Alternatives to Axellera Advantage

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

Midaxo helps corporate development teams manage the entire M&A process from deal sourcing to evaluation and post-merger integration. The Midaxo+ software solution enables frequent acquirers to standardize their approach, visualize deal progress, and create value faster. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard Key features include: End-to-End M&A Platform Playbooks CRM Buy-Side VDR Kanban-Style Pipeline Midaxo Insights Deal Scoring Due Diligence Checklists Information Requests Deal Workspaces Dashboards Slides Task Management Progress Tracking Email Notifications Outlook Integration

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.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

Technology that incorporates your investment philosophy, data, and investment processes is a good choice. Integrate your data, models, intuitive visualizations, and proprietary data to tell a compelling story. Cloud-based open architecture allows portfolio design and collaboration at scale. It offers efficiency, security, and scale. Jacobi can help you to increase your investment strategy using a single, forward-thinking, scalable cloud-based platform. A fully integrated visual environment allows you to design and analyze objectives-based portfolios. Provide deeper and more meaningful analysis of the effects of portfolio decisions. Manage portfolio risk and perform bespoke, forward-looking and historical analysis. Engage dynamically with clients and other stakeholders. White-labeled, customizable visualization features. Permission and sharing across individuals and teams. Empower portfolio solutions and sales team.

The first platform that offers software and services for project financing, structured finance, private credit, and project finance. A collection of services that automate and standardize data to make it more efficient for you. An advanced cashflow analytics platform that allows you to manage, structure and evaluate deals with unmatched precision. Every party can now work from one source of truth, allowing for internal cooperation and collaboration between the buy-side, seller-side and all other parties. T-REX empowers transformation, whether you're looking to enter new asset classes, set sustainability targets, or modernize your investment infrastructure. T-REX is designed to support any type of asset, data source, and financing type. Complex data is facilitated by the sophistication required to structure and manage bespoke deals. From origination to maturity. It is designed to work with your people and platforms. Centralize deal documents and streamline model review through native sharing and version control.

eXeer, a modular SaaS-based investment management solution, is available as a SaaS. eXeer allows investment managers to easily aggregate, analyze, visualize, and integrate third-party technology solutions and data feeds into their operating model whenever they need. eXeer allows you to integrate your existing tech stack with new technologies, allowing you to create an operating platform that suits your needs. Automate data collection from custodians and other investment managers, platforms, market data providers, and more This is the core component of eXeer. It acts as your investment platform’s analytical brain. Our engine gives you a single source of data truth. eXeer's core data analytics engine is at its heart. Our suite of client engagement tools enables you to support face-to-face communication with intuitive, adaptable, and flexible channels.

Asset owners from pension plans, endowments foundations and insurance companies can now centralize their external manager data requirements across the investment office using a single digital platform. This includes manager research, operational due diligence. ESG, compliance, audit confirms, and event-driven requests. Whether you're an established manager or an emerging one, you can manage standard DDQs and investment databases on a single platform. To minimize errors and deliver excellence, collaborate across investor relations, RFP marketing, compliance, and product departments. Whether you're an OCIO or investment consultant, wealth platform, fund of funds, or a fund of funds, you can build a robust diligence framework that covers a large portfolio fund products and provide differentiated investment options to your clients at scale.

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

You can quickly access clear attributions results within your portfolio and across your entire organization with just a click. This will save you time and increase operational efficiency. You can get a consistent, customizable view that will reflect the investment strategy without needing to reconcile. To improve performance and eliminate the need to control spreadsheets, you can run what-if analysis, collaborate and make on-the-fly adjustments. Asset owners will enjoy better data quality and attribution results, as well as deeper insights into the strategies of asset managers. Our intelligent yield curve-based model can quantify and qualify your investment process. Communicate your portfolio's strategy, performance and new investment opportunities with your clients. With user-friendly outputs, and a display that clearly explains attribution results, you can translate your analysis into terms that the asset owner understands.

