Alternatives to RiskValue

Global Wealth Enterprise Solution – Global WealthES™, formerly known as TrustPortal, is a comprehensive and integrated Wealth Management Solution for large and medium-sized financial institutions that allows them to manage their business efficiently. The platform is tightly connected to provide straight-through processing. This creates tremendous scale and efficiency. The application offers extensive functionality, including financial planning, account enrollment, investment management, account administration, integrated portfolio accounting and securities processing, automated account review for compliance, reports & statements, client access portal, performance measurement, and data analytics for intelligence. Integrated FIX engine allows you to trade with over 400 brokers on the market for instant fills or confirmations. Access on any device, including extensive reporting, client and internal reports, and statements.

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

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

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.

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.

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

Boosted.ai, an artificial intelligence company, empowers investment managers with AI-driven insights that enhance portfolio performance. Boosted Insights is a platform that uses proprietary machine learning algorithms designed specifically for finance. This allows users to integrate AI in their investment processes, without needing programming knowledge. The AI stock picker analyzes and ranks stock to identify high-value trading ideas. Portfolio workspaces offer personalized recommendations based upon existing holdings, investment styles, and risk profiles. And AI stock research uses large language models to distill data from news sources, earnings reports, and company filings to concise, actionable insights. The platform provides tools for dynamic screening, portfolio optimization and risk management. This allows investment managers to make efficient data-driven decisions.

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.

Tindeco is a company that helps investment managers reduce complexity and increase automation in order to provide better investment management solutions for their clients. Tindeco VISION(c), a fully integrated investment management platform, is built with the most recent technologies. VISION is flexible, quick and easy to use. VISION is made up of our VISION Core Technologies and VISION Investors product suites. VISION CORE Technologies allows managers to do what they do now, with a significant improvement in efficiency and a greater emphasis on risk management. Our VISION Investments modules aim to give investment managers an edge and make them part of the industry disruption, rather than being a victim of it.

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

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

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.

Find thousands of opportunities for sustainable investment across different asset classes. Invest in the things you care about or are passionate about. Macroaxis, a sophisticated and easy-to-use personalized wealth optimization service, delivers tangible value in the form a higher return on investment portfolios for self-directed and socially responsible investors. Our platform allows investors to create long-term, efficient portfolios in any economic environment and across multiple markets. Our technology is based both on traditional and emerging trends in fintech to provide investors with the most affordable digital wealth advice service. Join over 100,000 satisfied investors who have built over 20,000,000 portfolios with Macroaxis to get unlimited access to our wealth optimization engine.

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

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.

Professionals know that small decisions over the long-term can make big performance gains. Kwanti allows you to see all the risks and holdings that can contribute to success as well as opportunities to reimagine your portfolio. Once you get the details right, the whole picture will fall into place. There are many types of risk, and you can prepare for them all. Stress test your portfolios with historical scenarios to help make better decisions about how you balance client's needs against what they can lose. Clients must be invested and keep track of the right benchmarks in order to achieve their client goals. You can simulate how different trading strategies might have affected returns in the past to make informed decisions about how you manage portfolios for the future.

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

Enfusion is a global leader in native SaaS-based investment technology solutions and services. It enables clients to work from one source of data, from the front-office to back. Enfusion is a platform that increases agility. It offers award-winning software, managed service and analytics to over 500 investment managers and hedge fund managers from eight offices across four continents.

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.

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.

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).

Allocator is used by thousands of funds to provide data and documents to clients. Each number is assigned a time series so that you can track the changes over time. No more error-prone, manual data entry. Our platform converts multiple data sources into one, easy-to-analyze format. You can monitor your investments at the portfolio or fund level. All your fund documents are stored in one central repository. Your information is always current, secure, and organized. It's ready for you to use. No more disparate spreadsheets. You can quickly compare returns across different time periods against other funds or hundreds of indices. Visualize and measure gains/losses over any period. To avoid missing any opportunities, ensure you have clean and complete peer groups of relevant funds to help you keep your eyes open. Also, you can see how new funds will impact your portfolio risk and return.

