Best Portfolio Probe Alternatives in 2024

Find the top alternatives to Portfolio Probe currently available. Compare ratings, reviews, pricing, and features of Portfolio Probe alternatives in 2024. Slashdot lists the best Portfolio Probe alternatives on the market that offer competing products that are similar to Portfolio Probe. Sort through Portfolio Probe alternatives below to make the best choice for your needs

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    AlternativeSoft Reviews
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    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.
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    FundCount Reviews

    FundCount

    FundCount Americas

    13 Ratings
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    FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
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    FundsTOTAL Reviews
    FundsTOTAL, a cutting-edge SaaS suite, provides real-time trade capture and portfolio management, risk analysis, risk attribution, performance attribution, investor communication solutions, and other services to hedge fund managers. FundsTOTAL takes the hassle out of maintaining and developing a sophisticated technology infrastructure internally. This allows our clients to concentrate on what they do best: managing investors' money. Fund managers can provide institutional investors with the required levels of portfolio transparency through a highly secure portfolio analysis portal. This provides crypto traders and hedge funds with a consolidated portfolio view that includes cryptocurrencies traded on multiple cryptocurrency exchanges. FundsTOTAL allows you to stay on top of rapidly changing markets through real-time monitoring and analysis of portfolios. You can easily visualize and compare any portfolio attribute using dynamically generated real-time charts.
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    Eze Eclipse Reviews
    To grow and develop their businesses, emerging equity- and event-focused hedge fund startups and established funds require an investment platform that is flexible, scalable and reliable. Eze Eclipse™, an investment platform that was born-in the cloud, facilitates your entire investment process through a single secure platform via a web browser interface. Optimized order routing, pre-defined allocation strategies, on-the fly allocation tools, key data summaries, and optimized order routing make it easy to trade efficiently. Request short locates from connected prime brokers to leverage those rates in your trading workflows. You can monitor your portfolio, benchmark, individual security performance, and other historical data. You can leverage extensive real-time market, P&L and exposure position monitoring capabilities. With pre- and after-trade compliance checks, manage investor mandates and industry regulations. Connect with top-tier prime brokers, custodians and fund administrators to ensure data flow at both the start-of-day (and end-of-day) levels.
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    Arbor Portfolio Manager Reviews
    Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require.
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    Risk Shell Reviews
    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.
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    LSEG AlphaDesk Reviews
    LSEG AlphaDesk is a cloud-based order management and portfolio management system (OMS) for the buy side. It simplifies your workflow. Flexible multi-vendor data feeds, multiple electronic trading systems, custodians/prime brokers, and fund administrators are all available. All orders for your firm can be managed in one place. With over 100 fields and flexible groupings, you can track portfolio exposure in real time. Mobile access is responsive so you can stay on top no matter where you are. LSEG AlphaDesk, an award-winning order management (OMS) system and portfolio management (PMS), is a cloud-based, multiasset class, multicurrency order management system and portfolio management for buy-side. It also offers risk and compliance tools.
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    Sustainable Platform Reviews
    Software that allows fund managers measure and help build authentically sustainable investment portfolios. Sustainable Development Goal and Climate Alignment for any company and portfolio. This software is used by CIOs and institutional investors to benchmark, peer comparisons, find new investment opportunities, and present the insights to clients. Global equity, micro-equity and research houses use this data to better align their portfolios and receive the most relevant ESG and SDG data. This data is intuitive, compliant with fiduciary duty, and can be used for portfolio construction, benchmarking, and reporting.
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    EQ International Reviews
    EQ International's Managing Directors, Greg Wallace & Paul Spence, have been providing quantitative insights on equities markets since 1990 and helping fund managers with all aspects their Investment Process. Our Pure ESG methodology is our basis for managing sustainable equities portfolios. A Pure ESG portfolio is a portfolio that has a pure exposure and exposure to E. It also has an exposure and exposure to S. It does not have any unintended exposures to style factors like size, value, momentum. Our Pure ESG methodology has been used to develop a new way of managing equity portfolios. This approach can be customized to suit the sustainable philosophies and needs of each investor. EQ Execution Tools makes it easy for stockbrokers and fund managers to prepare and analyse trade lists.
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    RiskAPI Add-In Reviews