Family Wealth Guru integrates with Financials. An unrivalled integrated wealth management solution. We even create Purchase & Sales Invoices directly from the Brokers' Contract notes. Family Wealth Guru is a comprehensive Wealth Management Solution that allows you to manage your entire wealth portfolio. You can track, organize, and analyze all Asset Classes to make data-driven investments. Family Wealth Guru offers a unique integrated solution to your wealth management needs, whether you are an investor, Wealth Manager, CEO of Family Offices, or a Wealth Manager. Wealth Management is becoming more complex by the day. It covers multiple asset classes, including stocks, mutual funds, fixed deposits, bonds, properties, commodities, and many more. The world has never seen a Wealth Management Software that integrates with a solid Financial Solution. Say goodbye to duplicates and endless hours of reconciliations.

Venn by Two Sigma helps investors adopt a modern, quantitative approach for multi-asset portfolio risk management and investment decision-making. Streamline your investment evaluation and work with your team. Venn's intuitive interface and factor-based risk approach are designed to help investors identify portfolio risks and position the portfolio for future goals. You can compare managers against your objectives using traditional risk indicators with the addition factor analysis. It takes a set of returns. You can use the Two Sigma Factor Lens™ to better understand the underlying risks in your portfolio and then run optimization analyses on it based on your company's constraints. Venn can help minimize uncompensated and unwanted risks, understand how changes in strategic asset allocation affect expected performances, optimize existing investment allocations, as well as take action to minimize them.

Solovis institutional investment management platform is designed specifically for asset allocators and limited partners. It transforms multi-asset portfolio management. It's time to improve efficiency, get better insights, and make better investment decisions. Accelerate the collection of public and private asset data. Get better insight into hedge fund managers, private capital and other investments. Transform investment data into useful intelligence. Your team can be expanded with exposure analysts and data operations. Manage multi-asset portfolios that include allocations to hedge funds and private equity as well as real assets, mutual funds or ETFs, and direct securities. This requires managing hundreds of data points, if not thousands. Investment data can be found in many systems, in different formats and updated at different times. Solovis is a centralized portfolio management platform that automates investment data collection and delivers actionable insights.

Asora, a SaaS-based solution, allows single-family offices and multi-family offices track and manage assets. It automates data capture and provides digital on-demand reports on the web and mobile. Asora offers a secure, central location for all family data. The data is protected by robust security protocols and encryption that is always on. Automated data feeds, digital on-demand reports, and a single source for truth replace manual data handling and report creation.

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.

Front Office Solutions simplifies the management of investment data for institutional investors with diverse portfolios. A workspace for portfolio managers and researchers who need to access data from both internal and external sources. This allows you to track meetings, emails, and calls. It also has a configurable design that allows you to personalize your workflow. This central platform supports the investment and operations teams that manage complex asset strategies, such as asset allocation, manager selection, and direct investing.

Enterprise Data Management is our gold standard -- we deliver accurate, fast and ready data management. We know the value of a well-informed decision and the costs of making a poor one. Data is more than an operational necessity to our clients. It is a strategic asset. We ensure that you have accurate, consistent, and usable data that allows you to make better decisions that will support your business growth as well as regulatory compliance. GoldenSource has been providing the highest standard in enterprise data management for the financial sector for a long time.

Enverus MineralSoft makes it easy to manage royalty payments, minerals, and other interests on any scale. A cloud-based, intuitive solution for minerals management that integrates revenue, well data, and rig activity. Find and acquire prime acreage before others, identify underpayments, and maximize ROI. MineralSoft is the ideal solution for family offices, banks and trusts, foundations, corporations, E&P companies, government agencies, foundations, trusts, foundations and endowments. MineralSoft provides a complete toolkit for managing your royalty and mineral revenue streams, auditing portfolios and mapping your properties. It also seamlessly integrates accounting, land, and A&D workflows into one solution.

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.

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.

Your clients trust you as a financial advisor. AssetMark offers solutions and guidance to ensure that your clients' futures are well-managed. As wealth grows, technology and investment options become more complex. Clients expect more from you. Don't let them outgrow your capabilities. Our wealth management technology gives advisors the tools to transform their practice, from portfolio construction and investment research to client communication. You can spend less time on administrative and back-office tasks and more time with your clients. AssetMark is not like other third-party platform for asset management. We combine our solutions with a personal touch so that we can be an extension of your team and provide insight and support tailored to your needs. Our support teams and consultants are available to assist you with platform issues.

