Best Investment Management Software for On-Premises of 2024

At AlternativeSoft, we specialize in the professional management of a diverse range of securities, including stocks, bonds, and other financial assets. Our goal is to achieve specified investment objectives for institutional and private investors. Our clientele spans insurance companies, pension funds, corporations, charities, educational institutions, and individual investors, who can invest directly or through collective investment vehicles such as mutual funds or exchange-traded funds (ETFs). Our investment management services include comprehensive asset allocation, detailed financial statement analysis, strategic stock selection, and continuous monitoring of current investments. We offer a complete portfolio strategy and implementation service, ensuring that investment decisions align with our clients' unique risk tolerance, financial objectives, and investment timelines. Our main aim is to manage and enhance our clients' portfolios with maximum efficiency and effectiveness.

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.

Loomion is the most trusted provider of Board management software when reliable performance and security are required. Loomion's twelve Directors Portal is compliant with the highest banking security standards and is built on SharePoint technology. Loomion is the only reliable solution on the market for customers who need an installation on-premise. It is also available off-premise in our privately-owned data centres in Germany, Luxembourg, and Switzerland as SaaS.

Advanced power allows you to research, analyze, monitor, and monitor. Incorporate institutional stock analysis power into investment strategies The best tools are essential for making your own decisions. Leading Market Technologies has been working with some of the most prestigious investment firms in the world for over 20 years to develop best-of-breed software that allows you to analyze, monitor, and research securities. This powerful, guaranteed investment solution is now available to you. You can now monitor stocks, mutual funds and FX from your desktop. You can monitor up to 100 live charts at once or zoom in on a single chart to get a more detailed view. Live technical analysis, comparisons, watchlists and more are available. Your charts and analytics are updated automatically and frequently so you can see all of your important numbers at once! It is the most powerful stock analytics software available, besides Wall Street firms. You can apply standard analysis to your charts or go crazy with build-your own analytics.

Your website, web forms, account page, and website represent your company. Customers will feel safe and secure under well-designed software and beautiful design. Booking tools that are simple, efficient, and easy to use for business. Sales, leads management, emails and chat. Beautiful chatbot and engagement forms. Beautiful landing page to showcase your ads. Notify customers via SMS Auto booking allows you to increase your sales. Do you want to increase your conversion rate? A seamless booking process will impress your customers. The best web forms for your moving company. Mobile-friendly, beautiful, organized client portal. Sales & client management. Invoice, emails, SMS, automation. You can trust and be trusted with polished, gamified web forms. We want to increase your conversion rate. Software for crate rental or supplies delivery.

Manage portfolios across multiple custodians using readily available data. In compliance with customer regulations and objectives, you can also manage your own portfolios. Assetmax is the leading Swiss software for independent asset managers and family offices. It integrates multi custody portfolio management, client relationship management and invoicing. Assetmax is trusted by many wealth managers and banks. Comprehensive, integrated and sophisticated software solution. Web-based, it can be installed on-premises or in the cloud.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

Wealth Elite is an Artificial Intelligence-based, WHITE LABELLED Multi-Assets SaaS platform for India’s top financial advisors. It includes powerful portfolio reporting & re-balancing, business intelligence, digital client lifecycle management (CLM), Powerful Portfolio Reporting, Powerful Portfolio Planning, Financial Planning, Research, Goal GPS, Video KYC and Financial Planning.

SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.

FinX provides decision-makers with the intelligence they need to stay ahead of the curve in dynamic markets. FinX offers the data necessary to maximize insights, whether it's for analyzing market trends, assessing benchmarks in an industry, or evaluating possible opportunities. FinX's real-time platform of financial data enables effective risk management strategies. This proactive approach ensures that businesses can navigate uncertainty confidently, protecting investments and optimizing performance.