Alternatives to LSO-MAX

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.

PSS releases the state-of-the-art portfolio selection software package PSS 2.0: Digital Portfolio Theory. PSS allows investors to achieve optimal diversification and market timing by applying digital signal processing. This is in addition to the classic Modern Portfolio Theory portfolio selection problem. The revolutionary application of digital signal processing mathematics to financial network theory has led to a new approach to portfolio selection and risk management. The investment model can now include memory by adding a time dimension to the risk. The PSS software package allows users to create optimal portfolios of investments that are diversified based on calendar, non-calendar, systematic, and unsystematic risk. PSS is not only the most advanced large-scale portfolio optimization program, but it also performs fundamental analyses. The software doesn't do any type of forecasting or technical analysis.

Allvue Systems, a leader in investment management solutions, is available to fund managers, investors, and administrators within the alternative investments industry. We offer flexible, innovative investment software that removes barriers between people, information, systems, and people. This optimizes decision making and streamlines processes to meet investor requirements across private equity, private debt, and other alternative asset types.

Set up asset allocation rules to ensure that your portfolio runs as planned. Adjust investment portfolios to reflect the total risk and individual asset risk levels. Optimize portfolio asset allocations based on risk and risk-adjusted returns metrics. Reduce your infrastructure costs to zero. Portfolio managers can quickly initiate and scale up immediately. All this while keeping overhead costs low. Maintenance and updates are automated. You can manage your portfolio management with less headaches and more power. Without warning, risks can occur. To keep your portfolios under control, you need to use a systematic risk management strategy. The risk engine provides automatic updates on the dollar amount at risk. Portfolio managers can monitor portfolio volatility, asset price risks and other factors on the dashboard instead of trying to approximate risks. Our capital management software is designed with your clients in view.

Efficient Solutions is committed to providing innovative portfolio optimization, asset allocation and retirement software at a reasonable price. Our products are suitable for both personal investors and investment professionals. VisualMvo icon VisualMvo allows you to create the Efficient Frontier, a set of portfolios that have a higher expected return and lower risk than others. VisualMvo implements the Markowitz critical-line algorithm. All products are free to try for a 30-day period. They are designed for PC platforms that run Windows 95 through Windows 10. We currently offer two mean-variance optimizers: VisualMvo (single period) and MvoPlus with rebalancing.

Risk Shell is one of the most sophisticated and comprehensive risk management and portfolio construction platform currently available on the market. It is an all-in-one analytical platform offering advanced risk management, portfolio construction & optimization, accounting and CRM for hedge fund of funds and multi-asset investment portfolios. With more than 500,000 financial instruments covering alternative investments, CTAs, mutual funds, ETFs and global equities Risk Shell is capable of constructing many multi-asset portfolios.

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

All major branches of risk management rely on the same core analytics techniques. Kamakura was the first company to offer an integrated enterprise risk management solution in 1993. Kamakura Risk Management (KRM), integrates credit portfolio management with market risk management, asset management, liability management, Basel II, other capital allocation technologies, transfer pricing and performance measurement. KRM can be applied directly to operational risk, total risks, accounting and regulatory requirements by using the same analytical engine GUI and reporting. Kamakura's vision for risk management: a fully integrated solution to manage risk based on common assumptions.

We can collect, code, align, and analyze billions upon billions of data points. We generate the derived data necessary to calculate Climate-related financial risk and make all our data available to subscribers via secure API. Multi-factor scenarios are generated algorithmically that allow us to stress-test assets' climate-related exposure to Political, Economic, Carbon and Physical Risks. We calculate Exposure ScoresTM and Climate Risk RatingsTM for each asset, portfolio, company, sector, country, and region. We assist regulators, governments, financial institutions and asset managers worldwide in identifying, evaluating and stress-testing the potential financial effects of climate change on industries and portfolios.