4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence

Connecting alternative asset management companies and distribution partners through powerful digital tools. Digitize and distribute funds across multiple channels with minimal impact on internal teams. Digitize fund data once, and distribute it automatically in a standardised format to multiple destinations, including distribution partners, limited partnerships, and public websites. Accelerate your time to market by eliminating the months of manual work required for each fund to input product updates and report. Use Daphne to populate routine fund reporting in Microsoft Office. This allows you to scale your business while reducing operational burdens and errors. We'll ensure that your fund data will always be up-to date in the databases of our growing ecosystem investment consultant partners, maximizing your sales opportunities.

You can now have greater control and visibility over your investment data. iLEVEL is a transformational software solution that provides new transparency and insight into alternative investment portfolios. iLEVEL is the core of our private markets solutions. It helps general partners and limited partnerships streamline data collection, portfolio monitoring and analytics, valuation, reporting, and valuation. You can manage the flow of data to create a single source for truth and make informed decisions. Services that automate and standardize data management and acquisition will transform your data collection. With our sophisticated technology and experienced data team, we help both GPs as well as LPs to achieve complete and quality information.

AppFolio Investment Manager is a cloud-based, all in one real estate investment management software. One-login, on-demand platform offers powerful and flexible tools to simplify fund and syndication management. Investors can access a self-service Investor Portal to view dashboards and access a robust CRM system. This will allow them to streamline fundraising and communicate better with investors. AppFolio Property's award-winning team created this portal. AppFolio Investor Portal provides investors easy access 24 hours a day to their dashboard that summarizes their investment position and asset information. It also includes their invested capital and distributed capital. Investors have 24/7 access to a summary listing their investment positions and their invested capital. Investors can access the AppFolio Investor portal to quickly find reports, tax forms and other shared documents, and securely sign agreements.

EFADRIN is our SaaS platform for buy-side transactions. It is central to the customers' middle and front office operations. It was born out of the fact that every family office and fund manager creates and maintains a multitude of Excel spreadsheets. These spreadsheets are often downloaded from other systems, modified, and then linked to real-time data feeds using market vendor add-ins. EFADRIN can automate these spreadsheets for you. We integrate directly to your prime broker, collecting custody and trade data, and then reconcile it to your fund administrator on either a daily basis or more frequently. We can use this data to create a shadow PMS, which allows us to help you track your ideas, target prices, analyze and manage your risk better, optimize your portfolio, and optimize your portfolio for greater performance.

How should you allocate assets within your investment portfolio? MarketRisk makes it easy to decide how. It uses a unique algorithm to evaluate the risk inherent in each asset based on its current market price. MarketRisk limits the risk to your portfolio to the level of your risk tolerance. You can choose up to seven investable assets, including stock indexes, precious metals, and bonds. MarketRisk calculates your position size in each asset by entering the market price and your risk tolerance. MarketRisk does not replace a financial advisor. However, it is a useful research tool. The past 50-year performance averages 16.3% per annum. Each portfolio combination is backtested from 1929 to 2020. The last 50 years of performance are shown.

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.

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.

Indispensible data, analytics, insights, and information for alternative asset professionals around the world. Preqin has established direct relationships with professionals in alternative assets to ensure that our data will add context, clarity, conviction, and conviction to your decision making. Get the most comprehensive data and tools for hedge funds and private capital. It is used by alternative asset professionals to make data-driven investment decisions throughout the entire investment process. You will receive actionable market intelligence from thousands, which will help you pick the right time to make bold investments, identify new opportunities, and increase your returns. Access the largest private equity database in the world and get essential performance data, market intelligence, and research.

Integrated front-office solutions for family offices, private equity, real estate, secondaries and fundless sponsors. Built within the Salesforce platform to support the workflows of alternative asset mangers; adaptable to meet firm-specific requirements. Every situation and fund is unique. Caltina begins with a custom Salesforce.com configuration or installs to an existing instance. Then, she molds the solution to meet your fund's requirements. We will need to collect as much data as possible or as many spreadsheets as you have, and then import it into the platform. This will allow you to focus on what is important. Track your potential deals, tailored to your firm's asset class, niche, or process. Systematize the way your firm deals with deal sources to find the best bankers and lenders. Track sell-side as well as financing activity.

