Alternatives to Kurtosys

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.

Solving governance pain points for modern brand leaders by providing freedom within a framework and the tools stakeholders need to be successful. Built unique to your brand by global brand experts, with a tailored design for strategic user experience and engagement resources. Built for large corporations $1B+ in revenue and a distributed workforce of 5k+, BEAM is the single source of truth for brand questions, requests, training, resources, inspiration, and other brand tools.

Censhare is a Universal Content Management Platform that centralizes and automates all content processes. This allows our customers to create engaging content across all channels and gives them the freedom to share it with others. censhare is a platform that has content at its core. This allows for central management and global sharing of information, regardless of the channel, touch point or customer expectation. Companies can grow by leveraging the creativity of their employees to create great content that meets the needs of their customers. This is what we call Universal Content. Censhare provides all the capabilities you require, all on one platform that uses powerful semantic database technology and search technology. Users can find digital assets quickly and intuitively and work with them in a most efficient way.

StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more...

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

To grow and develop their businesses, emerging equity- and event-focused hedge fund startups and established funds require an investment platform that is flexible, scalable and reliable. Eze Eclipse™, an investment platform that was born-in the cloud, facilitates your entire investment process through a single secure platform via a web browser interface. Optimized order routing, pre-defined allocation strategies, on-the fly allocation tools, key data summaries, and optimized order routing make it easy to trade efficiently. Request short locates from connected prime brokers to leverage those rates in your trading workflows. You can monitor your portfolio, benchmark, individual security performance, and other historical data. You can leverage extensive real-time market, P&L and exposure position monitoring capabilities. With pre- and after-trade compliance checks, manage investor mandates and industry regulations. Connect with top-tier prime brokers, custodians and fund administrators to ensure data flow at both the start-of-day (and end-of-day) levels.

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.

Ecosystem Management-as-a-Service (EMaaS) products don't just facilitate seamless information flow and exchange. They are designed to simplify and streamline all stages of your employees', partners', customers’, and developers' lives. This cloud-based platform software platform offers the Ecosystem in a Box functionality necessary for EMaaS. It also includes data collection, reporting, and analytical capabilities. dpEngine offers a wide range capabilities through four main software modules: publisher, developer, partner, and marketplace. These products are designed to help you grow your digital business ecosystem. The graphic below will help you determine which product modules will best suit your EMaaS needs, today and in the future. This intuitive tool allows internal customers to publish technical documentation automatically using continuous integration capabilities in an easy to use way.

Scrivito CMS: Web Application Builder ​Scrivito, part of the Create Suite of the JustRelate CX Cloud, is a revolutionary cloud-based CMS and web interface builder designed for modern digital experiences. Its serverless architecture ensures scalability, security, and maintenance-free operation, making it the perfect solution for businesses aiming for high performance and reliability. Scrivito’s intuitive drag-and-drop interface enables effortless content creation and management. With in-place editing and real-time previews, users can easily optimize web pages. The React-based framework allows for extensive customization and dynamic, interactive websites. Collaboration is streamlined through features like content versioning, approval workflows, and user role management. Built-in SEO tools and marketing integrations boost your site’s visibility and performance, while enterprise-grade security measures ensure data protection and compliance with global regulations. Scrivito is more than a CMS; it’s a comprehensive platform for exceptional web development and content management. Its innovative features, user-friendly interface, and robust customization options make it ideal for creating outstanding digital experiences.

You need a powerful, dynamic, and comprehensive system to identify and analyze market risks for your hedge fund or service provider. RiskAPI is the answer. In record time and with minimal cost, you can set up a portfolio risk management system for your hedge fund. Client-wide exposure. Clients will receive robust reporting, analytics, and portfolio risk management tools. As a value-added service, provide fund clients multi-asset, multicurrency portfolio reporting. A winning combination is integrating sophisticated portfolio risk analytics into pre-trade functionality. PortfolioScience is a specialist in risk management technology for financial institutions and investment services, financial advisers, hedge funds, commodity producers, and financial advisors. PortfolioScience's cloud-based RiskAPI®, service allows fund managers, advisors and traders, as well as both buy-side or sell-side market participants, access to powerful risk analysis capabilities on-demand. RiskAPI contains all the data required, etc.