The payments industry is complex. There are many compliance rules, data security and regional differences. Sometimes, this complexity can cause communication problems between merchants and FIs. But we are here to help. Our cloud-based platform is modular and flexible and infinitely scalable to grow with FIs, resellers and clients without requiring large new investments. Fi911 is the most cost-effective merchant life cycle management tool in payments industry, regardless of whether you are a large enterprise or a small or medium-sized company. Cloud collaboration allows clients to have different levels of access and control over the same data. Fi911's technical and business teams have unparalleled industry knowledge and expertise. We can create custom-coded white label solutions that meet your needs and fit your budget.

We provide market-leading solutions that optimize investment, unlock value, and drive growth. Financial institutions can consolidate and streamline their operations with our end-to-end trading and treasury solutions. We provide services to global, regional, and central banks, broker-dealers and insurers, asset managers and pension funds, as well as corporates. We are driven by exceptional people who drive innovation at scale. Solutions for regulatory reporting and risk management. You can meet your immediate regulatory reporting needs while creating long-term value. Front-to-back solutions in capital markets and treasury. Single source of truth enables faster decision-making and more efficient operational processes. It's a difficult task to manage large volumes of trades throughout the transaction lifecycle.

PD-Trak is a portfolio, idea, and project management system that is optimized for managing product development projects through a phase-gate or stage-gate process. It is cost-effective and easily scalable for both small start-ups as well as large multinational corporations. PD-Trak combines web accessibility with the power and familiarity MS Project, Excel, PowerPoint, and PowerPoint. MS Office tools are optional. PD-Trak Solutions provides consulting and training services in the areas of PPM and stage/phase-gate.

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.

BlackSwan is a FINARTIS asset allocation and risk management platform. The solution provides a range of risk-related analyses including volatility analysis and allocation analysis. It also includes Monte Carlo models and Monte Carlo models. This platform helps users avoid extreme events by providing accurate distributions and cutting edge quantitative risk metrics. BlackSwan's non-gaussian distributions help to optimize asset mix in uncertain investment environments.

Sapiat helps you to anticipate the risks and opportunities presented by the market environment for your investment portfolio over the long-term to short-term horizon. Sapiat's technology transforms expert intelligence into realistic simulations for market scenarios. The market view's richness and variety is presented in a consistent framework that addresses market dynamics across all asset classes and time periods. Sapiat scenarios can be combined to create a comprehensive view on possible market outcomes. Compare, curate and compare your trusted scenario feeds. Explain scenario impact on your portfolio performance. Adjust your strategy for all scenarios.

The Caissa Platform, the industry-leading investment platform, was created exclusively for institutional investors, including foundations, OCIOs and pension funds. Our web-based platform is used by clients with assets exceeding $1.7 trillion to perform exposure, risk and liquidity, attribution, as well as private equity modeling analysis across multiple asset classes. Our in-house data team combines any form of transparency data into Caissa Platform. This includes investor letters, separately managed accounts and private equity data. All data is cleansed, synchronized, migrated, then integrated into the platform. You can seamlessly perform exposure analysis, risk, liquidity, and quantitative analysis on either your portfolio or your underlying managers with harmonized exposures.

Our API provides elegant user experiences. Leading investment advisors rely on AdvisoryWorld web-applications for their wealth management workflows. You can search for and analyze investments using dozens of criteria, such as asset class, manager tenure, performance statistics, and style detail. Compare and contrast investments based on diversification and performance-based statistics such as Asset Allocation, Hypothetical History Performance, MPT Statistics (e.g. Standard Deviation, Sharpe and Beta, Alpha), Duration, Expense Ratio and Hypothetical Historical Performance, MPT Statistics (e.g. Easy to create customizable Asset Fact Sheets and compare them side-by-side. With the help of financial modeling tools that are institutional-grade, you can build and analyze portfolios. The interface is lightweight. Examine the impact of fees & sales charges, dividend reinvestment, and capital gain reinvestment on portfolio growth.

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.