We are at the forefront of the digital revolution in global financial services. The challenges of modern times require a new approach to business. This mindset is conducive for real innovation. Are you looking to overcome the limitations of the current transaction system? We can provide a quick and efficient solution for your needs. V3 VMETRIX allows your organization to measure and identify the risk of losing positions in financial instruments or assets due to adverse market movements. The modern design of V3 VMETRIX makes it easy to analyze market data over time to identify risks across assets or individual instrument metrics. This provides the user with the right information and tools to make better decisions. Solutions that address your needs, with record-time integrations, efficient resource utilization, and low implementation costs. Our data structure approach gives us total business visibility to help you make better decisions.

Fi360 empowers financial intermediaries with the ability to use Prudent Practices®, to profitably grow, protect and grow investors' assets using a fiduciary standard. Implementing a prudent process for all clients is made easier by our training, technology, and analytics. Our learning and development programs provide finance professionals with the knowledge and skills they need to serve all clients and grow their business. Investment professionals can strengthen client relationships and win more clients by using our software and technology solutions. Our software and technology solutions allow them to manage and document a consistent, prudent process that is easy to follow and maintain. Our fiduciary-focused data analytics solutions give clients a peek at what's going on. We also provide custom reports and analysis that can help with marketing materials and presentations.

Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention. TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.

Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner. Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation.

The Envision Investor Management suite is built on top of the core record-keeping system. It's a flexible and modular set that can handle any operating challenges a pooled investor vehicle might throw at it. Open design and SaaS implementation reduce costs and complexity. Multiple systems can be combined in a modular structure that is easy to customize. Allows staff to answer questions across multiple accounts from one screen. Easy-to-use interfaces increase back-office productivity. Real-time data integration - no waiting for batch processing

eFront's solution suite of software solutions offers an all-in-one platform for alternative investors who want to manage every aspect of their investments, from due diligence and fundraising to reporting across any alternative asset classes. Clients can rely upon eFront for their alternative investments. They have access to dedicated support teams and innovative R&D departments.

WealthArc utilizes a reliable API engine that automates, consolidates, and unifies your wealth data. It also reduces reporting, compliance, and other administrative tasks. WealthArc, an award-winning platform that empowers wealth managers to meet client expectations faster than ever and with high-quality data, is user-friendly. Modern asset managers are aware of the changing expectations of their customers in terms of security and accessibility. Our platform is a reliable platform that supports asset managers in their daily job. It includes portfolio management, governance and CRM. Reporting modules are also available. WealthArc's advanced functions allow clients to have a trust-based relationship with WealthArc without the need for single or multi-family offices.

Broadridge Investment Accounting is an award winning software solution. It includes a multi-currency global asset class and real-time platform. Professional accounting services are also available to create an investment book of record. This solution is cost-effective and intuitive. It provides comprehensive, accurate, timely, and visual information to support compliance, trading and fiduciary oversight as well as other important investment management functions. The core features include accounting and cash management as well as custodial and markets data integration, integrated general ledger, managed services delivery, and integrated general ledger.

Ledgex Pro, the first platform for multiasset allocators, allows you to directly challenge data quality concerns in our space. This increases timeliness and accuracy as well as confidence throughout your investment office. Before releasing data to the rest, enter and stage data. You will have full transparency about the data's quality, revisions and approvals. You have more control over your data with less effort. Performance over custom groups and portfolios, insight into the source, age, and current analytics as each number is entered and approved by Mission Control. Accounting is fundamental to the investment office. We created a foundational system that automatically generates ledger entries, reconciles and approves each transaction once it has been approved by Mission Control. Double-entry should not require double-typing.

Find out why thousands of organizations around the world trust our cloud service solution to manage investment data. A single platform for investment accounting and portfolio reporting. All powered by automated data aggregation, reconciliation, and daily data. Every day, we work to make our clients successful. We don't focus on accounts; we work with people. We are not your vendor; we are your team's extension.

