Alternatives to Hoadley Portfolio Optimizer

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.

Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.

ClusterSeven Shadow IT manager gives you control over hidden spreadsheets and other data assets that could put your business at risk. Manage the sensitive, hidden spreadsheets, apps, and data assets that are not under IT's control. This can create risk. You can now quickly and efficiently take inventory of files that your organization relies on and monitor who is making changes. This will help you to meet compliance and audit requirements, and prevent potential problems from affecting your enterprise.

CorpHedge is a simple SaaS that allows for FX risk management. Corporates don't need to be experts in the field, as everything is made simple and easy to understand. CorpHedge also offers live sessions, and helps clients set up the platform. Companies can create a custom FX hedging strategy, set up budget rates and receive notifications. They can also record and track their hedging portfolios, obtain reports and valuations, and see sensitivity. Companies can assess the risks they will face if they don't hedge FX risks. This is similar to outsourcing FX Treasury Management. Clients' Benefits: Save on transactions by gaining insights into the interbank market pricing. They also understand and manage FX risks at a level that they never thought was possible. System offers historical data to explore different strategies and their hypothetical outcomes. Which strategy minimizes volatility? System helps to understand the costs of hedges.

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.

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.

RiskConfidence ALM offers integrated enterprise asset management (ALM), money transfer pricing (FTP), liquidity management, market risk management, Value at Risk (VaR), as well as regulatory reporting. All of these are presented in one unified platform with a common data source, and a single engine strategy. The chart of accounts (COA structure) allows you to organize and classify financial instruments on a balanced sheet into a tree-like structure. This structure can be used to input client behavior models and create business forecasts. Manage a rule-based strategy to manage specific balance sheet items using parameter deal mapping (PDM). Use transformation logic to interest rates curves, macroeconomic indicators, foreign exchange rates and transaction characteristics. With the variables that affect them, model client behavior, such as loan prepayments and negotiations, loan commitments, transaction rollsovers, term deposit early redemption, and loan commitments.

Rival Risk is a multiasset, enterprise risk management platform designed for professional traders and risk managers. It is fully hosted on a cloud-based platform. Waters Ranking 2022 voted Rival Risk the Best Risk Solutions Provider.

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.

We continue to develop solutions for global clients in order to meet their demand for high-quality derivatives pricing and analytics. ICE Data Derivatives provides cross-asset analysis solutions, market data, and valuation capabilities. This is backed up by up to 16 years* worth of history. The commodity and energy markets are home to a wide range of products, trading dynamics, and liquidity levels. ICE's proprietary technology processes a wide range of market information on a daily basis and generates theoretical prices. Pre-trade price discovery, analysis, idea generation and dissemination, internal communication, trading, market risk management and real-time position monitoring and investigation, as well as internal communication and trading. A vast array of exotic, complex, and vanilla structures are available for a wide variety of markets and underlyings.

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.

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.

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.

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 Edge's "Predictive engine" is specifically designed for Commodity & Energy companies. It helps you understand hidden patterns and price trends, so that businesses can be understood as a whole and not just in their parts. The built-in models provide a clear, unrivalled view of your data. RiskEdge calculates the value-at-risk (Value at-Risk, Expected shortfall) for all your physical and derivative position and across counterparties. Its' Powerful Engine delivers accurate results fast, even with computation-intensive methods like Monte-Carlo. Market Edge is an AI-driven web-based solution that applies analytics to commodity and energy price data. Market Edge gives traders and risk managers an advantage by offering Machine Learning-based forecasting, advanced visualizations, and loads of technical analysis indicator and their finger-tips.

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.

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.

Fiserv's solutions for financial risk management provide asset liability management, credit risk, liquidity, interest-rate risk, and funds transfer pricing capabilities. This will give your company a true enterprise view of risk. Every balance sheet is at risk. Financial professionals don't have the ability to see the future, so you will need to evaluate multiple balance sheets under different interest rates. Why? Financial institutions must understand the risk exposure in their balance sheets. Certain balance sheets perform better in rising rate environments than others. You can choose to take financial risk to maximize income opportunities, or to minimize financial risk by immunizing yourself against it. However, you need to be able to evaluate the risk embedded in your balance sheet. This allows your company to adjust and/or manage the risk to meet business goals and plans.

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.

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.

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.

