Alternatives to PATRONAS OPUS

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.

Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security. Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time. Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule. With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders). Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations. Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc. Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.

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.

Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward. Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.

MIMICS Portfolio Management software modules provide powerful and flexible solutions to manage your business' portfolio. Our software offers many configurable options that can be easily adapted to different accounting and international standards. Our software integrates with a wide range of standard interfaces. Software modules are available to manage proprietary trading, customer trading, mutual, pension and hedge funds, foreign-exchange reserves, and customer trading. MIMICS Customer Portfolio Management allows you to manage your customers' trading while scaling to your business needs. You can create unlimited portfolios for any number customers, in any number or currencies. Manages equity, fixed-income, equity derivatives and fixed income derivatives.

CONSOLIDATION Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. AUTOMATION Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams. PERFORMANCE OPTIMIZATION Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests) REGULATORY COMPLIANCE Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade CUSTOMER REQUIREMENTS COMPLIANCE Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer

eXeer, a modular SaaS-based investment management solution, is available as a SaaS. eXeer allows investment managers to easily aggregate, analyze, visualize, and integrate third-party technology solutions and data feeds into their operating model whenever they need. eXeer allows you to integrate your existing tech stack with new technologies, allowing you to create an operating platform that suits your needs. Automate data collection from custodians and other investment managers, platforms, market data providers, and more This is the core component of eXeer. It acts as your investment platform’s analytical brain. Our engine gives you a single source of data truth. eXeer's core data analytics engine is at its heart. Our suite of client engagement tools enables you to support face-to-face communication with intuitive, adaptable, and flexible channels.

Our integrated platform serves the top asset managers, insurance companies and pension funds, hedge funds, family offices and sovereign wealth funds around the world. Fusion Invest, which shares the same core as Fusion Sophis, covers the entire investment value chain. It provides portfolio insight and automated processes with a collaborative investment book of records. Fusion Invest is unique because of its advanced analytics, extensive asset class coverage, open technology, and differentiation. It can be deployed on-premise or in the cloud, depending on your strategic operating model. It offers options for portfolio managers and investors who are responsible for asset allocation, direct investments, and sophisticated derivative hedging strategies. As they create and report the "golden version" of data, the solid, scalable foundation that everyone can trust is essential. All users can contribute to the investment process together with consistent information and analytics.

FlexTRADER®, the industry's most trusted multi-asset execution management software (EMS), is trusted worldwide by tier-one asset managers as well as hedge funds trading equities and FX. It is known for its exceptional performance, quantitative analysis, and global connectivity to liquidity sources. FlexONE is our all-inclusive order/execution management software that facilitates and streamlines the complex trading needs of the global hedge fund community. FlexFX is an award-winning, algorithmic trading and execution management software for buy-side institutions that trade FX. FlexFX integrates seamlessly with OMSs and offers integrated post-trade allocation solutions. FlexFX is trusted by the largest asset managers in the world. It allows traders to efficiently manage large orders, regardless of their block size, and across multiple value dates.

GeoWealth, a leading financial technology platform and turnkey asset management platform (TAMP), combines a fully-integrated platform with best in class portfolio solutions. Our flexible platform with open architecture and proven investment strategies meet all the needs of institutional investors and investment advisors. This allows them to grow faster and better serve their clients. Our integrated technology platform is purpose-built to provide a complete solution in one place. Our trading expertise and team can help you manage client portfolios more efficiently. Reduce the time-consuming tasks you don't need and outsource them to us as you grow. We have the experience and solutions to help you maximize the wealth of your clients, increase efficiency in your practice, and improve your bottom line.

Family Wealth Guru integrates with Financials. An unrivalled integrated wealth management solution. We even create Purchase & Sales Invoices directly from the Brokers' Contract notes. Family Wealth Guru is a comprehensive Wealth Management Solution that allows you to manage your entire wealth portfolio. You can track, organize, and analyze all Asset Classes to make data-driven investments. Family Wealth Guru offers a unique integrated solution to your wealth management needs, whether you are an investor, Wealth Manager, CEO of Family Offices, or a Wealth Manager. Wealth Management is becoming more complex by the day. It covers multiple asset classes, including stocks, mutual funds, fixed deposits, bonds, properties, commodities, and many more. The world has never seen a Wealth Management Software that integrates with a solid Financial Solution. Say goodbye to duplicates and endless hours of reconciliations.

SimCorp Dimension is a multi-asset risk management and performance management system that integrates with real-time positions. This allows for greater transparency to help investors make better investment decisions. Our solution is designed to help you and your team. You can see the investment performance and attribution down to the security transaction level. To support investment decisions, internal controls, reporting, and regulatory compliance, best-in-class market models and analytics are used. Respect capital market and solvency requirements.

