Best Investment Management Software in Japan

Your investors will be able to see their portfolio in a modern, personalized way. Your investors can track their investments, projections, returns, and more on one page. You can drill down to the details for each investment. Keep your investors informed on the move or at home. Our software was specifically designed for real estate investment companies. It is tailored to meet your needs. Automate your internal processes and take control to improve efficiency and reduce errors. Your contacts, entities, ownership information, distributions, tax information, and other information can all be managed in one place that your entire team can access and update. Our powerful marketing automation engine is available to you. Update Capital works with your existing marketing materials to improve the funding process. You can create landing pages instantly and get insight into prospect interest and engagement.

Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.

eVestment is a Nasdaq platform that provides institutional investment data, market intelligence, and analytics covering both public and private markets. Our platform allows asset managers and general partners to access the institutional market, while institutional investors, consultants, and advisors rely on eVestment to manage their due diligence, selection, and monitoring. eVestment provides transparency and efficiency to the global institution market. It equips managers, investors, and consultants with the tools they need to make data-driven, more efficient decisions, use their resources more effectively, and ultimately achieve better outcomes. To find the best institutional investors, including corporate pensions, superannuations and sovereign wealth funds, insurers and hedge fund of funds as well as family offices, foundations, and endowments, eVestment screens more than $78T AUM from reporting managers around the world.

Allocator is used by thousands of funds to provide data and documents to clients. Each number is assigned a time series so that you can track the changes over time. No more error-prone, manual data entry. Our platform converts multiple data sources into one, easy-to-analyze format. You can monitor your investments at the portfolio or fund level. All your fund documents are stored in one central repository. Your information is always current, secure, and organized. It's ready for you to use. No more disparate spreadsheets. You can quickly compare returns across different time periods against other funds or hundreds of indices. Visualize and measure gains/losses over any period. To avoid missing any opportunities, ensure you have clean and complete peer groups of relevant funds to help you keep your eyes open. Also, you can see how new funds will impact your portfolio risk and return.

We believe that traditional financial institutions and fintechs can work together to mutual advantage. Both have strengths and aspirations that complement each other, so it is worth forming partnerships. Offering a variety of digital investment products allows you to cross-sell to existing clients as well as access new client segments. But, the process of developing new investment solutions can be time-consuming and costly, especially when there is high regulatory complexity and fee pressure. Brokers have struggled to launch innovative products that will spur new growth. Wealth managers are proud to be able to use their existing investment strategy and expertise. However, costs and margins are being squeezed to the limit. This is why it is becoming a challenge for the entire industry to transform and modernize business models in order to remain profitable.

MomentumTRUST provides a dashboard that displays real-time portfolio snapshots for key account factors. This dashboard helps you plan strategically your day. The dashboard integrates with trading software and pulls pricing and transactions to give users real-time valuations for all customer accounts. Social network style allows users to leave notes on any entity and track them over time. MomentumTRUST's built in CRM+ makes it easy to track and connect prospects and households, grantors, grantors, grantors, and third-party relationships that are related to trust management. MomentumTRUST's portfolio analysis tools make it easy to review and respond quickly to client requests, whether you are at work or on the go. MomentumTRUST's cloud-based scanning and storage solutions allow your business to organize, file, and retrieve documents in a secure, in-system environment.

Our team, which includes more than 60 professionals with extensive performance expertise, provides GIPS standards verification services and consulting services for investment managers around the world. Pre-Compliance Consulting: Expert guidance to bring your company into compliance with the GIPS Standards. To calculate investment performance, we will conduct an in-depth review of data and records, methods, records, controls, disclosures, and records. Assistance in the execution of the firm’s compliance program. Summary report to management with findings and recommendations in line with industry best practices and regulatory requirements. Results in a customized performance certification report that ACA provided to the firm. This report may be used in marketing efforts. Examine and examine the input data, methodologies, assumptions, and assumptions used in support of an investment performance track.

FundStudio's real time operations and reporting platform, outsourced managed services, and outsourced managed service provides complete knowledge about fund and managed account conditions. This is useful for hedge fund managers, CTAs and asset managers as well as family offices. Capture orders and trades using realtime FIX, uploads or programmatic API. Allocate orders to accounts, strategies, and more. Implement compliance rules, such as asset-class restrictions or position limits, or complex programmatic rules like leverage bias. Real-time intraday P&L. Multiple views of aggregated or sliced-and diced data can be defined in real-time "pivot table" mode. All cash movements, including trade settlements and margin, coupons, principal, can be managed. You can also run cash projections. Shadow your fund administrator to produce NAV at master-fund level and associated feeder funds.

Leading financial institutions and private banks use SMART for wealth Management to drive their businesses, support their strategies and support their digital transformation. Data is everywhere, and the greatest challenge is the quality. Banking, especially Wealth Management, can be complex and requires you to be proactive, efficient, and pragmatic. It is important to have high quality data. However, not all data is perfect. Data is the result and reflection of our business processes. It highlights our strengths as well as our weaknesses. Data is not perfect and will never be. However, it is important to pay attention to data that has a significant impact on the organization. It is not possible to create a data culture overnight. It takes time and strong leadership from the management teams. Profitability management is built on the analysis and interpretation of accounting transactions.

