Alternatives to Tindeco VISION

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.

Our award-winning technology allows financial institutions to launch digital wealth and hybrid advisory solutions faster and at a fraction the cost. This helps them save years of development time and money. Our platform automation, innovation and engaging online experience help Wealth Managers, Investment companies, Banks, Insurance Companies, Brokerages, and other financial institutions to launch modern digital saving and investing propositions. Our modular RESTful API-led delivery system allows firms to create and apply their own unique designs to the digital proposition. This allows them to stand out from their competitors and bring their products to market faster. We offer digital solutions for D2C Self-Directed Investing and Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning and Modern Adviser Software.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

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.

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.

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.

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.

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.

eXeer, a modular SaaS-based investment management solution, is available as a SaaS. eXeer allows investment managers to easily aggregate, analyze, visualize, and integrate third-party technology solutions and data feeds into their operating model whenever they need. eXeer allows you to integrate your existing tech stack with new technologies, allowing you to create an operating platform that suits your needs. Automate data collection from custodians and other investment managers, platforms, market data providers, and more This is the core component of eXeer. It acts as your investment platform’s analytical brain. Our engine gives you a single source of data truth. eXeer's core data analytics engine is at its heart. Our suite of client engagement tools enables you to support face-to-face communication with intuitive, adaptable, and flexible channels.

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.

SOLIAM is a comprehensive core system that offers real-time investment oversight, designed for Asset Owners and wealth managers. It facilitates efficient front-to middle office process management by supporting multi-custodians and multi-accounts. SOLIAM offers Asset Owners a unique platform to manage positions, make financial decisions, and comply with regulatory requirements (MIFID II and Solvency II). It also includes a robust ALM Engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions increase operational efficiency, reduce risk, and provide scalability and compliance with regulatory requirements.

SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.

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.

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.

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.

PureFacts is the best at understanding financial services data. Since over 20 years, we have helped our clients grow revenue, manage expenses, and mitigate risk. Streamline processes, personalize the client experience, and increase revenue. Get more value from data by analyzing it. One of the most innovative AI Fintech or Wealthtech companies in the globe. It's easy to make onboarding, goals-based investment and decumulating smarter and easier. Technology that streamlines processes, personalizes the client experience, and generates more revenue. You can create revenue programs that capture every dollar of value you provide. It's easier to do it with less overhead, and more automated, precise, and repeatable workflows. Hosted, flexible, reliable, modular, and highly integrated platform that integrates with your existing tech stack to provide seamless upstream and downstream data flow.

Your clients trust you as a financial advisor. AssetMark offers solutions and guidance to ensure that your clients' futures are well-managed. As wealth grows, technology and investment options become more complex. Clients expect more from you. Don't let them outgrow your capabilities. Our wealth management technology gives advisors the tools to transform their practice, from portfolio construction and investment research to client communication. You can spend less time on administrative and back-office tasks and more time with your clients. AssetMark is not like other third-party platform for asset management. We combine our solutions with a personal touch so that we can be an extension of your team and provide insight and support tailored to your needs. Our support teams and consultants are available to assist you with platform issues.

Our API provides elegant user experiences. Leading investment advisors rely on AdvisoryWorld web-applications for their wealth management workflows. You can search for and analyze investments using dozens of criteria, such as asset class, manager tenure, performance statistics, and style detail. Compare and contrast investments based on diversification and performance-based statistics such as Asset Allocation, Hypothetical History Performance, MPT Statistics (e.g. Standard Deviation, Sharpe and Beta, Alpha), Duration, Expense Ratio and Hypothetical Historical Performance, MPT Statistics (e.g. Easy to create customizable Asset Fact Sheets and compare them side-by-side. With the help of financial modeling tools that are institutional-grade, you can build and analyze portfolios. The interface is lightweight. Examine the impact of fees & sales charges, dividend reinvestment, and capital gain reinvestment on portfolio growth.

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.

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.

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.

It is designed to meet your requirements. Exceed your expectations. Consolidating multiple platform relationships can help you gain significant operational efficiencies in your wealth business. You can then operate your own multi-asset, cross-currency investment platform. You retain complete control over your client proposition by establishing your own brand, investing solutions and paying your own platform fee. Reduce the administrative overhead and adviser support burden of other platform providers. Our technology is ours to control and we drive the highest level of automation across the platform. Our flexible APIs enable us to quickly and electronically exchange data with external parties on a 2-way basis. This is crucial for reducing the dual-keying burden that your business must bear. The platform provides a 2-way interface to Intelliflo Office that allows wealth businesses to electronically submit all clients.

