Alternatives to Axioma Portfolio Optimizer

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

Utilize innovative technology that reflects your distinct investment methodologies, principles, and data resources. Seamlessly blend your exclusive data, analytical models, and insightful visual representations to craft a compelling narrative. Capitalize on the extensive reach, efficiency, and robust security offered by cloud-based open architecture, facilitating large-scale portfolio creation and teamwork. Jacobi is poised to enhance your investment strategy through a modern, scalable cloud platform. Create and assess portfolios with specific objectives within a fully cohesive visual framework. Enhance the depth and significance of your analysis regarding the ramifications of your decisions across various portfolios. Conduct and expand tailored, forward-thinking, and retrospective analyses while effectively managing portfolio risks. Engage dynamically with stakeholders, including clients, to ensure active participation. The platform features sharp, customizable visualizations that can be white-labeled for branding purposes. Effortlessly share access and permissions among individuals and teams to foster collaboration. This approach empowers both portfolio solutions and sales teams, ultimately driving better investment outcomes.

Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.

Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.

Venn, developed by Two Sigma, empowers investors to adopt a contemporary, data-driven methodology for managing multi-asset portfolio risks and making informed investment choices. Enhance your investment assessment workflow while fostering collaboration among your team members. Venn features a user-friendly interface and an intuitive factor-based risk framework designed to assist investors in identifying potential risks within their portfolios and adjusting their strategies to align with future goals. By comparing managers against your specific objectives, you can utilize conventional risk metrics alongside factor analysis, requiring only a set of returns to begin. Gain deeper insights into the risk factors influencing your portfolio through the Two Sigma Factor Lens™️, and perform optimization analyses tailored to your organization's unique constraints and objectives. Venn not only enables you to proactively mitigate undesired or unremunerated risks but also provides clarity on how variations in your strategic asset allocation can impact anticipated performance and allows for the optimization of your current investment positions. Ultimately, Venn serves as a crucial tool in refining your investment strategy and enhancing overall portfolio performance.

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.

Every expert understands that incremental improvements are achieved through a series of thoughtful choices made over extended periods. Kwanti empowers users to examine all risk elements, holdings that aid in achieving success, and avenues to rethink a portfolio. By focusing on the details, the overall vision becomes clearer. Risks manifest in various ways, and readiness for each type is essential. Conduct stress tests on your portfolios and models using historical scenarios to enhance your decision-making when balancing a client's desires with their risk tolerance. Meeting client goals hinges on their commitment to staying invested and aligned with appropriate benchmarks. Additionally, by simulating the effects of various trading strategies on past returns, you can equip yourself to make savvy decisions regarding future portfolio management. This proactive approach not only informs your strategies but also builds client trust through demonstrated diligence.

Portfolio backtesting involves the simulation of an investment strategy using past market data to evaluate how a portfolio would have historically performed, enabling an analysis of both risk and return. Utilizing tools like Portfolio Visualizer, investors can develop and compare multiple portfolio models that align with their financial objectives. This platform not only supports optimization but also helps users assess the likelihood of different investment results while gaining a clearer understanding of risk implications. Furthermore, it features Monte Carlo Simulation to forecast future portfolio performance across various scenarios. Tactical models enhance investment strategies by leveraging factors such as moving averages, momentum, market valuation, and risk management, ultimately aiming for improved risk-adjusted returns. Designed for both individual investors and institutions, Portfolio Visualizer transforms complex analyses into practical insights, making them accessible through AI-generated text and video tutorials that cater to diverse learning preferences. This ensures that users can confidently make informed decisions in their investment journeys.

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.