Riskdata solution simplifies the lives of asset managers by computing all risk indicators for all asset types using state-of-the art mathematical models. Implementation is quick and easy because our teams handle all data requirements. We provide portfolio managers, quantitative analysts, and risk managers with the tools they need to be more efficient and perform proactive risk management. Our real-time computing technology allows for efficient post and pre trade management. This allows us to identify where the risk is coming from and how we can reduce it. Riskdata is an international company that works with buy-side financial institutions. These include large Asset Managers and start-up Hedge Funds. Riskdata is proud that it works with FORRS, a specialized consulting firm for solution integration, to efficiently carry out integration projects.

QuantRisk is a leader in AI and optimization for all power markets segments. Our technology delivers significant benefits to our clients. It combines accurate load and price forecasts with optimal decisions in trading, bidding on sourcing, generation, and trading. Our modern trading technologies provide sustainable P&L enhancements for our clients as they transition to renewable energy. They optimize the timing and quantity of power storage allocations, DER, EER, and renewable & thermogen assets. This is done down to a 5 minute resolution. Our commitment to our clients goes beyond selling software. We want to be your technology partner. Our AI & Analytics teams will work closely with you to ensure that the best models are implemented and maintained for your business.

eFront's solution suite of software solutions offers an all-in-one platform for alternative investors who want to manage every aspect of their investments, from due diligence and fundraising to reporting across any alternative asset classes. Clients can rely upon eFront for their alternative investments. They have access to dedicated support teams and innovative R&D departments.

Discovering insights and mitigating risks for structured products and loans. Access data and predictive models to run forecasts in a variety of scenarios. Analyze Agency MBS, mortgage assets and loans. RiskSpan's industry-leading experts will help you design and implement custom solutions, automate your workflows and bring your analytics to life. Use the cloud, machine learning and artificial intelligence to scale faster and optimize model builds and manage information more efficiently.

CRM_A is the industry's best integrator of credit risk expertise and quantitative analysis. With over 30 years of experience, CRM_A has served lenders across the United States with thorough loan reviews and due diligence. CRM_A offers a wide range underwriting, risk grading and analytical products and services. Our ability to see the entire spectrum of risk is unparalleled. This includes individual loans, aggregate portfolios, and the whole enterprise environment. This distinguishes us in our ability to help clients identify credit-risk objectives, optimize management, and increase their profitability. A competitive advantage is enhanced asset performance. These values will determine your success in day-to-day operations as well as strategic pursuits. Manage workflows and key data points to improve underwriting consistency and efficiency.

Windham Portfolio Advisor (WPA) is a portfolio optimization and risk management tool that integrates independent, acclaimed research into a variety of applications. Windham Portfolio Advisor makes complex analysis simple and quick. Windham Portfolio Advisor allows users to create portfolios that meet their clients' needs and meet their investment goals. Windham Portfolio Advisor offers users risk management tools that can be used to help them manage complex portfolios.

Numerix capital market technology solutions will help you to discover your competitive advantage. You can create trading opportunities, manage risk effectively, and achieve the scale, resilience, and speed you need to redefine success. Numerix Oneview, a comprehensive, real time capital markets risk management system, empowers traders and sales personnel with a multi-dimensional, holistic view of their structured products and derivatives businesses. Oneview is powered by the most advanced cross-asset pricing technology and risk analytics, and optimized for performance. Its wide range modules allow for powerful decision insights and uncompromising accuracy. Oneview gives you a comprehensive view of your entire derivatives business and helps you make the right decisions when it matters most.

We have spent all of our knowledge and heart to create the most user-friendly and accurate position keeping system for Bloomberg users. Gearsoft is a certified Bloomberg®, FXGO developer, and @Value is the perfect fit for asset managers who need a real-time grasp of their intraday, and not just portfolio behavior.

