Alternatives to butterwire

The key to investing success is achieving higher returns while taking on less risk. Benjamin Graham was the first to develop technology around the notion of a margin for safety. Although risk cannot be eliminated completely, we look for companies that trade for a fraction of their actual value to minimize the risks associated with stock investing. Quantitative investing is another approach. This involves investing in a "basket", say 40 stocks that has certain winning characteristics. These traits are derived using more than 200 qualitative and quantitative factors. The AI-score is a number that indicates attractiveness. It can range from -100 to 100. Joe can help you get a higher return on your capital. Joe is happy when he can make a good investment in a business with great growth prospects and a great business plan, all at a price that is well below its intrinsic value.

TurnKey Lender, a one-stop lending platform, is used by creditors from 50+ countries to automate their entire operation. The platform allows lenders to grow their business profitably while reducing operational costs and risk. It's an AI-driven SaaS which automates 90% of all lending process and gives B2C andB2B lenders a competitive advantage. TurnKey Lender Platform offers several pre-configured solution packages, including Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, Leasing and Mortgage. TurnKey Lender was developed in constant collaboration with lenders around the world. It is a sophisticated solution that addresses real-world digital lending challenges.

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.

RiskValue®, with its embedded risk measurement engine, is designed to cover all types and investment strategies, compliance requirements, and geographical mandates. It improves investment management and helps you extract more value from your portfolios. It is flexible and customizable and can be scaled to suit both smaller and larger financial institutions. An initial core engine can be used, and then additional modules can be selected from a wide range of proven solutions. As an option, independent, but seamlessly integrated modules can be activated when the operational need arises.

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.

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.

This portal was created to help you keep abreast of the latest regulatory developments and to increase your knowledge and understanding about Global Fund Regulations. As regulatory compliance becomes more complex and more difficult, we are at the point where regulation and opportunities become intertwined. Funds-Axis is here. One, integrated solution that can be used to manage all aspects of your investment compliance, risk management, and regulatory reporting. We provide a unified approach. Global solution. One central hub for all your reporting obligations. Supported and guided by one talented team. We are multi-jurisdictional, multi-faceted. We are familiar with regulatory complexity and the changing requirements.

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

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.

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.

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.

We believe that investing should be easy and transparent. We manage diverse portfolios using technology to keep costs low and show where your investments are. Let us know a bit about you, what you are willing to invest, and what your risk tolerance is. We will help you achieve your goals if you tell us what they are. Our investment team has built a variety of portfolios and will invest according to your investment style. We will let you know where your investments are and how they are performing. Nutmeg's investment team is experienced and aims to provide honest, transparent investing to all. Although we may have the best technology, it wouldn't be possible without the people behind the scenes. Their expertise includes macro-economics, market analysis and risk and security selection across a variety of investments.

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.

Captools Company licenses Captools/net (TM) investment portfolio tracking management software for independent broker-dealers, private financial advisors, investment advisor reps, private equity, fund managers, family offices, and independent wealth managers. Our encrypted, cloud based financial accounting software for selective data analysis allows your investment team to keep a private, independent record of your firm's investment performance with customized reporting for your clients. We perform this financial software support for customers worldwide, meeting a user tailored array of market, regulatory, and risk adjusted needs to help serve your optimal investment strategy.

Diversiview is a cloud-based Portfolio Analysis and Optimizer Software that helps retail investors and professional investment professionals take their portfolios to a higher performance level. Diversiview is a tool that allows investors to: - calculate portfolio level indicators, including portfolio expected return, portfolio volatility, portfolio Alpha, portfolio Beta and portfolio Sharpe ratio; View detailed, granular investment diversification; - view the granular allocation, including ETF breakdown (where ETFs form part of the portfolio); - and last but not least, four options to optimize asset allocation in order to achieve a specific goal, including: minimal risk portfolio, optimal portfolio, and efficient portfolio positions, from the Efficient Frontier. Diversiview allows investors to backtest their investment strategies and compare them with major indexes, model portfolios, or other benchmarks.