Portfolio backtesting simulates a strategy of investment using historical data. This allows you to assess the performance of a portfolio in the past, while analyzing return and risk. Portfolio Visualizer allows you to create and compare different portfolio models in order to align investments with financial goals. The tool helps users optimize their portfolios by helping them model the probability of various investment outcomes and understand how risk impacts the outcome. It also offers Monte Carlo Simulation to project future portfolio performance under various scenarios. Tactical models offer strategies based upon moving averages, market valuation and risk management. Portfolio Visualizer is designed to empower individuals and institutions by transforming sophisticated analysis into actionable insight explained by AI in text and video formats.

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.

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.

Get investment signals that are tailored to your needs. Our bespoke toolkit allows you to create and define investment strategies, allowing full automation of portfolio rebalancing and backtesting. Report on the performance metrics of instruments that you define. Define market-led portfolio alerts. Reporting on carbon emissions for a portfolio. We can provide market-performance ratings for each listed asset held in the pool of collateral, allowing us to personalize the lending process while increasing confidence in collateral quality. In-app analytics and investment strategies such as performance analysis and historical backtesting can be enabled to generate investment signals. Keep up with the latest trends by using personalized analytics for every client. Create portfolios and tailor alerts to the individual's requirements. Show ESG and carbon emission performance at the instrument and portfolio levels.

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.

To reduce the cost per $bn of assets managed (M&A), increase your size To offset inflation in mid-back office costs, increase research staff. Reduce risk budgets to maintain a close quarter-to-quarter benchmark. Increase the quality of investment decisions per staff member. Data science can be used to encode sound investment knowledge. Make use of new technologies to increase compound knowledge at a low cost. Butterwire is designed to support long-term, low-turnover, fundamental active investing. It increases the likelihood that portfolio positions will outperform others over a 12-month period, while decreasing the impact of the worst performers. You should look for stocks with attractive fundamentals, that are controversial, and that are consistent with your style. You should ensure that your risk budget is spread over a variety of stock-specific exposures. This will allow you to simulate ways to increase the expected active return or active risk ratio.

Pepper helps asset and portfolio managers to maximize ROI, while adhering to all regulations and maintaining security. Pepper is a cloud-native platform that offers powerful CRM and analytics to make your holdings management as efficient as possible. Pepper was built by industry veterans and alternative asset managers to honor the integrity and transparency in the investment management industry. Pepper uses deal data to optimize portfolio investments, simplify investment complexity and make deals more agile. We deliver a higher ROI while reducing risks. Pepper gives alternative asset managers insights into what investors are looking for in terms of information about their portfolios, investments, and returns. Our integrated data platform will help you improve your investor storytelling. Our extensive and proven data management platform provides an efficient way to manage compliance processes.

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.

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.

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.

SS&C GlobeOp's total return is a portfolio management, partnership accounting, general ledger, and investment accounting system that is specifically designed for alternative investment funds and family offices. It supports complex securities, sophisticated investments strategies, multi-tiered ownership structure, and unique tax requirements. This system is multi-currency and can be used to support private wealth funds and family office investments. It offers advanced portfolio management capabilities and general ledger functionality. It also includes complete partnership accounting. This includes automated processing of capital-based and share-based fund valuations, income and expense allocations for partners, management and fees calculations, and the creation of robust partnership reports. Integrated fund accounting, partnership accounting and tax processing allows you to save time and reduce operational risks.

Global Predictions builds the only commercially-available digital twin of the global economy. It provides policymakers, corporations and investors with unbiased insights and tools that help them understand shifts in the economic landscape, manage their investment portfolios, identify risks and forecast the future. Its proprietary Recommendation engine is built by leading machine learning engineers and quantitative economists to hyper connect and draw connections between millions of diverse data stream, macroeconomic models, simulations. The same engine is used to power PortfolioPilot, a free multi-asset platform for retail investors.