Investortools offers insight into how to identify and quantify the reasons for a portfolio's total returns. Learn the math behind these calculations, and how Custom Index Manager can help you explain portfolio performance. Factor-based attribution uses independent systematic factors such as income effects, yield curve effects and spread effects to explain returns. Allocation attribution attributes excess returns (portfolio total and index return) to hierarchical allocation decisions as well as differences in return within each grouping. Simulated performance provides a detailed (Bottom Up) breakdown of total return

SpeciCred, a central platform that manages your credit using a risk-based approach, is called. It provides powerful collateral allocation modules that allow you to monitor your credit, including concentration capping and netting/offsetting rules. SpeciCred gives you a complete overview of your portfolio and includes a credit application module that simulates clients' situations. SpeciTec SA specializes in software development for the banking and industry sectors. SpeciTec, a Swiss company, was founded in 2004 and is located in Geneva. Credit monitoring tool, collateral analysis and pledge allocation, stress test, simulation, breach, management control.

Optional data download and analysis function will automatically retrieve historical stock, fund and index prices from Yahoo Finance (most exchanges support it), or from an external spreadsheet for a complete portfolio. It will also calculate key risk measures like volatility (decomposed into active, residual and market risk), Beta and R-Squared for individual securities and the specified index as well as the entire portfolio. To give a visual representation of the stability of individual assets, you can view graphs showing historical trends for betas, prices and correlations between assets.

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.

ProfitStars Asset Liability ManagementSM is the industry's best financial management tool. It integrates your institution's initiatives and your ALM program to provide a strategic approach for managing risk. It's also part of the hosted Financial Performance Suite. You can easily track "what-if" scenarios using strategic monitors. They automatically create audit trails, analyze the market in response to interest rates regulatory requirements, determine exact values for FAS107 reporting, create detailed, summative, and variance finance reports, and so on.

One Solution to All Your Asset Management Technology Needs. We are a financial technology and service provider that provides integrated, multi-asset classes workflow solutions to Asset Managers. Our Mission is to simplify the investment process. Our solution seamlessly integrates front, back, and middle-office solutions tailored for a wide range of financial firms, including Hedge Funds and Asset Managers, Family Offices and Prime Brokers. Nirvana allows clients to consolidate disparate data across multiple counterparties and multiple accounts, as well as multiple asset classes, all from one easy-to-use platform. Our solution also includes a back-office and middle-office service that we provide to our clients to help them manage these tasks. Asset Managers and Asset Owners are able to manage complex portfolios with one view thanks to customized dashboards and integrated compliance. This allows for confident decision making.

ATOM Syndications automates the administration of large commercial loan and lease portfolios that are syndicated to institutional investors. ATOM Syndications seamlessly integrates with existing servicing systems. It provides integrated cash management and accounting for the entire life cycle of syndicated deals. ATOM Syndications has built-in functionality to allow "Due To/Due from" (DTDF), controllership. This includes real-time DTDF imbalance analysis and support for user-definable plans for resolving any balance discrepancies. ATOM Syndications offers complete automated life cycle accounting, including servicing fee liability, fair valuation, and FIN 45 accounting support to true/synthetic operational/financial leases.

Our Advisory Services team is made up of former bank C-suite, credit risk executives, accountants and bank examiners. Because we have been there, we know how to solve problems at your institution. Our team can help you with any area of concern, including portfolio risk and CECL, BSA/AML fraud, Asset/Liability management, and deposit pricing. Let's get your institution on the right track to greater profitability.

Risk Master assists mutual funds and ETF providers to manage credit and market exposure across all asset classes and investment strategies. Users can run historical scenario analysis, calculate VaR, and apply portfolio stress factors to provide comprehensive risk reporting. Our cloud-based risk management software integrates with our portfolio management (PMS), order management (OMS), and portfolio management (PMS), all in one application. Your approach to risk exposure can be consolidated. Our specialists and representatives are available to provide the solutions you require to grow your business. Our data-driven solutions and expertise will help you stay focused on your core business and meet regulatory requirements. Broadridge's platform is used by asset managers. Broadridge, a global Fintech leader $5 billion in revenue, provides the critical infrastructure for investing, corporate governance, and communications to enable better financial life.