Boosted.ai is a company that harnesses the power of artificial intelligence to assist investment managers by delivering insights driven by AI, aimed at improving portfolio performance. Their innovative platform, known as Boosted Insights, employs unique machine learning algorithms specifically designed for the financial sector, allowing users to seamlessly incorporate AI into their investment strategies without any need for coding skills. Among its standout features is the AI stock picker, which meticulously evaluates and ranks stocks to uncover lucrative trading opportunities; personalized portfolio workspaces that deliver tailored recommendations based on current holdings, risk tolerance, and investment approaches; and AI-driven stock research that utilizes advanced language models to condense vast amounts of information from various news outlets, earnings reports, and company filings into clear, actionable insights. Additionally, the platform equips investment managers with tools for dynamic stock screening, portfolio optimization, and effective risk management, enabling them to make informed and timely decisions based on data. This comprehensive approach not only enhances the decision-making process but also positions investment professionals to navigate the complexities of the market with greater confidence.

Quickly obtain clear attribution results within your portfolio and throughout your organization with just a click, enhancing efficiency and saving valuable time. Benefit from a reliable and customizable interface that accurately represents your investment strategy without the hassle of reconciliation. Perform what-if analyses, foster collaboration, and make real-time adjustments to improve performance, eliminating the reliance on unregulated spreadsheets. Experience superior data quality and attribution outcomes for asset owners, along with more profound insights into asset managers' strategies. Utilize our advanced yield curve-based model to quantify and qualify your investment processes through various factors. Effectively communicate your portfolio’s strategy and performance to clients while showcasing new investment opportunities. Present your analyses in a manner that is easily digestible for asset owners, featuring user-friendly outputs and straightforward attribution results for better understanding. This streamlined approach not only enhances clarity but also helps in aligning investment strategies with client expectations.

Efficiently manage models, rebalance portfolios, track drift, and modify strategies all within an all-encompassing front-office platform. Regardless of whether your organization oversees institutional funds, personal wealth, or a blend of both, take advantage of a robust, cloud-based system designed to enhance your portfolio management, order generation, and trading processes. By integrating with Moxy, Advent Genesis ensures a fluid transition from trading choices to execution. Confidently expand into new markets, regions, and business avenues while minimizing operational risks and enhancing efficiency. With comprehensive dashboards that provide exception and status updates, as well as insights into strategy, model drift, and cash activities, you can easily delve into the specifics. Management views enable you to implement the necessary oversight and controls, facilitating a straightforward review of proposed trades before they are approved for execution. Ultimately, this integrated approach not only streamlines operations but also empowers firms to make informed decisions and adapt to changing market conditions with agility.

Pepper empowers asset and portfolio managers by providing data that enhances ROI while ensuring adherence to regulations and security protocols. As a leading cloud-native investment data platform, Pepper incorporates robust CRM and analytics features, streamlining the management of your investments. Developed by experienced professionals in collaboration with alternative asset managers, Pepper emphasizes the importance of integrity and transparency within the investment management sector. By leveraging deal data, Pepper facilitates agile and profitable deal-making, improves portfolio investments, and simplifies the complexities of investing. Our platform has consistently demonstrated the ability to boost ROI while minimizing risk. Additionally, Pepper equips alternative asset managers with valuable insights regarding investor interests in their investments, portfolios, and returns. Through our integrated data platform, we aim to enhance your investor storytelling capabilities significantly. Furthermore, our comprehensive data management solution offers a streamlined approach to navigating intricate compliance requirements, making it an indispensable tool for modern investment management.

Stockle is an advanced investment management platform aimed at streamlining the management, tracking, and optimization of various investments. Its features include the ability to aggregate multiple accounts, allowing users to see all their accounts at once or tailor their views to their preferences. The platform supports the monitoring of a wide range of assets, including stocks, ETFs, mutual funds, indices, and cryptocurrencies from around the world. With thorough analytics, Stockle provides insights like dividend yield, yield on cost, and the performance rates of both open and closed positions. Users can compare their portfolios against any asset, take advantage of an upgraded command menu for smoother navigation, and review detailed transaction logs that include historical data. The user-friendly interface and adaptable data structure of Stockle accommodate diverse investment strategies, enabling users to organize their portfolios based on different criteria such as strategy, account type, investment goals, or other concepts. Furthermore, the platform continually evolves to meet the changing needs of investors, ensuring that they have the most effective tools at their disposal.