Robo Advisor is an investment platform that offers customers investment opportunities based upon their investment goals and risk profile. Robo Advisor is a low-cost investment platform that provides instant digital advice to investors. Financial institutions cannot offer a complete wealth solution to the masses. Uses AI Algorithm to analyze customers assets, liabilities and risk modelling. It is designed for passive investors and features an easy-to use interface and real-time NAV. Robo Advisor uses trusted research and algorithms to match customers' investment goals in short, medium, and long-term investment plans. It offers tailored investment strategies that can be used as a low-cost alternative for traditional advisors. It allows users to invest in multiple goal-based investment strategies and to manage and rebalance multiple assets.

High yield investment program is one of the most effective marketing tools for investing. It is also known as HYIP. It is the best way to smartly invest. Our goal is to find a reliable, trusted, and the best HYIP online investing program that supports multiple online payment processors like PERFECT MONEY and EGO PAY. We promise to provide the best online investment program. PAM HYIP provides the encrypted unique HYIP script program by professionals who have extensive experience in designing the most current HYIP programs. Our PAM HYIP developers use the most recent technology to provide the best HYIP program to meet your needs. Online investment best hyip reduces costs and manages risks more effectively. Depending on how you trade or buy/sell bitcoins, the best bitcoins are the most profitable and safest investments you can make online.

Edge is Artificial Intelligence for Investment Research. Why AI? It's not because AI is cool or because it's new, but because you can do it and you have to. It would take more than 3 trillion years for 10,000 analysts to analyze all the unstructured data available today. What can be done to address the Information Overload problem? Yewno|Edge has you covered. It can do all the analysis and reading for you. It can also manipulate data to create strategies and risk models, test performance, and notify you when something is relevant to your portfolio. Edge is a web-based platform that is useful for idea generation, risk analysis, and unique insights. You can go as deep as possible with your investment research by using a combination of alternative and fundamental data.

Advanced power allows you to research, analyze, monitor, and monitor. Incorporate institutional stock analysis power into investment strategies The best tools are essential for making your own decisions. Leading Market Technologies has been working with some of the most prestigious investment firms in the world for over 20 years to develop best-of-breed software that allows you to analyze, monitor, and research securities. This powerful, guaranteed investment solution is now available to you. You can now monitor stocks, mutual funds and FX from your desktop. You can monitor up to 100 live charts at once or zoom in on a single chart to get a more detailed view. Live technical analysis, comparisons, watchlists and more are available. Your charts and analytics are updated automatically and frequently so you can see all of your important numbers at once! It is the most powerful stock analytics software available, besides Wall Street firms. You can apply standard analysis to your charts or go crazy with build-your own analytics.

Vestio is a Wealth & Asset Management Software Solution that empowers Investment Companies with rich end to-end functionality and the ability to streamline their operations while achieving cost efficiency. It includes powerful risk metrics that allow Portfolio Managers deliver a premium level service. Ensures compliance with international and regional regulatory requirements. Vestio is an integrated Investment Management Solution that provides a single-stop solution for leading Investment Banks.

Find out why thousands of organizations around the world trust our cloud service solution to manage investment data. A single platform for investment accounting and portfolio reporting. All powered by automated data aggregation, reconciliation, and daily data. Every day, we work to make our clients successful. We don't focus on accounts; we work with people. We are not your vendor; we are your team's extension.

Syndicately offers a robust platform tailored for creating and managing Special Purpose Vehicles (SPVs), making the investment procedure easier for both investors and fund managers engaging in private ventures. Whether it's individual entrepreneurs facing risks and seeking funding for new projects, or experienced investors from Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital fields wanting to utilize SPVs to expand their portfolios, our platform provides a versatile, expandable solution for everyone. With Syndicately, the entire process of investing is made efficient, ensuring that your upcoming transaction is smooth and successful. Discover the convenience of advanced enterprise features with Syndicately, and revolutionize your investment strategy.