A collaborative platform that simplifies and digitizes the management of suppliers and purchasing. You can manage your supplier and quality management processes on one platform with the supplier and quality modules. The negotiation and contract management modules can help you optimize your negotiations and cut down on hiring times. It digitizes the formalization of orders with the various order management and billing modules.

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

Moody's Analytics CreditLens platform enables financial institutions to make better commercial lending decisions with greater speed and efficiency. Its innovative technology allows for consistent spreading, which powers advanced analytics. This includes the ability to compare your portfolio and benchmark it for enhanced risk assessment. Access financial analysis that generates dual risk rating models, or use rating models customized to your internal credit policies and risk rating guidelines. You can enhance your risk assessment by using relationship hierarchies that you create in CreditLens, or import from your CRM database. This allows you to model multiple risk entities, relationships, and hierarchy. Use business rules to reduce errors, increase data accuracy, and guide users through credit risk assessment according to your bank policies. Data auditability, deal approval frameworks and conditions precedent, as well as covenant adherence, are all available to help you ensure compliance with your internal and externe policies.

SS&C EVOLV, a cloud-based, comprehensive accounting solution for financial institutions, integrates and automates all finance and risk processes relating to a loan portfolio. This includes data capture, back-end reporting, and analytics. It streamlines loan accounting, improves efficiency, ensures data integrity, strengthens conformity, and allows managers to concentrate on making informed decisions. It's the only integrated solution for risk and finance that can adapt to changing accounting standards. Integrate and automate risk management and finance processes, eliminating the need to perform manual or spreadsheet-based tasks that are often done outside of the loan servicing system. Reserving solutions can be solved by being ready for new loan loss methods, such as CECL and IFRS9. Increase compliance readiness and reporting through greater automation and data integrity.

Argyle provides direct access to real-time data on income and employment. Argyle automates critical workflows, including wage advances, wage verifications, and loan repayments. This allows companies to build better, more efficient business processes, reduce risks, and scale. Argyle primarily serves the mortgage, personal lending, background checks and banking industries, as well as the gig-economy.

Credit Risk Platform - This platform is designed to manage credit risk assessment and credit approvals via a secure, cloud-based platform. The Credit Risk Platform streamlines credit risk assessment and credit approval workflows, allowing you to make better, faster credit decisions in commercial and SME lending. The platform allows for the creation and execution of rating models in a centralized, flexible framework. Access to a large number of industry-leading external credit scorecards can be accessed plug-and-play, either as a benchmark or as an alternative to the internal models. The solution is built on the Salesforce(TM platform and offers banks and financial institutions a cloud-based, secure solution that increases the speed and efficiency of risk assessment processes.

Data doesn’t have to be complicated or overwhelming. Measure and manage risk while maximizing profit with Kinective’s enterprise-level data optimization platform, Kinective ALM™ (formerly OmniLytics). Concerns and oversight on risk are only growing in today’s market of heightened regulations, interest rate environment, increased fraud, and pressures to reduce costs. Everyone’s got day jobs—and in most cases Asset Liability Management isn’t typically part of it. Kinective provides risk management solutions for community financial institutions complete with a subject matter expert for support at every step. Quickly measure and model risk while maximizing profit with our well-validated interest rate risk management and reporting ALM (formerly OmniLytics) suite. With a robust data conversion and validation process, most modeling data can be imported and then validated in a matter of minutes. Additionally, our affordable solutions include consults with senior analysts to explain your results, answer questions, and provide recommendations.

RC-ICAAP, Stress Testing System and Stress Testing System This system allows banks and asset managers perform Pillar II capital calculations as well as generate stress test projections to cover all the risks required by regulators. We license enterprise software that implements rigorous risk management methods. Our software is used worldwide by top banks, asset managers, funds, and public institutions. We license enterprise software that implements rigorous risk management methods. Our software is used worldwide by top banks, asset managers, funds, and public institutions. We continue to improve our software and add new features. Risk Control software integrates seamlessly with clients' existing upstream and downstream systems. Risk Control can create flexible software platforms that are tailored to meet client needs.

