Alternatives to Co-Pilot

FlexTRADER® stands out as the premier execution management system (EMS) in the industry, providing a comprehensive solution for electronic and algorithmic trading and gaining the trust of top-tier asset managers and hedge funds across the globe who trade in equities, FX, derivatives, and fixed income due to its exceptional performance, quantitative insights, and extensive connectivity to liquidity venues. Meanwhile, FlexONE serves as our holistic order and execution management system tailored to meet the intricate trading needs of the global hedge fund sector, ensuring efficiency and effectiveness. In addition, FlexFX has earned accolades as our leading algorithmic trading and execution management platform specifically designed for buy-side entities engaged in FX trading. FlexFX is notable for its robust integration capabilities with order management systems (OMSs) and its seamless post-trade allocation solutions, which are crucial for operational efficiency. This system is relied upon by some of the largest asset managers globally, empowering traders to adeptly handle and execute a high volume of orders, whether large block trades or smaller transactions, over various value dates with utmost precision. Traders benefit from the sophistication and reliability of these systems, ensuring they remain competitive in a fast-paced trading environment.

The Fundamental Portfolio Manager (FPM) represents a cutting-edge, comprehensive Investment Management solution that harnesses the power of contemporary technology to deliver a feature-rich and adaptable platform catering to the diverse needs of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers, and pension funds across the industry. Among our clientele are some of the most prominent investment firms in Southern Africa, managing assets that surpass R1 trillion. Recognized as the leading technologically advanced end-to-end investment management platform, FPM's continuous evolution and enhancement ensure it aligns with the latest global technological advancements. This commitment to innovation enables us to thrive and maintain our competitive edge in an ever-evolving and challenging financial landscape. Ultimately, our focus on integrating state-of-the-art solutions solidifies FPM's position as an indispensable tool for investment professionals.

Manage reports, billing, rebalancing, and client portals seamlessly for wealth management professionals with just one application. From dashboards to trading functionalities, this all-in-one solution simplifies the intricate nature of wealth management. FinFolio stands out with its clean, user-friendly, and straightforward design. Not all registered investment advisors (RIAs) operate the same way, which is why FinFolio offers the flexibility to tailor the platform to your specific needs. The platform broadens the scope of portfolio management, integrating essential functions like reporting, rebalancing, trading, billing, and a mobile-friendly client portal into one cohesive system. With various hosting options, you can choose to manage it yourself or allow FinFolio to handle operations for you. The platform can be white-labeled to reflect your brand. For those opting for self-management, FinFolio provides robust tools for automating tasks and ensuring high data accuracy. Moreover, its open API empowers users to enhance the software further, enabling customization and integration with third-party services, ensuring a tailored experience for every wealth manager. This extensive adaptability positions FinFolio as an invaluable resource in the wealth management landscape.

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.

SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system. We offer a wide variety of products, including: Portofolio management System Accounting and Multi-jurisdictional NAV Investment Book of Record Partnership Accounting OMS Order Management IRM and Regulatory Compliance Management Fees and Billing Cash Management Multi-asset class Integration Data Management Platform Reconciliation Services Client Reporting and Web Portal Customer Onboarding and KYC GIPS Performance and VAR Modeling

Top wealth management companies utilize the HiddenLevers Advisor Platform to assess client risk profiles, conduct portfolio stress tests, and develop strategies that mitigate risks while aligning with future objectives. The platform enables advisors to create tailored proposals showcasing risk tolerance, fee attribution, stress test results, and detailed breakdowns by style and sector, all presented under their own branding. Furthermore, HiddenLevers equips executives in financial institutions with vital business intelligence, allowing them to oversee risks associated with assets under management (AUM), clientele, revenue streams, and overall profitability, right down to the individual advisor's portfolio. This platform offers customizable tools for monitoring and visualizing risk metrics, asset movements, and key performance indicators specific to the firm, empowering leaders to navigate growth and complexity effectively and adapt swiftly to changing market conditions. By leveraging such insights, firms can enhance decision-making processes and improve client outcomes.

