Alternatives to LSEG Lipper

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.

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

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.

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.

Stock market data feeds that are most relevant, including company fundamentals, financial markets research, and content distribution. We offer cutting-edge financial market data, content services, and research tools to a broad range of clients all over the globe. nsight is an intuitive and easy-to-use comprehensive market research platform. It is India's most trusted financial database portal, used by top equity research houses, educational institutions and corporates as well as banks. Insight, Dion's financial database portal, provides in-depth information about company fundamentals, mutual fund, Primary and Secondary markets, classified news and query builder. It also includes briefs on current events such as IPO, derivatives and world Indices. Insight is trusted and used by top Indian business schools, investment research professionals, and other institutions.

Global infrastructure opportunities can be strategically analyzed and capitalized on. The most comprehensive database on industry players, performance statistics, and other vital insights enhanced by expert analysis. Our powerful, customizable analytics will help you extrapolate trends, predict future transactions, and take advantage of opportunities. Access vital data on funds, institutional and corporate investors, GPs and corporates during all stages of investment and fundraising. Track, benchmark and evaluate all players in the market - from investors and lenders, to advisors, and beyond. You can access real-time data and alerts on future transactions and live deals to help you guide your clients' investment strategies. With a wealth of benchmarking and transaction analytics data, as well as profiles of industry participants, you can provide compelling support for your ideas and advice. Human insight is combined with cutting-edge machine learning to anticipate the complexities of global capital markets.

Our cutting-edge competitive intelligence will help you increase your AUM. Flowspring can help you launch new products, improve your marketing strategy, optimize product pricing, and develop distribution strategies. Our actionable analytics can help you make the best decisions. You may think that you are only competing with funds in your category. This is a mistake. Flowspring identifies your competition as the funds from which you are losing or winning the most assets. This can also include funds outside of your category. The magnitude of your competition with other firms can be quite different, which makes it possible to focus your efforts on the fund-to-fund comparisons that your investors are making. These products and investor preferences are constantly changing. Flowspring's factor model for fund flows can help you understand the effects of fees, investment performance and category preferences.

Stock Rover is for all investors. Stock Rover is a must-have for all investors who use Yahoo Finance, MSN Money or the website of your brokerage company for investment research. Each feature we offer is built on demand from real investors like yourself. Stock Rover is an investment research and analysis tool that does more than what investors are used too from other equity research sites. Stock Rover is an advanced web platform that uses standard desktop software user interface conventions, such as right-click menus and resizable detachable and collapsable panel layouts. Stock Rover is powerful and functional while being easy to use and quick to learn. Stock Rover can also be used on smartphones, tablets, desktops, laptops and tablets. Our screening capabilities are unmatched at all price points. Stock Rover is a popular choice because of its powerful screeners, which can rank and find stocks.

Surface the Signal in Blockchain Data. Nansen analyzes the activity of 50M+ Ethereum wallets. You can then discern the signal from the noise within blockchain data. There are billions of on-chain data points, millions upon millions of wallet labels, and thousands upon thousands of entities. Dashboards allow you to see exactly what's going on, without any technical knowledge. Before making investment decisions, users consult Nansen. The 50M+ labeled wallets provide the context you need to understand how ETH, tokens, and stablecoins flow. Nansen gives you an overview of where funds are going. You can also track transactions down to the most detailed level if you need them. Nansen tracks token teams, exchanges, and funds so you can see exactly who is accumulating or selling off a particular token. You can access token metrics on usage, engagement, liquidity and other information to help you make informed decisions about investing in a new token.

ESG Book connects investors and companies, providing transparent, comparable ESG information for more than 25,000 corporations in real-time. Analyze sustainability KPIs for investment portfolios and lending, and create bespoke ESG lenses using raw data from public and private assets. Access ESG scores for a range of companies that are listed on all the major stock indices around the world. You can create custom monitoring dashboards based on your institutional and risk preferences. You can download raw data to integrate into your investment and risk analysis models. Access to a range of ESG metrics and data analysis allows users to analyse a variety of sustainability and climate performance indicators specific for each company. Download data from companies, or ESG Book's data universe. Upload additional data and frameworks.