Investor is a software that allows you to calculate profit, price, estimate, and price different investment strategies (Hedge or Arbitrage, Speculate, etc.). The underlying assets (stocks and currencies, etc.) and derivatives (Options, Forwards, etc.). Investor analyzes different combinations of Calls and Puts, portfolios and Options, Spreads (Bull/Bear, Butterfly, Calendar), Combinations (Strangles, Straddles, Strips, Straps) as well as exact and approximate methods for Option pricing. It performs Black-Scholes analysis of European Options, analytic approximations on American Options, and it constructs binomial tree. The help panes for investors describe each part of the software with its underlying formulas. Investor allows interactive graph building and allows for graph dynamic manipulation using sliders and text fields.

A single product family that includes sanctions screening, PEP match, KYC risk scoring, categorization and fraud mitigation. It also supports all user functions such as alert management, reporting, dashboards, and case management. Over 300 banks worldwide use Temenos' award winning Financial Crime Mitigation product family. This allows banks and FIs to avoid regulatory fines and detect fraud, reduce reputational risks, and optimize cost. It is also compatible with banks' risk-based approach. Smart contextual whitelists, robotic process automation, and sophisticated algorithms dramatically reduce overheads. Clients have reported a 250% increase in hit evaluation efficiency, while their headcount is only 30% higher. Combination of algorithms rules and Artificial Intelligence.

Streamlined Audit Engagements – From the very small to very large. Interactive Intuitive. All the benefits of online Cloud Audits: Work remotely, reduce IT infrastructure, and securely collaborate with your clients and team on all audit engagements. Agile Audit has many benefits. Intuitive screens and a 'guided audit" approach ensure that Agile Audit is quick and easy to use. Staff can begin using the software immediately. Secure and seamless collaboration with your clients, audit team, and other stakeholders via a single, intuitive, and secure platform. You can track the status of your engagements and ensure audit compliance. This will allow you to optimize staff allocation and improve business profitability. Secure CaseWare Cloud infrastructure is certified to highest standards, which ensures that your clients' data are kept safe and secure.

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

The unified platform for enterprise-level data analysis. Your teams will have one platform for all their analytics needs. This includes data science, modelling and visualization, application development, and production deployment. You will have consolidated and detailed insights into all risk metrics across all systems, which can be used to manage intraday risk and front-office trading. Optimize capital allocation and ensure regulatory compliance using FRTB, LCR and IFRS 9. Atoti+ is a proprietary technology that leverages Python and Java, with a strong focus in collaboration. It brings together the developers and users of analytics applications to streamline and accelerate the design and development process.

E2E modeling that combines Business perspective and subject matter expertise with Data science (Statistical Models +ML + Business context & objectives). This combination is vital to the health and competitive advantage for the BFSI. • Models created on KuantSol can be used for long periods of times and are stable, optimal, and standardized. • Submission-ready standardized model documentation for federal regulators • Executives can easily understand the end model thanks to purpose-built configuration options at each decision step. For example, the top ML/AI vendors offer a few model options as well as selection criteria. While consulting firms may offer more, it would take more time and expertise. KuantSol offers 150+ • KuantSol advanced configuration enables auto model development.

Our platform delivers a comprehensive, cross-product solution for consolidating collateral processes across all asset types, giving you complete control and enhanced visibility. It automates the calculation of exposure and balance collateral requirements, while consolidating data into customizable dashboards. You can manage end-to-end margin call workflows, notifications, and reporting, as well as provide forward ladder inventory views and resolve margin call disputes. Additionally, the platform supports both predefined and custom optimization algorithms, calculates interest, and generates fully configurable client statements. It also offers advanced trade and risk analytics to support sophisticated decision-making.