The VestmarkONE® platform enhances the ability of wealth management firms and their advisors to achieve superior investor results by streamlining the process of portfolio creation and oversight tailored to individual needs. Renowned for its reliability, this platform is utilized by some of the most esteemed companies in the wealth management sector. It has the capacity to manage the financial needs of hundreds of thousands of households, effectively replacing outdated systems to boost advisor productivity and allow for extensive customization. You can adjust your implementation to perfectly align with your organization's unique requirements and goals. This flexible array of software and outsourced services grants you, rather than your technology provider, the power to customize and oversee the system. It offers advanced solutions tailored even for your smallest client relationships, incorporating options for fixed income modeling, options strategies, unified managed accounts (UMAs), separately managed accounts (SMAs), and beyond. Additionally, the platform ensures that as your business evolves, you can easily adapt your strategies to meet changing market demands and client expectations.

Finlogik revolutionizes the investment sector by offering affordable, cutting-edge online tools and automated services, enabling both traditional institutions and self-directed firms to optimize their operations while adapting to the disruptive trends reshaping the financial industry. Partnering with an asset manager known for process-oriented investing, Finlogik empowers you to create and oversee effective, budget-friendly investment strategies that cater to both retail and institutional clients. With the help of analytical dashboards, users gain access to benchmarking capabilities, comprehensive reporting, and extensive data processing tools designed to evaluate portfolio risk, exposure, and overall performance. Whether dealing with straightforward listed securities or intricate OTC products, Finlogik is equipped to assist in managing a wide array of financial instruments, including stocks, futures, options, fixed income, money market assets, foreign exchange, and fund units. This adaptability ensures that clients can navigate the complexities of the financial market with confidence and efficiency.

Arcesium offers unmatched, scalable, cloud-based solutions tailored for the investment sector. Our services enable clients to expedite their data strategies, refine their operating models, streamline intricate processes, and create avenues for expansion. With Arcesium's cutting-edge solutions, you can propel your business forward, moving away from outdated systems and disconnected platforms. We collaborate closely with you to craft architectures and operational frameworks that cater specifically to your distinct business requirements. Our innovative offerings empower you to scale intelligently and adapt swiftly. By harnessing our extensive expertise, integrated data platform, and specialized capabilities, you can transform complexity into practical insights. As competition and regulatory demands intensify, we equip you with essential tools to manage operational risks, enhance investor engagement, improve profitability, and strengthen portfolio management. Ultimately, partnering with Arcesium means embracing a future where your business can thrive amidst challenges.

Optimizing after-tax portfolios and asset allocation involves evaluating investment strategies across multiple periods, focusing on metrics such as asset weight, market value, cost basis, cash flows, management fees, turnover, taxes, and after-tax returns for each individual asset. This comprehensive analysis can encompass up to 100 different assets over 120 distinct periods, with intervals that can vary from daily assessments to annual evaluations. Additionally, the framework allows for the creation of sub-portfolios tailored to various tax implications and ownership scenarios. By incorporating international asset class return series, one can enhance forecasting model inputs, while Monte Carlo simulations enable the testing of constructed portfolios under various market conditions. Furthermore, the "What If" portfolios feature allows for the development and comparison of customized investment strategies tailored to specific goals. The model also accommodates international currencies and tax rates, providing a global perspective on asset allocation. To account for economic cycles and shifts, the approach integrates time-varying asset returns and standard deviations, ensuring that strategies remain relevant in changing markets. Ultimately, this process culminates in extensive client reporting, tailored to meet the specific needs of each private client.

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.