LenderKit is a white-label crowdfunding platform for regulated investment companies. LenderKit allows you to create a P2P lending portal for corporate investors or individual investors. Digitalize your offline business to create an equity crowdfunding platform for property financing or SME funding. SME and real estate crowdfunding are now an integral part the economy. Meanwhile, other industries like green energy or agriculture crowdfunding are gaining momentum. LenderKit can be customized to suit your industry, country's regulations and business needs. It can be used as a white-label crowdfunding tool, so you can pitch your stakeholders and get going. Or, it can be used to create a fully-fledged platform.

otris corporate helps you optimize your investment management. Transparency on the information you need to control and administer effectively, clear organizational charts, structured documents, traceable company developments, and customized reports are all available. Investment management is responsible for implementing an investment strategy, managing investment administration, and establishing standardized investment control. It is essential to have accurate and consistent information about investors, committees, mandate holders, and locations in order to complete the tasks. The compilation of data and documents can be difficult if they are scattered around the group. Is it complete? What are the interrelationships among the investment data? What developments have resulted in the current situation? The solution is a central software system that manages investment management.

The most accurate investment data to help you master the private capital markets. Aumni provides instant access to the most reliable legal and financial insights across your portfolio. It is sourced directly from executed legal agreements and triple-checked by venture experts before being analyzed by AI. Aumni has an unprecedented amount of private capital investment data. Many investment firms have hundreds or more co-investors. Aumni allows you to instantly access the powerful network of current and past investors to help you guide your investment strategy. You can quickly develop fund-level performance analytics and generate equity financing summaries automatically for each investment in your portfolio. Aumni allows you to access deep portfolio analytics with just one click. Select key data points to share and develop institutional-caliber reporting for LPs of all sizes.

FundFormer assists alternative asset managers and investors to process their fund documents quicker. Our investor onboarding portal was specifically designed for investors in hedge funds, venture capital, and private equity. Convert subscription documents to webforms that are integrated with eSignature. FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) FundFormer converts your existing subscription documents (investor questionnaires, tax forms, FACTA-CRS forms, etc.) to smart webforms that use conditional logic. FundFormer can coordinate all deal parties during the fundraising process, including investors’ financial advisors and legal counsel. Data exports can be created for fund administration or investor onboarding. A FundFormer professional can assist you at any stage of your fund's lifecycle, from fund launch to investor closure to post-closing secondary transactions.

FX Connect, a market-leading FX execution platform, helps institutional investors manage multiple portfolios, connect to counterparties, and streamline global trading operations. FX Connect is part of State Street's GlobalLink suite, which includes market-leading e trading platforms, technology, and workflow solutions. It simplifies and automates all aspects of FX trading, from pre-trade through execution and post-trade settlement. FX Connect has a 20+-year track record of custom-made solutions for institutional investors. It is also able to integrate with Order Management Systems or Accounting Systems. Multiple trading styles and strategies are supported to transact spot, forwards swaps, swaps, and NDF trades with multiple counterparties. Post-trade reports include market-to-market and net position reports, as well as outstanding position reports.

73Strings combines 25+ years of experience in private capital with powerful machine learning models and real-time analytics. This collaborative platform makes valuation reporting easier, faster, and smarter. Investee companies' financial data is automatically uploaded through data warehouses. Data also comes from market news, social networks, earning call transcripts, and 12+ data sources. These data partners include S&P Capital IQ and Gnews, Apollo, Currency Layer and Spyfu. We also have internal data that can be used for customer review and alternative data sets. AI-powered valuation process that allows users the ability to choose from more than 5 valuation methods that are most relevant for their investment. You can use a combination of workflow tools to arrive at NAV. Each method can be assigned proportion weights. Create custom dashboards and reports with multiple widgets that can be auto-populated with graphic, tabular, and commentary/analysis.

GeoWealth, a leading financial technology platform and turnkey asset management platform (TAMP), combines a fully-integrated platform with best in class portfolio solutions. Our flexible platform with open architecture and proven investment strategies meet all the needs of institutional investors and investment advisors. This allows them to grow faster and better serve their clients. Our integrated technology platform is purpose-built to provide a complete solution in one place. Our trading expertise and team can help you manage client portfolios more efficiently. Reduce the time-consuming tasks you don't need and outsource them to us as you grow. We have the experience and solutions to help you maximize the wealth of your clients, increase efficiency in your practice, and improve your bottom line.

Moonfare has brought together more than 1,800 investors to invest EUR1B in private capital. Invest in top-tier funds from some the most renowned firms around the globe. All starting at EUR50,000. Take advantage of what institutional investors already know: Private markets are where the greatest shareholder value is found. Funds like Moonfare have an average IRR 19% and outperform the S&P 500 by 13%. Private equity is a smart option in today's volatile market environment, negative interest rates and difficult-to-source real estate deals. Moonfare removes the barriers by offering low minimums, a digital process and a unique secondary marketplace. Moonfare allows you to invest individually or by choosing from one of our Moonfare Portfolio products. We also auction existing fund investments via the Moonfare Secondary Market twice a year.

