Best Bipsync Alternatives in 2024

Find the top alternatives to Bipsync currently available. Compare ratings, reviews, pricing, and features of Bipsync alternatives in 2024. Slashdot lists the best Bipsync alternatives on the market that offer competing products that are similar to Bipsync. Sort through Bipsync alternatives below to make the best choice for your needs

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    AlternativeSoft Reviews
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    Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv. Users can quickly: - Navigate manager risk/return with over 3000 statistics on funds - Define your funds' investible universe with powerful screening solutions - Track and analyse fund exposures - Construct, optimise and manage portfolios - Perform due diligence on hedge funds - Reporting on funds with powerBI or Excel API - 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.
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    Obsidian Suite Reviews
    We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.
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    Dynamo Software Reviews
    Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.
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    Sentieo Reviews
    Our AI-powered research platform helps you fight information overload. Natural language processing and automation will make your research more efficient. This will allow you to spend less time searching and more time analysing. Your team can seamlessly collaborate with one another using our integrated research notebook. Find information that others have missed and generate alpha from linguistic or alternative data. Combat information overload. We process millions upon millions of data points to surface the information you need to stay ahead in the markets.
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    FactSet Reviews

    FactSet

    FactSet Research Systems

    1 Rating
    We offer data to support your workflow, analytics that will help you outperform, as well as insights to give perspective. FactSet assists over 6,000 financial service firms with their most pressing problems, including optimizing technology costs, creating integrated workflows, mitigating risks, and creating efficient data governance within an organization. Our comprehensive data feeds, web and mobile analytics, and white-glove customer service transform the way investment professionals discover, decide, then act on opportunities.
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    Tamale RMS Reviews
    The amount of information required for investment decisions and due diligence is overwhelming to modern investment managers. Research management is a complex process that involves many sources. It can be difficult to identify and find the most important information. Tamale, the investment research management software we offer, allows investment teams to spend more time on ideas and less time searching for data. Tamale RMS allows investment managers to quickly search for and find important documents and records. Tamale's mobile experience is fast and flexible, allowing them to make better informed decisions faster. You can achieve a repeatable, disciplined due diligence and decision making process. Tamale RMS was designed by and for investment professionals.
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    Verity Reviews
    Verity is the only platform that integrates investment research & data into a modern research workflow. One platform that combines best-in-class idea generation, workflow & productivity tools allows you to power differentiated research at the speed required for modern investing. Verity analysts provide unique insights and data to help you succeed. Verity integrates better that any other solution. It should be your process or the highway when it comes to your process. Verity provides investment professionals with clear, accurate, and structured information. You will receive your reports via email or custom feeds. The Verity team of analysts produces 100s of reports each year that customers value as an addition to their in-house analysts.
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    Backstop Reviews

    Backstop

    Backstop Solutions Group

    Backstop is the industry's best productivity software suite for institutional asset owners and investment managers. Backstop is tailor-made for foundations and investment consultants, family offices and pension funds. It also offers the best-in class, cloud-based productivity tools that help asset managers and allocators raise capital, manage their portfolios, and provide seamless service to their key stakeholders. Backstop CRM, Backstop IR and Backstop Research are the core products.
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    Dasseti Reviews
    Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.
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    Linedata AMP Reviews

    Linedata AMP

    Linedata

    $5000 per month
    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.
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    CalibreRMS Reviews

    CalibreRMS

    Calibre Financial Technology

    CalibreRMS, a complete Research Management System, has an intuitive interface that allows you to record, share, and collaborate on data in a mobile-friendly, customizable, and user-friendly format. Calibre RMS is more than a note management tool. It seamlessly integrates your qualitative research with your modeling, analytics and modeling. It can be customized to your investment strategy and allows for immediate collaboration between teams from any location and on any device. Calibre RMS allows you to integrate it with other modeling tools and analytics tools without being locked in a proprietary system. It also includes audit trails to simplify compliance.
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    Pillar Science Reviews
    Pillar science offers software tools that are specifically designed to help you manage your research. We help you and your research team to focus on your research. Pillar Science is simple to set up. It connects your tools: you can enter data in spreadsheets and type protocols in word processor. You can also communicate in real-time. It covers all your research needs, so you don't have to duplicate any information. We use established security procedures to encrypt your data and store it securely wherever you need it. All your data are automatically backed-up. Pillar Science fine-grained authorization allows you to control who has access. Pillar Science will help your team follow standard methods and SOPs in your research. GxP research can be done using electronic signatures and FDA 21 CFR Part 11 compliance. To ensure regulatory compliance, you must decide where to store your data.
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    InfoEd Global Reviews