Point offers a cloud-native, data-centric Investment Data Intelligence (IDI) platform tailored for wealth and asset management professionals, such as family offices, external asset managers, private banks, and advisory firms. This platform effectively aggregates and harmonizes intricate investment data, including custodial information, various platforms, AIFMs, direct investments, real estate, foreign exchange, and collectibles, all within multi-asset, multi-custody, and multi-currency frameworks, thereby providing an independent Investment Book of Record (IBOR) that is refreshed on a daily basis. The system manages and secures the ingestion of data, utilizes cutting-edge analytics and AI-based insights, and presents comprehensive visualizations of portfolio performance, risks, and opportunities through customizable dashboards. Its open APIs and modular architecture allow for seamless integration with front-office CRM systems, client portals, reporting tools, and back-office applications, ensuring that data remains clean, reconciled, and readily shareable across various workflows. As a result, users benefit from enhanced decision-making capabilities and improved operational efficiency in managing their investment portfolios.

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.

Aleta serves as an advanced wealth management solution tailored for family offices, financial advisors, and wealth managers, seamlessly aggregating data from a variety of custodians, asset categories—including private equity and real estate—and currencies into a user-friendly dashboard. By integrating AI-driven analytics, interactive visualizations, and detailed transaction insights, it is bolstered by over 100 banking integrations and more than 15 years of expertise in reporting. The platform streamlines the processing of private-equity statements, facilitating the straightforward inclusion of alternative assets in investment portfolios. Additionally, it incorporates ESG and impact metrics alongside traditional financial returns to promote sustainable wealth management strategies. Aleta has garnered recognition through industry awards for its reporting excellence and features a modern cloud-native architecture, a mobile application for convenient access, customizable white-label options, and is built on a Microsoft-based infrastructure. With robust security measures including SOC 2 certification, multi-factor authentication, and encryption, Aleta ensures the safety and integrity of client data while remaining a leading choice in the wealth management sector. Its commitment to innovation and user experience positions Aleta as a frontrunner in enhancing the way wealth is managed for future generations.

Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.

Deloitte’s Financial Technology team, recognized as a frontrunner in the financial software solutions sector, has launched Solvas|Portfolio, a comprehensive portfolio administration and reporting solution tailored for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. This innovative tool serves as a versatile platform for portfolio management, collateral tracking, and detailed reporting, catering to a wide range of prominent financial institutions, including hedge funds, asset managers, and various types of loan administrative agents, as well as trustee and agent banks. Solvas|Portfolio excels in providing meticulous support for numerous collateral types, such as bonds, factor-based securities, asset-backed securities, and corporate or real estate loans, alongside products like credit default swaps and equities. Furthermore, it facilitates both pro rata and non-pro rata trading, ensuring effective purchase lot tracking while offering functionalities for global or portfolio trading through user-friendly wizards. The solution is designed to enhance operational efficiency and provide critical insights for financial professionals.

Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.

Costars offers a comprehensive investment administration platform tailored for third-party administrators, fund supermarkets, wealth management firms, building societies, and retail banks. This multi-asset solution enhances client servicing and boosts sales channel engagement while facilitating the introduction of new products, such as fully automated ISA management. Furthermore, Costars includes essential management features to address the tax and regulatory needs of investors. It effectively organizes various instrument types into portfolios, which can be either wrapped or unwrapped, and makes them accessible through different distribution channels. The platform is capable of managing millions of portfolios and positions seamlessly, ensuring high throughput without facing scalability challenges. With both automated and manual trade entries, it provides current and historical portfolio valuations, automated checks for customer credit and ID verification, and maintains a thorough data and documentation audit trail. Additionally, Costars delivers comprehensive reporting and compliance functions, as well as deal validation, authorization, and pricing, ensuring that all aspects of investment administration are efficiently managed. This all-in-one solution empowers users to streamline their processes and improve overall operational effectiveness.