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.

Webvision Cloud is an award-winning, GDPR-compliant Digital eXperience Platform. It includes a mobile-friendly website, a CMS that can be used by large enterprises, and a database for audience engagement. All of this in the cloud.

Sitefinity puts marketers in control. Sitefinity is extensible, highly-performing, and easy to use. Customers today expect personalized, high-touch experiences that are personal and rich in content. They can access this content instantly via any of the digital channels they choose. You must also be able to manage technological complexity and work with limited resources. Progress® Sitefinity™ makes it simple for developers and marketers to deliver engaging, multichannel user experiences. Progress Sitefinity Cloud managed services offer state-of-the art CI/CD process tools, 99.9% availability and 24x7 support. You will be an IT hero if you get all the benefits without doing any work. Marketers can deliver personalized, valuable content quickly and easily with a new content editor and page management interface, dynamic rule-based forms and improved synchronization via SiteSync.

Arc XP allows you to create and distribute content, drive sales and deliver powerful customer experiences all from one cloud-based platform. You can quickly create and optimize rich customer experiences by integrating commerce, content, and user experiences on one platform. Arc XP is built with technology from industry-leading suppliers and provides an intelligent interface as well as a robust technologically advanced backbone that can meet your specific digital experience requirements. Arc XP allows you to create and distribute content, drive sales, and deliver powerful customer experiences all from one cloud-based platform. You can quickly create and optimize rich customer experiences by integrating commerce, content, and user experiences on one platform. Your teams can create engaging content using an easy-to use set of tools and workflows, from asset management to streaming events and everything in between.

Ingeniux is the leading provider of web content management and digital experience software. We enable organizations to orchestrate the entire customer experience from acquisition through to sales to support and service, across any device, application, or website. We specialize in intelligent "structured" content, with software designed to enable content reuse, true mobile and multi-channel content delivery, and insightful content discovery. Our CaaS capabilities delivery content into web and mobile apps, and other channels. Our content management software is built with an unparalleled focus on the content itself. Ingeniux CMS is designed to manage and deliver modern websites, customer support portals, online communities, and other customer touchpoints. Ingeniux software is available as a fully managed software service or an on-premise application. Ingeniux delivers unparalleled service and support to customers worldwide.

Jahia is an Agile Digital Experience Platform that delivers smart content powered with customer data. Jahia is a cloud-based platform that helps organizations use their customer data and content to engage with customers. Jahia can be integrated into existing technology stacks, and can be customized to meet the specific business needs and challenges of each organization. The Jahia Platform is an enterprise-grade platform that includes a CMS and CDP. It allows you to plug in to best-of-breed products while also bringing together different user communities (developers/marketers, end users). It provides enterprise-level security and scalability, Out of the Box capabilities, modern APIs, and the flexibility to connect to your best of breed products.

An open-source, Git-based, headless+ CMS for the enterprise.

Xeditor is an online professional XML editor that allows you to create XML documents using state-of-the art web standards. Xeditor allows authors to collaborate on structured content from anywhere at any time. This helps companies create efficient workflows. Xeditor's web-based architecture eliminates the need for costly local installations. Xeditor, an online professional XML authoring tool, provides users with the tools they need for creating and editing structured documents in XML format. XML allows content to be created media-independently, semantically marked up and automatically processed. XML is the data format for the future. Xeditor provides both a visual and technical writing experience. The intuitive user interface of Xeditor's visual XML editor includes WYSIWYG functionality. This is a great tool for authors of subject-specific content.

Acoustic Content is a hybrid cloud-based content management system (CMS), and content marketing platform that leverages AI to help front-end developers and marketers create engaging digital experiences across all channels. The site-building and digital asset management (DAM), built-in features provide users with the right solution for any need. You can also use it to transform your business.

Hedge Fund Software calculates distributions to investors, tax returns schedule k-1s distribution checks, broker commissions, and management reports. Allocation of Management Fees, Partnership Expenses to Investors. Color Investor Statements customized with the partnership logo, name and address. Allocation formulas customized based on high watermarks, guaranteed return, and other incentives. The Windows Version runs on an office network that has remote access via the internet. Fund Investment Tracker Software tracks hedge funds' investment portfolios in stocks and bonds, commodities, as well as other assets. Fund managers can quickly view the status of investments using the spreadsheet format. This includes symbol, description and quantity. Current price, market value, gain(loss) percentage, market cost, average cost and total cost.