    InfoEd Global

    InfoEd Global eRA Research

    $1 one-time payment
    Turnkey research management solutions can help you get funding, deliver results, manage everything in between, and do it faster and more efficiently with eRA Research Software. More corporations, universities, and research institutions worldwide have chosen the InfoEd Research Software Solution in order to save money, improve data integrity, manage administrative processes, accelerate compliance for electronic research administration, and make it more cost-effective than any other research compliance software. Our core belief is that industry knowledge and experience are the foundation for superior software development in research administration software. This has led to an unrivalled suite of research support technological apps, professional services software, and industry education programs by InfoEd Global, specifically designed to meet the needs of modern research institutions.
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    ANALEC Reviews
    ANALEC believes that technology and software can help full-service brokers-dealers combat the structural decline they face and reset their business models so that they remain sustainable. Our offerings help brokers to increase productivity and cost-competitiveness, as well as improve revenue generation prospects. Over the last decade, institutional stockbroking has faced significant headwinds. Intense competition and regulatory scrutiny, as well as declining commission pools, have all contributed to the economics of this business. We have also seen a growing difference between clients' expectations of value-add versus broker compensation expectations. Investment research as a packaged service has not been commercially attractive.
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    Worktribe Reviews
    Worktribe, a cloud-based platform for software development, transforms higher education administration by facilitating better collaboration, greater efficiency and greater transparency. End-to-end, seamless research management from conception to publication and beyond. For higher education teams, we offer intuitive, secure, cloud-based, curriculum management. We have worked with UK higher education institutions to create the best platform for curriculum management and research. It is intuitive, cloud-based, and built for efficiency, transparency, and collaboration. Continuously evolving to meet the challenges in HE administration. Trusted by 38 top UK universities and now available on Google Cloud. Worktribe is being used by more people every year to create teams and not regimes. Worktribe is the best cloud-based software platform to manage curriculum and research in higher education.
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    Arcesium Reviews
    Arcesium’s cloud-native, scalable solutions are unmatched in the investment industry. We help our clients modernize their operating models, automate their most complex tasks, and unlock growth opportunities. Arcesium's innovative business solutions will take your business to the Next Level, leaving behind inefficient systems and siloed platform. Arcesium works with you to create architectures and operating models that meet your business's unique needs. Arcesium's innovative solutions help you scale intelligently and evolve efficiently. Our domain-aware capabilities, unified data platforms, and deep expertise will help you transform complexity into actionable information. We provide you with the tools to manage operational risks, engage investors more effectively, boost profitability, and enhance portfolio management in an environment of increasing competition and regulations.
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    Obsidian SmartDocs Reviews
    Quickly generate NDAs and term sheets, subscriptions, KYC documents, etc. by pre-populating smart web forms. To track client compliance information, Obsidian Suite can be integrated directly into the advanced client management database. Our simple electronic sign-off via DocuSign enhanced integration allows you to save time. Use CRM auto feed to keep track of client interactions and document status.
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    Statmetrics Reviews
    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.
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    Elysys Wealth Reviews
    Why create proprietary systems when Microsoft's next-generation ERP includes core best-of-breed financial accounting, banking and security frameworks? Elysys uses the power and scalability that Microsoft Dynamics 365 Business Central platform offers. We provide a sustainable advantage, especially for highly specialized treasury management apps.
