investor reporting. Northstar integrates easily with any office system that uses its risk and performance platform.

Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.

Vestserve can help you increase productivity, growth, innovation, and accuracy in your business. Vertserve, a fully integrated investment management and accounting system, is powerful and reliable. It provides mission-critical services for leading financial institutions. VestServe combines the back, middle and front office operations into one unified solution. This helps to improve business efficiency and performance, as well as reduce total cost of ownership. Portfolio management features include performance measurement rule/compliance modeling, breakout allocations, returns, risk analytics and scenario tool.

Eze Investor Accounting makes it easy to manage all aspects of back-office fund accounting without relying on spreadsheets. Eze's specialized fund accounting program, Eze Investor Accounting (formerly Penny), is a reliable software that manages hedge fund back offices, fund managers, private equity shops, and other wealth management needs. Eze Investor Accounting makes it simple to calculate complex management and performance fees, manage tax processing, and create investor statements and monthly reports.

Investors expect 24/7 access to their portfolios in a digital world. Fortress allows you to access your portfolio from any device. This extends your relationship via a digital channel. Fortress can be fully white-labeled so that it can be used as an extension of your brand and adds value to your clients in a digitally safe and convenient manner.

Numerix capital market technology solutions will help you to discover your competitive advantage. You can create trading opportunities, manage risk effectively, and achieve the scale, resilience, and speed you need to redefine success. Numerix Oneview, a comprehensive, real time capital markets risk management system, empowers traders and sales personnel with a multi-dimensional, holistic view of their structured products and derivatives businesses. Oneview is powered by the most advanced cross-asset pricing technology and risk analytics, and optimized for performance. Its wide range modules allow for powerful decision insights and uncompromising accuracy. Oneview gives you a comprehensive view of your entire derivatives business and helps you make the right decisions when it matters most.

With multi-class investments, liquidity charges, and reporting requirements, investor accounting for shareholders and partners is complex. It can be difficult and error-prone to track all of this using spreadsheets. HedgeTek®, is designed to meet the most complex investor accounting requirements. It tracks investors' investments, calculates fees across multiple structures, including Master Feeders for monetized, unized and private equity funds, as well as generates statements for fund and partner performance. HedgeTek's simple integration tool allows data to be downloaded and imported between systems. This eliminates manual input and improves operational efficiency in all aspects of back-office fund accounting. HedgeTek offers a dual-book and tax allocation system that investment firms can use to create their custom investor statements and tax reporting. HedgeTek was created and is constantly evolving.

Bipsync combines your entire research process into one intuitive, powerful platform. The Bipsync Research Platform has been proven to increase productivity, improve collaboration, and simplify compliance. It was designed to assist professional investors in managing and accelerating their research.

The Caissa Platform, the industry-leading investment platform, was created exclusively for institutional investors, including foundations, OCIOs and pension funds. Our web-based platform is used by clients with assets exceeding $1.7 trillion to perform exposure, risk and liquidity, attribution, as well as private equity modeling analysis across multiple asset classes. Our in-house data team combines any form of transparency data into Caissa Platform. This includes investor letters, separately managed accounts and private equity data. All data is cleansed, synchronized, migrated, then integrated into the platform. You can seamlessly perform exposure analysis, risk, liquidity, and quantitative analysis on either your portfolio or your underlying managers with harmonized exposures.

Resolvr automates manual tasks and manages spend. Resolvr can replace paper, spreadsheets, and PDF processes. Our clients profit margins will be increased by digital data streams and artificial Intelligence. On-platform communication tools for vendors and team members ensures efficient workflows. The manual, slow, labor-intensive and error-prone processes of the past are gone. Resolvr ensures client funds' expense allocations and apportionment are fully compliant with The Dodd-Frank Act. Resolvr can seamlessly integrate with any platform, software or software that client funds use via APIs. Resolvr makes it possible to reduce the amount of manual tasks required by banks, which could result in millions of dollars in savings every year.