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.

Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends. Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies. Snowball Analytics tracker has many tools for analysis and dividend screening Rebalancing, Calculation of the yield on cost and dividend yield Withholding tax custom Dividend rating, Portfolio performance calculation including fees and dividends. Benchmarking, Backtests, Building and testing dividend portfolios, or testing portfolios based on historical data

An All-Encompassing Solution for Your Asset Management Technology Requirements. We provide innovative financial technology and services that offer cohesive, multi-asset class workflow solutions tailored for Asset Managers, Asset Owners, and Service Providers. Our core objective is to streamline the investment process for our clients. Our platform effortlessly combines front, middle, and back-office solutions that are specifically designed for a diverse range of financial institutions, including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. By utilizing Nirvana, clients can bring together varied data from numerous counterparties, accounts, and asset classes in real-time, all through a single, user-friendly interface. Additionally, our solution features a middle and back-office service that enables us to assist clients in managing these operations efficiently. With personalized dashboards and integrated compliance features, both Asset Managers and Asset Owners can oversee intricate portfolios from one comprehensive view, facilitating informed decision-making. This holistic approach not only enhances operational efficiency but also empowers clients to adapt to the evolving financial landscape with confidence.

Effortlessly manage your portfolios and conduct real-time trades from your positions with our user-friendly web platform, which facilitates trading across all markets with your brokers and banks. Aggregate and oversee your investments from multiple banks while having the capability to trade 15 million securities across various global asset classes. Automate compliance checks and risk management rules to streamline your trading process, supported by comprehensive referential data. Easily connect to external systems to access data and submit orders, all while utilizing QUO, a cloud-based SaaS solution designed to enhance your remote work capabilities. You can manage client portfolios from virtually anywhere, gaining a comprehensive perspective of all your positions, including intraday gains or losses. Access both listed and OTC assets without the need for additional data purchases, and integrate seamlessly with your existing systems. Simply ask your bank's relationship managers to activate QUO, and our team will handle the setup. Our experts are on hand to help you develop the most effective workflows to optimize your trading performance and maximize returns. With QUO, you can ensure that your trading strategy is both efficient and thorough, allowing for a greater focus on your investment goals.

Passiv transforms your brokerage account into an advanced tool for managing your portfolio. You can create a customized index, invest, and rebalance effortlessly with just a click, while also managing several accounts with ease. By linking your accounts from supported partner platforms, you can streamline your investment process. If your brokerage is not included in the list, consider signing up for our mailing list to receive updates on future integrations. Take control of your investments and maintain your desired allocation efficiently. With Passiv’s "buy-only" feature, you can quickly pinpoint underweight assets in your portfolio. It saves you time by automating the trade calculations and executions necessary for maintaining balance within your investments. Additionally, you will receive alerts whenever new cash or dividend payments are made or if your portfolio strays from its intended alignment. We collaborate directly with brokerages and utilize their APIs to ensure that your data remains secure, safeguarding your compliance with their terms and conditions. You'll appreciate the convenience and peace of mind that comes with using Passiv for your investment management needs.

AllInvestView is a comprehensive investment dashboard crafted to streamline the management of your complete investment portfolio. It caters to a wide range of investments, including stocks, bonds, mutual funds, and cryptocurrencies, offering a cohesive overview and detailed analytics. The platform is equipped with a fixed income module, automated dividend monitoring, and presents all these features through an intuitive interface. AllInvestView differentiates itself by accommodating a diverse array of asset types along with unique tools tailored for monitoring fixed income and yields. It introduces an effective ticketing system for swift modifications and access to transaction specifics. Additionally, the platform enhances investment strategy with advanced asset allocation tools, such as efficient frontier analysis. Future enhancements include tax reporting support, simplifying financial management for our users further.