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    Fibi Reviews
    Fibi is a cradle to grave eRA solution designed to meet the needs of research and higher-education institutions of all sizes. Fibi is an electronic research administration suite that normalizes and simplifies complex administrative procedures in managing funded research. Fibi allows seamless integration of extensions as well as external systems. Middleware of enterprise-class, built for rapid development. Independent Modules can easily be enabled within the system. Native app to connect and serve your key users with research administration. Fibi includes a variety of pre-packaged research reports that are tailored to the needs of research institutes.
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    9fin Reviews
    9fin is the smarter, faster way to find leveraged financial intelligence. All the information you need to analyse a credit and win a mandate is available in one place. Journalists from traditional media companies can complete their work in 30-60 minutes less than ours. 9fin will be the first to hear price sensitive news. Complex data made simple to search, filter, and analyse. You can get the information you need in seconds and not days. Predictions of capital market activity 12 months in advance. Spot opportunities and win business. Get the most complete market intelligence directly to your inbox This market intelligence is compiled from over 2,000 sources and gives you valuable insight before anyone else. Our AI-powered search capabilities allow you to search, filter, and analyse key information in bond and loan documents.
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    Investment Metrics Reviews
    Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.
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    OmniStar Reviews
    OmniStar: the most powerful Grants, Ethics & Research management solution. Designed in consultation with research professionals and funders over 20 years, OmniStar is a comprehensive and flexible suite of products purpose-built to streamline the work of researchers, administrators and grant managers. Make confident grants, research and administration decisions. Why makes us different? • Intuitive User Experience: OmniStar boasts a user-friendly interface designed with simplicity and ease of use in mind. • Dedicated Support: Our team of experts provides exceptional customer support. From onboarding and training to ongoing assistance, we are here to ensure you extract maximum value from OmniStar. • Flexibility and Configurability: OmniStar is highly customizable, allowing you to tailor workflows, forms, email and document templates and reporting to align with your specific requirements. • Scalability and Adaptability: Whether you manage a small or large number of grants and research projects, OmniStar scales with you. • Continuous Innovation: OmniStar is committed to continuous innovation. We consistently update and improve our platform based on user feedback, industry trends, and emerging best practices.
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    FundPortal Reviews
    All you need to grow your business and improve your investor relationships is one portal. Hedge fund managers will benefit from smart analytics, file sharing, and marketing tools. FundPortal was designed for today's fund manager. Streamline your workflow and delight your clients with FundPortal. Intelligent CRM for hedge funds helps you identify and manage clients. A customizable client portal that can easily be accessed from your website will maximize your marketing efforts. You can delight and retain investors by providing analytics that cover a variety of metrics to show how you beat S&P 500.
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    Anduin Fund Subscription Reviews
    Anduin is revolutionizing fund administration with digitized subscriptions, real-time status and simplified fund operations. Our intuitive investor onboarding workflow improves investor experience and dramatically reduces the NIGO-rate of documents. It also brings clarity and efficiency to fund subscriptions. How it works We digitize all subscription agreements and tax forms so that you can concentrate on distribution of subscription packages and tracking how investors interact with your documents. 1. Anduin digitizes counsel forms, creating an intelligent smart form. 2. The form is prepopulated with information from previous fundraises. 3. Fund managers invite investors to complete the smart forms and sign the limited partnership agreement. 4. The subscription package can be countersigned. Documents or data can also be exported to the fund administrator. To request a demo, visit www.fundsub.io
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    FinlogiK Reviews