The best-in-class applications that provide a front-to-back investment experience that meets all your operational requirements across the enterprise. Eze Investment Suite is your one stop shop for a complete front-to-back investment experience in all asset classes. Eze Investment Suite's flexible and user-centered design allows your users to customize their views, workrooms and dashboards. It also standardizes easy-to-adopt workflows throughout your firm. Users can slice and dice data at any level, ensuring that they have the right information to make quick and accurate decisions. You can create your own investment ecosystem and achieve straight-through processing. Eze Investment Suite is open and vendor-neutral. It allows you to connect with any third-party platform, or internal system. Flexible APIs, paired with a large library of on-demand interfaces, allow you to integrate platforms or counterparties across your company.

Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization, accounting and CRM for hedge fund of funds and multi-asset investment portfolios. With more than 500,000 financial instruments covering alternative investments, CTAs, mutual funds, ETFs and global equities Risk Shell is capable of constructing many multi-asset portfolios.

Fully integrated web-based system that manages all aspects of investment management firms. Next generation portfolio management system. Fully cloud-based with a multitude of features. All aspects of the business can be managed from one platform. We will manage Perfona while you keep your operations running smoothly and reduce operational risk. Are you at a point where you need to increase the resilience and confidence of your IT infrastructure and systems? OpEff's IT team is here to help you, whether you need to develop bespoke applications, conduct disaster recovery testing scenarios, or create cyber security policies.

Every time, get the allocations right. Automatically calculate and apply share percentages to only funds that are eligible to incur an expense. Consolidate all accounts payable at the firm and have easy access to expense reporting. Every time, get the right allocations. Automatically calculate and apply share percentages to only funds that are eligible to incur an expense. Consolidate all accounts payable at the firm and have easy access to expense reporting. Prevent misallocation penalties. EAS can automate allocation policies and ensure expenses are allocated according to disclosures and fund agreements. The manual process of allocating expenses across funds can be confusing and opaque. Excel-based allocations can be complicated and contain hidden errors due to a lack or control. Asset managers are at risk of misallocations or delays in reimbursement due to allocation errors.

FINCAD's best-of-breed analytics enable you to make informed investments with confidence. You can optimize your calculation of risk/return by having direct and simplified control over the analysis and valuation of your cash instruments and derivatives. Our libraries of world-class models, calculators, and workbooks make it easier to value derivatives and fixed income products. Our solutions are supported by a team of highly skilled technical professionals who are dedicated to your success. Complex derivatives and cash instruments can be difficult to price. Vendors don't usually offer coverage for exotic instruments. Additionally, building bespoke solutions internally can be costly and complex.

Quickly generate NDAs and term sheets, subscriptions, KYC documents, etc. by pre-populating smart web forms. To track client compliance information, Obsidian Suite can be integrated directly into the advanced client management database. Our simple electronic sign-off via DocuSign enhanced integration allows you to save time. Use CRM auto feed to keep track of client interactions and document status.

Our AI-powered research platform helps you fight information overload. Natural language processing and automation will make your research more efficient. This will allow you to spend less time searching and more time analysing. Your team can seamlessly collaborate with one another using our integrated research notebook. Find information that others have missed and generate alpha from linguistic or alternative data. Combat information overload. We process millions upon millions of data points to surface the information you need to stay ahead in the markets.

Anduin is revolutionizing fund administration with digitized subscriptions, real-time status and simplified fund operations. Our intuitive investor onboarding workflow improves investor experience and dramatically reduces the NIGO-rate of documents. It also brings clarity and efficiency to fund subscriptions. How it works We digitize all subscription agreements and tax forms so that you can concentrate on distribution of subscription packages and tracking how investors interact with your documents. 1. Anduin digitizes counsel forms, creating an intelligent smart form. 2. The form is prepopulated with information from previous fundraises. 3. Fund managers invite investors to complete the smart forms and sign the limited partnership agreement. 4. The subscription package can be countersigned. Documents or data can also be exported to the fund administrator. To request a demo, visit www.fundsub.io