We offer cutting-edge electronic trading solutions across all asset classes, designed to help buy-side traders navigate the complexities of today's market structure. Our SaaS model ensures that these trading solutions can be installed quickly and efficiently for those who require immediate access. Together, we embody Ultimate Trading Performance, beginning with TradeSmart, our essential OEMS technology platform that drives all operations. This platform presents the necessary tools on your screen, tailored to your specific requirements. Additionally, we take pride in being a pioneer in multi-asset FX trading, recognized as the leading provider of broker-neutral electronic trading solutions in the global FX arena, further solidifying our commitment to innovation and excellence in trading technology. With a focus on enhancing user experience, we strive to meet the evolving needs of traders in a fast-paced market environment.

Our comprehensive platform caters to prominent asset managers, insurance firms, pension funds, hedge funds, family offices, and sovereign wealth funds globally. Built on the same foundation as Fusion Sophis, Fusion Invest encompasses the full investment value chain, providing insightful portfolio analysis and streamlined automated workflows through a collaborative, real-time investment book of records. What sets Fusion Invest apart is its cutting-edge analytics, extensive asset class coverage, and flexibility with open technology. It can be utilized either on the cloud or on-premise, aligning perfectly with your operational strategies and service requirements. This platform offers a range of options for investors and portfolio managers overseeing asset allocation, direct investments, or complex derivative hedging and overlay strategies. Its robust and scalable infrastructure ensures reliability throughout the day as users create and maintain the definitive version of data. With consistent information and analytics, all participants can collectively enhance the investment process, fostering a cooperative environment for better decision-making. Furthermore, this integrated solution empowers teams to navigate market complexities with confidence and agility.

WealthERP is an integrated wealth management platform that allows financial advisors, institutions, and investment firms to manage multiple assets efficiently. It provides seamless portfolio tracking, financial analysis, and investment planning to help professionals make data-driven decision. WealthERP's intuitive dashboards, client-management tools, and reporting features simplify wealth management, improve efficiency, and ensure compliance with financial regulations.

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.

Greenlock operates as an autonomous wealth management platform that utilizes a Swiss-based, zero-knowledge framework, providing full transparency and capital efficiency for both single- and multi-family offices. The platform offers extensive services including comprehensive fee benchmarking and reduction, performance audits, optimization of private equity and venture capital portfolios, real estate oversight, executive reporting, and core capital risk monitoring. By leveraging advanced analytics and net-of-fee assessments, it reveals hidden expenses such as those from banks, private equity, and hedge funds, enabling wealth owners to make informed, fee-conscious choices. Family offices benefit from the ability to create customized, automated reports featuring modules that can be tailored to address risk, returns, fees, benchmarks, and non-bank assets. Greenlock seamlessly integrates with current systems and operates without selling financial products or managing client assets, thereby maintaining incentives that are fully aligned with the owners' interests. Managing more than $2 billion in assets, the platform has successfully achieved significant fee reductions for its clientele, reinforcing its value as a partner in wealth management. This capacity allows it to continually adapt and respond to the evolving needs of family offices in today's financial landscape.

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.

Private Wealth Systems is a distinguished, cloud-based platform that provides ultra-high-net-worth individuals, family offices, registered investment advisors, endowments, foundations, and institutional consultants with unmatched levels of accuracy, transparency, speed, and adaptability in managing and reporting their portfolios. It offers intelligent aggregation from more than 400 global data sources, integrating various asset types—including public and private equities, fixed income, hedge funds, venture capital, real estate, derivatives, and collectibles—into one unified view. The platform employs a proprietary ledger-backed data model that ensures the integrity of accounting while allowing for versatile structuring, grouping, and the incorporation of custom attributes at any level of analysis. Users gain access to real-time insights on performance, benchmark comparisons, tax-lot level gains and losses, detection of wash sales, and comprehensive drill-through analysis. In addition, the system is designed to enhance user experience by facilitating seamless navigation and easy access to critical financial data. This makes it an invaluable tool for those managing significant wealth and complex investment portfolios.