    FinlogiK

    FinlogiK

    $1 per month
    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.
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    PackHedge™ Reviews

    PackHedge™

    FinLab Solutions SA

    $5,000 per year
    3 Ratings
    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.
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    Fund-Studio Reviews
    FundStudio's real time operations and reporting platform, outsourced managed services, and outsourced managed service provides complete knowledge about fund and managed account conditions. This is useful for hedge fund managers, CTAs and asset managers as well as family offices. Capture orders and trades using realtime FIX, uploads or programmatic API. Allocate orders to accounts, strategies, and more. Implement compliance rules, such as asset-class restrictions or position limits, or complex programmatic rules like leverage bias. Real-time intraday P&L. Multiple views of aggregated or sliced-and diced data can be defined in real-time "pivot table" mode. All cash movements, including trade settlements and margin, coupons, principal, can be managed. You can also run cash projections. Shadow your fund administrator to produce NAV at master-fund level and associated feeder funds.
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    Liquidity Calendar Reviews

    Liquidity Calendar

    Liquidity Calendar

    $199.00/month
    Liquidity calendar is an online platform that helps hedge fund managers and investors manage hedge fund liquidity and redeption terms. Liquidity Calendar makes it easy to track lock-ups, calculate redemption schedules and amount, as well as generate reports. You don't have to spend time assembling terms and dates manually, which can be tedious and error-prone with Excel spreadsheets.
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    Tier1 Financial Solutions Reviews
    Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.
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    Altvia Reviews
    Altvia's unmatched expertise and market-leading platform help you seamlessly evolve and manage complexity while your firm grows, funds multiply, and your base of LPs expands. With a secure portal that is backed by data-rich analytics, you can distribute personalized content such as Capital calls, PPMs, and K1s with ease. A modern technology platform's foundation is built around a single source. This single source of truth supports key workflows, contact management and relationship mapping. It also automates key activities (ie email and task assignments). You can now manage your deal flow with new insight. This allows you to prioritize deals based upon source or similarity to top-performing investments. Streamline the reporting process for portfolio companies and the data collection to save time and help you understand portfolio health and value creation.
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    AdvisorWare Reviews
    AdvisorWare®, a platform that integrates portfolio management, accounting, and partnership accounting, is specifically designed for hedge funds, private equity funds, and funds of funds. It can be used to support alternative investment funds with complex global investment, trading, and management issues, as well as complex financial and tax reporting requirements. You can maximize operational efficiency by using an intuitive system that allows for you to manage all kinds of instruments and corporate actions with complete integrity. Reduce operational risk by using proactive and automated exception handling, workflow management, and reconciliation tools. Completely automate tax allocation and tax reporting for partners.
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    Nirvana Solutions Reviews
    One Solution to All Your Asset Management Technology Needs. We are a financial technology and service provider that provides integrated, multi-asset classes workflow solutions to Asset Managers. Our Mission is to simplify the investment process. Our solution seamlessly integrates front, back, and middle-office solutions tailored for a wide range of financial firms, including Hedge Funds and Asset Managers, Family Offices and Prime Brokers. Nirvana allows clients to consolidate disparate data across multiple counterparties and multiple accounts, as well as multiple asset classes, all from one easy-to-use platform. Our solution also includes a back-office and middle-office service that we provide to our clients to help them manage these tasks. Asset Managers and Asset Owners are able to manage complex portfolios with one view thanks to customized dashboards and integrated compliance. This allows for confident decision making.
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    Ripple Science Reviews
    Ripple, a web-based software solution that allows for the management and recruitment of research participants in clinical, translational, and social science studies is an active registry. Ripple was developed by researchers to transform the participant workflow. It is an end-to–end research participant management system that speeds up the entire research process.
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    ResearchManager Reviews
    All researchers from different industries can use the same environment! ResearchManager is a platform that allows researchers to access all functions and information from one place. They can also share it with others. This platform is for researchers who are ready for the future. Future where patient and data access and sharing are central. We provide support for everyone involved in research in the life sciences sector. This is done through an online platform that includes the eClinical tools EDC and CTMS & ERMS. This allows researchers to share data and facilitates research at a higher level. We are also experts in the fields of data validation, enrichment, and collection.
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    NoodleTools Reviews

    NoodleTools

    NoodleTools

    $15 per year
    NoodleTools is an online platform for managing research that encourages authentic research and critical thinking. Students learn how to organize themselves as they analyze information, create accurate citations and archive source material. They also take notes, outline topics and prepare for writing. Students can access three levels of support that are tailored to their abilities and grades. The classroom environment allows teachers and librarians to give feedback, monitor individual contributions to group works, and view statistics on source use. We support students to engage in deep research and create original work, unlike an auto-cite or auto-evaluate product. NoodleTools was also created with student privacy in mind. Recognize and assess credible sources. Expert assistance is available to help you generate accurate MLA, APA and Chicago references. Create connections, make original ideas, and present arguments.
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    i-OMS Reviews

    i-OMS

    iWeb Technologies

    iOMS For Research Teams(c), was developed in collaboration by The Royal Wolverhampton Hospitals NHS Trust. It contains a cohesive integrated set of modules that helps all stakeholders effectively manage research management areas. All stakeholders can access a single platform that provides real-time views and engages them in research. Decision making is made easier by the inclusion of drill-down and detailed reports.
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    Yewno|Edge Reviews
    Edge is Artificial Intelligence for Investment Research. Why AI? It's not because AI is cool or because it's new, but because you can do it and you have to. It would take more than 3 trillion years for 10,000 analysts to analyze all the unstructured data available today. What can be done to address the Information Overload problem? Yewno|Edge has you covered. It can do all the analysis and reading for you. It can also manipulate data to create strategies and risk models, test performance, and notify you when something is relevant to your portfolio. Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. You can go as deep as possible with your investment research by using a combination of alternative and fundamental data.
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    Elite Seller Reviews