Lambda is a financial analysis platform powered by artificial intelligence, designed to provide an array of tools for in-depth analysis of both investment portfolios and individual companies. When it comes to portfolio analysis, the platform utilizes AI-driven chatbots that are specifically trained on the user's portfolio, offering interactive insights that enhance decision-making. It organizes assets into categories such as stock, sector, country, and type, enabling users to evaluate their portfolio's diversification effectively. The platform monitors historical dividend performance, schedules, and yields, while also visualizing risk associated with the portfolio and recommending optimal holding ratios, grounded in modern portfolio theory principles. Furthermore, it provides an examination of potential returns through monthly heatmaps, predictions of maximum loss, and comprehensive multi-factor analysis. For analyzing companies, Lambda assesses financial health by scrutinizing the three essential financial statements and evaluates sales across various segments and regions for companies listed in the U.S. market. Additionally, it reviews crucial financial metrics, including Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER), ensuring that users have a thorough understanding of their investment landscape. This multifaceted approach equips users with the necessary tools to make informed financial decisions.

EquBot AI, in collaboration with Watson, equips asset managers to effectively deal with the rapid expansion of data by offering explainable, tailored AI-powered portfolios as a service (PaaS), along with indexes and signals. By utilizing EquBot AI with Watson, insurance companies and various asset owners can convert raw data into enhanced investment results through these customizable AI solutions. By leveraging EquBot’s innovative PaaS, indexes, and signals, investors can not only stay abreast of the complexities of the data landscape but also excel in it. This powerful combination allows for the construction, monitoring, and adjustment of client portfolios, ensuring alignment with their financial aspirations. Furthermore, individual investors can take advantage of EquBot AI with Watson to revolutionize their investment strategies through AI-Powered ETFs, making informed decisions that lead to superior outcomes. With these advanced tools, both institutional and personal investors can gain a competitive edge in a data-driven market.

Our portfolio management solution, Croesus Advisor, is designed to be user-friendly, high-performing, and innovative, featuring advanced tools that allow wealth management advisors to securely and effectively oversee client assets. With Croesus Central, portfolio rebalancing becomes a straightforward, customized, and seamless process. This solution not only ensures compliance with both client and regulatory requirements but also enhances reliability and flexibility, ultimately freeing up time for advisors to focus on client interactions and business growth. Additionally, financial data can be transmitted easily and securely through Croesus’s application programming interfaces (APIs). Since its inception in 1987, Croesus has distinguished itself as a leading provider in the wealth management sector, earning the trust of numerous brokerages and banks to manage over 1 trillion dollars in client assets. The adaptability of our products to fit various business realities ensures they remain exceptionally user-friendly while maintaining high levels of performance and efficiency. As the industry evolves, Croesus continues to innovate, providing solutions that meet the changing needs of wealth management professionals.

Effortlessly implement intricate models while easily overseeing asset allocations throughout various portfolios. Efficiently manage order flow across diverse custodians as well as different asset and security categories. Attain Simple Tax Alpha through effective Tax Harvesting and Location Optimization strategies. Maintain a clear overview of cash balances with robust yet straightforward tools designed for daily cash management and intra-day cash oversight. Seamlessly connect with a broad range of portfolio accounting, reporting, custodian, and execution systems. The features are meticulously crafted to guarantee trading compliance and precision in data accuracy. BlazePortfolio® specializes in providing streamlined, user-centric trade management solutions tailored for investment managers, RIAs, wealth managers, broker-dealers, family offices, and industry collaborators. Effortlessly manage order flow across various custodians and security types while keeping a close watch on cash balances with efficient tools for daily and intra-day cash oversight. By implementing complex models, you can effortlessly monitor asset allocations across your portfolios with confidence and clarity.

Vestio serves as a comprehensive Wealth and Asset Management Software Solution, aimed at equipping Investment Companies with robust, all-encompassing functionality to enhance their operational efficiency while minimizing costs. The platform integrates advanced risk metrics that allow Portfolio Managers to provide exceptional service quality. Additionally, it ensures adherence to both local and global regulatory standards. As a fully integrated Investment Management Solution, Vestio is tailored for top-tier Investment Banks, making it an essential tool in today's financial landscape. By streamlining processes, it allows firms to focus more on strategic growth and client satisfaction.

