Alternatives to i3DIY

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.

Backstop is the industry's best productivity software suite for institutional asset owners and investment managers. Backstop is tailor-made for foundations and investment consultants, family offices and pension funds. It also offers the best-in class, cloud-based productivity tools that help asset managers and allocators raise capital, manage their portfolios, and provide seamless service to their key stakeholders. Backstop CRM, Backstop IR and Backstop Research are the core products.

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...

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.

Basil is a feature-rich and intuitive investment research and portfolio tracker app that can be used by both novice investors and finance professionals. Basil's core features include robust tools for managing and monitoring investment portfolios. The app offers a dynamic and seamless user experience, demystifying the complexity of financial markets. Portfolio Tracking: Basil provides users with real-time analytics and data on their investment portfolios. It provides a comprehensive dashboard which displays asset allocation, performance of investments, and historical growth. Users can track stocks and bonds, mutual funds, exchange-traded funds (ETFs), and other securities. All data is updated continuously. Customizable notifications keep users informed about significant changes and opportunities within their portfolio. Investment Research Basil is a powerful tool for research and tracking. It aggregates financial data, market data and in-depth analyses, giving users access to advanced statistics.

We make it easy for wealth advisors to manage all portfolios as if they were their only portfolio. This allows them to customize and manage taxes in a way that is no longer reserved for the super-wealthy. Every day, review every account for tax management opportunities. This includes tax loss harvesting, the short to long term gains deferral and permanent gains deferral as well as tax-sensitive transition. Based on the client's tax rates, adjust the tax management preferences and create a tax budget. Add any customization to the household and account level on the target asset allocation. Allocation weights, product mix and security restrictions. You can customize for specific client needs. Say yes to tax management, social screens, and tax management. Be proactive, not reactive. We will work with you to automate the workflow of your practice to support your growth.

Wealth Elite is an Artificial Intelligence-based, WHITE LABELLED Multi-Assets SaaS platform for India’s top financial advisors. It includes powerful portfolio reporting & re-balancing, business intelligence, digital client lifecycle management (CLM), Powerful Portfolio Reporting, Powerful Portfolio Planning, Financial Planning, Research, Goal GPS, Video KYC and Financial Planning.

Get investment signals that are tailored to your needs. Our bespoke toolkit allows you to create and define investment strategies, allowing full automation of portfolio rebalancing and backtesting. Report on the performance metrics of instruments that you define. Define market-led portfolio alerts. Reporting on carbon emissions for a portfolio. We can provide market-performance ratings for each listed asset held in the pool of collateral, allowing us to personalize the lending process while increasing confidence in collateral quality. In-app analytics and investment strategies such as performance analysis and historical backtesting can be enabled to generate investment signals. Keep up with the latest trends by using personalized analytics for every client. Create portfolios and tailor alerts to the individual's requirements. Show ESG and carbon emission performance at the instrument and portfolio levels.

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.

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.

Ledgex Pro, the first platform for multiasset allocators, allows you to directly challenge data quality concerns in our space. This increases timeliness and accuracy as well as confidence throughout your investment office. Before releasing data to the rest, enter and stage data. You will have full transparency about the data's quality, revisions and approvals. You have more control over your data with less effort. Performance over custom groups and portfolios, insight into the source, age, and current analytics as each number is entered and approved by Mission Control. Accounting is fundamental to the investment office. We created a foundational system that automatically generates ledger entries, reconciles and approves each transaction once it has been approved by Mission Control. Double-entry should not require double-typing.

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.

Venn by Two Sigma helps investors adopt a modern, quantitative approach for multi-asset portfolio risk management and investment decision-making. Streamline your investment evaluation and work with your team. Venn's intuitive interface and factor-based risk approach are designed to help investors identify portfolio risks and position the portfolio for future goals. You can compare managers against your objectives using traditional risk indicators with the addition factor analysis. It takes a set of returns. You can use the Two Sigma Factor Lens™ to better understand the underlying risks in your portfolio and then run optimization analyses on it based on your company's constraints. Venn can help minimize uncompensated and unwanted risks, understand how changes in strategic asset allocation affect expected performances, optimize existing investment allocations, as well as take action to minimize them.