AI can be slow, confusing and expensive. Brain empowers wealth managers with hyper-personalized insights quickly and easily. Brain helps you serve your clients better and make your clients smarter. In just a few clicks, turn your data into actionable insights to guide your next best move. Brain's AI explains every recommendation to advisors. Brain's CX app can be integrated on your CX platform or cloud provider. You can increase your revenue by anticipating which clients will be most responsive to cross-sell or upsell opportunities. You can improve the performance of your campaigns by identifying potential clients that might be interested in a product. You can retain your clients by quickly identifying who is most likely and why. Brain's AI-based explanations make hyper-personalized insights more understandable and easier to use by advisors. Brain automates the creation of and maintenance insights, which saves you time and money.

iCapital is part innovator, part educator, part navigator of alternative industry. It offers intuitive, scalable digital options that have revolutionized the way private market and hedge fund investments can be bought and sold. iCapital gives financial advisors, wealth managers, asset managers all over the world access to all the information they need to offer high-net-worth investors diversification and return potential. You have everything you need to offer high-net worth clients alternative investments, from a carefully selected menu of funds to fund education to powerful portfolio analysis. All this on an intuitive digital platform that is industry-leading. You can offer a wide range of iCapital's professionally managed funds or your own list of funds. All this, plus comprehensive advisor training and certification via a seamless digital investment platform.

ImpaQt Plus is a stand-alone, end-to-end application for private banks. Covering the entire advisory process from client profiling to portfolio-construction to pre-trade suitability checks over portfolio analytics to reporting and trade execution. This tool is the key to client advisor success. Our products can be tailored to meet the requirements of almost any industry. We are a trusted leader in challenging tasks that result in scalable technology that delivers tangible client benefits. Find out why our clients are happy and continue to return for more. Digital is about unlocking your growth potential. Speed and sophistication are important. We are proud to say that our products offer some of the most advanced algorithms in Europe and worldwide, in today's competitive market.

Trade in real-time, manage your portfolios and perform pre-trade checks. Our web platform makes it easy to trade all markets with your banks and brokers. Manage all your investments. Trade 15 million securities in all asset classes worldwide. Automate pre-trade compliance. Referential data covering over 15 million securities. Connect to external systems, access data, and place orders. QUO, a SaaS platform that runs on cloud computing, is the perfect solution for all your work-from home needs. You can manage all client portfolios anywhere. An integrated view of all your positions and exposures, including intraday gains and losses. All OTC and listed assets are accessible without the need to purchase additional data. You can connect seamlessly to your existing systems. We will connect to your existing systems by asking your bank's relationship manager to go live with QUO. Our specialists will help to optimize your alpha by recommending the best workflows.

Aladdin technology is used by BlackRock and many other investment professionals to make their jobs easier. Aladdin technology is more than just investment software. It brings clarity and connectivity into the global financial ecosystem. We believe that investors need clarity at all stages of the investment process to make better decisions, scale more efficiently, and achieve better investment results. We are constantly innovating and evolving Aladdin technology to achieve this goal. Aladdin Enterprise provides clarity for investment professionals by providing a flexible, end to end operating system. Aladdin Wealth is a market-leading platform that will power the future of wealth management. Aladdin's market-leading capabilities and eFront's private markets capabilities create a new standard for investment and risk management technology.

Our platform was created by investors for investors. It uses longitudinal data and algorithms to help you find consumer goods brands that match your investment thesis. Access our brand and comparative performance analysis to ensure you only reach qualified prospects. To gain a better understanding of brand strengths and weaknesses, you can analyze multiple sources of product reviews and social commentary to strengthen your convictions. To add strategic value, you can access historical data and comparative insights across multiple business performance areas. CircleUp is your strategic partner. We can help you with follow-on investments and we have the strategic experience from working with more than 100 CPG portfolio companies. Provide unique insights to portfolio companies that may be of benefit to them in their growth.

No upfront implementation fees and a transformation of your client experience. Our implementation costs are spread over the term of your contract so that you can provide the experience that your clients want today. Our clients receive value quickly by ensuring rapid deployment. Our in-house project team and customer success team will ensure your platform is up in no time. We offer consulting and professional services for clients who require a highly customized deployment. We can help you with everything, from custom workflow design to software creation. We offer easy client onboarding, online data room for your funds, simplified document management, and eSignature. A rich Investor portal also offers a feature-rich Investor Portal. Online capital raising can reduce your time, cut down on costs, and give your clients a great experience. Integrated data rooms make it easy for clients to see your offerings and learn more about you.

SS&C Singularity, the first smart investment operations system and accounting system, is a cloud-based solution that supports the financial institution's operating model. Singularity is a completely new platform that incorporates disruptive technologies such as artificial intelligence, machine-learning, robotic process automation, intelligent workflow optimizing, and advanced predictive analysis. This allows for significant cost savings and continuous improvement in operational efficiency. Singularity's multi-currency and multilingual capabilities are made possible by its single integrated database and client-configurable interface. Singularity's operations and common services, unlike other solutions that are a collection of different applications that are glued together, can be activated instantly by users and automatically updated without interruption to their ongoing business processes.