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.

We have you covered, whether it's unusually high news coverage, a new SEC filing or approaching ex-dividend dates. You can keep up-to-date with all your stocks, cryptocurrencies and ETFs in one portfolio. You will be informed about the companies you care about through our daily newsletter and Thomson Reuters news coverage. You can quickly search for similar tables in previous SEC filings and download them as a bulk file. Merge figures from multiple tables automatically and select the data you are interested in. Highlight any financial document you are interested in and share your thoughts with colleagues. To find a term in any file or transcript, use the full-text search. For easy export and syncing to your model, annotate in-line points of interest.

Atom was founded by investment professionals to offer unparalleled access to institutional investing resources. Large institutional investment firms have always been ahead of individual investors. Atom provides individual investors and independent investment groups access to high-quality company data and investing resources. Finance has been slower to innovate than other sectors. Atom embraces modern technology standards, and reimagines legacy terminals' outdated user interface. Our platform provides institutional-grade content, while optimizing for usability to improve workflow efficiency. We understand that investment is not a one-size fits all process. Our platform tailors the research experience to meet your needs. Financial software should be tailored to investors and not vice versa.

TipRanks is a multi-award-winning stock research platform. It helps millions of retail investors make data-driven investment decisions by providing them with institutional-level data and tools, presented in a visual and easy-to-use way. TipRanks levels the playing field for retail investors by giving them the same research power as the biggest asset managers. The company’s algorithms analyze millions of pages of financial data. Its technology turns this data into unique datasets. Datasets include analyst rating consensus, news analysis, corporate insider, hedge fund, & financial blogger sentiment, a stock score called the Smart Score, and more. TipRanks tracks the buy and sell recommendations and transactions of over 100,000 financial experts and ranks them according to their performance track record. TipRanks has become the standard for Wall Street accountability. This transparency enables investors to see how experts rank, including how they perform per-stock. The TipRanks platform also provides tools to find new ideas, a portfolio tracking tool, news, and analysis. Over 50 leading global banks, institutions, and exchanges integrate TipRanks tools for their clients. TipRanks also provides data to hedge funds.

Data-driven insights into alternative investments, faster, with greater clarity, and at scale. Redefining alternative investing from acquisition to analytics. Accelex enables investors and service providers in alternative assets quickly and easily to acquire, extract and analyze investment data. Accelex automates the accessing of alternative investment portfolios, extracting data, organizing and analyzing it using artificial intelligence and machine-learning. This gives clients a complete picture of their investments, from the portfolio down to the assets. The Accelex platform enables portfolio insights, enabling better investment decisions to be made faster, more accurately and securely. Accelex's cutting edge technology allows investors and services to integrate data from private investment portfolios. Firms can automate accessing, extracting and organizing unstructured transaction and performance data.

OUTPRFRM was created to allow anyone to make money selling and buying stocks. If you have ever felt anxiety or stress about investing, you aren't alone. OUTPRFRM was created to make investing easier and simplify your decisions. It evaluates the past accuracy of financial professionals who are giving you investment advice. We are independent referees for investing advice. We can help you find the best sources and cut through the noise. We collect predictions from financial analysts about the stock price's movement. We compare the predictions with the actual stock price movement. We assign analysts a score based upon the accuracy of their predictions. Accuracy is something that we all can understand. It allows you to quickly recognize advice you should listen and ignore.