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.

Sesame is an integrated investment platform developed by Landytech. It provides asset owners, managers and advisors with comprehensive data consolidation, analytics and reporting tools. Users can aggregate data from multiple custodians, asset classes and complex instruments to get a unified picture of their portfolios. The platform provides institutional-grade analytics for assessing performance, risk and exposure. This allows users to make informed investment decisions. Sesame’s report builder has a drag-and drop interface that allows for the creation and scheduling of visually appealing, customizable reports. The platform also includes customizable alerts that can be set up for compliance breaches or other critical events. This enhances proactive risk management. Sesame's collaboration tools, such as task-management and centralized document storage streamline operational workflows, and improve productivity.

Axia is an award-winning web-based, omnichannel, MiFID II enabled Investment Management Software. Axia Suite is built on modern technologies and provides comprehensive functionality to meet and exceed the most demanding investment management requirements. Each user role has its own dashboard. Client management (client onboarding and CRM, document management, compliance management, order processing, and transaction processing). Evaluation, cost calculation, and position keeping. Asset allocation, profitability, performance and risk analyses. Externally and internally managed assets. Consolidated client management reporting. Fees management. Automated integration with custodian bank and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All functionality is available on one platform. Streamlining processes saves time and money. Automated integration of custodians and market providers

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.

A retail bank would not be able to acquire clients today if it did not have a portal for internet banking. We believe that insurance and investment banking will follow this trend. We partnered with experts in the industry to build a financial platform that automates and consolidates back office operations. This system was built with the Investor in mind. Our goal was to make safe and simple investing for Investors. Appealing design. Clean and modern user interface that guides the client through the process step by step. Omni channel. Available on desktop, mobile and tablet with the option of switching from one device to another using QR codes. Chatbot for help. Help function during the onboarding process. Text, image or video can be used to promote offers. Clients can also download a full document that is attached to the respective offering. Clients can choose from more than one offer during onboarding.

MoneyWare is an integrated Wealth Management platform that allows wealth managers to manage their entire business life cycle, from front office to backoffice, without the need to use multiple systems. It allows wealth management firms to serve all types of client segments, including high-net worth individuals, single and multi-family offices as well as highly affluent clients. The wealth management software suite can be customized to address client management, portfolio management, compliance, client reporting and accounting. MoneyWare is a wealth management system that provides advisory, discretionary, and non-discretionary services.

Dasseti offers software solutions for the due diligence and monitoring process of asset and funds managers. Dasseti provides a powerful and flexible set of features that automates and digitizes assessment of funds. These include: digitized due-diligence questionnaires engine; automatic flexible responses flagging, scoring and management engine; research management and reviews management; CRM, collaboration and workflows; external managers portals and analytics ..... Our goal is to assist investors and investment consultants in increasing efficiency of their due diligence and monitoring process through digitization. Dasseti solutions help investment consultants, sovereign funds, pension plans and foundations, endowments and family offices, wealth management firms, funds of funds, insurers, banks, and funds of funds select or monitor managers across asset classes.

Software for financial services that is optimized for performance. It is not easy to run a financial services company. We can help. We can help.

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.

Addepar is a wealth management platform specializing in data aggregation and analytics as well as performance reporting. Addepar lets you spend your time on what is most important: building client relationships. Addepar consolidates all financial accounts to give you a comprehensive view of the client portfolios. Our industry-leading analytics and reporting software allows you to tailor insights and conversations to each client and build trusting relationships. Our digital tools allow clients to have encrypted access to their financial information from anywhere and anytime. Our custom reporting functionality can bridge back-office solutions. Our industry experts will help you understand your company's needs and get you up and running. To get started, you can access our online training portal and on-demand help center. Addepar uses best-practice safeguards, including role-based access controls and data encryption at rest as well as in transit.

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.

Flexible to your business's needs. Independent of banks or asset managers. Ready-to-use immediately It combines regulatory compliance with the highest level of IT-security. Digitize your business model and find new revenue streams. Digital offers that are state-of the-art will increase customer loyalty. Our technology can be customized to your corporate identity. You can promote your wealth management strategies without losing touch with the customer. You can choose which investment products to offer with our modular platform. WeAdvise is not affiliated with any product manufacturers or banks. We can also integrate your preferred partner bank upon request. With the help of our scalable plug-and-play-platform you do not lose time-to-market. Our development and operating costs are lower than in-house development.

