Alternatives to TradingScreen

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

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

StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors. StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions. * Import your accounts from brokerages to get started quickly * View prices, performance, allocations, and many other details. * Track the change in value over time for your investment portfolios. * Keep a watchful eye on securities that are on your buy list. * Analyze historical price data. * Companion apps available for Android and iOS. * And many more...

FlexTRADER®, the industry's most trusted multi-asset execution management software (EMS), is trusted worldwide by tier-one asset managers as well as hedge funds trading equities and FX. It is known for its exceptional performance, quantitative analysis, and global connectivity to liquidity sources. FlexONE is our all-inclusive order/execution management software that facilitates and streamlines the complex trading needs of the global hedge fund community. FlexFX is an award-winning, algorithmic trading and execution management software for buy-side institutions that trade FX. FlexFX integrates seamlessly with OMSs and offers integrated post-trade allocation solutions. FlexFX is trusted by the largest asset managers in the world. It allows traders to efficiently manage large orders, regardless of their block size, and across multiple value dates.

All your brokers and buy sides are accessible. Execute orders on over 100 markets. All you need, from automated low-touch trading through complete order and risk management. Equities trading has never been more complicated. Advanced technology is essential to grow your business. It can unify your operations, simplify workflows, and increase your efficiency. Fidessa is the perfect solution for all your equities trading needs, no matter if you are a boutique broker, global bank, or both. Our solution offers sophisticated algorithmic trading, order management, seamless processing to the middle-office, integration with third-party technologies, and seamless integration with third-party systems. Instant access to over 6,500 buy-side customers, 600 brokers. You can place orders on more than 100 equity markets.

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.

One Solution to All Your Asset Management Technology Needs. We are a financial technology and service provider that provides integrated, multi-asset classes workflow solutions to Asset Managers. Our Mission is to simplify the investment process. Our solution seamlessly integrates front, back, and middle-office solutions tailored for a wide range of financial firms, including Hedge Funds and Asset Managers, Family Offices and Prime Brokers. Nirvana allows clients to consolidate disparate data across multiple counterparties and multiple accounts, as well as multiple asset classes, all from one easy-to-use platform. Our solution also includes a back-office and middle-office service that we provide to our clients to help them manage these tasks. Asset Managers and Asset Owners are able to manage complex portfolios with one view thanks to customized dashboards and integrated compliance. This allows for confident decision making.

SuisseTechPartners, a market-leading cloud-native Portfolio Management System, was developed by industry experts with decades-long market experience. PMplus is a front-to-back wealth and asset management system. We offer a wide variety of products, including: Portofolio management System Accounting and Multi-jurisdictional NAV Investment Book of Record Partnership Accounting OMS Order Management IRM and Regulatory Compliance Management Fees and Billing Cash Management Multi-asset class Integration Data Management Platform Reconciliation Services Client Reporting and Web Portal Customer Onboarding and KYC GIPS Performance and VAR Modeling

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.

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.

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.

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.

Horizon's unique capabilities in automated trading are added to its market-leading solution and sophisticated execution algorithms. Execution algorithms are used by clients to time trades efficiently and immediately benefit from price changes. Our software allows you to embed custom algorithmic strategies on a single platform. Horizon's flexible algo framework allows traders to trade their way or benefit from an advanced set execution algorithms that are based on our expertise in algo-trading. This makes Horizon a unique player in the automated trading market. Horizon Software automates complex trading strategies to execute large orders using the TWAP, VWAP and POV (Percentage Of Volume) algorithms.

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.

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

Portfolio, a multi-asset class portfolio administration and reporting solution for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. Portfolio is used by a large array of leading financial institutions, including hedge fund and asset managers; hedge fund administrators; syndicated, corporate, or real estate loan administrative agents; and agent or trustee banks. You can get detailed support for a wide range of collateral including bonds, factor-based securities, asset-backed securities, syndicated, corporate or real estate loans, credit default swaps, and equities. Trading with purchase lot tracking, global or portfolio trading wizards and pro rata and/or non-pro rata.

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.

The world's best portfolio tracker. All your assets can be tracked in one place, both traditional and crypto. Global banks, brokerages, stocks and currencies are supported. Get your stocks in order. Connect your online brokerage accounts or add individual stocks to track the value of your stocks in real-time. You can access the latest balances of your exchange and crypto wallet accounts. Or, you can simply add coins to track the crypto portfolio's value in your native currency. Connects to more than 20,000 banks around the world. Kubera's industry-leading account aggregation technology provides reliable connectivity to thousands online banks worldwide. Zillow's real-time market data allows you to track the value of your home (only in the US). Track the real-time value and condition of your automobiles, trucks, or cars. Track the market value of web domain names that you own. Kubera supports almost every international currency. To create a global dashboard, add your Yens to your Euros and view their values in your local currency.

