Vermilion Reporting Suite Description
Get a reporting solution that goes beyond manual processes and speeds up your time to market. Reduce the stress of managing data uploads and calculations, document creation, data hosting, and data storage. FactSet's powerful reporting suite can automate and scale your processes. Combine key portfolio analytics with internal data sources to create and distribute client-facing documents like fund factsheets and regulatory reports, marketing pitchesbooks, and internal board report. Combine holdings and returns-based analysis with the firm's own content. Documents that combine portfolio analytics such as performance attribution, weights and returns-based style, risk and peer universe analysis should be created. All client-facing documents should reflect your branding, down to the last detail. To accurately reflect your corporate identity, control every aspect of each document, including the headers and footers, as well as the color palette.
Vermilion Reporting Suite Alternatives
PORTAX After-Tax Portfolio Analysis
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.
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Kurtosys
Kurtosys is a secure, cloud-based digital and reporting platform designed to make investment data & insight delivery pain-free. Our solutions provide an effortless experience for those in need of fully automated and powerful investment report systems, client portals and global investment websites.
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Edgelab
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.
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Rundit
Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.
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Integrations
No Integrations at this time
Company Details
Company:
Vermilion Software
Website:
www.vermilionsoftware.com
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Product Details
Platforms
SaaS
Type of Training
Documentation
Customer Support
Online
Phone Support
Vermilion Reporting Suite Features and Options
Investment Management Software
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Vermilion Reporting Suite User Reviews
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