Axia is an award-winning web-based, omnichannel, MiFID II enabled Investment Management Software. Axia Suite is built on modern technologies and provides comprehensive functionality to meet and exceed the most demanding investment management requirements. Each user role has its own dashboard. Client management (client onboarding and CRM, document management, compliance management, order processing, and transaction processing). Evaluation, cost calculation, and position keeping. Asset allocation, profitability, performance and risk analyses. Externally and internally managed assets. Consolidated client management reporting. Fees management. Automated integration with custodian bank and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All functionality is available on one platform. Streamlining processes saves time and money. Automated integration of custodians and market providers

All asset classes are covered. This means that you have one platform for global views of all your portfolios, computations using specific metrics per asset class, and performance and analytics by the grouping most relevant to you. We calculate the performance components of multi-asset class portfolios using the specific metrics for each class. We cover listed equities and fixed income products, shares in long-only funds and share classes or series if hedge funds, cash and short term instruments, currency forwards and Private Equity and Real Estate investments. These can be done either directly or through partnerships. Futures and options are also available. You can also create your own investment structure. You can view and analyze your positions at any time, at any granular level, or group them according to what is relevant to you: asset classes, sectors and regions, asset manager, strategy level and any other criteria you may have.

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.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

GSAM is an advanced investment portfolio management software that allows asset managers to manage and understand their investment portfolios. The following modules can be added to GSAM: Equities, Money Market Unit Trusts, Unit Trusts, Property, and the universal Administration module. GSAM allows each business to keep their own uniqueness while still benefiting from a solid platform. Four modules provide full money market, equities and bond management functionality. Built-in business rules-based checks such as limits breaches and out of range tenors to buyback asset sales. All transactions are double-entry transactions. The dealer is provided with valuable tools and features that simplify transaction processing.

IMSplus, an award-winning Investment Management platform, combines a range of solutions targeted at Investment Management firms with rich functionality and advanced technology. It can be used as a standalone platform or integrated seamlessly into any organization's Investment Management IT system. IMSplus was designed to be flexible and easy-to-use, and meet complex and changing business requirements in the global Investment Management space. All Investment Management operations are closely monitored and better managed. Tailored services per client segment ensuring improved customer experience. Rich functionality and state of the art architecture ensures that you can scale to any business change. All Investment Management operations are closely monitored and under strict control.

Syndicately offers a robust platform tailored for creating and managing Special Purpose Vehicles (SPVs), making the investment procedure easier for both investors and fund managers engaging in private ventures. Whether it's individual entrepreneurs facing risks and seeking funding for new projects, or experienced investors from Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital fields wanting to utilize SPVs to expand their portfolios, our platform provides a versatile, expandable solution for everyone. With Syndicately, the entire process of investing is made efficient, ensuring that your upcoming transaction is smooth and successful. Discover the convenience of advanced enterprise features with Syndicately, and revolutionize your investment strategy.

SS&C's Global Wealth Platform, a cloud-based, comprehensive solution, allows you to manage all aspects of your investment process on a single platform. It also leverages a single database and is available from a single provider. GWP connects your front, back and middle offices and ensures consistency across all phases of the investment process. GWP eliminates the need to integrate disparate components from different vendors for different processes. Its modular, flexible architecture makes it easy to adapt to specific workflow requirements. GWP was built from the ground up to be a cloud-based solution. It lowers overhead, reduces maintenance requirements, and simplifies upgrading.

RiskValue®, with its embedded risk measurement engine, is designed to cover all types and investment strategies, compliance requirements, and geographical mandates. It improves investment management and helps you extract more value from your portfolios. It is flexible and customizable and can be scaled to suit both smaller and larger financial institutions. An initial core engine can be used, and then additional modules can be selected from a wide range of proven solutions. As an option, independent, but seamlessly integrated modules can be activated when the operational need arises.

Flexible to your business's needs. Independent of banks or asset managers. Ready-to-use immediately It combines regulatory compliance with the highest level of IT-security. Digitize your business model and find new revenue streams. Digital offers that are state-of the-art will increase customer loyalty. Our technology can be customized to your corporate identity. You can promote your wealth management strategies without losing touch with the customer. You can choose which investment products to offer with our modular platform. WeAdvise is not affiliated with any product manufacturers or banks. We can also integrate your preferred partner bank upon request. With the help of our scalable plug-and-play-platform you do not lose time-to-market. Our development and operating costs are lower than in-house development.

Zapflow is a comprehensive software solution tailored for investment teams, offering a range of functionalities from deal flow management to portfolio and fund management, as well as CRM and LP/ESG reporting. Specifically crafted for alternative investment professionals, it seamlessly adapts to the specific requirements of various businesses, including those in private equity, venture capital, family offices, or corporate VC. Introduced in 2016, Zapflow addresses the common challenges encountered with fragmented software solutions for investment teams, providing a cohesive and efficient approach. Zapflow serves as a cloud-based productivity tool crafted for professional investors to effectively manage their deal flow. By saving considerable time each month, facilitating informed investment decisions, and optimizing daily operations, we empower you to maximize your productivity and focus on your investment strategies.