Venture Capital and Private Equity investors can harness the power of alternative data to source, track, and do due diligence. Alternative data can provide rich signals about the universe of private businesses, solving the problem with limited financial or traditional data. To unlock investment insights, it is best to create a holistic view by consolidating different datasets to analyze companies' performance. Credit card data, bank transaction data, and retention cohorts. User reviews, Net Promoter Scores, product ratings. Mobile and web activity across devices and domains. With detailed query-based searches, you can find companies that are relevant to your needs. Multi-metric analysis provides performance indicators on companies. Use our AI-suggested peer comparators, or create your own peer groups for the companies that you are interested in tracking.

Fintool searches millions of SEC filings and transcripts from earnings calls, conference transcripts, and SEC filings to find precise answers. It quotes sources and suggests questions to ask. Fintool organizes unstructured data, financial metrics, KPIs and filings into tables that are easy to use. FinanceBench is an industry standard for LLM performance in financial questions. Fintool outperformed two of the most advanced applications and models by 58%. Fintool reads thousands of documents in the background and provides you with real-time notifications on the information that you care about. Upload your own data securely with enterprise-grade protection. Fintool connects seamlessly to cloud providers and integrates your information for comprehensive analyses and insights. Fintool has built an extensive infrastructure to extract relevant information from a wide range of companies and decades worth of filings.

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.

LunarCRUSH provides community insights for crypto investors, funds, exchanges, and traders. You can get real-time insight through research applications and API's that will help you make informed crypto investment decisions. Crypto is driven by the community. We want to make cryptocurrency investing transparent by providing transparency around community activity. We help investors make better decisions. LunarCRUSH is a collection of tools that improve cryptocurrency research for investors, exchanges, and funds. It was created purely to provide community insights. LunarCRUSH.com, a free tool for crypto community, is designed to give unique insights and provide an adaptive, engaging user experience that they can't find anywhere else. It simplifies crypto investing by reducing research time and simplifying social intelligence.

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.

We use technology to assist investors in visualizing financial data. This allows our users to better analyze markets, monitor and manage portfolios, identify promising stocks and funds to purchase, and make smart, timely investment decisions. StockCharts, a leader in financial technology, has been providing innovative, award-winning analysis and charting tools to a global audience for nearly two decades. We serve a growing, ever-changing number of active traders and investors with over 1.9million monthly users. Our charting tools are just one piece of the puzzle. We believe that tools and features are only as good as the knowledge and perspective required to fully explore their potential.

Investing.com provides financial markets data in real time. It offers quotes, charts and financial tools as well as breaking news and analysis from over 250 exchanges worldwide. Investing.com ranks among the top three global financial websites, according to Alexa and SimilarWeb. Investing.com provides unlimited access to the most cutting-edge financial market tools, including real-time quotes & alarms, customized portfolios and personal alerts. It also offers calendars, calculators, calendars, financial insights, and free access to financial markets tools like financial alerts, alerts, custom portfolios, alerts, alerts, personal alerts, calendars and calculators. Investing.com aims to be a one-stop-shop for investors and traders with apps on iOS and Android. It has been rated the best financial markets app on Google Play five years running. Investing.com has established itself as a trusted publisher, giving hundreds of loyal advertisers the chance for local and global exposure.

Our content and software solutions are the backbone of global capital markets. Dealogic's solutions are the best way to help banks run their businesses using industry-standard data or improve the way that banks and investment firms communicate on deals, events and compliance. Dealogic's platform is used by firms in all areas of business, including banking, capital markets and sales and trading. Dealogic has more than 30 years' experience and a deep knowledge of financial markets. It is a trusted business partner. We are looking for highly-skilled professionals who are creative, connected and have a strong network to help us achieve our goals by being strategic partners with our clients, and delivering the most innovative and cutting-edge software technology. Integrated classifications that are based on the proprietary view of your bank (with strict security protection).

Bloomberg is the global leader for business and financial news, data and insight. We connect decision makers around the globe to accurate information about the financial markets and help them make better, faster decisions by using technology. Many companies are looking for a purpose. Bloomberg was born with one: to make the world better. It's in our products that started a revolution in financial market which continues to resonate to this day. It's felt by all of our employees, whom we invest in at every stage of their career. It's also evident in our actions, which use the resources, skills, and profits of the company to transform lives all over the globe through the power of data. Profit and principles should not be seen as mutually exclusive, we believe. They complement each other. Doing the right thing for our customers, our employees, our communities, and the planet is the best thing we can do for our business.