Set up asset allocation rules to ensure that your portfolio runs as planned. Adjust investment portfolios to reflect the total risk and individual asset risk levels. Optimize portfolio asset allocations based on risk and risk-adjusted returns metrics. Reduce your infrastructure costs to zero. Portfolio managers can quickly initiate and scale up immediately. All this while keeping overhead costs low. Maintenance and updates are automated. You can manage your portfolio management with less headaches and more power. Without warning, risks can occur. To keep your portfolios under control, you need to use a systematic risk management strategy. The risk engine provides automatic updates on the dollar amount at risk. Portfolio managers can monitor portfolio volatility, asset price risks and other factors on the dashboard instead of trying to approximate risks. Our capital management software is designed with your clients in view.

Investment management solution that provides real-time intelligence through the calculation of earnings, accrued interests, capital gains, losses, average daily balances, amortizations, weighed yields, durations, total returns, and GASB reports. Producing accurate and timely reports on investment management, performance, and GASB compliance will help to foster transparency. Reduce data entry by creating accounting journal entries that reflect investment transaction activity. Importing positions or transactions directly through your custodial broker or bank will improve accuracy. Create an unlimited number portfolios, each with multiple funds or advisers. Creates general ledger entries to reflect the investment activity within a particular portfolio for a specified date range.

The AJ HYIP Manager script has been a leading script in high-yield investment program business. AJ HYIP Manager script was developed by a team with extensive knowledge. This makes our software one of the best on the market. We offer the most flexible HYIP Manager script that supports different types of investment plans. Our script supports almost all popular payment gateways. You can also customize additional payment gateways if necessary. Our HYIP manager script is completely bug-free, unlike any other script. We offer HYIP Manager Script for the lowest price so that you can start high-yield investment websites on a tight budget.

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.

Calculating accurate distributions to your equity investors is an essential activity for your private equity firm. However, complex waterfalls in fragile Excel spreadsheets take time away from more valuable work. As you make acquisitions and grow your company, the complexity of calculating distributions across multiple projects will continue to burden your team. Your investor's expectations regarding how they receive and interpret information related to their investments are changing. They expect transparency and availability, in addition to the trust relationship you already have. Modern wealth management and investment accounts use sophisticated web and mobile investor portals. The same expectation applies to commercial real estate investments. An investor dashboard is necessary to link your investors' information with distributions and investment information in order to meet this expectation.

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.

Accelerate your workflow. Reduce operational risk Race products to market. Archer's investment platform and complete outsourcing solutions simplify and speed up operations at all stages, allowing your team to stay ahead. Archer's powerful platform will help you get ahead of new opportunities. Our cloud-based technology is intuitive and easy to use. It also allows for flexible integration that streamlines every stage of the investment process. Archer helps your team get on the fast track for new distribution opportunities. Our powerful technology and industry connections dramatically reduce entry costs and time to market, from UMA model delivery to SMA participant. To ensure sponsorship program compatibility and unencumbered information flow, we have developed long-lasting relationships with brokers and custodians. Our enterprise web-based platform integrates seamlessly into your existing system thanks to every element of our turnkey technology.

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.

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.

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

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.

Vestserve can help you increase productivity, growth, innovation, and accuracy in your business. Vertserve, a fully integrated investment management and accounting system, is powerful and reliable. It provides mission-critical services for leading financial institutions. VestServe combines the back, middle and front office operations into one unified solution. This helps to improve business efficiency and performance, as well as reduce total cost of ownership. Portfolio management features include performance measurement rule/compliance modeling, breakout allocations, returns, risk analytics and scenario tool.

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.