Advisors can focus on their clients by having access to structured investment, annuity and target return ETF options. Our multimedia educational resources include short-form videos and PDFs that can be used to share product knowledge with clients. Comprehensive asset-class education is available for all levels of advisors. It includes product-specifics and introductory basics. Advisors can self-pace their certification process and have real-time supervision from home with the help of custom compliance tracking and supervisory software. Automate and integrate to deliver products--and product education--seamlessly to wealth management firms and financial professionals, in real time. You can increase efficiency through streamlined education, compliance oversight, and direct connection to a central product repository.

WealthArc utilizes a reliable API engine that automates, consolidates, and unifies your wealth data. It also reduces reporting, compliance, and other administrative tasks. WealthArc, an award-winning platform that empowers wealth managers to meet client expectations faster than ever and with high-quality data, is user-friendly. Modern asset managers are aware of the changing expectations of their customers in terms of security and accessibility. Our platform is a reliable platform that supports asset managers in their daily job. It includes portfolio management, governance and CRM. Reporting modules are also available. WealthArc's advanced functions allow clients to have a trust-based relationship with WealthArc without the need for single or multi-family offices.

TS Imagine is a platform that helps companies succeed in capital markets. Our SaaS platform is available to all desks. It aligns trading, risk, and operations to provide a single source for truth. This allows for greater transparency, greater efficiency, and infinite scaling. Combining two of the most trusted SaaS platforms in the industry creates a new standard for trading, portfolio and real-time risk solutions. TS Imagine streamlines complex and time-consuming workflows in front, middle, or back-office. Unifying order management, portfolio analytics, risk & compliance and margin accounting with secure, cloud-based SaaS delivery. 500 financial institutions use TS Imagine. There are 400 employees in ten offices around the world. The IT infrastructure is available in every region to ensure a global reach and stable local presence.

Aladdin technology is used by BlackRock and many other investment professionals to make their jobs easier. Aladdin technology is more than just investment software. It brings clarity and connectivity into the global financial ecosystem. We believe that investors need clarity at all stages of the investment process to make better decisions, scale more efficiently, and achieve better investment results. We are constantly innovating and evolving Aladdin technology to achieve this goal. Aladdin Enterprise provides clarity for investment professionals by providing a flexible, end to end operating system. Aladdin Wealth is a market-leading platform that will power the future of wealth management. Aladdin's market-leading capabilities and eFront's private markets capabilities create a new standard for investment and risk management technology.

VestmarkONE®, a platform that simplifies the creation and management of highly-tailored portfolios, can help wealth management organizations and their advisors deliver better outcomes for investors. Our trust is earned by the most respected wealth management firms. Support hundreds of thousands of households. Reduce inefficient legacy systems, and allow advisor efficiency and scalable customization. You can tailor your implementation and adjust the dials to create a solution that meets your needs and objectives. You control the software and services you choose. Even the smallest relationships can benefit from sophisticated solutions. You can enable fixed income modeling, options strategies and UMAs.

Smart Wealth Management technology for Banks and Custodians, Investment Advisors and Family Offices. We convert all input formats and protocols from different sources into a single standard output format. You can'reuse' our data formats to create new interfaces, which significantly reduces the time it takes to make new interfaces operational. m2Data allows financial institutions to provide secure, standardized data services for their clients with minimal operational impact. m2Wealth, one of the few system providers that has a fully operational EBICS capability, is one of them. M2 has created 'connectors" with a variety of European Custodians/Banks that have mandated EBICS to be their preferred connection protocol for daily distribution around the globe. M2 continues to work closely with financial institutions that mandate EBICS.

We believe that traditional financial institutions and fintechs can work together to mutual advantage. Both have strengths and aspirations that complement each other, so it is worth forming partnerships. Offering a variety of digital investment products allows you to cross-sell to existing clients as well as access new client segments. But, the process of developing new investment solutions can be time-consuming and costly, especially when there is high regulatory complexity and fee pressure. Brokers have struggled to launch innovative products that will spur new growth. Wealth managers are proud to be able to use their existing investment strategy and expertise. However, costs and margins are being squeezed to the limit. This is why it is becoming a challenge for the entire industry to transform and modernize business models in order to remain profitable.