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.

Dow Jones & Co. publishes MarketWatch every month. It tracks the pulse of markets and engages investors with over 20 million visitors per year. The site is a leader in business news, personal financial information, and investment tools and data. It has dedicated journalists who produce hundreds of headlines, stories and videos every day from bureaus across the U.S. and Europe. MarketWatch also offers investors subscription products, including a retirement weekly and ETF trader. MarketWatch is part Dow Jones Media Group, which also includes Financial News London, Mansion Global, and Barrons.com. Breaking news stories, videos and in-depth analyses. The latest market data, including stock prices and index movements, as well as other important information about securities. MarketWatch provides the latest stock market, finance and business news. You will find headlines and images, along with real-time market data for each ticker.

Blue boxes are used by Elliott Wave Forecast analysts and traders to indicate areas of concern where there is a possibility of a pattern turning around or trend continuity. The blue boxes are high-frequency inflection zones with precise entries on the trend’s right side. They help achieve precise cryptocurrency signals. These high-probability areas were curated by our traders using various technical instruments, such as market patterns and sequences, wave structures, Fibonacci extension levels and Fibonacci Retracement. These blue boxes are always highlighted in the charts we provide to our customers. They indicate a potential area of focus for high volume and liquidity that can be used for trade executions. The blue boxes often reflect market corrective sequences. It represents and characterizes, for example, the 3, 7, and 11 swing-to-end on our Blue Boxes.

Millions of individual investors worldwide can access free and premium investment advice from The Motley Fool on fool.com (the website you're currently on). Premium membership services provide stock recommendations, detailed analysis and model portfolios, live streaming video during markets hours, and other services. Every week, hundreds of new articles and market news are published. Members-only tools and programming to help you build your ideal portfolio, track your performance, and monitor companies of interest. A Motley Fool member who held 25 stocks for a minimum of 5 years would see a 97% chance that their portfolio would yield a positive return. Every day, we help millions of people worldwide achieve their financial goals. Every dollar should be considered an investment in the future that you want. We believe that investing in great companies for the long-term is the best way to build wealth.

GuruFocus offers the most comprehensive value investing website. It provides a wide range of data and tools that allow investors to pick stocks based on the performance of the underlying businesses. Investors can make better long-term decisions with the combination of historical, financial, and valuation data, powerful screens, charts, and comparison tools. GuruFocus provides detailed analysis and data on the trading histories and portfolios of institutional investors as well as company executives. It also provides macro-economic data, total market values, industry/sector data, and other data to aid investors in understanding market cycles and overall valuations. GuruFocus provides investors with a range of financial news, investment analysis and opinions from market experts to help them on their investing journey. GuruFocus.com focuses on value investing.

A stock research platform that is independent and impartial, created by developers and traders for investors who care about researching the stocks they are investing their money in. Investors can use this platform to get started in stock research. It offers stock reports, screeners, and other functionality to help track and find opportunities for portfolio. Upgrade to provide fair values, stock ratings. This site also provides information about company ratings and valuations to help you make better investments. Gamification of weekly stock picks is a part of the forever-free plan. This allows you to create lineups and see how well you can out-pick your friends. Premium gives you more information about companies and stocks, including their valuations and prices. You can get ratings, fair values, and tools to help search for and be notified about opportunities. Start by creating a private league, inviting others to join you via email.

