Alternatives to Vestio

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

Allvue Systems, a leader in investment management solutions, is available to fund managers, investors, and administrators within the alternative investments industry. We offer flexible, innovative investment software that removes barriers between people, information, systems, and people. This optimizes decision making and streamlines processes to meet investor requirements across private equity, private debt, and other alternative asset types.

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

TombstoneHub automates and streamlines the creation of professionally formatted tombstones and credential slides for investment bankers. All investment banks and advisory firms have a lot of presentation specialists and analysts who spend a lot of time creating the perfect credential slides. Disorganized deal information, inconsistent formats, templates, and a lot of manual effort are some of the common challenges. Our solution is a SaaS-based platform that automates the creation of credential slides (tombstones), in any client template. SaaS platform that is easy to use and allows for individual user authentication. Collects and centralizes deal information on a single platform. This can be done by importing data from Excel/PowerPoint, or integrating with SQL databases. Our credential builder includes a central library of high-quality logos that is easy to source and easy to create. Automatic downloading of new logos.

4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. You can customize your deal flow to make it easier to track deals and collaborate with external and internal stakeholders. You can also view your entire deal landscape from one place. Access all portfolio companies from one place. You can also collaborate on metrics data, milestones, and other details. All deal data is available from the moment it was sourced, evaluated, and invested in. All your investor relations, communication, and finances can be managed from one place. The system does not delete data. The entire deal activity is only archived or versioned.

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

RRS is unique because no two firms are the same. This is why RRS is the preferred solution for large global institutions that require a comprehensive solution to address their complex environment and evolving needs without sacrificing flexibility or control. The RRS Rules Library includes information on more than 100 jurisdictions, 21 takeover panels and issuer thresholds. Automated monitoring and EDGAR-ready document generation for upload to EDGAR website. We are not only familiar with global regulations, but we also understand how they affect your business.

Our flexible, scalable and easy-to-use solutions offer a 360-degree view on employee and business activity. This allows firms to monitor and reduce risk, meet regulatory requirements, gain efficiencies, and encourage employee adoption.

Tracxn, one of the most popular market research and data platforms, tracks companies around the world. We scan data for our customers to help them perform market research, find deals that match their mandate. Tracxn has a clientele that includes Venture Capitalists (VC), Private Equity Funds, Merger & Acquisitions (M&A), Innovation teams from Fortune 500 companies, and Investment Banks. Tracxn is used by Governments, Accelerators, Incubators and Universities to track innovative companies and sectors. Tracxn, a Software as a Service (Saas) platform, is a subscription service that covers 2.5M+ companies through 2.6K+ feeds categorized across industries, sectors, and sub-sectors with a presence in over 100+ countries.

Collaboration Capital is a digital bank that allows companies to connect with M&A targets around the world. The platform provides several applications that are dedicated to M&A operations. - AI sourcing M&A targets - Pipeline management with collaborative features - Access to M&A professionals and investment banks (Private Equity firms, lawyers ) - To collect the status of the targets, a tailored contact is made. All major languages are supported (English and French, Spanish, Italians, Germans, Chinese, Arabic This solution is available to all sizes of organizations, large and small.

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.

eFront's solution suite of software solutions offers an all-in-one platform for alternative investors who want to manage every aspect of their investments, from due diligence and fundraising to reporting across any alternative asset classes. Clients can rely upon eFront for their alternative investments. They have access to dedicated support teams and innovative R&D departments.

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.

Profitable research and analysis. Eikon brings together the best industry data and the most powerful research and analysis tools to help investors pursue profitable investment opportunities with conviction. You can access top-quality content on an award-winning platform that allows you to monitor the markets and generate ideas and strategies. It also allows you to analyze strategies and securities. Monitor the market movements' impact Access investment research Manage multi-asset portfolios Reports can be customized for clients Manage risk and reduce the potential for downside Report ESG performance at portfolio level Portfolios of stress tests to assess the potential economic impact Manage risk volatility and tracking error to optimize portfolios

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.