Experience the excitement of technology and investment with zero commissions and no minimum deposit requirements. Everyone has access to intelligent tools designed for savvy investing. By diversifying your portfolio, you can take advantage of a wide range of investment options such as stocks, options, ETFs, and ADRs. Utilize our trading tools and analytics to invest in thousands of companies and craft your own financial portfolio. Options offer a tactical alternative to simply investing in traditional equities. You can easily diversify your investments by trading a collection of stocks as conveniently as trading a single stock. Plan for your future by saving for retirement with our Webull Traditional, Roth, or Rollover IRA options. The individual brokerage account serves as your general account, enabling you to buy and sell various securities and assets. Webull also supports extensive trading hours, including full pre-market sessions from 4:00 AM to 9:30 AM ET and after-hours trading from 4:00 PM to 8:00 PM ET. Moreover, Webull equips you with user-friendly advanced charts, a variety of technical indicators, and premier Level 2 Advance (Nasdaq TotalView) capabilities to enhance your trading experience. With these powerful tools at your disposal, you can navigate the investing landscape with confidence and precision.

Connect with all your buy-side clients and brokers while executing trades across over 100 markets. Our comprehensive solution offers everything required for trading, from automated low-touch options to complete order and risk management. In today's complex equities trading landscape, leveraging advanced technology is crucial for business growth, as it can streamline operations, simplify workflows, and enhance efficiency. Regardless of whether you're a niche broker or a major global financial institution, Fidessa equips you with an all-in-one integrated solution for equities trading. Our platform features sophisticated algorithmic trading capabilities, extensive order management, and seamless straight-through processing to the middle office, as well as integration with various third-party systems. With our solution, you can trade on equity markets globally and gain immediate access to a network of over 6,500 buy-side firms and 600 brokers, ensuring you have the tools needed to succeed in a dynamic trading environment. Furthermore, our innovative approach helps you stay ahead in a rapidly evolving marketplace.

Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.

Pro Stock Tracker offers a powerful solution for investors looking to track and manage their portfolios with precision. The platform supports a wide range of asset classes including stocks, ETFs, crypto, forex, and bonds, across 80+ global exchanges. Investors can rely on the tool’s advanced analytics, which go beyond surface-level price tracking by incorporating factors like dividends, corporate actions, and brokerage fees into performance calculations. Pro Stock Tracker also offers multi-currency support, automated dividend syncing, and a customizable dashboard for tracking key metrics, making it a one-stop solution for serious investors who want accurate and actionable insights to enhance their strategies.

Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.

Managing the performance of various investments and organizing them in one place for quick access can be a daunting and time-consuming task. Dion’s Portfolio Tracker offers an innovative solution that simplifies the management of investments across diverse asset classes through a user-friendly online platform. Currently, numerous investors and financial advisors in India rely on Dion’s tools for Portfolio Tracking and Reporting to efficiently oversee and analyze their holdings in areas such as equities, mutual funds, fixed deposits, loans, real estate, derivatives, borrowings, and commodities, among others. The Portfolio Tracker automatically consolidates all investments, allowing both investors and their relationship managers to effortlessly monitor investment performance with just a few clicks, accessible across all devices from anywhere at any time. In addition, it provides insightful, value-added reports that include transaction summaries categorized by date, year, or industry, as well as annualized returns, enhancing the overall investment management experience for users. This comprehensive approach not only saves time but also empowers investors to make informed decisions regarding their financial futures.

Canopy serves as a robust financial data aggregation and analytics platform that brings together portfolio data from a myriad of sources, including PDFs, Excel/CSV files, APIs, SWIFT, custodians, and private banks, spanning various asset classes such as equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, cryptocurrencies, art, wine, and collectibles, across all currencies and geographical locations. The platform efficiently cleans, standardizes, and consolidates this data into individual PostgreSQL databases for each client, facilitating direct query access through an Excel add-in or enabling comprehensive integration with other systems via read/write database access. Transactions are seamlessly processed to provide insights into asset allocation, performance, P&L, volatility, Value at Risk (VaR), cash flows, risk analytics, and a variety of other financial metrics. Users benefit from the ability to define an unlimited number of “strategies,” which are custom groupings of transactions based on criteria such as asset class, sector, account, or security, and can execute infinitely configurable calculations through either the web interface or the Excel add-in. Additionally, this flexibility allows users to tailor their analytical approach to meet specific investment goals and strategies.