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.

Flow's open-architecture connects investment managers to their limited partners and service provider. It offers integrated solutions such as virtual data rooms, investor portals and investor onboarding. This allows firms to manage limited partners relationships throughout the investment lifecycle. The platform simplifies digital fund subscriptions and simplifies onboarding. It also provides a centralized portal to report and communicate about funds. Flow's flexible API and open-architecture technology allows seamless integration with third party vendors, enhancing efficiency. Flow, trusted by more than 20,000 LPs as well as 300 private investment firms aims to provide a best-in class LP experience through reducing operational overheads and improving stakeholder involvement. All fund stakeholders will have a single source for reporting, documentation and communication.

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.

Integrated front-office solutions for family offices, private equity, real estate, secondaries and fundless sponsors. Built within the Salesforce platform to support the workflows of alternative asset mangers; adaptable to meet firm-specific requirements. Every situation and fund is unique. Caltina begins with a custom Salesforce.com configuration or installs to an existing instance. Then, she molds the solution to meet your fund's requirements. We will need to collect as much data as possible or as many spreadsheets as you have, and then import it into the platform. This will allow you to focus on what is important. Track your potential deals, tailored to your firm's asset class, niche, or process. Systematize the way your firm deals with deal sources to find the best bankers and lenders. Track sell-side as well as financing activity.

Charles River IMS is used by 30 countries' investment, wealth and alternative managers, asset-owners, and insurers to manage USD $36 Trillion worth of assets. State Street Alpha(sm) is built on Charles River's cloud-deployed front-office technology. This technology, along with State Street's back- and middle-office services, forms the foundation of State Street Alpha. Our strategic commitment to empower our customers by providing a single platform and one view of all your portfolios across public, private, and foreign markets. Charles River IMS is used by 30 countries' investment, wealth and alternative managers, asset-owners, and insurers to manage USD $36 Trillion worth of assets. Charles River's cloud-deployed front-office technology is the foundation of State Street Alpha(sm). It works in conjunction with State Street's back- and middle-office services. Charles River automates and simplifies the investment process across all asset classes, including portfolio management, risk analytics, trading, and settlement with integrated compliance.

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

Technology that incorporates your investment philosophy, data, and investment processes is a good choice. Integrate your data, models, intuitive visualizations, and proprietary data to tell a compelling story. Cloud-based open architecture allows portfolio design and collaboration at scale. It offers efficiency, security, and scale. Jacobi can help you to increase your investment strategy using a single, forward-thinking, scalable cloud-based platform. A fully integrated visual environment allows you to design and analyze objectives-based portfolios. Provide deeper and more meaningful analysis of the effects of portfolio decisions. Manage portfolio risk and perform bespoke, forward-looking and historical analysis. Engage dynamically with clients and other stakeholders. White-labeled, customizable visualization features. Permission and sharing across individuals and teams. Empower portfolio solutions and sales team.

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.

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

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.

Trade in real-time, manage your portfolios and perform pre-trade checks. Our web platform makes it easy to trade all markets with your banks and brokers. Manage all your investments. Trade 15 million securities in all asset classes worldwide. Automate pre-trade compliance. Referential data covering over 15 million securities. Connect to external systems, access data, and place orders. QUO, a SaaS platform that runs on cloud computing, is the perfect solution for all your work-from home needs. You can manage all client portfolios anywhere. An integrated view of all your positions and exposures, including intraday gains and losses. All OTC and listed assets are accessible without the need to purchase additional data. You can connect seamlessly to your existing systems. We will connect to your existing systems by asking your bank's relationship manager to go live with QUO. Our specialists will help to optimize your alpha by recommending the best workflows.

Solovis institutional investment management platform is designed specifically for asset allocators and limited partners. It transforms multi-asset portfolio management. It's time to improve efficiency, get better insights, and make better investment decisions. Accelerate the collection of public and private asset data. Get better insight into hedge fund managers, private capital and other investments. Transform investment data into useful intelligence. Your team can be expanded with exposure analysts and data operations. Manage multi-asset portfolios that include allocations to hedge funds and private equity as well as real assets, mutual funds or ETFs, and direct securities. This requires managing hundreds of data points, if not thousands. Investment data can be found in many systems, in different formats and updated at different times. Solovis is a centralized portfolio management platform that automates investment data collection and delivers actionable insights.

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.

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.