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.

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

Altreva Adaptive Modeler software is used to forecast stocks, ETFs and forex currency pairs. It also allows for the prediction of commodities, commodities, and other markets. It uses innovative technology to create market simulation models that allow thousands of virtual traders to use real-world market data to trade on virtual markets. Their collective behavior is used for one-step-ahead trading signals and forecasts. Models evolve in parallel to the real market, without being too dependent on historical data. This allows for better adaptation to market conditions and consistent performance.

Welcome to Co-Pilot. This is the next-generation platform for active wealth managers that offers multi-asset portfolio trading. Flyer provides a complete FIX solution that includes software, integrations and development kits, as well as support. Co-Pilot, a comprehensive investment platform, centralizes portfolio management and order management in one multi-asset application supported by Flyer Trading Network. Developers can quickly create their own trading platform using the Co-Pilot API. They can also connect with trading partners to create an accessible and easy-to-use experience for their users. Advanced order routing and allocation network that standardizes connectivity and workflows, making it easy to trade with brokers and custodians. Advanced trading tools are needed to optimize complex workflows that are inherent in managing large portfolios of mutual funds and equities. The number of possible portfolio combinations is limitless, as well as the possible allocation combinations.

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.

Advisors believe that OTC funds/indices or separately managed accounts are the best options for digital asset exposure, while keeping client assets under advisory. Advisors can manage bitcoin (and other digital assets) directly for clients while keeping assets under advisory. Fidelity Digital Assets(sm) also protects bitcoin. We have the tools to help you trade in bulk or individually. Fidelity Digital Assets (sm) and Komainu are our partners for digital asset security. We can replicate your current billing and advisory fee collection. Choice allows you to trade via Interactive Brokers and Kraken from one retirement or investment account that is in qualified custody. We can also handle REITs, physical assets, real estate, and other alternative assets for clients. You can trade stocks, ETFs, digital assets, and more all from one account. If you wish to provide a login for your client, there is no additional charge.

Trade-Ideas is a leading stock scanning and trading analysis platform that empowers traders to make better decisions, faster. Whether you're an experienced trader or just starting out, Trade-Ideas provides the tools you need to find the best opportunities in the market. Our AI engine, Holly, acts as your virtual trading assistant, analyzing millions of data points and testing strategies daily to deliver high-quality trade ideas. With one of the most powerful real-time stock scanners available, you can customize your scans to match your trading style and receive instant alerts when opportunities arise. Trade-Ideas also offers advanced backtesting to refine your strategies with historical data, and it integrates seamlessly with major brokerage accounts for easy trade execution. Our unique tools, like the Momentum Race and Picture-in-Picture (PIP) charting, help you visualize stock momentum and analyze multiple time frames efficiently. In short, Trade-Ideas is your all-in-one solution for succeeding in today’s fast-paced markets, with the innovation and reliability that traders have trusted for over 20 years.

Marketlog is a product of a project that has been meticulously designed and developed over a period of 2 years by the team that created Myfxbook.com – the leading forex portfolio service. Marketlog has been built from the ground-up to match the quality of our users' experience over the last 15 years. The service is free (with paid plans also available) and allows you analyze and compare your portfolio of stocks in a completely automatic way. It is also very easy to use and allows you to track trading portfolios across different brokerages. (Over 10,000 supported!) You can view all your stock portfolios in one dashboard, and you can even see other traders who share their stock portfolios with you! We've invested more than $3,000,000 in research, development and we hope you like the results as much as us. We are constantly adding new features to the service!

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.

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.

Management of business critical tasks in fixed income portfolios used US banks and other companies. Paragon is an accounting solution for fixed income portfolios. It processes bonds and money market instruments. It's based on three main business functions: trade capture and processing, reporting, and reporting. Banks can manage their exposures through accounting and position-keeping platforms. Old-fashioned paper reports can be difficult to understand and communicate concise information to stakeholders and executive board members. Paragon provides management reports with attractive graphics that include inventory, cash flow and maturity. This will give all stakeholders more insight and help decision makers.

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.

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.

tick Trading Software AG is pleased to announce the TBMX Market Making view, its latest extension to the acclaimed TradeBase MX Platform. TradeBase MX now allows customers to enter native quotes on XETRA or the Vienna Stock Exchange. tick-TS offers a dedicated installation for the TradeBase MX Platform at the companies' premises in Frankfurt/Main. You can connect to tick-TS' multi-member infrastructure. The service includes market data for XETRA. EUREX connectivity can be established using either a broker that is already connected to tick TS such as HSBC or CitiGroup, or connecting a new broker that the client has an existing agreement with. TradeBase MX Frontend, TradeBase MX API, or TradeBase MX FIX Solution can all be used for trading.