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

Regional Workstation allows banks, investors, governments, and other business professionals the ability to make custom and ready-made comparisons of regional market performance. The Regional Workstation is used by clients to analyze strengths, weaknesses, employment trends and upside/downside risk, recent performance, key indicators and forecasts, as well as analyze weaknesses and current performance. Regular analysis of the economic performance and outlook of each area in detail provides coverage for all states and metropolitan areas. Real-time updates on economic, demographic, financial and financial performance using the most current and comprehensive historical data as well as forecasts. Analyze the region's economic performance and growth potential to identify investment opportunities and risk. To develop effective marketing strategies for key demographics, analyze trends in housing, employment and demographics.

TheStreet, Inc., is a digital media company that specializes in financial media. We provide our readers and advertisers with a variety of subscription-based and advertising-supported content and tools through a range of online platforms, including web sites, mobile devices, email services, widgets, blogs, podcasts and online video channels. Our mission is to be the premier independent source of reliable, actionable and actionable investment ideas, news, analysis, financial data, and analytical tools for a growing number of self-directed investors. We also help advertisers who wish to connect with our wealthy, passionate audience. TheStreet's award-winning, free Web site, thestreet.com has stood out from other financial Web sites by its journalistic excellence, impartial coverage of the financial markets, industry trends, investment, and financial planning.

Our strong commitment to independent research is at the heart of everything we do. We share our profitable discoveries with investors. Our Zacks Rank stock rating system was born out of this dedication to investors. It has doubled the S&P 500's average gain of +25.60% every year for more than a quarter-century. These returns span the period January 1, 1988 to June 28, 2021. We are not influenced by Wall Street, or any agenda to determine ratings. This stock-selection tool can be used to help you trade with confidence and reach your financial goals. We are a team of experts who care about your investment success. Everyone is determined to share the same reliable investment research that they would like for themselves. You can become a member to access our powerful tools and share our market insights.

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.

Quist is a research assistant powered by AI that allows researchers and analysts to focus on discovery, innovation, or strategic thinking. Quist will help you to overcome time constraints and high operational costs. Quist integrates seamlessly into your business processes, delivering personalized reports that are tailored to your specific business needs. It's just like having a junior researcher on your team but faster and cheaper. Receive regular reports so you're always up-to-date on the latest developments. Each thesis is independently checked after it has been generated. In the base search, you can access the 10 most relevant sources and create comprehensive reports. Multilingual knowledge capabilities will help you to break down language barriers and provide a truly global experience. Quist is the perfect business intelligence tool, where friendly meets efficient.

Jika.io allows retail investors to exchange insights and have portfolio-based discussions. The platform allows users to conduct due diligence in groups, track portfolio performance, transactions, and participate in stock discussions. The portfolio data is directly linked to the brokerage accounts. This adds a layer of liability to posts by members and allows for real-time tracking between stock trades. Jika offers a interactive academy to help new investors learn more about investing. It features bite-sized videos and practical exercises, all in a gamified environment.

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.

Our stock research, fundamental analysis tools and crowdsourced discussion help investors make the best investment decisions. We also provide actionable market data and reliable news. Our research is created by investors for investors. It is then carefully reviewed by in-house editors and then read by millions of people. Our stock coverage is deeper and wider than any other. Diverse opinions are provided on each stock to help investors weigh the bear and bull cases and make informed decisions. Investors can use our news to understand why the stock market and stocks in their portfolio is moving or are about move. Investors can use our financial news to gain insight on stocks' future earnings and price trends, as well as to discover new and exciting opportunities. Every investor has access to professional-quality tools through our data. Each stock's characteristics are summarized by our factor grades and quant ratings.

You can conduct stock research quickly and easily on over 18,000+ stocks using in-depth fundamental charts that are both practical and easy to comprehend. FAST Graphs™, a stock research tool, allows subscribers to do fundamental stock research faster and deeper than ever before. Our graphs provide all the information you need to make informed investment decisions. In just minutes, subscribers can analyze the relationship between operating results and stock price performance for thousands of companies. FAST Graphs™, a stock research tool, allows subscribers to do fundamental stock research faster and deeper. FUN Graphs were created to give Premium Subscribers the ability to quickly and efficiently dive into the historical fundamental results of each company.