FINTRX offers accurate and comprehensive private wealth intelligence - empowering your to book more meetings, increase efficiency, and expand your network. Global family office entity and contact information for decision makers. Our powerful algorithms and extensive research team enable industry leaders to better access the rapidly changing private wealth environment. FINTRX provides comprehensive private wealth data intelligence about Family Offices and Registered Investment Advisors. Our data will ensure that you have the most current and accurate information to drive more meetings, efficiency, and growth for your business. With powerful search filters and queries, you can quickly find the right decision-makers. Find the data you need, when and where you need it. Filter by investment interest, AUM and asset flows, intent signals, potential partners, and more.

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.

Finlogik offers low-cost, innovative online services and tools for the investment industry. This allows incumbent institutions and self-directed businesses to streamline their processes and embrace the same disruptive innovations that are challenging traditional financial firms' business models. Finlogik works with an asset manager who is at the forefront in process-based investing to help you design and manage low-cost investment solutions that are suitable for both institutional and retail investors. Investors and investment managers can use analytical dashboards to benchmark, report and process large amounts of data to assess their portfolio risk, exposure and performance. Finlogik is able to help you manage almost all types of financial instruments, including stocks, futures and options, as well as OTC products.

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.

The CRE Suite, our flagship real estate analysis, underwriting and asset management platform, has been 5 years in the making. It is based on decades of experience from our top executives and will revolutionize the way investment and development teams work. The CRE Suite lets your team collaborate on portfolios and mixed use projects without compromising productivity or dealing with locked files or emails Excel files. You shouldn't sacrifice the flexibility you need. Don't lose the power you need. You can use the tool that was created by clients like yourself, for clients like yours, to tackle the most difficult deals and quick-turnaround projects.

If your business is not running at full speed, it will be hampered by inefficient and chaotic information flow. To anticipate problems and stay on the right track, your team needs a 360-degree view of all events. This tool is designed to increase knowledge flow within the organization and drive the best action, allowing your team run in the present. You can synchronize your notifications, news, events and reactions across all your systems on your mobile and desktop. You can use it as a smart layer across all your existing applications, and leverage a taxonomy specific to your business to help you take decisive actions. Pathfinder works in a similar way to a biological nervous system. It takes real-world inputs from all kinds and transforms them into structured information that helps users make sense. It is also known as an Enterprise Nervous System.

Smart Wealth Management technology for Banks and Custodians, Investment Advisors and Family Offices. We convert all input formats and protocols from different sources into a single standard output format. You can'reuse' our data formats to create new interfaces, which significantly reduces the time it takes to make new interfaces operational. m2Data allows financial institutions to provide secure, standardized data services for their clients with minimal operational impact. m2Wealth, one of the few system providers that has a fully operational EBICS capability, is one of them. M2 has created 'connectors" with a variety of European Custodians/Banks that have mandated EBICS to be their preferred connection protocol for daily distribution around the globe. M2 continues to work closely with financial institutions that mandate EBICS.

Basil is a feature-rich and intuitive investment research and portfolio tracker app that can be used by both novice investors and finance professionals. Basil's core features include robust tools for managing and monitoring investment portfolios. The app offers a dynamic and seamless user experience, demystifying the complexity of financial markets. Portfolio Tracking: Basil provides users with real-time analytics and data on their investment portfolios. It provides a comprehensive dashboard which displays asset allocation, performance of investments, and historical growth. Users can track stocks and bonds, mutual funds, exchange-traded funds (ETFs), and other securities. All data is updated continuously. Customizable notifications keep users informed about significant changes and opportunities within their portfolio. Investment Research Basil is a powerful tool for research and tracking. It aggregates financial data, market data and in-depth analyses, giving users access to advanced statistics.

You need the right tools to manage your investment data. This includes local generally accepted accounting principles (GAAP), tax, statutory and management, as well as International Financial Reporting Standards. You'll get the complete picture with PAM®, our comprehensive management and accounting platform. PAM® is flexible and can be used across all asset classes, currencies, and portfolio types. It provides transaction management, cash management and recordkeeping, as well as valuation. You can choose from a variety of accounting parameters to create an environment that suits your needs. PAM can be installed as a hosted software with a service or as a local installation. It has an intuitive interface that allows you to instantly analyze and manage your data.