With multi-class investments, liquidity charges, and reporting requirements, investor accounting for shareholders and partners is complex. It can be difficult and error-prone to track all of this using spreadsheets. HedgeTek®, is designed to meet the most complex investor accounting requirements. It tracks investors' investments, calculates fees across multiple structures, including Master Feeders for monetized, unized and private equity funds, as well as generates statements for fund and partner performance. HedgeTek's simple integration tool allows data to be downloaded and imported between systems. This eliminates manual input and improves operational efficiency in all aspects of back-office fund accounting. HedgeTek offers a dual-book and tax allocation system that investment firms can use to create their custom investor statements and tax reporting. HedgeTek was created and is constantly evolving.

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.

Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.

Eleven is used by alternative investment firms to improve marketing and investor relations, scale up growth, increase investor engagement, and run a more efficient operation. It doesn't have to be difficult to raise capital, market and maintain good relations with investors. You can get up and running quickly with your own online environment that is secure, complete, and manageable. This will help you and your investors to connect and help each other. You will have the tools, behavior insights, and data-driven workflows you need to reduce your sales cycles, convert leads, improve client relations, and scale your marketing efforts. It doesn't take more than a year to go from lead to client. You can drive engagement earlier and cut down on the due diligence process by giving prospects easy access to the information and updates they require on the secure, compliant infrastructure.

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

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.

In a matter of days, you can create a multi-asset platform. No need to have separate terminals that provide standalone analytics. MetaTrader 5 is the only platform that allows you to combine different markets into one platform. It also gathers general statistics and gives you full control over all funds. These capabilities can help you win the trust of existing and potential investors.

PFS-PAXUS, a fund accounting and fund administration software that specializes in alternative and traditional funds, is the preferred product for fund administrators around the world. PFS-PAXUS is a market leader and offers fund administrators a complete back office fund accounting, portfolio valuations, fund pricing solutions, shareholder recording, and administrative solutions in a single, fully integrated platform that meets the needs of the most sophisticated fund managers. PFS-PAXUS integrates all processes normally performed on multiple systems. This includes securities portfolio, allocation system and fee calculation. It also allows for investor communications and a web portal. PFS-PAXUS, the award-winning system for wholesale fund administration, allows for the administration of any type of traditional or alternative open- and closed-ended funds as well as private equity investment vehicles.

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.

Omnichannel content is in high demand. This requires efficiency and new ways of prioritizing priorities. Engatta is an agile CMS that can deliver content that transcends organizational silos. Omnichannel content is very different. Organizations require greater flexibility and granularity to make content contextual and adaptable. To create experiences across multiple channels, organizations need micro-content. For content professionals to be able to provide guidance and build relevant interactions, they need insight. Integrated insights and customer data make content smarter and more tailored to customers throughout their entire lifecycle. Adaptive means being adaptive. Therefore, you need to be adaptive and adopt agile principles. Content must be continuously impacted by insights and progress.

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.

Atlas DX, a cloud-based platform, powers Affinitiv's service, sales, and retention marketing solutions in the automotive industry. This integrated platform uses predictive intelligence to promote initial purchase, long-term loyalty, and repurchase. This platform accelerates performance for OEMs as well as dealers. Our clients can use Atlas DX to drive engagement with hyper-personalized messaging online and offline based on Affinitiv’s 360-degree view auto consumers and their cars. This integrated platform allows dealers to market to consumers through their preferred media channels and then schedule a service appointment from the marketing communication. Atlas DX optimizes marketing efforts for OEMs and dealers, improving the overall consumer experience. Based on psychographic, demographic, and behavioral data, deliver consistent, innovative messages to the right consumers.