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.

Portfolio management solutions that support multiple asset classes, multicurrency portfolios, global fund structures, and complex global funds allow you to stay competitive and current. Geneva was designed for operational scalability. It removes operational barriers to support new lines of business. A core portfolio management solution that removes operational barriers will help you grow your business. You can leverage Geneva at a scale that suits your business and budget. This is possible by combining cloud delivery, software, and co-sourcing. Geneva provides real-time portfolio management, accounting, investor accounting and reporting, whether it is locally deployed or cloud-delivered. Geneva World Investor combines portfolio management and investor accounting into one platform. Geneva was designed for operational scalability. It removes operational barriers to support new business lines. Portfolio management, accounting & 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.

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.

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.

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.

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.

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.

Software for Private Equity and Venture Capital. Software that seamlessly manages your deal flow and tracks portfolio performance. Your tech stack is likely to contain important insights, metrics, or data. Kushim connects entire investment teams together, so you can spend less time trying solve the puzzle and more time exploring the next big thing. Kushim creates tools that are tailored for investors. User-friendly designs make it easier to track deals and watch your companies grow. We have you covered, whether you're a VC or family office investor, or Angel investor. We have worked with top-notch investors from all backgrounds to ensure your needs are met. Kushim offers Kushim Portal, Kushim Management, Kushim Dealflow, and Kushim Management.

Our firm is unrivaled in the industry because of our complete software solutions, which are paired with back-office accounting and tax services. We will streamline your investment processes and save you time. This includes everything from deal flow management, portfolio tracking, invoicing and eSigs, closing investments, and analysis of performance. You can manage all your investor reporting and fund management from the same place. This makes it easy to manage all your needs in one place. Venture360 is the best way to power your capital raise. Place our investor registration link on you website today and get capital raising. Our plug-and-play solution powers your white-labeled platform to connect with investors, track commitments, close a round, manage your cap table, and seamlessly report through an investor login portal. Let's get started.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

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.

Our backend allows for secure and automated file uploads to registrars. Your data is always available, wherever you may be, because it is stored in a secure offsite location. It's simple and easy to use. A user-friendly interface that is not only beautiful but also much more efficient. Our automated processes can handle large amounts of data for thousands upon thousands of advisors. Upload your data to us to enjoy a seamless portfolio of all asset types. Group investor in Family accounts and Assign Relationship Managements and Sub-brokers. All clients have access to the information they require. Transact in an existing Folio or create new folios through seamless integration with NSE N MF. BSE Star MF. and MFU Platform. Send bulk emails to specific clients or prospects at a time with attached reports.

GSAM is an advanced investment portfolio management software that allows asset managers to manage and understand their investment portfolios. The following modules can be added to GSAM: Equities, Money Market Unit Trusts, Unit Trusts, Property, and the universal Administration module. GSAM allows each business to keep their own uniqueness while still benefiting from a solid platform. Four modules provide full money market, equities and bond management functionality. Built-in business rules-based checks such as limits breaches and out of range tenors to buyback asset sales. All transactions are double-entry transactions. The dealer is provided with valuable tools and features that simplify transaction processing.

You need the right tools to manage your investment data. This includes local generally accepted accounting principles (GAAP), tax, statutory and management, as well as International Financial Reporting Standards. You'll get the complete picture with PAM®, our comprehensive management and accounting platform. PAM® is flexible and can be used across all asset classes, currencies, and portfolio types. It provides transaction management, cash management and recordkeeping, as well as valuation. You can choose from a variety of accounting parameters to create an environment that suits your needs. PAM can be installed as a hosted software with a service or as a local installation. It has an intuitive interface that allows you to instantly analyze and manage your data.