The Caissa Platform stands out as the premier investment analytics solution tailored specifically for institutional allocators such as endowments, foundations, OCIOs, pension funds, and family offices. With clients managing assets exceeding $1.7 trillion, our web-based platform empowers users to conduct comprehensive analyses, including exposure, risk, liquidity, attribution, and private equity modeling, across diverse multi-asset class portfolios. Our dedicated data team ensures that all forms of transparency data—ranging from investor letters and separately managed accounts to private equity information and 13Fs—are meticulously aggregated into the Caissa Platform. This data undergoes a thorough process of cleansing, harmonization, migration, and integration, resulting in a cohesive resource for users. By providing harmonized exposures that facilitate full aggregation across various asset classes and investment vehicles, our platform enables seamless execution of exposure, risk, liquidity, attribution, and quantitative analyses, enhancing decision-making for portfolio managers and their underlying investments. Ultimately, the Caissa Platform not only streamlines analytical processes but also enhances the overall investment strategy for its users.

Enhance your business's accuracy, productivity, expansion, and innovation through Vestserve. As a robust and seamlessly integrated solution, Vestserve stands out as a dependable investment management and accounting platform that delivers essential services to top-tier financial institutions. By consolidating front, middle, and back office functions into one cohesive system, Vestserve significantly boosts operational efficiency and overall performance while minimizing total ownership costs. Its advanced portfolio management capabilities encompass performance measurement, rule-based modeling and compliance, allocation breakdowns, risk analytics, scenario analysis tools, and yield curve assessments, ensuring comprehensive support for financial decision-making. Furthermore, Vestserve equips businesses with the tools necessary to adapt to changing market dynamics effectively.

CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer

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.

Expand your operations to enhance the cost efficiency of managing assets valued at billions, particularly in mergers and acquisitions. Utilize your research team more effectively to mitigate the impact of rising mid-back office expenses. Adjust risk budgets strategically to align closely with quarterly benchmarks. Aim to improve the quality and quantity of investment decisions relative to your staffing levels. Implement data science techniques now to encode valuable investment insights. Embrace innovative technologies to enhance knowledge accumulation in a cost-effective manner. Butterwire is designed to uphold a long-term, stable, and fundamental strategy for active investing. The goal is to boost the likelihood of certain portfolio holdings significantly outperforming over a 12-month period while minimizing the number and effects of underperforming assets. Seek stocks that display appealing fundamentals, provoke debate, and align with your investment philosophy and guidelines. Make sure your risk budget is diversified across various unrelated stock-specific risks, and explore methods to enhance the expected active return versus active risk ratio while maintaining a disciplined investment approach. This comprehensive strategy will not only optimize performance but also ensure resilience in changing market conditions.

Numerous funds consistently provide their clients with data and documentation through Allocator. We develop a time series for each figure, enabling you to monitor fluctuations over time. Say goodbye to the inaccuracies of manual data entry. Our platform seamlessly integrates various data sources into a single, user-friendly format for analysis. Keep track of your investments on both fund and portfolio levels. Enjoy having all your fund documents centralized in one location. Your data remains current, secure, and organized, always ready for your use. Eliminate the hassle of managing multiple spreadsheets. Effortlessly evaluate returns across different periods, comparing them with other funds and a multitude of indices. Assess and visualize gains and losses across any timeframe, whether by position, long or short, or categorized by asset class, sector, strategy, currency, or geography. Maintain organized and relevant peer groups of funds to ensure you seize every opportunity. Furthermore, gain insights into how new funds might influence the risk and returns of your portfolio, providing a comprehensive view of your investment landscape. In doing so, you empower yourself to make informed decisions that align with your financial goals.