Better financial advice is possible, faster. You can manage your business smarter, open accounts quickly, and provide clients with a wonderful experience. In minutes, you can open an account online. Easy creation of custom portfolios. Trade fractional shares without commissions. Automatically rebalance (set it and forget it). Investing and reporting together. It's really affordable. Free first 100 accounts and only $1 per month thereafter. Altruist Corp ("Altruist") is a software engine that aids financial advisors in achieving better outcomes. Altruist LLC is an SEC-registered investment advisor. Brokerage related products are provided and managed by Altruist Financial LLC. Commission-free trading is $0 commission for trades made via web or mobile devices to brokerage accounts. Other fees may still be applicable.

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.

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.

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.

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

Start tribe-vesting today with your family and friends. It's easy: your friends and family become your business partners and invest together, it's called tribevesting. Tribevest allows friends and family to form a group investor group, pool money and manage joint investments. We love all of these tools, but you don't necessarily need them all to manage your investor group or investments. Tribevest brings them all together. Tribevest's mission it to create and maintain a marketplace that unites, supports, celebrates and celebrates tribes, members, and every milestone on their journey. We want to bring people together with common dreams to unify and maximize their collective resources. Tribevest, at its core is a people alignment company dedicated to providing innovative tools and proven pathways to each group’s unique goals.

FX Connect, a market-leading FX execution platform, helps institutional investors manage multiple portfolios, connect to counterparties, and streamline global trading operations. FX Connect is part of State Street's GlobalLink suite, which includes market-leading e trading platforms, technology, and workflow solutions. It simplifies and automates all aspects of FX trading, from pre-trade through execution and post-trade settlement. FX Connect has a 20+-year track record of custom-made solutions for institutional investors. It is also able to integrate with Order Management Systems or Accounting Systems. Multiple trading styles and strategies are supported to transact spot, forwards swaps, swaps, and NDF trades with multiple counterparties. Post-trade reports include market-to-market and net position reports, as well as outstanding position reports.

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.

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

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

ImpaQt Plus is a stand-alone, end-to-end application for private banks. Covering the entire advisory process from client profiling to portfolio-construction to pre-trade suitability checks over portfolio analytics to reporting and trade execution. This tool is the key to client advisor success. Our products can be tailored to meet the requirements of almost any industry. We are a trusted leader in challenging tasks that result in scalable technology that delivers tangible client benefits. Find out why our clients are happy and continue to return for more. Digital is about unlocking your growth potential. Speed and sophistication are important. We are proud to say that our products offer some of the most advanced algorithms in Europe and worldwide, in today's competitive market.

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

All-in-one platform designed for relationship-focused financial advisors. A modern and intuitive UI that allows you to access all of your client information. White label mobile app and portal available with a beautiful, intuitive client experience. You can access performance reporting, trading and rebalancing, billing, document vault, and more. Connect with 25 of the most prominent wealth-tech vendors in CRM planning, risk management, and risk management. Direct connections to 14 custodians as well as thousands of financial institutions. CircleBlack can help your firm save time, delight clients and win more business, no matter how small or large. CircleBlack is the destination for advisors who are looking for a modern technology solution to their new RIA. We provide white glove support to simplify the transition, minimize client leakage, and promote professionalism.

Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention. TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.

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.

PropertyDirector.com.au is a one-stop digital platform for property investors. Our platform offers: 1. Digital bookkeeping system that allows you to keep accurate records and transactions about your property portfolio. It is simple to use, but it is comprehensive. 2. This forecaster tool allows you to project the future value of your property portfolio for up to 10 years. 3. Access market activity reports to see the latest trends in Australian suburbs. 4. Access to research reports, including detailed demographic information for each suburb and property data for all properties throughout Australia. We can help you onboard by helping you to add your first set of properties for free. We are committed to long-term improvement of our platform in order to meet the needs of property investors. Professionals with extensive experience in property investing, project management and web/digital platforms own and operate the business.