Alternatives to PortfolioNet

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.

Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.

We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements

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.

We believe that investing should be easy and transparent. We manage diverse portfolios using technology to keep costs low and show where your investments are. Let us know a bit about you, what you are willing to invest, and what your risk tolerance is. We will help you achieve your goals if you tell us what they are. Our investment team has built a variety of portfolios and will invest according to your investment style. We will let you know where your investments are and how they are performing. Nutmeg's investment team is experienced and aims to provide honest, transparent investing to all. Although we may have the best technology, it wouldn't be possible without the people behind the scenes. Their expertise includes macro-economics, market analysis and risk and security selection across a variety of investments.

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

Provide solutions that reflect the clients' preferences. Automated investment recommendations, enhanced risk analysis and decision support simulations unlock wealth managers' full potential. Automate regulatory controls and reports, streamline investment proposal generation, and increase efficiency. You can get portfolio proposals at the instrument level that are consistent with bank views, client preferences, and asset universe. To determine the best construction for your client's portfolio, stress test or simulate the effect of a switch on it. Identify portfolios that are not suitable for investment and have poor asset class strategic allocation. Get recommendations on the best trades to bring the client portfolio closer towards the target allocation.

Find out why thousands of organizations around the world trust our cloud service solution to manage investment data. A single platform for investment accounting and portfolio reporting. All powered by automated data aggregation, reconciliation, and daily data. Every day, we work to make our clients successful. We don't focus on accounts; we work with people. We are not your vendor; we are your team's extension.

Fully integrated investment administration platform for third-party administrators (TPAs), wealth management providers, fund supermarkets, wealth managers, building and friendly societies, retail banks, and other financial institutions. Costars is a multiasset investment administration platform that automates and enhances client servicing, sales-channel uptake, and the adoption and management of new products. Costars provides functionality for managing tax and regulatory requirements for underlying investor. All instrument types can be packaged into portfolios. They are available in a variety of distribution channels. You can manage millions of portfolios and positions without scaling issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered.

A comprehensive front-office solution allows you to manage models, rebalance accounts and monitor portfolio drift. You can also adjust strategies faster and more efficiently. You can leverage a cloud-based solution to optimize your portfolio management, order creation and trading workflows, regardless of whether your firm manages individual wealth or institutional assets. Advent Genesis integrates with Moxy to provide seamless access from trading decisions to execution. You can expand into new markets, new areas, and new business lines with confidence. This will reduce operational risk and increase efficiency. You can drill down into the details with powerful dashboards that provide information such as status updates, exception and status updates, strategy drift, cash activity, and model level drift. Management views make it easy to organize and control oversight and controls, and review trade proposals before approving them for execution.

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.

You can now have greater control and visibility over your investment data. iLEVEL is a transformational software solution that provides new transparency and insight into alternative investment portfolios. iLEVEL is the core of our private markets solutions. It helps general partners and limited partnerships streamline data collection, portfolio monitoring and analytics, valuation, reporting, and valuation. You can manage the flow of data to create a single source for truth and make informed decisions. Services that automate and standardize data management and acquisition will transform your data collection. With our sophisticated technology and experienced data team, we help both GPs as well as LPs to achieve complete and quality information.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

Our unique solution for financial institutions is designed to help clients stay ahead by adding convenience to cash management. We offer a complete, end-to-end platform that caters to the specific needs of corporate treasurers and financial institutions. Cachematrix's analysis toolsets offer granular insight, flexible grouping and filtering, as well as sophisticated modeling capabilities. These capabilities are designed to help users build and maintain portfolios that meet their investment objectives. Our platform allows you to conduct multi-instrument batch transactions quickly and easily. Administrators can also control access, set compliance rules, and grant permissions to users.

Prospero by FINARTIS (formerly S.A.G.E.) offers a comprehensive suite of solutions that are specifically tailored for the financial services industry., specifically Family offices and independent asset management. Wealth management, fund administration and asset management are also included. The solution is comprehensive and covers all aspects of the financial sector's transactional, financial, processing, and reporting requirements, from the front-office to middle- and back-office.