    RiskAPI Add-In

    PortfolioScience

    $300 per month
    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.
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    PFS-Paxus Reviews
    PFS-PAXUS, a fund accounting and fund administration software that specializes in alternative and traditional funds, is the preferred product for fund administrators around the world. PFS-PAXUS is a market leader and offers fund administrators a complete back office fund accounting, portfolio valuations, fund pricing solutions, shareholder recording, and administrative solutions in a single, fully integrated platform that meets the needs of the most sophisticated fund managers. PFS-PAXUS integrates all processes normally performed on multiple systems. This includes securities portfolio, allocation system and fee calculation. It also allows for investor communications and a web portal. PFS-PAXUS, the award-winning system for wholesale fund administration, allows for the administration of any type of traditional or alternative open- and closed-ended funds as well as private equity investment vehicles.
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    QuantHouse Reviews
    QuantHouse offers high-performance API-based end to end systematic trading solutions that allow clients to maximize their trading results.QuantFEED: A set of API-based market information solutions that covers a wide range of asset classes, including Equities, Fixed Income and Options, Futures, Futures, Derivatives and FX, Commodities as well as Real Estate, Crypto Currencies, and Real Estate. QuantFEED includes ultra-low latency market data technologies, conflated data feeds, order book consolidation, historical data, analytics, publication tools and end of day data services.QuantFACTORY : is a multi asset class algo-trading development framework offering financial institutions a complete set of tools for quantitative trading strategies development, optimization, backtesting, paper trading and real-time trading. QuantFACTORY can be used by our clients to manage their automated portfolios and for signaling and automating order execution.
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    AdvisorWare Reviews
    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.
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    PureFunds Reviews

    PureFunds

    Puritas

    $1500 per month
    Integrating transfer agency solutions with automated dealing and share register features to global fund managers and administrators. Global fund managers and administrators can benefit from an integrated transfer agency solution. Our intuitive, responsive, and fully integrated portfolio management platform allows for easy scaling of business with confidence. It facilitates the efficient processing of subscriptions redemptions and transfers as well as updating investor register. The client Investor Portal offers high levels of automation and integration with third-party products such as Calastone, EMX, and World-Check. All key output dealing, valuation, transaction statements and distribution advices are produced automatically. All portfolio information and documents can be synced immediately or as often as required.
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    FinlogiK Reviews
    Finlogik offers low-cost, innovative online services and tools for the investment industry. This allows incumbent institutions and self-directed businesses to streamline their processes and embrace the same disruptive innovations that are challenging traditional financial firms' business models. Finlogik works with an asset manager who is at the forefront in process-based investing to help you design and manage low-cost investment solutions that are suitable for both institutional and retail investors. Investors and investment managers can use analytical dashboards to benchmark, report and process large amounts of data to assess their portfolio risk, exposure and performance. Finlogik is able to help you manage almost all types of financial instruments, including stocks, futures and options, as well as OTC products.
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    Treasury Management Solution Reviews
    Hazeltree offers innovative cloud-based treasury services to investment management companies. It provides enhanced transparency, liquidity and performance, as well as risk mitigation. Hazeltree's portfolio finance and treasury solutions are available to the following sectors: hedge funds and asset managers, private equity, real-estate investment, pensions, endowments, infrastructure, and their service providers. Hazeltree offers innovative cloud-based liquidity and treasury solutions to investment management companies. It delivers enhanced transparency, liquidity and risk mitigation by optimizing counterparty interactions and credit facilities, margin requirements and fees. Hazeltree's Asset Management platform is a purpose-built Treasury/Portfolio Finance platform that aggregates collateral, margin, securities finance and rates data from all counterparties into one central normalized platform. This allows for optimal funding, collateral allocation, and borrow/lend decisions.
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    QuantRisk System Reviews
    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.
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    Quantifi Reviews
    Quantifi provides risk, analytics, and trading solutions to the global financial markets as well as the commodities industry. Quantifi is trusted worldwide by the most sophisticated financial institutions, including five out of the six largest global banks, two out of the three largest asset mangers, leading hedge funds, pension funds, and other market participants, including one of the biggest global commodity firms. Quantifi's integrated framework provides accurate analytics, comprehensive risk management and cross-asset trade, front-to back operations, position management and market, credit, counterparty, liquidity risk management, margining and regulatory reporting. Quantifi's latest technology innovations allow for new levels of usability and flexibility. This results in a significantly lower time to market, lower total costs of ownership, and significant improvements in operational efficiency.
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    Statmetrics Reviews
    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.
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    4th Story Reviews
    4th Story's suite offers automated trading and analysis products that help brokers, hedge funds, and institutional traders quickly and efficiently implement their automated trading ideas. The products are multi-asset and multicurrency-capable and allow for rapid testing and implementations of complex quantitative, algorithmic, and automated strategies and analyses. All this is backed by unrivalled support. 4th Story's tools can be used by investment managers and hedge funds to automate the optimization and real-time operation their alpha-seeking strategy. Execution desks, brokers and other professionals can compete more effectively with 4th Story's products that allow smart order routing, algorithmic execution, and idea generation analytics for their sales desk.
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    Everysk Reviews
    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
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    Axys Reviews
    Automate portfolio reporting, accounting and taxation with a turnkey solution that only requires minimal IT support. Wealth management is a relationship-based industry. There's no substitute for spending time with clients. Axys®, SS&C Advent's automated portfolio reporting and accounting software, allows firms to do more in a shorter time. It has a large library of pre-defined reports and easy customization. Axys is part of the powerful Advent Investment Suite. It will increase productivity, improve accuracy, provide a clear view of portfolios and their performance without disrupting your existing infrastructure. Automated reconciliation of trade data, settlement data, transactions, and positions. Portfolio management solutions from SS&C Advent are industry leaders and provide speed, accuracy, flexibility, and efficiency for all your accounting and portfolio management functions.
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    Backstop Reviews