Family Wealth Guru integrates with Financials. An unrivalled integrated wealth management solution. We even create Purchase & Sales Invoices directly from the Brokers' Contract notes. Family Wealth Guru is a comprehensive Wealth Management Solution that allows you to manage your entire wealth portfolio. You can track, organize, and analyze all Asset Classes to make data-driven investments. Family Wealth Guru offers a unique integrated solution to your wealth management needs, whether you are an investor, Wealth Manager, CEO of Family Offices, or a Wealth Manager. Wealth Management is becoming more complex by the day. It covers multiple asset classes, including stocks, mutual funds, fixed deposits, bonds, properties, commodities, and many more. The world has never seen a Wealth Management Software that integrates with a solid Financial Solution. Say goodbye to duplicates and endless hours of reconciliations.

Streamline reg compliant investment processing Automate high-touch messaging All in one platform. Built for private capital raising and designed for people. In less than 30 minutes, you can brand your platform, create an offering, and configure the perfect user experience to meet investor and organization needs. Data-driven targeting can cut prospecting time by half, automate high touch engagement marketing, and run investor compliance tests in a single click. Are your legacy data outdated and disorganized? Our engineers will organize and migrate your legacy data to your platform during onboarding. This will help you close more deals quicker. You can also leverage our API and webhook options to connect all the services that you need to succeed.

The solution has been used by a large number of customers over the past decade. It is well-known for its extensive range of business lines and rich features. The solution covers all aspects of investment management operations, from front office features such as pre-deal analysis, real time portfolio position and cashflow tracking, profitability monitoring, deal settlements, corporate actions posting, MTM valuation, accounting, and NAV generation. FundSense - the business insight tool - makes it easier to make business decisions faster and more collaborative. Drag-and-drop makes it easy to integrate data from multiple sources. In order to make informed decisions, users can create and view interactive dashboards and data visualizations. Fund Sense provides rapid analytics and an associative user experience right from your desktop.

We offer data to support your workflow, analytics that will help you outperform, as well as insights to give perspective. FactSet assists over 6,000 financial service firms with their most pressing problems, including optimizing technology costs, creating integrated workflows, mitigating risks, and creating efficient data governance within an organization. Our comprehensive data feeds, web and mobile analytics, and white-glove customer service transform the way investment professionals discover, decide, then act on opportunities.

The first platform that offers software and services for project financing, structured finance, private credit, and project finance. A collection of services that automate and standardize data to make it more efficient for you. An advanced cashflow analytics platform that allows you to manage, structure and evaluate deals with unmatched precision. Every party can now work from one source of truth, allowing for internal cooperation and collaboration between the buy-side, seller-side and all other parties. T-REX empowers transformation, whether you're looking to enter new asset classes, set sustainability targets, or modernize your investment infrastructure. T-REX is designed to support any type of asset, data source, and financing type. Complex data is facilitated by the sophistication required to structure and manage bespoke deals. From origination to maturity. It is designed to work with your people and platforms. Centralize deal documents and streamline model review through native sharing and version control.

FNZ's platform-as-a-service is a unique combination of market-leading technology, IT infrastructure, and investment operations. Digital delivery to the front office is seamlessly integrated with back-office operations, in-region hosting, and infrastructure. Security, resilience, and scalability are our top priorities. FNZ platforms are built on top-of-the line technology and protected with industry-leading cyber security standards. Our in-house migration engine gives us unparalleled experience in platform implementations and large scale migrations. The state-of-the art IT infrastructure ensures that all services are available at all times. It also guarantees continuous security, availability, and performance. FNZ's datacentres in-country and in-region provide digital-first solutions. FNZ offers industrial-strength, large asset-servicing through automated end-to–end straight-through processing. Control monitoring is also available.

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.

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.

Professional wealth managers can report, bill, rebalance, and publish client portals. Dashboards, reports and trading. All you need is one app. FinFolio makes wealth management simple. Simple, intuitive, and clean. Not all RIAs are the same. FinFolio is completely customizable. FinFolio embraces a broader definition of portfolio management. This includes reporting, rebalancing and trading, billing, and a mobile-ready client portal. All elements of your backoffice are integrated into one platform. FinFolio offers flexible hosting options that allow you to manage it yourself or let FinFolio handle it. White-labeled with your branding. You can automate the work and monitor data quality if you decide to run FinFolio by yourself. You can extend the software by using an open API, which allows you to customize and interface with external services.