Established in 2006, Hemonto is a Danish FinTech that specializes in providing independent and comprehensive wealth reporting through a digital platform alongside a team of expert advisors. With an impressive oversight of more than USD 55 billion and managing assets that exceed USD 10 million per client, the company processes a vast number of transactions each year to produce accurate, reconciled accounts, performance metrics, risk assessments, ESG reports, insights into private equity, and continuous monitoring, all presented within a customizable interface. Acting as a fully independent advisor, Hemonto consolidates data from various custodians, banks, portfolios, currencies, and asset types, applies objective quality controls, and identifies any discrepancies to maintain transparency, compliance, and timely reporting. The firm’s dynamic reporting dashboard, accessible on both web and mobile platforms, enhances the wealth management experience by allowing personalized oversight, direct integration with BI tools, and ongoing support from a dedicated team for reporting setup and management. This commitment to innovation and client-centric service positions Hemonto as a leader in the wealth reporting space.

Axia stands out as an award-winning, web-based investment management software that is compliant with MiFID II regulations. Utilizing advanced technologies, the Axia Suite offers a wide array of features designed to not only meet but also surpass the rigorous demands of investment management. Each user role benefits from a customizable dashboard tailored to their specific needs. The software facilitates client management through various functions such as onboarding, CRM, document handling, and compliance oversight. It also streamlines order and transaction processing, along with position tracking, performance evaluations, and cost assessments. Additionally, Axia provides in-depth analyses of asset allocation, profitability, performance, and risk, applicable to both internally and externally managed assets. Users can access consolidated reporting for clients and management, ensuring transparency and efficiency. The system includes robust fees management and boasts automated integrations with custodian banks and market data feeds. With its multi-tenant capabilities, Axia serves as a premier enterprise-wide solution capable of addressing diverse requirements seamlessly. All essential functionalities are conveniently integrated into a single platform, ultimately saving users time and optimizing their limited resources by enhancing process efficiency. Moreover, the automated connections to custodians and market providers further streamline operations, allowing clients to focus on more strategic initiatives.

Say goodbye to paying for advanced, real-time charts forever. Empower your trading abilities to their fullest potential. By hovering over the icons, you can discover why PHI 1 stands out as the ultimate platform for your trading requirements. What makes PHI 1 exceptional? It’s a comprehensive algorithmic trading platform designed to liberate you from tedious daily tasks through automation, allowing you to concentrate on identifying market opportunities. Curious about how the PHI 1 trading platform operates? Watch our PHI 1 overview video for a deeper understanding. Make informed decisions on your deployments utilizing insights drawn from the charts, featuring advanced charting capabilities, both basic and advanced screening tools, and a strategy editor. Engage in bulk testing, refining, and auto-grading of your strategies while maintaining strict risk controls. The Ideabook feature and multi-broker integration enable you to switch brokers in real-time to secure the best rates when placing orders. Additionally, you can create innovative strategies with PHI 1's robust strategy editor and backtest them to gauge potential performance across various scenarios, including bulk backtesting and grading for thorough evaluation. This way, you can ensure your trading approach is well-prepared for any market condition.

WealthArc employs a robust API engine that streamlines the automation, consolidation, and unification of your wealth data, significantly minimizing the time required for reporting, compliance, and various administrative responsibilities. As an award-winning and intuitive platform, WealthArc equips wealth managers to meet client demands with unprecedented speed and high-quality data. In today’s landscape, modern asset managers recognize the increasing expectations of clients regarding security, accessibility, and digital solutions. Our cutting-edge platform aids asset managers in their daily operations by providing dependable portfolio management, governance, KYC, CRM, and reporting modules, among other features. Furthermore, WealthArc’s sophisticated capabilities allow Single and Multi Family Offices to allocate more time to nurturing trust-based relationships with clients, ultimately enhancing client satisfaction and loyalty. By optimizing these essential tasks, WealthArc empowers professionals to focus on delivering personalized service and building stronger connections.