Wealth advisors and investors can now create portfolios that align their personal values with their financial goals using Ethic. Ethic offers personalized investment solutions that can be customized to meet individual sustainability goals and financial priorities. We want you to be excited about the sustainability conversation, no matter if you are an investor or wealth advisor. Our solutions include everything from education and training in sustainability to financial analysis, portfolio management and creation, as well as ongoing insights into the investments of your clients. Ethic currently works with some the most prominent wealth advisors, custodians and investment banks in the United States. Our diverse team combines institutional investing, technology and data expertise with design expertise. Our mission has been ongoing for more than 5 years. We now manage over $1B in sustainable investments. To date, our clients have reduced their carbon emissions by the equivalent of driving 5,657 vehicles.

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.

Edge is Artificial Intelligence for Investment Research. Why AI? It's not because AI is cool or because it's new, but because you can do it and you have to. It would take more than 3 trillion years for 10,000 analysts to analyze all the unstructured data available today. What can be done to address the Information Overload problem? Yewno|Edge has you covered. It can do all the analysis and reading for you. It can also manipulate data to create strategies and risk models, test performance, and notify you when something is relevant to your portfolio. Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. You can go as deep as possible with your investment research by using a combination of alternative and fundamental data.

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.

Asora, a SaaS-based solution, allows single-family offices and multi-family offices track and manage assets. It automates data capture and provides digital on-demand reports on the web and mobile. Asora offers a secure, central location for all family data. The data is protected by robust security protocols and encryption that is always on. Automated data feeds, digital on-demand reports, and a single source for truth replace manual data handling and report creation.

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.

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.

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

Get an instant overview of your portfolio, trends, values, and any warnings. Look for the causes of portfolio deviations. You can drill down from the top to individual holdings. Interactive and visual analysis of the portfolio, both historically and now. Examine the allocation, exposure, risk, attribution, and other factors. Follow and collect information about all assets (and liabilities), regardless of type: Equities, Bonds ETFs, PE loans, real estate, precious metals art, derivatives, etc. Define one or more portfolios with the desired structures (aggregates). Consolidate and aggregate all assets (and liabilities), from all sources, depots, trustees. Incorporate investment policy and rules into this tool. Define exposure limits and allocation. Define the benchmarks and goals that will be applied at different levels of the portfolio.

Clients can manage multiple assets and investments from one platform. Reduce your operational costs by letting technology handle all the paperwork and applications. You can create different reports to analyze the investments from every angle. This improves your strategy day-to-day. To serve your clients better and strengthen their relationships, get alerts about matured investments, due SIPPs, insurances, birthdays, and anniversaries. Numerous tools and facilities are available to meet every advisor's routine needs. It is easy to use the platform thanks to its attractive UI that keeps your clients interested.

You can quickly access clear attributions results within your portfolio and across your entire organization with just a click. This will save you time and increase operational efficiency. You can get a consistent, customizable view that will reflect the investment strategy without needing to reconcile. To improve performance and eliminate the need to control spreadsheets, you can run what-if analysis, collaborate and make on-the-fly adjustments. Asset owners will enjoy better data quality and attribution results, as well as deeper insights into the strategies of asset managers. Our intelligent yield curve-based model can quantify and qualify your investment process. Communicate your portfolio's strategy, performance and new investment opportunities with your clients. With user-friendly outputs, and a display that clearly explains attribution results, you can translate your analysis into terms that the asset owner understands.

Agilis Wealth Management's philosophy is to help you manage the wealth of your clients, and in the process create more wealth for them and yourself. Agilis Wealth Management understands that you want to add that extra touch to client relationships. Agilis WM gives you a 360-degree view of your investors so you can manage them in the first degree. Portfolio Rebalancing - helping you get back on track with Trade Recommendations. Trade Order Management - a workflow designed to be easy and fast so that you can keep up with the markets. Risk Management - Compliance with regulatory and internal policies and limits. Analytics - Provides vital technical analysis. Model Portfolio - Benchmarking to indices and your own models.

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.

After-Tax Portfolio Optimization, Asset Allocation. Multiple Period Investment Horizons with Per-Period Results: Asset Weight and Market Value, Cost Basis Cash Flows, Management Fee Turnover, Taxes, After-Tax Returns For Each Asset. Analyse of up to 100 assets over 120 periods. The period intervals can be from daily to annual. Sub Portfolios for Modelling Different Tax and Ownership Structures. International Asset Class Return Series to Forecast Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios are used to create and compare custom portfolios. International Currencies and Tax Rates to Model Around the World Economic Cycles and Shifts Modelling with time-varying asset returns and standard deviations. Extensive private brand client reporting.

