Best Hedge Fund Software in the USA

Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

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.

Get a better understanding of the risk-return profile for your investments. Use comprehensive technical, fundamental, and quantitative analysis to make better investment decisions. Statmetrics is a comprehensive solution for portfolio analysis and investment research. Statmetrics is optimized to be used on Android mobile devices. It allows you to access global market data, news, monitor and screen markets and perform charting and technical analyses, build and backtest multi-asset portfolios. You can also apply portfolio risk-return optimization strategy, analyze the fundamental characteristics of portfolios or potential investments.

In a matter of days, you can create a multi-asset platform. No need to have separate terminals that provide standalone analytics. MetaTrader 5 is the only platform that allows you to combine different markets into one platform. It also gathers general statistics and gives you full control over all funds. These capabilities can help you win the trust of existing and potential investors.

We offer data to support your workflow, analytics that will help you outperform, as well as insights to give perspective. FactSet assists over 6,000 financial service firms with their most pressing problems, including optimizing technology costs, creating integrated workflows, mitigating risks, and creating efficient data governance within an organization. Our comprehensive data feeds, web and mobile analytics, and white-glove customer service transform the way investment professionals discover, decide, then act on opportunities.

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.

Altreva Adaptive Modeler software is used to forecast stocks, ETFs and forex currency pairs. It also allows for the prediction of commodities, commodities, and other markets. It uses innovative technology to create market simulation models that allow thousands of virtual traders to use real-world market data to trade on virtual markets. Their collective behavior is used for one-step-ahead trading signals and forecasts. Models evolve in parallel to the real market, without being too dependent on historical data. This allows for better adaptation to market conditions and consistent performance.

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.

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

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.

Integrating transfer agency solutions with automated dealing and share register features to global fund managers and administrators. Global fund managers and administrators can benefit from an integrated transfer agency solution. Our intuitive, responsive, and fully integrated portfolio management platform allows for easy scaling of business with confidence. It facilitates the efficient processing of subscriptions redemptions and transfers as well as updating investor register. The client Investor Portal offers high levels of automation and integration with third-party products such as Calastone, EMX, and World-Check. All key output dealing, valuation, transaction statements and distribution advices are produced automatically. All portfolio information and documents can be synced immediately or as often as required.

Our Asset management software will transform your business operations. Linedata's Asset Management Platform - AMP – is the perfect platform for wealth advisors and institutional managers. It combines all your business needs into one platform that can adapt to changing world. Cloud-enabled software, collaboration expertise with integrated data, analytics, and flexibility of modular design enable better decision-making, streamline processes, and empower scale and innovation. Features such as an intuitive trading interface and web-based model administration deliver value and drive growth. This allows you to reimagine your business, and respond to any challenge.

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.