Are you looking to create a new crypto market? A FX, stock exchange, commodity or stock exchange, alternative trading platform, dark pool, blockhouse, hedge fund, brokerage, or HFT operation? We are eager to assist! Argo Trading Platform (ATP), a collection of high-performance FinTech software components - front-ends and servers, as well as APIs - that work together to provide core technology for both buy-side and seller-side financial institutions. ATP features an ultra-fast order management system (OMS), web-based and desktop-based trading screens with charting, technical analysis, and market data distribution. It also includes a risk management system, high-capacity/low latency matching engine with price time priority FIFO, pro-rata matching algorithms, implied In and out logic, continuous and call action trading sessions, Trading APIs and High Frequency Trading frameworks and Reliable Multicast Messaging(RMCast).

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.

Elucidate, a financial crime risk management firm, enables financial institutions to price and benchmark financial crime risk using the Elucidate FinCrime Index. This automated platform was developed in partnership with top global correspondent banks. The Elucidate FinCrime Index makes it easy to price, manage, and score financial crime. Our blockchain-enabled platform provides a customized risk management solution that meets the needs of our users. Avoid unpleasant surprises and monitor the financial crime risk of your affiliates. Automated, data-driven approaches can help you to increase the effectiveness of your Compliance teams. Monitor and control correspondent banking FinCrime risk. You can expand your business safely with benchmarked risk profiles from over 18,000 FIs. Automate your due diligence and reduce costs Payment pricing can be changed from volume-based to risk-based. Real-time detection and mitigation of financial crime risks

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.

The Stock Investment Guide (SIG),™, is a powerful tool that allows you to perform a thorough fundamental stock analysis of publicly traded companies. The Stock Investment Guide gives users easy-to-use tools that allow them to analyze historical stock data and project earnings and sales. They can also determine Buy, Hold, or Sell prices. The Stock Investment Guide (SIG), which uses unique features to help investors understand the quality of potential investments, works in unique ways with the internet. View historical price graphs, research competitor news, view SEC filings, see earnings estimates, view SEC filings, and access technical analyses online. You can easily share your analysis results with others by using the standard.ssg file format. To learn more about investing and stock analysis, you can also import.ssg files from friends or members of stock clubs. Even easier is printing reports with the Stock Investment Guide.

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.

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.

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

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.

We enable digital transformation in the credit insurance and surety industry. Tinubu® Square has been providing innovative cloud-based software solutions for over 20 years through its SaaS platform. The Tinubu®, Square SaaS cloud platform accelerates business growth through its Tinubu® CIS short-term, medium-term and political risk for credit insur and Tinubu® eSURETY and Tinubu (1r) SurePath Digital digital for surety. This platform has evolved over the past 20 years to provide a fully scalable and innovative solution. It is able to meet the needs of insurers by offering features such as fine-tuned document generation management, fine-tuned aggregate functionalities, and delegations of authority. Blockchain allows for unprecedented connections between the different actors in an ecosystem, creating trust among them and automating contract management. AI algorithms can improve credit scoring and pricing capability of trade credit and surety insurances.

End users can use Incisive Xcellerator™, software to do their jobs efficiently and with high accuracy. Xcellerator works seamlessly in Microsoft Excel and detects and helps to resolve errors and risks. It also provides insight into spreadsheet construction. Spreadsheets are critical for business decisions and must be reliable. Spreadsheets can be distorted by fraud, out-of-date references, and other errors that can lead to bad decisions. Xcellerator guarantees reliable data that is free from errors and can be relied on to make good decisions. Xcellerator's strength lies in its extensive testing, which covers everything from formula errors and cell accuracy risks to hidden error and regions that are broken. Xcellerator delivers fast results with high accuracy so spreadsheet reviewers can eliminate hours spent manually checking. Management can rest assured that there are no material errors or possible fraud.

The AQMetrics' online platform was specifically designed for modern financial institutions that want to minimise regulatory risk. AQMetrics' automated, end-to-end regulatory technology platform will ensure that you are always compliant by automating all your regulatory reporting, compliance, and risk management needs.

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.

Michael Best, Professor Emeritus at the University of Waterloo's Department of Combinatorics and Optimization, and Jivendra Kale (President, Financiometrics Inc.) jointly developed the Large-Scale Optimizer™. It is a quadratic optimizer that can quickly construct long-only, short-short and market-neutral portfolios of thousands of assets and manage their risk relative to a benchmark portfolio. It can also be used for asset allocation based on Markowitz meanvariance analysis. This unlimited version of Large-Scale Optimizer™, can be licensed as an application or as a subroutine libraries that you can embed into your program. The Large-Scale Optimization™ uses an active method that we have improved by using penalty function methodology to achieve dramatic speed increases to reach a global optimal solution to very large, real-world portfolio optimization problems with variable transaction costs.

