Alternatives to Salerio

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

You can streamline your pre- and post-trade process, execute trades quickly, access hundreds liquidity providers, and receive full trade decision support, including confirmations and settlement instructions. FXall provides a complete solution for all your FX trades. You need to make better, faster, safer trading decisions in a market with increasing automation, liquidity fragmentation and evolving regulations. FXall is a fully flexible trading platform that provides seamless access to rich data, smart tools, and seamless execution. FXall offers liquidity access and straight-through processing. This platform gives you the flexibility, agility, efficiency, confidence, and choice you need. You can trade spot, forwards and swaps as well as NDFs and options with just a click. Transparently execute your trading strategies and comply with global regulations.

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.

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.

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.

The platform is intended to be the central information portal of the trading desk. It aggregates data from both internal and external sources such as Price Feeds, ECNs, and risk/analytics engine. It is designed for traders, risk management, trade operations, and support personnel. RiskRunner™ is our main product. It's a leading platform for risk management, analytics, trade capture, position keeping, straight through processing, and risk management. We are experts in fixed income mortgage and foreign exchange products. We are also unique in offering customized FIX protocol solutions to cryptocurrency markets. FX RiskRunner™ is the main product. It provides a platform for risk management, analysis, trade capture, position-keeping, and straight-through processing in foreign exchange markets. FX RiskRunner™, a platform that combines trade capture, positionkeeping and risk management, is the front and middle offices.

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.

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.

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.

Global Fund Solutions understands the goals and needs of our Hedge Fund clients. We developed a solution that allows fund managers to concentrate on what is most important to their clients after three years of research and continuous beta testing. Users can manage client information and allocate funds while simultaneously keeping track of complex and comprehensive information about a variety of investment strategies and securities. Access and mobility are essential in today's global financial industry. Global Fund Solutions allows users to securely access their data while on the move or in the office. We can help you manage small funds or large portfolios of assets. We invite you to find out more. The Transfer Agency module is your one-stop solution for managing detailed information about specific partners.

Portfolio Probe generates random portfolios. Use them to improve your fund management skills. Random portfolios are a sample of the portfolios that follow a set of constraints. The key ingredient is the constraints. Random portfolios can be used in many ways. Portfolio optimization is the use of predictions about the asset universe in order to find the best trade to perform. Portfolio optimization is a misnomer. It is actually the trade being optimized. Utility-free optimization is the trade that moves the closest to the ideal target portfolio while still adhering to the specified constraints.

Centerprise's Enterprise Management System (EMS), is a comprehensive, firm-wide solution that caters to the alternative asset management industry. EMS provides a seamless business solution that includes order and execution management, real-time and historical P&L reporting, performance attribution and market risk. It also covers compliance, commission, and other functions. EMS can be customized for each client and is ideally suited for managing both a small hedge fund and a large alternative investment firm. All functional and departmental views are derived directly from the same data source. This allows seamless transitions between historical reporting and real-time reporting. Integrated from front to bottom and top to bottom, reducing operational risk and streamlining costs.

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

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.

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.

All-asset electronic trading solutions for buy-side traders that are industry-leading. Our SaaS model makes it easy to install our trading solutions. It's for those who are in urgent need of it. We are Ultimate Trading Performance together. TradeSmart, our core OEMS platform that makes it all possible, is the foundation of everything. It displays what you need, customized to your liking. BidFX is a pioneer in multi-asset FX trading, and the leading provider of broker-neutral electronic trade solutions for the global FX market. BidFX is a pioneer in multi-asset FX trade and the leading provider of broker-neutral electronic forex solutions for the global FX market.

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.

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.

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.

Eze Investor Accounting makes it easy to manage all aspects of back-office fund accounting without relying on spreadsheets. Eze's specialized fund accounting program, Eze Investor Accounting (formerly Penny), is a reliable software that manages hedge fund back offices, fund managers, private equity shops, and other wealth management needs. Eze Investor Accounting makes it simple to calculate complex management and performance fees, manage tax processing, and create investor statements and monthly reports.