Contentsquare's digital analytics cloud for customer behavior helps companies to understand and implement strategies that will help them achieve more success. Conventional web analytics do not give you the whole picture. Traditional tools can be difficult to use and even more difficult to interpret, providing data that only specialists can understand. We make it easy. It's easy to see how customers use your website or app with our intuitive visual reporting. Contentsquare automatically highlights your most pressing issues and opportunities. It's like having a team of analysts to analyze your data and give you a smarter list. Identify the most important UX issues that are costing your online customers and prioritize them. Watch the exact sessions that cause friction and errors. Identify and prioritize errors based on revenue impact.

Ansys Cloud Direct’s powerful, easy-to-access HPC cloud solution will change the way you think about simulation. Unlike other simulation cloud solutions, Ansys Cloud Direct is simple to set up and navigate, will not break your workflow and does not require cloud experts to operate. Ansys Cloud Direct is all about Workflow, Performance, Support.

This combination is a powerful combination for your content and digital assets management needs. Adobe Experience Manager combines the power of a content management platform with digital asset management to deliver personalized content-led experiences faster. Adobe Experience Manager Sites ensures that your content is consistent across all channels and personalized for each customer. Automated tools make it easy to manage and create your digital experience across all channels. Spend more time creating experiences and less time adapting and searching for content. Adobe Experience Manager Assets provides automation and smart tools that allow you to quickly source, adapt, deliver, and distribute your assets across all audiences and channels. Stop integrating point solutions. Adobe Experience Manager Forms provides an end-to-end solution that connects all your forms and communications processes. This allows you to give customers seamless experiences from acquisition to retention. Reduce the IT team's workload to get to market faster.

Build customer journeys using a powerful platform for digital experiences. Create secure websites, apps, and portals with connected data quickly. Discover the experience platform to drive customer relationships and revenue. Pre-built apps. Drag-and-drop tools. Low-code tools to help you expand. Prebuilt apps and low code web tools empower your team to quickly iterate, build secure and engaging digital experiences. Deliver personalized content using connected data and AI driven processes. Building stronger relationships by using a single source truth. Give your customers a clear direction and unite your team. Deliver seamless journeys in sales, service marketing, commerce and more. Help customers find answers on their own, at their own pace and terms. We can provide you with a knowledgebase, a self service portal, or even a forum.

Liferay Digital Experience Platform (DXP), is designed to integrate with your existing technologies and business processes to create a customized solution that meets your specific needs. Liferay DXP can help you create great experiences. You can create customized web experiences that empower and attract users. Your audience will find the information they need quickly and easily by creating engaging, personalized, and simple experiences. Easy self-service can help you reduce customer support costs. Streamlining processes and helping your customers get what they want faster will improve customer experiences and operational efficiency. A simplified digital commerce solution can increase online revenue. With a platform that makes it easy to do business with your customers, you can simplify ordering, increase average order size, encourage repeat purchases, and increase your online revenue.

Hygraph is the first native GraphQL Content Management System (CMS) that enables over 40,000 teams around the world to quickly build and deliver tomorrow’s omnichannel digital experiences at large scale. Hygraph is a tool for building a hosted GraphQL-based backend that allows for modern content distribution and management. GraphCMS can be used in a variety of solutions such as websites, localization, portals and applications. Companies like Telenor and BioCentury use it to provide state-of-the art solutions and reduce costs when bringing cross platform applications to market.

Transform static communications like statements and bills into interactive communications that customers will actually open. This will increase brand loyalty and wallet share. Personalizing content and making it easy to take action for customers creates more engagement opportunities for your brand. Innovative tools transform static documents into interactive communications that increase engagement and maximize channel capabilities. Responsive designs and adaptive content tools ensure a great viewing experience on all devices. Contextual communications are a way to anticipate customer needs and meet them. They take advantage of all channels and can be delivered to the channel they prefer. A user-friendly admin tool allows you to create and modify HTML emails and PDF experiences. A library of your content, logos and colors will help you maintain branding guidelines across all experiences.

Moving to a new architecture in one go is costly and can have a negative impact on your ability to serve your customers. Uniform integrates modern composable system with legacy monoliths to ensure smooth delivery. This allows you to update your architecture through evolution, and not revolution. Personalization promises much, but slow pages with poor Core Web Vitals are the result. Uniform delivers personalization at the edge of your choice in milliseconds. It is natively integrated into your modern web app, without any render-blocking scripts and no expensive origin calls. This means great content delivered quickly. Total flexibility means that your plans are not dependent on any other's. No more waiting for someone to tell you what you want in a roadmap. No more forced updates or months of endless integration work. Uniform allows you to adapt your stack whenever and wherever you need.