    Elite Seller

    Elite Seller

    $25 per user, per month
    Outwit your competition. All-in-one Amazon seller software suite. You can easily manage, research, and automate all aspects of your Amazon business. There are no restrictions on the number of products you can manage. Perform vital tasks and access essential data across your vast catalog. Multiple seller accounts. Multiple Amazon seller accounts can be managed under one roof. You can easily compare your vital statistics across all accounts, individually or together. Delegating is essential for any large business. So that your employees can do their jobs, create sub-accounts with restricted permissions. Simple Transition. Easy transition from your current platform or Elite Seller without losing any data thanks to the 2 year backlog download. Customizable Dashboard. You can customize your dashboards to suit your needs. You can add widgets and tabs to track all your business metrics. All of the widgets and tabs can be adjusted to meet your specific needs.
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    PortfolioShop Reviews

    PortfolioShop

    PortfolioShop

    $1500/month
    Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.
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    Preqin Reviews
    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.
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    Financial Portfolio Management System (FPM) Reviews
    Since its inception in 1987, Financial Portfolio Management System (FPM), has been at the forefront of technology. The current version runs on Windows Server 2008 / Windows XP / 7 platforms. FPM offers a wide variety of modular functions that can be combined. The modular architecture facilitates a smooth growth path.
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    The Caissa Platform Reviews
    The Caissa Platform, the industry-leading investment platform, was created exclusively for institutional investors, including foundations, OCIOs and pension funds. Our web-based platform is used by clients with assets exceeding $1.7 trillion to perform exposure, risk and liquidity, attribution, as well as private equity modeling analysis across multiple asset classes. Our in-house data team combines any form of transparency data into Caissa Platform. This includes investor letters, separately managed accounts and private equity data. All data is cleansed, synchronized, migrated, then integrated into the platform. You can seamlessly perform exposure analysis, risk, liquidity, and quantitative analysis on either your portfolio or your underlying managers with harmonized exposures.
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    Axys Reviews
    Automate portfolio reporting, accounting and taxation with a turnkey solution that only requires minimal IT support. Wealth management is a relationship-based industry. There's no substitute for spending time with clients. Axys®, SS&C Advent's automated portfolio reporting and accounting software, allows firms to do more in a shorter time. It has a large library of pre-defined reports and easy customization. Axys is part of the powerful Advent Investment Suite. It will increase productivity, improve accuracy, provide a clear view of portfolios and their performance without disrupting your existing infrastructure. Automated reconciliation of trade data, settlement data, transactions, and positions. Portfolio management solutions from SS&C Advent are industry leaders and provide speed, accuracy, flexibility, and efficiency for all your accounting and portfolio management functions.
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    VestServe Reviews

    VestServe

    VestServe

    $27500.00/year
    Vestserve can help you increase productivity, growth, innovation, and accuracy in your business. Vertserve, a fully integrated investment management and accounting system, is powerful and reliable. It provides mission-critical services for leading financial institutions. VestServe combines the back, middle and front office operations into one unified solution. This helps to improve business efficiency and performance, as well as reduce total cost of ownership. Portfolio management features include performance measurement rule/compliance modeling, breakout allocations, returns, risk analytics and scenario tool.
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    The Archway Platform Reviews

    The Archway Platform

    SEI Family Office Services

    SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.
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    Theorem Reviews

    Theorem

    Theorem Technologies

    $500.00/month
    Theorem is an online data management and post-trade processing solution that provides aggregated reporting, trade workflow, matching/affirmation and data movement. It doesn't require any local installation or technician to get started. Theorem allows you to connect data from brokers, trading systems, and exchanges. You can also manage it according to your needs. There is no need to install anything. You can either use the whole platform or just select what you need. Theorem performs post-trade processing from the moment a trade has been executed. This includes allocating trades, matching trades against counterparties, and clearing counterparties. Theorem combines data, analytics, as well as other insights from brokers, accounts, portfolios. This gives you access to actionable insight and provides your stakeholders with easy-to-understand risk reports and advanced analytics.
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    Octopus Moving Reviews
    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.
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    Risk Shell Reviews
    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.
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    Eikon Reviews

    Eikon

    LSEG Data & Analytics

    Profitable research and analysis. Eikon brings together the best industry data and the most powerful research and analysis tools to help investors pursue profitable investment opportunities with conviction. You can access top-quality content on an award-winning platform that allows you to monitor the markets and generate ideas and strategies. It also allows you to analyze strategies and securities. Monitor the market movements' impact Access investment research Manage multi-asset portfolios Reports can be customized for clients Manage risk and reduce the potential for downside Report ESG performance at portfolio level Portfolios of stress tests to assess the potential economic impact Manage risk volatility and tracking error to optimize portfolios