The Envision Investor Management suite is built on top of the core record-keeping system. It's a flexible and modular set that can handle any operating challenges a pooled investor vehicle might throw at it. Open design and SaaS implementation reduce costs and complexity. Multiple systems can be combined in a modular structure that is easy to customize. Allows staff to answer questions across multiple accounts from one screen. Easy-to-use interfaces increase back-office productivity. Real-time data integration - no waiting for batch processing

Arcesium’s cloud-native, scalable solutions are unmatched in the investment industry. We help our clients modernize their operating models, automate their most complex tasks, and unlock growth opportunities. Arcesium's innovative business solutions will take your business to the Next Level, leaving behind inefficient systems and siloed platform. Arcesium works with you to create architectures and operating models that meet your business's unique needs. Arcesium's innovative solutions help you scale intelligently and evolve efficiently. Our domain-aware capabilities, unified data platforms, and deep expertise will help you transform complexity into actionable information. We provide you with the tools to manage operational risks, engage investors more effectively, boost profitability, and enhance portfolio management in an environment of increasing competition and regulations.

Fi360 empowers financial intermediaries with the ability to use Prudent Practices®, to profitably grow, protect and grow investors' assets using a fiduciary standard. Implementing a prudent process for all clients is made easier by our training, technology, and analytics. Our learning and development programs provide finance professionals with the knowledge and skills they need to serve all clients and grow their business. Investment professionals can strengthen client relationships and win more clients by using our software and technology solutions. Our software and technology solutions allow them to manage and document a consistent, prudent process that is easy to follow and maintain. Our fiduciary-focused data analytics solutions give clients a peek at what's going on. We also provide custom reports and analysis that can help with marketing materials and presentations.

Connecting alternative asset management companies and distribution partners through powerful digital tools. Digitize and distribute funds across multiple channels with minimal impact on internal teams. Digitize fund data once, and distribute it automatically in a standardised format to multiple destinations, including distribution partners, limited partnerships, and public websites. Accelerate your time to market by eliminating the months of manual work required for each fund to input product updates and report. Use Daphne to populate routine fund reporting in Microsoft Office. This allows you to scale your business while reducing operational burdens and errors. We'll ensure that your fund data will always be up-to date in the databases of our growing ecosystem investment consultant partners, maximizing your sales opportunities.

NuWorkflow was born from the needs of employees at an investment firm. These needs are addressed by all departments: IT and administration, client service, research. NuWorkflow features are useful for each department. Features such as error tracking, database connections management, workflow creation, and managing databases are all available to the IT department. Daily reports, automation, and quality assurance are available for the admin and client service departments. The ability to re-run workflows (set up by IT) via a browser. This allows the research department to perform the task without having to ask someone from the IT department. Automated tasks require database connections, FTP servers and calendar & holiday logic. Email templates are also required. It might be possible to manage a few tasks. It becomes more important to have a system in place that can manage the automation of your company's tasks.

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.

Allocator is used by thousands of funds to provide data and documents to clients. Each number is assigned a time series so that you can track the changes over time. No more error-prone, manual data entry. Our platform converts multiple data sources into one, easy-to-analyze format. You can monitor your investments at the portfolio or fund level. All your fund documents are stored in one central repository. Your information is always current, secure, and organized. It's ready for you to use. No more disparate spreadsheets. You can quickly compare returns across different time periods against other funds or hundreds of indices. Visualize and measure gains/losses over any period. To avoid missing any opportunities, ensure you have clean and complete peer groups of relevant funds to help you keep your eyes open. Also, you can see how new funds will impact your portfolio risk and return.

SS&C Singularity, the first smart investment operations system and accounting system, is a cloud-based solution that supports the financial institution's operating model. Singularity is a completely new platform that incorporates disruptive technologies such as artificial intelligence, machine-learning, robotic process automation, intelligent workflow optimizing, and advanced predictive analysis. This allows for significant cost savings and continuous improvement in operational efficiency. Singularity's multi-currency and multilingual capabilities are made possible by its single integrated database and client-configurable interface. Singularity's operations and common services, unlike other solutions that are a collection of different applications that are glued together, can be activated instantly by users and automatically updated without interruption to their ongoing business processes.