    Backstop

    Backstop Solutions Group

    Backstop is the industry's best productivity software suite for institutional asset owners and investment managers. Backstop is tailor-made for foundations and investment consultants, family offices and pension funds. It also offers the best-in class, cloud-based productivity tools that help asset managers and allocators raise capital, manage their portfolios, and provide seamless service to their key stakeholders. Backstop CRM, Backstop IR and Backstop Research are the core products.
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    StyleADVISOR Reviews

    StyleADVISOR

    Informa Business Intelligence

    We provide updates to the databases that we supply for our software products on a weekly, monthly, and quarterly basis. Here is a list of current databases that are available for StyleADVISOR or AllocationADVISOR. Zephyr is the key to client retention, asset accumulation, and product providers, regardless of whether you are a financial analyst, analyst, or product provider. Zephyr's robust investment analysis tools, custom portfolio analytics tools, as well as insightful visuals, will help you to guide your thinking and show your expertise. Your clients will receive a detailed, but easy-to-understand proposal that demonstrates your value when comparing your current portfolio to your proposed portfolio. With powerful sorting, filtering, and statistical tools, you can screen thousands of investment portfolio products. You can build portfolios with either our advanced Black-Litterman optimization module or the classic mean variance optimization.
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    Novus Reviews
    Data is the key to unlocking your true potential. Novus works with fund administrators and custodians as well as prime brokers and portfolio management systems to digitize, organize, and manage manager-provided data. You can also retain control by self upload. Any frequency, any transparency level. Novus uses advanced reconciliation technology to verify the timeliness and quality of critical portfolio information. Novus can identify and correct data errors and provide perfect portfolio information. Custom tags can be used to label, bucket and analyze data. Connect other data, such ESG. Compare public filings of thousands of managers. Leverage Novus' proprietary indexes allow you to track the most popular stocks of hedge funds (learn more).
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    PortfolioShop Reviews

    PortfolioShop

    PortfolioShop

    $1500/month
    Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.
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    Atominvest Software Reviews
    Atominvest offers next-generation technology solutions for Alternatives investment managers. Atominvest's integrated tech solutions are flexible enough to fit your business. They can help you source deals, raise funds, manage investor relationships, and monitor your portfolio. Our cutting-edge tech systems allow Alternatives fund managers manage their investments and investor base efficiently using one software solution. The software allows fund managers to streamline their investor journeys, including onboarding, fundraising, and client reporting, and it provides functionality and workflows.
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    FIS Hedge Fund Portfolio Manager Reviews
    Hedge Fund Portfolio manager can manage even the most complex products. It automates and tracks positions, while also maintaining P&L records in real-time. You can manage entire portfolios easily with simplified workflows and extensive asset class coverage. This will allow you to concentrate on growth. To ensure accuracy, transparency, and data integrity for every accounting entry and holding, create a complete audit trail. Automated reporting and actionable information will improve decision-making.
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    InfoReach TMS Reviews
    InfoReach Trade management System (TMS), an independent, broker-neutral multi-asset trading platform, ties together all the tools and technologies, global market connectivity, execution capabilities, and technology that traders require in one system. It consolidates pre/at/post trading analysis, pre-built algorithms and broker-provided algorithm, real-time interactive charts and position monitoring. It also offers multi-asset and portfolio trade capabilities, order management, FIX connectivity, and order management in a multibroker buy-side execution management system. The InfoReachTM TMS provides high-performance, low latency access to over 140 brokers, ECNs and MTFs, exchanges and ATSs as well as other major global liquidity sources for electronic and automated trading in equities, options and futures forex. InfoReach TMS provides unprecedented functionality and power for trading desks. However, it can also be configured to provide a subset or all of the required features.
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    Theorem Reviews