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

Wize is a comprehensive wealth and asset management solution developed in Switzerland, designed specifically for external asset managers, family offices, fund managers, securities firms, pension funds, and private banking institutions. This innovative platform unifies several functions such as portfolio management, consolidated reporting, digital onboarding, AML compliance, order management, and CRM into a single cloud-native system, accommodating both deposited and non-deposited assets. With more than 250 global banking connections and access to market data providers, Wize offers daily automated reconciliation of transactions and positions, ensuring high data quality and reliability. The platform boasts a strong security infrastructure that includes multi-factor authentication, one-time passwords, single sign-on, role-based access controls, audit logging, end-to-end encryption, and compliance with ISAE 3402 and DORA standards. Users are given the flexibility to deploy Wize through private cloud options in Switzerland or Singapore, or opt for on-premises solutions, catering to diverse operational needs. In a rapidly evolving financial landscape, Wize stands out by providing a holistic approach to wealth management, enabling institutions to streamline their processes and enhance client service.

1fs Wealth is a sophisticated wealth intelligence platform powered by AI and built on the cloud, designed for high-net-worth individuals and family offices to streamline the management of their diverse assets, from public and private investments to real estate and digital collectibles, all in one cohesive interface. It ensures robust security with features like multi-factor authentication, detailed role-based access controls, and state-of-the-art encryption. Users benefit from real-time market valuations, access to market feeds, unique risk analysis tools, and metrics for assessing asset concentration and geolocation. The platform also facilitates thorough succession planning, providing next-generation beneficiaries with the necessary asset allocation, documentation, and ownership guidance. Enhanced collaboration tools enable family members, advisors, and external experts to work together effectively, leveraging in-depth analytics, peer comparisons, and insights related to carbon and ESG factors. Additionally, it offers seamless integrations such as API connectivity, account aggregation through Plaid, and hedge-fund benchmarking using Albourne indices, making it a comprehensive solution for sophisticated wealth management. This multifaceted approach not only simplifies asset oversight but also empowers users to make informed decisions in an ever-changing financial landscape.

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.

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.

Oversee investment portfolios through multiple custodians, ensuring that data is easily accessible and aligned with client goals and regulatory standards. Assetmax stands out as the premier Swiss software choice for independent asset managers, family offices, and financial institutions, offering an all-in-one solution for multi-custody portfolio management, client relationship management, invoicing, and comprehensive reporting. Wealth managers and banks rely on Assetmax for its reputable and trusted capabilities. This software solution is not only comprehensive and sophisticated but also seamlessly integrates various functions for optimal efficiency. Available as a web-based application, it offers flexibility with options for on-premise installation or cloud deployment. Assetmax is designed to adapt to the evolving needs of the financial industry.

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.

Crafted to cater to your requirements and surpass your anticipations, our solution enables substantial operational efficiencies for your wealth management firm by unifying your various platform relationships into a singular multi-asset, multi-currency investment platform. Reclaim complete authority over your client offerings by showcasing your brand, personal investment solutions, and your customized platform fees. Eliminate the administrative overhead and the support responsibilities tied to other platform providers. We possess and manage our technology, ensuring the highest degree of automation throughout the platform. Our adaptable APIs play a crucial role in facilitating timely and electronic data exchanges with external partners, effectively minimizing the dual-entry workload that your business would otherwise face. Additionally, for wealth firms leveraging Intelliflo Office as their back-office system, our platform provides a real-time, two-way interface for the seamless electronic submission of all client-related information, making operations smoother and more efficient than ever before. This integration not only optimizes workflows but also enhances the overall client experience by ensuring that information is always up-to-date and accessible.