The WOWS Investment portal connects startups and SMEs to global investors and facilitates primary and secondary equity raising. It provides a user-friendly interface to showcase companies, tools for equity management and capital raising, as well as investor matchmaking. Key features include: - Showcasing companies: Upload pitch decks and present businesses. - Investment Tracking : Investors can track their investments and shareholding values in real-time using dashboards that are personalized. - Due Diligence: Secure virtual data rooms for running due diligence. - Communication support: Direct Q&A between investors and companies and insights into funding history. WOWS Global's goal is to simplify fundraising, maximize opportunities for investment, and drive growth within the private market sector through advanced technology and a large investor network.

Moonfare has brought together more than 1,800 investors to invest EUR1B in private capital. Invest in top-tier funds from some the most renowned firms around the globe. All starting at EUR50,000. Take advantage of what institutional investors already know: Private markets are where the greatest shareholder value is found. Funds like Moonfare have an average IRR 19% and outperform the S&P 500 by 13%. Private equity is a smart option in today's volatile market environment, negative interest rates and difficult-to-source real estate deals. Moonfare removes the barriers by offering low minimums, a digital process and a unique secondary marketplace. Moonfare allows you to invest individually or by choosing from one of our Moonfare Portfolio products. We also auction existing fund investments via the Moonfare Secondary Market twice a year.

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.

All your brokers and buy sides are accessible. Execute orders on over 100 markets. All you need, from automated low-touch trading through complete order and risk management. Equities trading has never been more complicated. Advanced technology is essential to grow your business. It can unify your operations, simplify workflows, and increase your efficiency. Fidessa is the perfect solution for all your equities trading needs, no matter if you are a boutique broker, global bank, or both. Our solution offers sophisticated algorithmic trading, order management, seamless processing to the middle-office, integration with third-party technologies, and seamless integration with third-party systems. Instant access to over 6,500 buy-side customers, 600 brokers. You can place orders on more than 100 equity markets.

The key to investing success is achieving higher returns while taking on less risk. Benjamin Graham was the first to develop technology around the notion of a margin for safety. Although risk cannot be eliminated completely, we look for companies that trade for a fraction of their actual value to minimize the risks associated with stock investing. Quantitative investing is another approach. This involves investing in a "basket", say 40 stocks that has certain winning characteristics. These traits are derived using more than 200 qualitative and quantitative factors. The AI-score is a number that indicates attractiveness. It can range from -100 to 100. Joe can help you get a higher return on your capital. Joe is happy when he can make a good investment in a business with great growth prospects and a great business plan, all at a price that is well below its intrinsic value.

Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.

AdvisorWare®, a platform that integrates portfolio management, accounting, and partnership accounting, is specifically designed for hedge funds, private equity funds, and funds of funds. It can be used to support alternative investment funds with complex global investment, trading, and management issues, as well as complex financial and tax reporting requirements. You can maximize operational efficiency by using an intuitive system that allows for you to manage all kinds of instruments and corporate actions with complete integrity. Reduce operational risk by using proactive and automated exception handling, workflow management, and reconciliation tools. Completely automate tax allocation and tax reporting for partners.

We help our customers create integrated wealth by launching products that they love. You can save, invest, trade, and manage your wealth. Customers expect digital financial products that are simple to use, beautiful designed, and make more money. If they don't get them from you they will go elsewhere. Customer-centric investment proposals that are customer-centric will help you grow your business, strengthen relationships, and drive revenue. The core of next-generation investment propositions. The latest technology allows you go to market in a matter of months, not years. The entire investment lifecycle can be fully automated, reducing costs. API layers allow firms to connect to any existing, future, in-house, or third-party app or data source. The platform's modular structure allows for products that can be tailored to all customers.

Our award-winning technology allows financial institutions to launch digital wealth and hybrid advisory solutions faster and at a fraction the cost. This helps them save years of development time and money. Our platform automation, innovation and engaging online experience help Wealth Managers, Investment companies, Banks, Insurance Companies, Brokerages, and other financial institutions to launch modern digital saving and investing propositions. Our modular RESTful API-led delivery system allows firms to create and apply their own unique designs to the digital proposition. This allows them to stand out from their competitors and bring their products to market faster. We offer digital solutions for D2C Self-Directed Investing and Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning and Modern Adviser Software.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

LenderKit is a white-label crowdfunding platform for regulated investment companies. LenderKit allows you to create a P2P lending portal for corporate investors or individual investors. Digitalize your offline business to create an equity crowdfunding platform for property financing or SME funding. SME and real estate crowdfunding are now an integral part the economy. Meanwhile, other industries like green energy or agriculture crowdfunding are gaining momentum. LenderKit can be customized to suit your industry, country's regulations and business needs. It can be used as a white-label crowdfunding tool, so you can pitch your stakeholders and get going. Or, it can be used to create a fully-fledged platform.