Investment professionals' top source for financial, economic and other datasets. Over 400,000 people use Quandl's platform, including analysts from some of the most prestigious hedge funds, asset managers, and investment banks in the world. Quandl provides market data from hundreds sources via API or directly into Python R Excel and other tools. You can save time and money by getting the data that you need in the format that you prefer. Our unparalleled consumption experience allows your analysts to focus on what they do best: analysis. Quandl makes it easy to find, clean and transform data quickly and efficiently. They can go from data need to data work in seconds. Registering for an account will provide you with an API Key so you can access our data through all tools, both via the API and the web interface. Over 400,000 people use our platform, including thousands of analysts representing top asset managers, hedge funds, and investment banks around the world.

Dealerweb can help you get the liquidity that you need through our highly efficient wholesale markets, whether you trade electronically, over-the-phone, or a combination of both. Dealerweb is a comprehensive and efficient solution for finding fixed income liquidity. We are an SEC-registered alternative trade system (ATS) and act as an interdealer brokerage (IDB). This allows us to facilitate trades between buyers or sellers via electronic, hybrid, and voice platforms. Our technology services users on electronic, voice, and hybrid trades benefit from both industry-standard trading protocols and tools. This allows for greater operational efficiency as well as better access to liquidity. Access the best bid and offer prices in real time for a variety of products that can be traded simultaneously with multiple dealers.

CapLinked is a leading Virtual Data Room platform that makes it easier, faster, and safer to manage business transactions in cloud. CapLinked's secure platform gives companies easy-to use tools for capital raises and asset sales, mergers and acquisitions, real-estate deals, investor & board reports, business development negotiations, as well as other complex business transactions. The Wall Street Journal referred to CapLinked as "the best place to set up and close deals." Inc. Magazine also named CapLinked to its Top 5 Back-Office Tech Innovations. CapLinked was founded in Los Angeles in 2010 by Eric M. Jackson, PayPal's first US marketing head, and Christopher Grey, a former investment banking and private equity executive.

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

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.

IMSplus, an award-winning Investment Management platform, combines a range of solutions targeted at Investment Management firms with rich functionality and advanced technology. It can be used as a standalone platform or integrated seamlessly into any organization's Investment Management IT system. IMSplus was designed to be flexible and easy-to-use, and meet complex and changing business requirements in the global Investment Management space. All Investment Management operations are closely monitored and better managed. Tailored services per client segment ensuring improved customer experience. Rich functionality and state of the art architecture ensures that you can scale to any business change. All Investment Management operations are closely monitored and under strict control.

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.

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.

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

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.

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business.

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.

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.

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.

SimCorp Dimension is a multi-asset risk management and performance management system that integrates with real-time positions. This allows for greater transparency to help investors make better investment decisions. Our solution is designed to help you and your team. You can see the investment performance and attribution down to the security transaction level. To support investment decisions, internal controls, reporting, and regulatory compliance, best-in-class market models and analytics are used. Respect capital market and solvency requirements.

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

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 best-in-class applications that provide a front-to-back investment experience that meets all your operational requirements across the enterprise. Eze Investment Suite is your one stop shop for a complete front-to-back investment experience in all asset classes. Eze Investment Suite's flexible and user-centered design allows your users to customize their views, workrooms and dashboards. It also standardizes easy-to-adopt workflows throughout your firm. Users can slice and dice data at any level, ensuring that they have the right information to make quick and accurate decisions. You can create your own investment ecosystem and achieve straight-through processing. Eze Investment Suite is open and vendor-neutral. It allows you to connect with any third-party platform, or internal system. Flexible APIs, paired with a large library of on-demand interfaces, allow you to integrate platforms or counterparties across your company.

FolioSure provides Private Equity (PE) or Venture Capital (VC), firms an advantage in portfolio monitoring, data operations functions, and portfolio monitoring. FolioSure, a cloud-based portfolio-monitoring system that tracks and compares portfolio companies' performance, is an end-to–end cloud-based tool. It can be integrated into your existing tech stack and processes and customized according to your requirements.