    Theorem

    Theorem Technologies

    $500.00/month
    Theorem is an online data management and post-trade processing solution that provides aggregated reporting, trade workflow, matching/affirmation and data movement. It doesn't require any local installation or technician to get started. Theorem allows you to connect data from brokers, trading systems, and exchanges. You can also manage it according to your needs. There is no need to install anything. You can either use the whole platform or just select what you need. Theorem performs post-trade processing from the moment a trade has been executed. This includes allocating trades, matching trades against counterparties, and clearing counterparties. Theorem combines data, analytics, as well as other insights from brokers, accounts, portfolios. This gives you access to actionable insight and provides your stakeholders with easy-to-understand risk reports and advanced analytics.
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    Altvia Reviews
    Altvia's unmatched expertise and market-leading platform help you seamlessly evolve and manage complexity while your firm grows, funds multiply, and your base of LPs expands. With a secure portal that is backed by data-rich analytics, you can distribute personalized content such as Capital calls, PPMs, and K1s with ease. A modern technology platform's foundation is built around a single source. This single source of truth supports key workflows, contact management and relationship mapping. It also automates key activities (ie email and task assignments). You can now manage your deal flow with new insight. This allows you to prioritize deals based upon source or similarity to top-performing investments. Streamline the reporting process for portfolio companies and the data collection to save time and help you understand portfolio health and value creation.
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    PackHedge™ Reviews

    PackHedge™

    FinLab Solutions SA

    $5,000 per year
    3 Ratings
    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.
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    DAVIGOLD Reviews
    Portfolio monitoring solution with custom dashboard and analytics. Custom dashboards and centralized deal pipeline. Advanced Business intelligence tools integrate with fund administration and LP management. DAVIGOLD, a Fintech start-up, invests heavily in R&D (45%), and develops the most innovative Private Equity software. DAVIGOLD is the biggest challenger in the development of "all-in" Private Equity software. This has been proven by its unique and innovative PE solutions that have been adopted by more top-tier Private Equity houses.
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    The Caissa Platform Reviews
    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.
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    Twenty-First Century Hedge Fund Software Reviews
    Hedge Fund Software calculates distributions to investors, tax returns schedule k-1s distribution checks, broker commissions, and management reports. Allocation of Management Fees, Partnership Expenses to Investors. Color Investor Statements customized with the partnership logo, name and address. Allocation formulas customized based on high watermarks, guaranteed return, and other incentives. The Windows Version runs on an office network that has remote access via the internet. Fund Investment Tracker Software tracks hedge funds' investment portfolios in stocks and bonds, commodities, as well as other assets. Fund managers can quickly view the status of investments using the spreadsheet format. This includes symbol, description and quantity. Current price, market value, gain(loss) percentage, market cost, average cost and total cost.
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    Fundamental Portfolio Manager Reviews
    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.
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    Nirvana Solutions Reviews
    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.
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    Elysys Wealth Reviews
    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.
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    Salerio Reviews
    Software used worldwide by major asset managers, hedge funds, and outsource administrators to reduce operational risk and streamline post-trade processing. Post-execution trade processing system that combines matching & confirmation, settlement instructions processing, and failed trade management into one solution to meet T+1 settlement requirements. Salerio is a modular, multiasset class, settlements platform that can be used by global investment managers and hedge fund managers. It allows asset owners, sovereign wealth managements, outsourced service providers (TPAs), to concentrate on what really matters: getting trades confirmed and processed. Reduce operational, counterparty, settlement risk by removing the need for a trail of communications via email or phone. Our exception management hub offers trade matching, confirmation, settlement messaging and settlement tracking. We also offer failed trade management for securities.
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    FXCM Reviews