Every time, get the allocations right. Automatically calculate and apply share percentages to only funds that are eligible to incur an expense. Consolidate all accounts payable at the firm and have easy access to expense reporting. Every time, get the right allocations. Automatically calculate and apply share percentages to only funds that are eligible to incur an expense. Consolidate all accounts payable at the firm and have easy access to expense reporting. Prevent misallocation penalties. EAS can automate allocation policies and ensure expenses are allocated according to disclosures and fund agreements. The manual process of allocating expenses across funds can be confusing and opaque. Excel-based allocations can be complicated and contain hidden errors due to a lack or control. Asset managers are at risk of misallocations or delays in reimbursement due to allocation errors.

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.

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.

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

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.

ProFundCom is the most trusted digital marketing platform for hedge funds since 2005. We also work with Asset Managers as well as Wealth Managers and Private Equity. Our robust email marketing platform allows you to create stand-out campaigns and ensure that they are delivered. Automation built around your workflows increases operational efficiency. Our advanced reporting tools will help you increase and preserve AuM. Our powerful event management platform ensures seamless delivery and increases attendance. See how your campaigns perform across all digital channels. Email marketing is still a vital part of communicating with potential and existing investors. ProFundCom is a financial services-specific email marketing platform. It not only ensures that your emails are delivered, but also offers advanced reporting tools that are unavailable to other market players.

Automate mission-critical business processes The complete solution for fund managers and fund administrators looking to provide investor service. ManTra is the preferred choice for managers and administrators of onshore and offshore hedge funds, partnerships and private equity vehicles, real property and retail funds. NTAS: Fund administrators and managers can benefit from advanced investor services. You have access to enhanced operational efficiency, client service and transparency, as well as security and confidentiality. PENTAS: Automated end-to-end investor lifecycle automation, for both traditional and hybrid private equity funds. Automate and streamline all aspects the limited partner investment process to offer unparalleled processing efficiency, control, transparency, and investor service. KURE: A comprehensive regulatory solution that automates and streamlines your AML compliance.

Our Asset management software will transform your business operations. Linedata's Asset Management Platform - AMP – is the perfect platform for wealth advisors and institutional managers. It combines all your business needs into one platform that can adapt to changing world. Cloud-enabled software, collaboration expertise with integrated data, analytics, and flexibility of modular design enable better decision-making, streamline processes, and empower scale and innovation. Features such as an intuitive trading interface and web-based model administration deliver value and drive growth. This allows you to reimagine your business, and respond to any challenge.

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.

Fully integrated web-based system that manages all aspects of investment management firms. Next generation portfolio management system. Fully cloud-based with a multitude of features. All aspects of the business can be managed from one platform. We will manage Perfona while you keep your operations running smoothly and reduce operational risk. Are you at a point where you need to increase the resilience and confidence of your IT infrastructure and systems? OpEff's IT team is here to help you, whether you need to develop bespoke applications, conduct disaster recovery testing scenarios, or create cyber security policies.

Fund managers are often lacking the proper infrastructure and processes to scale up their businesses as the direct and private lending industries expand. Investors and regulators demand that lenders demonstrate transparency and have transparent processes. Sentry PM is a web-based solution that allows for quick, flexible and flexible loan management. It integrates seamlessly with the back-, middle-, and front-office functions.

Discover the new standard for cash and collateral management. You can reduce performance drag, work smarter and stop losing money. You can reduce credit and liquidity risk by ensuring you have enough margin. Predicting margin costs and identifying opportunities to reduce them can unlock returns. Increase your returns by identifying margin- and financing cost reduction opportunities. Automate your reinvestment recommendations with our workflows. OpenGamma allows you to manage the risks inherent in your existing processes and systems. It also adapts to new regulations and increases control -- without increasing costs. OpenGamma's seamless workflows can be used to improve operational efficiency, capture opportunities for return, drive continued growth, and more.

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.

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.

Our comprehensive, secure and cost-effective solution is built around the ability to reduce risk and gain greater control over the Standing Settlement Instructions (SSI) Process. SSImple is a solution that helps improve SSI communication and processing. It's driven by the current market settlement failure rate. Match SSIs across multiple assets: equity, fixed income, FX, and cash. Protect against disputes. Immutable records support every action. High visibility - SSI communication is visible at all stages. Market participants, whether they are EU or non-EU domiciled, must tighten their settlement processes to ensure that they are prepared for the new Settlement Regime.

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.