We are a global leader in software solutions for Asset Managers, Private Banks, Family Offices and Family Offices. We are more than just an IT-service provider. We are committed to understanding the financial services and investment industry and keeping up with it. Our knowledge is combined with technical skills of high quality and a desire to invent and create new software. We find solutions that support your company's goals. Our solutions include Portfolio Management, Risk Management and Web Reporting to Clients.

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.

MadeMarket's deal management CRM makes it easy for investment bankers manage their contacts and deals. MadeMarket is a great tool for investment banks to achieve real results. MadeMarket is a favorite tool for investment bankers, from boutiques to large-scale banks. You can focus on your transactions faster and easier with MadeMarket. You can quickly and easily advance deals with your team, and see the progress of your transactions from any location. Instantly see the information you care about. You can see everything, from contact details and key relationships to transaction preferences or history. You will gain powerful insights into the value of your pipeline, how transactions progress, and the most active relationships. All this without having to lift a finger. MadeMarket will help grow your business and improve your team's performance. MadeMarket was designed specifically for the investment banking workflow. MadeMarket can help your advisory firm be more efficient, regardless of whether it focuses on the sell-side or the buy-side.

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.

The family manages one or several operating businesses. It typically holds commercial real estate in its portfolio to help its business operations. It also holds passive investments in related businesses, maintains interentity loans and/or guarantees, and collects personal assets of worth (e.g. art, automobiles). The second generation is now managing the family's legacy assets. The wealth creator's children leveraged the family assets to start businesses and invest in investments that interest them. To benefit the third generation, and beyond, a solid estate plan is essential. The family foundation management requires more attention than in generation 1. The generation that created family wealth was able to do so through significant liquidity events. It is now held in many trusts for the benefit of children and grandchildren. The family has a diverse portfolio of investments that favors direct and alternate investments.

SmartModels™, a state of the art financial analytic suite, solves complex financial and business workflow issues common in corporate finance and public finance. SmartModels™, a Microsoft®, Excel®, add-in that uses Microsoft®,.NET, and Microsoft®, Visual Studio Tools for Office technology. Exposure Management LLC offers a highly secure, encrypted extranet to SmartModels™. Logging in allows businesses to track software usage and perform administrative tasks like adding clients, updating passwords, and accessing software license information. Intuitive analytics has worked with state and local agencies, municipalities, transportation authorities and other for-profit organizations on a variety projects that involved cash flow analysis, software development and financial consulting. SmartModels™, a state of the art financial analytic suite, solves many complex financial and business workflow issues.

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.

A database that is accurate and up-to-date for bootstrapped businesses. Our customers can optimize every stage of their deal flow using a wide variety of use cases. Get rich profiles of privately held companies. You can see historical trends and future growth plans. To ensure that you don't miss a deal, set up alerts for company milestones. Our deal flow management tools will help you develop a differentiated strategy for negotiating. Gain real-time insight into private markets. In minutes, you can see the competitive landscapes. The largest collection of conference data. Generate conference lead lists with thousands of conference lists, buyer’s guides, and best-of lists efficiently. Accurate contact information enables quick and efficient business development. Market intelligence will make you stand out to the owner/operator. Our data enrichment platform makes your CRM more dynamic with private company signals, executive contact details, and other information. Keep your data current and accurate.

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.

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.

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.

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.

iPlus is used by 85% of Central bank-licensed Investment Management firms in Africa. iPlus is an asset management solution that allows your organization to efficiently set up, monitor, and manage its investment portfolios. Using iPlus, your organization can manage its money market, equity, and property investments. This allows your organization to produce portfolio valuations at set intervals. Clients have access to web portals

Asset owners from pension plans, endowments foundations and insurance companies can now centralize their external manager data requirements across the investment office using a single digital platform. This includes manager research, operational due diligence. ESG, compliance, audit confirms, and event-driven requests. Whether you're an established manager or an emerging one, you can manage standard DDQs and investment databases on a single platform. To minimize errors and deliver excellence, collaborate across investor relations, RFP marketing, compliance, and product departments. Whether you're an OCIO or investment consultant, wealth platform, fund of funds, or a fund of funds, you can build a robust diligence framework that covers a large portfolio fund products and provide differentiated investment options to your clients at scale.