eXeer Description
eXeer, a modular SaaS-based investment management solution, is available as a SaaS. eXeer allows investment managers to easily aggregate, analyze, visualize, and integrate third-party technology solutions and data feeds into their operating model whenever they need. eXeer allows you to integrate your existing tech stack with new technologies, allowing you to create an operating platform that suits your needs. Automate data collection from custodians and other investment managers, platforms, market data providers, and more This is the core component of eXeer. It acts as your investment platform’s analytical brain. Our engine gives you a single source of data truth. eXeer's core data analytics engine is at its heart. Our suite of client engagement tools enables you to support face-to-face communication with intuitive, adaptable, and flexible channels.
eXeer Alternatives
Axia Suite
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
Learn more
Landytech Sesame
Sesame is an integrated investment platform developed by Landytech. It provides asset owners, managers and advisors with comprehensive data consolidation, analytics and reporting tools. Users can aggregate data from multiple custodians, asset classes and complex instruments to get a unified picture of their portfolios. The platform provides institutional-grade analytics for assessing performance, risk and exposure. This allows users to make informed investment decisions. Sesame’s report builder has a drag-and drop interface that allows for the creation and scheduling of visually appealing, customizable reports. The platform also includes customizable alerts that can be set up for compliance breaches or other critical events. This enhances proactive risk management. Sesame's collaboration tools, such as task-management and centralized document storage streamline operational workflows, and improve productivity.
Learn more
The Archway Platform
SEI Family Office Services developed a sophisticated platform for enterprise wealth management in the early 2000s to offer family offices and financial institutions an alternative to single-purpose, disconnected technology solutions. The Archway Platform has stood the test of time and advanced every step of the process. It unifies all the accounting, investment data aggregation, and reporting tools you need in one integrated platform. The technology is built on top of a core general leadger and automates the creation and maintenance of accounting records across dozens business functions like bill payments, capital distributions, traditional and alternative investment transactions, cash movement, cash payments, fee calculations, and bill payments. This allows your accounting, investment, and administrative teams to all work in the same application. The built-in reporting engine of the Archway Platform allows you to use all the underlying data to create comprehensive financial reports.
Learn more
Nucoro
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.
Learn more
Integrations
No Integrations at this time
Company Details
Company:
pointgroup
Headquarters:
United Kingdom
Website:
pointgroup.io/solution-exeer/
Media
Recommended Products
The Fastest Analytics Database for Observability, ML, and GenAI | ClickHouse
ClickHouse powers businesses with the fastest open-source OLAP database, built for rapid analytics, observability, and business intelligence. Deploy on AWS, GCP, or your own VPC with BYOC, and query billions of rows in seconds – all cost-efficiently. Trusted by Sony, Lyft, and Cisco, it delivers unmatched speed, seamless stack integration, and enterprise-grade performance. Turn massive datasets into decisions with ClickHouse.
Product Details
Platforms
SaaS
Type of Training
Documentation
In Person
Customer Support
Phone Support
Online
eXeer Features and Options
eXeer User Reviews
Write a Review- Previous
- Next