Portfolio management solutions that support multiple asset classes, multicurrency portfolios, global fund structures, and complex global funds allow you to stay competitive and current. Geneva was designed for operational scalability. It removes operational barriers to support new lines of business. A core portfolio management solution that removes operational barriers will help you grow your business. You can leverage Geneva at a scale that suits your business and budget. This is possible by combining cloud delivery, software, and co-sourcing. Geneva provides real-time portfolio management, accounting, investor accounting and reporting, whether it is locally deployed or cloud-delivered. Geneva World Investor combines portfolio management and investor accounting into one platform. Geneva was designed for operational scalability. It removes operational barriers to support new business lines. Portfolio management, accounting & reporting.

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.

Venn by Two Sigma helps investors adopt a modern, quantitative approach for multi-asset portfolio risk management and investment decision-making. Streamline your investment evaluation and work with your team. Venn's intuitive interface and factor-based risk approach are designed to help investors identify portfolio risks and position the portfolio for future goals. You can compare managers against your objectives using traditional risk indicators with the addition factor analysis. It takes a set of returns. You can use the Two Sigma Factor Lens™ to better understand the underlying risks in your portfolio and then run optimization analyses on it based on your company's constraints. Venn can help minimize uncompensated and unwanted risks, understand how changes in strategic asset allocation affect expected performances, optimize existing investment allocations, as well as take action to minimize them.

Uptrader is an app that improves your company's process for investing, hiring, demand management and supply chain management. Your business may have screened job candidates, but your recruiters might still need to make a difficult and complex decision about who to hire. With no guidance, they can only trust their gut feelings about a candidate. Uptrader helps recruiters find the right person by providing a proven process for hiring them. Choose a supply chain partner that aligns with your SCM strategy. There is a proven method for selecting suppliers, manufacturers, and carriers. With its supply chain management module, Uptrader helps businesses stop second guessing these decisions. Uptrader generates reports that give managers insight into the reasons and how they came to be made. This feature will allow your team to confirm their business decisions without bias or psychological traps.

Complex models can be implemented and asset allocations across portfolios monitored easily. Manage order flow across multiple custodians and asset classes. Simple Tax Alpha is possible with Tax Harvesting, Location Optimization and Tax Harvesting. Simple but powerful tools allow you to keep track of cash balances and monitor cash movements intra-day. Connect with a variety of portfolio accounting, reporting and execution systems. Features that ensure trading compliance and data accuracy.

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

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.

We make it easy for wealth advisors to manage all portfolios as if they were their only portfolio. This allows them to customize and manage taxes in a way that is no longer reserved for the super-wealthy. Every day, review every account for tax management opportunities. This includes tax loss harvesting, the short to long term gains deferral and permanent gains deferral as well as tax-sensitive transition. Based on the client's tax rates, adjust the tax management preferences and create a tax budget. Add any customization to the household and account level on the target asset allocation. Allocation weights, product mix and security restrictions. You can customize for specific client needs. Say yes to tax management, social screens, and tax management. Be proactive, not reactive. We will work with you to automate the workflow of your practice to support your growth.

Manage portfolios across multiple custodians using readily available data. In compliance with customer regulations and objectives, you can also manage your own portfolios. Assetmax is the leading Swiss software for independent asset managers and family offices. It integrates multi custody portfolio management, client relationship management and invoicing. Assetmax is trusted by many wealth managers and banks. Comprehensive, integrated and sophisticated software solution. Web-based, it can be installed on-premises or in the cloud.

Wealth Elite is an Artificial Intelligence-based, WHITE LABELLED Multi-Assets SaaS platform for India’s top financial advisors. It includes powerful portfolio reporting & re-balancing, business intelligence, digital client lifecycle management (CLM), Powerful Portfolio Reporting, Powerful Portfolio Planning, Financial Planning, Research, Goal GPS, Video KYC and Financial Planning.

Our portfolio management solution Croesus Advisor is user-friendly, innovative, and high-performance. It features advanced tools to secure and efficiently manage client assets for wealth managers. Croesus Central allows for seamless, customized, and straightforward portfolio rebalancing. It is reliable and flexible, allowing you to spend more time on client-facing activities and business development. It also ensures compliance with regulatory and client constraints. Croesus's application program interfaces (APIs) allow you to send financial data securely and easily. Since 1987, Croesus has been a leading provider in the wealth management sector. It's not surprising that banks and brokerages trust us to manage over 1 trillion dollars worth of client assets. Our products can be adapted to your needs without compromising performance and efficiency.