Enhance your deal-making efficiency with improved strategies. Quickly model various scenarios in just a matter of minutes, eliminating the complexities associated with cap tables and return models. Venturelytic ensures that your records are consistently updated, enabling you to swiftly evaluate how different scenarios affect your equity and returns. Stay agile during negotiations by having essential deal information readily accessible. Propel your business expansion and elevate your returns with ease. Our advanced analytics module allows for rapid assessments of both target and portfolio companies. Reinforce your instincts with insights sourced from our data hub, which autonomously compiles information on critical business factors. Explore deeper levels of analysis to uncover the elements that drive business success. Identify opportunities with speed and efficiency. Harness the extensive data from all tracked companies via Venturelytic to recognize both opportunities and risks early on. Develop your own tailored investor intelligence system that enhances returns, and begin actively managing your investments to maximize their potential. This proactive approach will not only support your growth but also equip you with the tools needed to make informed decisions.

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.

EFADRIN serves as a pivotal buy-side SaaS platform that underpins the front and middle office functions of its clients. Its development was inspired by the challenges faced by fund managers and family offices who often juggle numerous Excel spreadsheets, frequently downloaded from various systems, modified, and linked to real-time data via market data vendor add-ins. With EFADRIN, these spreadsheets can be automated, streamlining processes for your team. We establish direct integration with your prime broker to gather trade and custody data, facilitating daily or monthly reconciliations with your fund administrator. This synchronized trade data enables us to deliver a shadow portfolio management system, assisting you in monitoring your investment ideas and target prices, analyzing your performance metrics, improving risk management, and optimizing your portfolio for superior returns. By utilizing our platform, clients can significantly reduce manual errors associated with spreadsheet management and enhance their overall operational efficiency.

Tindeco is a company that helps investment managers reduce complexity and increase automation in order to provide better investment management solutions for their clients. Tindeco VISION(c), a fully integrated investment management platform, is built with the most recent technologies. VISION is flexible, quick and easy to use. VISION is made up of our VISION Core Technologies and VISION Investors product suites. VISION CORE Technologies allows managers to do what they do now, with a significant improvement in efficiency and a greater emphasis on risk management. Our VISION Investments modules aim to give investment managers an edge and make them part of the industry disruption, rather than being a victim of it.

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

Establish clear asset allocation guidelines and ensure your portfolio operates as planned. Adjust your investment portfolios based on comprehensive risk metrics or the risk levels of individual assets. Refine your asset allocations by focusing on risk or evaluating risk-adjusted return metrics. Aim to minimize your infrastructure expenses to nothing. Portfolio managers can effortlessly initiate and rapidly expand their operations while maintaining low overhead costs. System updates and maintenance processes are handled automatically, allowing you to manage your portfolio with ease and enhanced efficiency. It's important to remember that risks can emerge unexpectedly, making a systematic risk management strategy crucial for maintaining control over your portfolios. The risk management engine delivers timely updates regarding the monetary amount at risk. Rather than relying on rough estimates, portfolio managers can observe portfolio volatility and asset price risks directly from the dashboard. Our capital management software is designed with the needs of your clients at the forefront, ensuring an optimal experience for both managers and investors alike. With these integrated solutions, you can effectively navigate the complexities of asset management and significantly enhance your decision-making process.

We deliver data designed to enhance your workflow, analytics that enable superior performance, and insights that offer valuable perspective. FactSet supports more than 6,000 firms in the financial services sector as they tackle key issues like reducing technology expenses, constructing seamless workflows, managing risks, and establishing effective data governance across their organizations. With over 160,000 investment professionals relying on our extensive data feeds, desktop analytics, web and mobile solutions, and personalized client support, we revolutionize how they identify, evaluate, and seize opportunities in the market. This commitment to excellence ensures that our clients are always equipped to navigate the complexities of their industries.

BlackRock, along with numerous investment experts, harnesses the capabilities of Aladdin to enhance their efficiency and effectiveness. Aladdin goes beyond mere investment software, serving as a tool that provides transparency and interconnectedness within the global financial landscape. Our commitment is driven by the belief that investors require this transparency throughout the entire investment journey to make well-informed choices, optimize their operations, and realize superior investment results. To achieve this objective, we are continuously innovating and advancing Aladdin's technological offerings. Aladdin Enterprise functions as a versatile, comprehensive operating system that delivers clarity to investment professionals. Meanwhile, Aladdin Wealth stands out as a premier platform revolutionizing wealth management for the future. By integrating the leading features of Aladdin for public markets with eFront for private markets, we establish an unprecedented benchmark in investment and risk management technologies, paving the way for enhanced decision-making and strategy formulation. Ultimately, this integration represents a significant leap forward in how investment professionals navigate and thrive within the complexities of modern finance.