Siteglide is a Digital Experience Platform, (DXP), that assists Agencies in building and managing User-First Digital Experiences. This includes online courses, marketplaces, membership sites, and customer portals.

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.

Optimizely is the global leader in Progressive Delivery and Experimentation. It empowers leading companies to test and deliver new features and experiences to their customers. It takes data-driven decisions, continuous experimentation, and constant innovation to create digital experiences that transform companies. Optimizely One will help you unlock your digital potential. It is essential to create human-centered digital experiences. Find out how to eliminate guesswork and make every interaction actionable. Commerce in the digital age goes beyond products, catalogs, and transactions. Selling online is about telling stories, evoking emotions and building trust. You don't owe anyone their business. Instead, you must earn it with each interaction.

Automate mission-critical business processes The complete solution for fund managers and fund administrators looking to provide investor service. ManTra is the preferred choice for managers and administrators of onshore and offshore hedge funds, partnerships and private equity vehicles, real property and retail funds. NTAS: Fund administrators and managers can benefit from advanced investor services. You have access to enhanced operational efficiency, client service and transparency, as well as security and confidentiality. PENTAS: Automated end-to-end investor lifecycle automation, for both traditional and hybrid private equity funds. Automate and streamline all aspects the limited partner investment process to offer unparalleled processing efficiency, control, transparency, and investor service. KURE: A comprehensive regulatory solution that automates and streamlines your AML compliance.

Software that allows fund managers measure and help build authentically sustainable investment portfolios. Sustainable Development Goal and Climate Alignment for any company and portfolio. This software is used by CIOs and institutional investors to benchmark, peer comparisons, find new investment opportunities, and present the insights to clients. Global equity, micro-equity and research houses use this data to better align their portfolios and receive the most relevant ESG and SDG data. This data is intuitive, compliant with fiduciary duty, and can be used for portfolio construction, benchmarking, and reporting.

The best-in-class applications that provide a front-to-back investment experience that meets all your operational requirements across the enterprise. Eze Investment Suite is your one stop shop for a complete front-to-back investment experience in all asset classes. Eze Investment Suite's flexible and user-centered design allows your users to customize their views, workrooms and dashboards. It also standardizes easy-to-adopt workflows throughout your firm. Users can slice and dice data at any level, ensuring that they have the right information to make quick and accurate decisions. You can create your own investment ecosystem and achieve straight-through processing. Eze Investment Suite is open and vendor-neutral. It allows you to connect with any third-party platform, or internal system. Flexible APIs, paired with a large library of on-demand interfaces, allow you to integrate platforms or counterparties across your company.

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.

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.

You can automate your risk management, increase your portfolio protection, test trade ideas, and automate your daily tasks. All this is possible with one platform. Automate your business growth, organize client information, comply to regulators, and prepare recommendations in a fully-automated fashion. Automate workflows to grow your business, integrate liquid or illiquid investments, streamline family reporting, and more We are the leader in investment workflows. Our platform integrates with our powerful, forward-looking risk engine and allows money managers to create their own custom investment workflows. Our workflows save clients valuable time by automatically organizing, analyzing, and securely distributing portfolio reports and alerts. You can protect your investments with more precision: Our powerful calculation engine is capable of analysing portfolios that range from simple equities to complex multi-asset, short portfolios. Simulate thousands of forward-looking portfolio outcomes in just seconds

Integrating transfer agency solutions with automated dealing and share register features to global fund managers and administrators. Global fund managers and administrators can benefit from an integrated transfer agency solution. Our intuitive, responsive, and fully integrated portfolio management platform allows for easy scaling of business with confidence. It facilitates the efficient processing of subscriptions redemptions and transfers as well as updating investor register. The client Investor Portal offers high levels of automation and integration with third-party products such as Calastone, EMX, and World-Check. All key output dealing, valuation, transaction statements and distribution advices are produced automatically. All portfolio information and documents can be synced immediately or as often as required.