Welcome to the FAPRI Beginning Farmer and Rancher online Farm Cost and Return Tool. This tool was developed as part the beginning farmer/rancher project. It was created to help beginning farmers and ranchers. It is available to anyone who is thinking about or already owns a farm. It includes data from both the USDA and FAPRI baseline. It includes data from the USDA and FAPRI baseline. It also includes historical production and costs. It also provides five years of projected production estimates and costs estimates. You can choose the commodities you want to farm, select the crop and enter the number and head of livestock. You can also edit yields, prices, and costs. After the farm has been constructed and data entered, the user can access a five-year estimate for costs and returns. This allows users to estimate the profitability for different farming operations online.

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.

The ACTICO Credit Decision Platform provides data acquisition, risk scoring, and credit decisioning all in one integrated solution. ACTICO Credit Decision Platform - designed to allow real-time credit decisions and full auditability. The platform is highly scalable and robust for automating credit decisioning and origination processes. The platform is based on a powerful graphical decision management system that allows for the testing, simulation, optimization, and implementation of any bank-internal service, including pricing, risk scoring, and credit decisioning strategies. The decision services can be invoked via any inbound channel and seamlessly integrate with external and internal data sources.

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 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.

You can process claims faster, reduce your risk, and make your customers' experience better. You need eyes everywhere in the insurance industry. You need to know what the truth is about claims and the risks inherent in assets that you are underwriting. You will need to retrieve documents and deliver them, notarize them, inspect scenes, locate salvaged objects, and all of this in multiple locations, at an urgent, reasonable cost. WeGoLook's innovative on-demand model makes impossible tasks possible for insurance companies around the globe. Register today to get a team of over 45,000 Lookers available to assist you in all your endeavors.

Wealth-X Diligence is a unique solution that provides organizations with a combination of intelligence and in-depth information on individuals of all wealth levels. This allows them to meet regulatory requirements, mitigate commercial and reputational risk and comply with best practices. Our global research team can help you identify and close gaps in your compliance strategy, including a comprehensive assessment of a client’s net worth, source of wealth and determining whether it was accumulated legally. Understanding the source of wealth has become increasingly important as regulations and transparency trends increase. Organizations must not only consider the cost of non-compliance, regulatory penalties and reputational damage. The Wealth-X Diligence folder helps to avoid information overload during the diligence process, by providing concise and pertinent intelligence and removing noise.

Orchestrade is the best cross-asset, front and back trading platform for banks, asset managers, and hedge funds. Orchestrade is fast and easy to use. Your P&L will be accurate and your risk management system will run in real-time. We are laser-focused on our product, we put clients first, and we deliver on what is promised - keeping you agile & innovative. Orchestrade can help you eliminate operational bottlenecks and increase time to market. You will be innovative and agile by leveraging our "Smart Business Events" lifecycle management solution. We mean it when we say that our clients come first. We have partnered with clients to create a better product, deliver faster implementations and drive superior results.

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.

Cube Platform is a web-based, flexible, cloud-ready application that offers full FIX order connectivity with multiple execution venues and/or custodian bank or brokers, as well as complete risk and position management. Rapid configuration is possible thanks to the full user / role matrix. Cube Finance, a Swiss fintech company, developed this app following our 20+ years of experience in order management, compliance and risk management. A wide range of institutional clients use this service, including regulated (UCITS), fund companies, indipendent/external asset managers, banks and brokers that offer online trading in listed derivatives, cash instruments, and family offices. Conforms to AML / KYC regulations as well as MIFIDII specifications. This was developed in Switzerland by senior finance professionals. Financial-fluent and senior technology staff in Switzerland provide support (GDPR compliant).

Total Bank Solutions combines industry knowledge, superior business processes, and proprietary technology to provide flexible wealth management solutions. Cash investors have the option to receive extended FDIC insurance. Participating banks also have a stable, diversified, and cost-effective source of deposit funding. It supports reciprocal deposits being placed as part of a single integrated deposit sweep solution. TBS is a leader in insured deposit programs, with more than $80 billion in assets under administration (AUA). TBS Loan Management System (TBS) is an end to-end, securities-based lending platform that connects banks and intermediaries with excess lending capacity to their clients. Advisors and banks now have the ability to offer competitively priced lines of credit that are securities-based. These lines of credit offer lower rates and tax incentives than home equity loans.

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.

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

Corporater empowers medium and large organizations to govern, manage and assure Performance, Risk, and Compliance on a single platform.

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.