Windham Portfolio Advisor (WPA) is a sophisticated solution for portfolio optimization and risk management that seamlessly combines independent, high-quality research within a comprehensive suite of applications. Designed for efficiency, Windham Portfolio Advisor allows users to conduct intricate analyses with ease. By utilizing this tool, users can create portfolios tailored to meet the specific needs of their clients while aligning with their investment objectives. Additionally, Windham Portfolio Advisor equips users with essential risk management tools to navigate the complexities associated with diverse portfolios. With a foundation built on groundbreaking research and unique risk management strategies, Windham is committed to developing and overseeing portfolios that enhance the likelihood of achieving investment success, regardless of market conditions. A crucial element of this process is Windham's proprietary measures of risk, which evaluate risk concentration and draw parallels to previous market downturns, ensuring informed decision-making. This comprehensive approach helps investors stay ahead in both thriving and challenging economic landscapes.

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.

SS&C Singularity stands out as the pioneering smart investment operations and accounting system, representing a fully cloud-based solution tailored to meet the operational needs of financial institutions. It is meticulously designed with innovative technologies such as artificial intelligence, machine learning, robotic process automation, intelligent workflow enhancement, and advanced predictive analytics, all aimed at achieving substantial cost reductions and fostering ongoing improvements through enhanced operational efficiency. The platform’s extensive multi-currency and multi-lingual functionalities are accessible via a unified, integrated database and a customizable client interface. In contrast to other systems that rely on a patchwork of separate applications, Singularity offers operational functions and shared services as pre-integrated components that can be effortlessly activated by users, ensuring seamless updates without interrupting existing business operations. This level of integration not only streamlines processes but also enhances the overall user experience within the financial services sector.

Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.

Basil is a user-friendly and feature-rich application designed for tracking portfolios and conducting investment research, catering to both beginners and experienced finance professionals alike. This app is equipped with powerful tools that enable users to effectively monitor and manage their investment portfolios, ensuring a smooth and engaging experience that simplifies the intricacies of financial markets. With its portfolio tracking capabilities, Basil offers real-time insights and analytics related to users' investments. The platform features a comprehensive dashboard that showcases asset allocation, investment performance, and historical growth metrics. Users can effortlessly track various securities, including stocks, bonds, mutual funds, and ETFs, with updates reflecting the latest market data. Customizable alerts notify users of significant changes and potential opportunities within their portfolios, keeping them well-informed. Furthermore, Basil functions as a robust research tool that goes beyond mere tracking. It collects a wide range of financial news and market data, providing users with in-depth analysis and access to advanced statistics that can enhance their investment decision-making process. This combination of tracking and research capabilities makes Basil an indispensable resource for anyone looking to navigate the financial landscape more effectively.

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

Streamline your portfolio reporting and accounting processes with a comprehensive solution that minimizes the need for IT assistance. In the wealth management sector, building relationships is crucial, and there is no alternative to the quality time spent with clients. SS&C Advent’s Axys® offers an extensive collection of ready-made reports alongside simple customization options, enabling firms to enhance efficiency and reduce time spent on tasks. As an integral component of the robust Advent Investment Suite, Axys is designed to boost your productivity, enhance precision, and deliver a transparent overview of your portfolios and their performance, all while maintaining your current operational framework. The system automates the reconciliation of trade details, settlement information, transactions, and positions seamlessly. Ultimately, SS&C Advent’s premier portfolio management solution introduces speed, accuracy, and adaptability into all aspects of your portfolio management and accounting operations, allowing you to focus more on client interactions and less on administrative tasks.