    FXCM

    FXCM

    $3132.80 one-time payment
    FXCM is a leader in online foreign exchange trading, CFD trading, and related services. Our focus is on customers. We believe that specialised expertise, attention and follow-through are important aspects of all our interactions. The company was founded in 1999 and aims to provide global traders access to the largest and most liquid market in the world. It offers innovative trading tools, excellent trading educators, strict financial standards, and strives to offer the best online trading experience. Clients can trade from real-time charts and mobile trading with one-click execution. FXCM also offers FX trading education and trading tools, proprietary data, and premium resources. FXCM Pro gives retail brokers, small hedge funds, and emerging market banks access wholesale execution and liquidity.
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    Kase StatWare Reviews
    Kase StatWare, a technical analysis trading indicators package, was developed by Cynthia A. Kase, a renowned market technician and former energy trader. StatWare's self optimizing indicators allow professional and individual traders to create a systematic approach to discretionary trading, and manage trade risk. Automatically set stops to achieve optimal balance. Profits can be maximized while minimizing losses. Automatically optimizes range, volatility, risk and other factors, eliminating the need to constantly change settings. Color-coded entry signals can be generated by evaluating momentum, bar patterns and other factors. Analyze multiple timeframes and filter signals to increase signal generation speed and accuracy. They are based on mathematical and statistical principles and are therefore probability driven.
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    Repool Reviews
    Repool uses the most advanced technology available in the fund services industry. We'll take care of the rest. It's easier than ever to manage a fund service company. We are backed by top capital investors to help build the future fund services. Retail traders, emerging managers, as well as institutions, can all use Repool. Repool makes it easy to launch your fund. Traditional fund service providers tend to deprioritize smaller funds, and offer outdated technology. Repool is focused on small and mid-sized advisers. Repool offers technology and service that is unmatched. Repool makes it simple, no matter what asset you trade, and no matter if it's your first fund or your fiftieth, onshore, or offshore. The traditional way of starting a fund is difficult and frustrating. Repool is now used by all types of fund managers to simplify fund launches.
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    MetaTrader 5 Reviews
    In a matter of days, you can create a multi-asset platform. No need to have separate terminals that provide standalone analytics. MetaTrader 5 is the only platform that allows you to combine different markets into one platform. It also gathers general statistics and gives you full control over all funds. These capabilities can help you win the trust of existing and potential investors.
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    Options Reviews
    Options is on a mission transform the financial sector technology. We are not market participants, but the No. We are the No. 1 provider of IT infrastructure for global Capital Markets firms, supporting them and their ecosystems. We are proud to offer high-performance managed trading infrastructures and cloud-enabled managed service to more than 550 global firms. This provides an agile, scalable platform with an Investment Bank-grade Cybersecurity wrapper. Our clients include global investment banks, hedge funds and funds of funds, as well as brokers, dealers, private equity houses, exchanges, and private equity houses. We support these clients daily in over 20 countries. We are available at all hours of the day and can help you no matter what time it is. We have offices in eight major cities: New York, Toronto and Chicago, London, Belfast and Hong Kong, Singapore, Auckland and Singapore. This allows us to provide services both onsite as well as remotely.
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    Financial Portfolio Management System (FPM) Reviews
    Since its inception in 1987, Financial Portfolio Management System (FPM), has been at the forefront of technology. The current version runs on Windows Server 2008 / Windows XP / 7 platforms. FPM offers a wide variety of modular functions that can be combined. The modular architecture facilitates a smooth growth path.
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    Fund-Studio Reviews
    FundStudio's real time operations and reporting platform, outsourced managed services, and outsourced managed service provides complete knowledge about fund and managed account conditions. This is useful for hedge fund managers, CTAs and asset managers as well as family offices. Capture orders and trades using realtime FIX, uploads or programmatic API. Allocate orders to accounts, strategies, and more. Implement compliance rules, such as asset-class restrictions or position limits, or complex programmatic rules like leverage bias. Real-time intraday P&L. Multiple views of aggregated or sliced-and diced data can be defined in real-time "pivot table" mode. All cash movements, including trade settlements and margin, coupons, principal, can be managed. You can also run cash projections. Shadow your fund administrator to produce NAV at master-fund level and associated feeder funds.
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    Liquidity Calendar Reviews

    Liquidity Calendar

    Liquidity Calendar

    $199.00/month
    Liquidity calendar is an online platform that helps hedge fund managers and investors manage hedge fund liquidity and redeption terms. Liquidity Calendar makes it easy to track lock-ups, calculate redemption schedules and amount, as well as generate reports. You don't have to spend time assembling terms and dates manually, which can be tedious and error-prone with Excel spreadsheets.
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    Anduin Fund Subscription Reviews
    Anduin is revolutionizing fund administration with digitized subscriptions, real-time status and simplified fund operations. Our intuitive investor onboarding workflow improves investor experience and dramatically reduces the NIGO-rate of documents. It also brings clarity and efficiency to fund subscriptions. How it works We digitize all subscription agreements and tax forms so that you can concentrate on distribution of subscription packages and tracking how investors interact with your documents. 1. Anduin digitizes counsel forms, creating an intelligent smart form. 2. The form is prepopulated with information from previous fundraises. 3. Fund managers invite investors to complete the smart forms and sign the limited partnership agreement. 4. The subscription package can be countersigned. Documents or data can also be exported to the fund administrator. To request a demo, visit www.fundsub.io
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    Orchestrade Reviews

    Orchestrade

    Orchestrade Financial Systems

    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.
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    Numerix Reviews
    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.