Since 2016, Kore has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. Kore is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

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.

ATrad is a stock brokerage and broker back office solution. It specializes in providing services to Frontier and Emerging Markets. ATrad is an innovative and simple investment platform that provides a turnkey solution to Capital markets broker-firms. The solution includes components for the back, middle and front office of Broker firms in frontier and emerging markets. ATrad has a 70% market share in broker-firm usage on the Colombo Stock Exchange, a key frontier market in Asia. ATrad integrates with the Bloomberg EMSX API. This API offers DMA Trading in Colombo Stock Exchange. Options include direct order routing without intervention and manual moderation for broker investment advisors. All orders are automatically verified against the CSE or local stock market regulations by ATrad.

Software used worldwide by major asset managers, hedge funds, and outsource administrators to reduce operational risk and streamline post-trade processing. Post-execution trade processing system that combines matching & confirmation, settlement instructions processing, and failed trade management into one solution to meet T+1 settlement requirements. Salerio is a modular, multiasset class, settlements platform that can be used by global investment managers and hedge fund managers. It allows asset owners, sovereign wealth managements, outsourced service providers (TPAs), to concentrate on what really matters: getting trades confirmed and processed. Reduce operational, counterparty, settlement risk by removing the need for a trail of communications via email or phone. Our exception management hub offers trade matching, confirmation, settlement messaging and settlement tracking. We also offer failed trade management for securities.

Never pay again for robust, real-time charts. Unlock your trading superpowers. Click on the icons to discover why PHI 1 is the best platform to meet all your trading needs. Why choose PHI 1? PHI 1 is an end-to-end algorithmic trading platform. It automates your mundane tasks so that you can concentrate on the stock market. Have you seen the PHI 1 trading platform in action? To understand the PHI 1 trading platform better, check out our overview video. Use the information from the charts Advanced Charting Basic or advanced screener to make the right decisions about deployments. Strategy editor. Bulk testing, refining and auto-grading Risk controls Ideabook Multibroker Integration Switch brokers live to receive the best rates when placing orders. Use PHI 1's powerful strategy editor to create new strategies. To get an idea of how your strategy might perform, backtest. Evaluate your strategies in multiple scenarios like Bulk Backtesting, Grading

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.

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.

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

How should you allocate assets within your investment portfolio? MarketRisk makes it easy to decide how. It uses a unique algorithm to evaluate the risk inherent in each asset based on its current market price. MarketRisk limits the risk to your portfolio to the level of your risk tolerance. You can choose up to seven investable assets, including stock indexes, precious metals, and bonds. MarketRisk calculates your position size in each asset by entering the market price and your risk tolerance. MarketRisk does not replace a financial advisor. However, it is a useful research tool. The past 50-year performance averages 16.3% per annum. Each portfolio combination is backtested from 1929 to 2020. The last 50 years of performance are shown.

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

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.

Data drives profits, margins and profitability. Your team, operating companies, LPs, and you can power the intersection. Through a powerful interface, the platform can eliminate data that is trapped in siloed groups, emails, or inaccessible databases. It allows deal, IR and finance teams to collaborate in a cloud-based collaborative environment around common data sets. Providing the best-in-class visualizations and analytical tools to help you tell your story and provide a branded experience for LPs and operating businesses. Our people have deep domain expertise, which is what drives Cobalt's innovation. Our product team is skilled in building powerful private market technology, and our support team is adept at bringing it to life for clients. Request a demo today. We will show you what Cobalt GP can accomplish for your company.

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.

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.

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

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.

Quickly generate NDAs and term sheets, subscriptions, KYC documents, etc. by pre-populating smart web forms. To track client compliance information, Obsidian Suite can be integrated directly into the advanced client management database. Our simple electronic sign-off via DocuSign enhanced integration allows you to save time. Use CRM auto feed to keep track of client interactions and document status.

INDATA's iPM portfolio Architect AI software is the first order and execution management software (oms/ems). It allows portfolio construction (AI portfolio management), modeling and rebalancing as well as reporting solutions based AI and machine learning (AI trade software). Natural language processing (NLP), which Architect AI uses, allows portfolio managers, traders and compliance to perform complex workflows faster. This allows them to save significant time and reduce clicks. Our fund manager software optimizes portfolio management for each firm's unique investment strategies and maximizes productivity. The Investment Management industry is uniquely placed to take advantage of many technology trends that can streamline or enhance the investment management process.