Altvia's unmatched expertise and market-leading platform help you seamlessly evolve and manage complexity while your firm grows, funds multiply, and your base of LPs expands. With a secure portal that is backed by data-rich analytics, you can distribute personalized content such as Capital calls, PPMs, and K1s with ease. A modern technology platform's foundation is built around a single source. This single source of truth supports key workflows, contact management and relationship mapping. It also automates key activities (ie email and task assignments). You can now manage your deal flow with new insight. This allows you to prioritize deals based upon source or similarity to top-performing investments. Streamline the reporting process for portfolio companies and the data collection to save time and help you understand portfolio health and value creation.

The infrastructure and technology that power forward-thinking funds. Sargon provides entrepreneurs and financial institutions with the technology and infrastructure needed to build and grow investment funds. Sargon is an Australian and New Zealand-based company that uses modern technology, financial licenses, and industry experts to navigate regulatory complexity, compliance, and security. This allows our clients to focus on what really matters: building a better tomorrow. We don't have to be burdened with outdated systems or a culture that has disappointed customers. We are a trustee first and foremost, built to serve investors' best interest. Our next-generation trustee cloud infrastructure offers a dramatically improved experience for our clients. It provides transparency, control, and more scalable, reliable operations. We help improve investor literacy and outcomes by reducing cost and complexity.

Our team, which includes more than 60 professionals with extensive performance expertise, provides GIPS standards verification services and consulting services for investment managers around the world. Pre-Compliance Consulting: Expert guidance to bring your company into compliance with the GIPS Standards. To calculate investment performance, we will conduct an in-depth review of data and records, methods, records, controls, disclosures, and records. Assistance in the execution of the firm’s compliance program. Summary report to management with findings and recommendations in line with industry best practices and regulatory requirements. Results in a customized performance certification report that ACA provided to the firm. This report may be used in marketing efforts. Examine and examine the input data, methodologies, assumptions, and assumptions used in support of an investment performance track.

XENTIS is an integrated modular investment management system that can manage all phases of the investment lifecycle. XENTIS is the choice of leading investment companies today. It is used by thousands to manage assets in excess of one trillion EUR and to price more that 6,000 funds and 30,000 mandates per day. XENTIS' extensive functionality supports the entire investment process, automating all front-, back- and middle-office operations.

Fundamental Portal is the ultimate solution to transform investment management for real estate GPs and owners/operators. It also provides fund managers with a professional, secure, and simple interface. Our cutting-edge platform offers an streamlined approach to raising capital, providing users with simple, professional, and secure interfaces to facilitate efficient investor interaction. Fundamental Portal provides a seamless experience to both investors and capital raisers. Facilitates quick soft commitments Funds can be raised in just minutes Streamlines distribution workflows Allows real-time document sharing But that's just the beginning. Fundamental Admin is an add-on that complements Fundamental Portal by providing comprehensive back-office assistance. Fundamental Admin allows fund managers to focus their efforts on capital raising and growth, rather than administrative tasks.

otris corporate helps you optimize your investment management. Transparency on the information you need to control and administer effectively, clear organizational charts, structured documents, traceable company developments, and customized reports are all available. Investment management is responsible for implementing an investment strategy, managing investment administration, and establishing standardized investment control. It is essential to have accurate and consistent information about investors, committees, mandate holders, and locations in order to complete the tasks. The compilation of data and documents can be difficult if they are scattered around the group. Is it complete? What are the interrelationships among the investment data? What developments have resulted in the current situation? The solution is a central software system that manages investment management.

Software that can manage multiple investments, such as stocks and mutual funds, should be able handle them all. We discuss all the factors you should consider when choosing an investment management program that is right for you. SYNDi Investment Ledger allows you to purchase and sell stocks, bonds, fixed deposits, and short-term notes in your investment portfolio. A G/L account is typically set up for each security if you have investment history in the general leadger. Sub-accounts are often used to extend the account to the partner level for tracking purposes. The result is that the chart of accounts spirals out of control. SYNDi Investment Ledger solves this problem by keeping individual transactions and passing a simple journal entry into the General Ledger. SYNDi Investment Ledger allows you to set up only one or two asset accounts for investments, and all history is kept within the sub-ledger.