Front Office Solutions simplifies the management of investment data for institutional investors with diverse portfolios. A workspace for portfolio managers and researchers who need to access data from both internal and external sources. This allows you to track meetings, emails, and calls. It also has a configurable design that allows you to personalize your workflow. This central platform supports the investment and operations teams that manage complex asset strategies, such as asset allocation, manager selection, and direct investing.

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.

You will gain powerful insights that will help you make better decisions and make smarter investments. Keep track of capital commitments, calls, and fees. Update valuations quickly. From entry to exit, manage your holdings using one web interface. Seraf will guide you through a few simple steps to get your portfolio running quickly. In no time, you can get an overview, gain insights, and generate reports. Seraf was designed by active early stage investors who have over 25 years of experience in fund management and fund creation. It efficiently addresses the complexities of today’s early stage investment landscape. Seraf was specifically designed to meet the needs and requirements of early stage investors. It provides the tools you need to efficiently manage your portfolio.

Our firm is unrivaled in the industry because of our complete software solutions, which are paired with back-office accounting and tax services. We will streamline your investment processes and save you time. This includes everything from deal flow management, portfolio tracking, invoicing and eSigs, closing investments, and analysis of performance. You can manage all your investor reporting and fund management from the same place. This makes it easy to manage all your needs in one place. Venture360 is the best way to power your capital raise. Place our investor registration link on you website today and get capital raising. Our plug-and-play solution powers your white-labeled platform to connect with investors, track commitments, close a round, manage your cap table, and seamlessly report through an investor login portal. Let's get started.

Get a reporting solution that goes beyond manual processes and speeds up your time to market. Reduce the stress of managing data uploads and calculations, document creation, data hosting, and data storage. FactSet's powerful reporting suite can automate and scale your processes. Combine key portfolio analytics with internal data sources to create and distribute client-facing documents like fund factsheets and regulatory reports, marketing pitchesbooks, and internal board report. Combine holdings and returns-based analysis with the firm's own content. Documents that combine portfolio analytics such as performance attribution, weights and returns-based style, risk and peer universe analysis should be created. All client-facing documents should reflect your branding, down to the last detail. To accurately reflect your corporate identity, control every aspect of each document, including the headers and footers, as well as the color palette.

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.

Savvy combines real-world financial expertise with technology to give you more freedom and peace. We are building technology-driven financial management to provide you with a seamless view into your entire financial landscape. We do it with the help of investment team talent who conduct regular portfolio reviews to aid your advisory team in achieving your financial goals. Our technology streamlines the entire process, from onboarding to performance reporting, so that your advisor can spend more time with you. Savvy’s team is made up of exceptional and experienced financial advisors from across the US. Streamline your financial life by utilizing client services that provide a seamless and efficient experience. Savvy provides a range of financial services, including retirement planning and estate planning. It also offers tax strategies, alternative investments, direct indices, net worth tracking and the ability to view all your accounts.

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.

The CRE Suite, our flagship real estate analysis, underwriting and asset management platform, has been 5 years in the making. It is based on decades of experience from our top executives and will revolutionize the way investment and development teams work. The CRE Suite lets your team collaborate on portfolios and mixed use projects without compromising productivity or dealing with locked files or emails Excel files. You shouldn't sacrifice the flexibility you need. Don't lose the power you need. You can use the tool that was created by clients like yourself, for clients like yours, to tackle the most difficult deals and quick-turnaround projects.

Our backend allows for secure and automated file uploads to registrars. Your data is always available, wherever you may be, because it is stored in a secure offsite location. It's simple and easy to use. A user-friendly interface that is not only beautiful but also much more efficient. Our automated processes can handle large amounts of data for thousands upon thousands of advisors. Upload your data to us to enjoy a seamless portfolio of all asset types. Group investor in Family accounts and Assign Relationship Managements and Sub-brokers. All clients have access to the information they require. Transact in an existing Folio or create new folios through seamless integration with NSE N MF. BSE Star MF. and MFU Platform. Send bulk emails to specific clients or prospects at a time with attached reports.