LUSID is a portfolio management system that goes beyond the standard systems. It gives confidence in positions, P&L, exposure and cash. It also provides tools to improve efficiency in investment operations. You can access core investment data from a single location, easily access positions, cash and reconcile positions, and produce shadow NAVs. You can access all the tools and processes to carry out day-to-day operations within the middle and the back office, including position lifecycle management tools and reconciliations. We offer tax-lot accounting, which includes a suite P&L reports and cash reports as well as shadow NAV. Our PMS is built on LUSID. This means that it is an append only, immutable database, which captures data with two time stamps. Even when deleted, data is never lost. Use powerful tools such as our data virtualization engines to analyze your data and create your own customizable analytics and reports.

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.

MarketSmith will allow you to quickly find the best performing stocks, conduct technical and fundamental research, and determine the optimal time to buy or sell. From the comfort of your office, you'll have all the resources of a stock-market professional. MarketSmith's most important feature is the stock chart. MarketSmith charts offer more than just volume and price data, which you can find on other charting tools. A MarketSmith chart will show you an entire investment strategy. You'll see past stock performance and growth patterns, as well as any current patterns. There will also be suggested buy, sell, and profit-taking points. You'll always have the most up-to-date fundamental information for each stock's chart, so MarketSmith is never out of date.

Cascade Suite is the right choice for fund administrators looking for greater control and precision across funds using scalable private equity software. Asset managers are also looking for a cost-effective reporting solution to deal-by-deal waterfall calculations. Investors and regulators will enjoy greater transparency and control. Automated complex allocations, calculations and calculations. Reduced operating expenses. These are just some of the many benefits that Cascade Suite offers. This powerful, flexible proprietary private equity software offers a scalable and efficient solution to your alternative investment infrastructure. Supports private equity, venture capital, mutual funds, hedge funds, mutual fund, and managed accounts.

Fundy is the place to go if you need to efficiently manage property fund investors and transactions in a safe environment. Fundy allows you to track, calculate, and report on the day-to-day operations of property funds, including capital calls from investors, distributions payments, net asset values, and portfolio investment. Fundy calculates capital calls and distributions for open-end and closed-end funds. This eliminates the need to use Excel formulas. Fundy makes it easy to track the performance of fund's indirect property or real estate fund investments. It is easy to monitor market values and other KPIs, as well as maintain business plans over time. Exquance and Fundy take security very seriously. Fundy features deep audit trail logging, distribution confirmation procedure, various user rights and permissions, SSO login, and GDPR features.

The Fundamental Portfolio Manager (FPM), an innovative, end-to-end Investment Management Solution, utilises modern technology. It supports the Front, Middle, and Back Office needs of wealth managers, unit trusts, fund managers, mutual funds, hedges, multi-managers, pension funds, and unit trusts. Many of the top Investment companies in Southern Africa have made us their clients, with assets under management of over R1 trillion. FPM is the most technologically sophisticated end-to-end investment management platform on the market. Our ability to continuously improve FPM and adapt it to the latest international technology has made us a success in a dynamic market.

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.

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.

FundsTOTAL, a cutting-edge SaaS suite, provides real-time trade capture and portfolio management, risk analysis, risk attribution, performance attribution, investor communication solutions, and other services to hedge fund managers. FundsTOTAL takes the hassle out of maintaining and developing a sophisticated technology infrastructure internally. This allows our clients to concentrate on what they do best: managing investors' money. Fund managers can provide institutional investors with the required levels of portfolio transparency through a highly secure portfolio analysis portal. This provides crypto traders and hedge funds with a consolidated portfolio view that includes cryptocurrencies traded on multiple cryptocurrency exchanges. FundsTOTAL allows you to stay on top of rapidly changing markets through real-time monitoring and analysis of portfolios. You can easily visualize and compare any portfolio attribute using dynamically generated real-time charts.