FundStudio's real time operations and reporting platform, outsourced managed services, and outsourced managed service provides complete knowledge about fund and managed account conditions. This is useful for hedge fund managers, CTAs and asset managers as well as family offices. Capture orders and trades using realtime FIX, uploads or programmatic API. Allocate orders to accounts, strategies, and more. Implement compliance rules, such as asset-class restrictions or position limits, or complex programmatic rules like leverage bias. Real-time intraday P&L. Multiple views of aggregated or sliced-and diced data can be defined in real-time "pivot table" mode. All cash movements, including trade settlements and margin, coupons, principal, can be managed. You can also run cash projections. Shadow your fund administrator to produce NAV at master-fund level and associated feeder funds.

Better financial advice is possible, faster. You can manage your business smarter, open accounts quickly, and provide clients with a wonderful experience. In minutes, you can open an account online. Easy creation of custom portfolios. Trade fractional shares without commissions. Automatically rebalance (set it and forget it). Investing and reporting together. It's really affordable. Free first 100 accounts and only $1 per month thereafter. Altruist Corp ("Altruist") is a software engine that aids financial advisors in achieving better outcomes. Altruist LLC is an SEC-registered investment advisor. Brokerage related products are provided and managed by Altruist Financial LLC. Commission-free trading is $0 commission for trades made via web or mobile devices to brokerage accounts. Other fees may still be applicable.

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

Agilis Wealth Management's philosophy is to help you manage the wealth of your clients, and in the process create more wealth for them and yourself. Agilis Wealth Management understands that you want to add that extra touch to client relationships. Agilis WM gives you a 360-degree view of your investors so you can manage them in the first degree. Portfolio Rebalancing - helping you get back on track with Trade Recommendations. Trade Order Management - a workflow designed to be easy and fast so that you can keep up with the markets. Risk Management - Compliance with regulatory and internal policies and limits. Analytics - Provides vital technical analysis. Model Portfolio - Benchmarking to indices and your own models.

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.

Our software and services are designed for asset managers and meet business needs such as portfolio management, rebalancing and client portal. We also manage data, outsourcing, outsourcing and fund order management. Asset management software and services can help you to protect your business from the future. With streamlined communications, give your clients a complete picture and help them make informed investment decisions.

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.

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.

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.

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.

Trade software that helps traders grow their business and reduces operating costs. Facilitate trading and increase trading volumes. White label, pay-per-use trading platform. You can launch a digital advisor in a matter of days. We will take care of all the technical requirements of a modern robo adviser. Client Dashboards, Portfolio Rebalancing and OMS are all available to you. The white label online trading simulator is an excellent educational tool for the next generation. You can customize trading rules, manage student access, and track their progress via the back office portal. ETNA Trader is a one-stop solution for brokerages that are focused on self-directed investors. It also allows for commission-free trading. Conveniently packaged as platform-as-a-service ETNA Trader removes the burden of maintaining costly IT teams and infrastructure.

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.

Get an instant overview of your portfolio, trends, values, and any warnings. Look for the causes of portfolio deviations. You can drill down from the top to individual holdings. Interactive and visual analysis of the portfolio, both historically and now. Examine the allocation, exposure, risk, attribution, and other factors. Follow and collect information about all assets (and liabilities), regardless of type: Equities, Bonds ETFs, PE loans, real estate, precious metals art, derivatives, etc. Define one or more portfolios with the desired structures (aggregates). Consolidate and aggregate all assets (and liabilities), from all sources, depots, trustees. Incorporate investment policy and rules into this tool. Define exposure limits and allocation. Define the benchmarks and goals that will be applied at different levels of the portfolio.

Solovis institutional investment management platform is designed specifically for asset allocators and limited partners. It transforms multi-asset portfolio management. It's time to improve efficiency, get better insights, and make better investment decisions. Accelerate the collection of public and private asset data. Get better insight into hedge fund managers, private capital and other investments. Transform investment data into useful intelligence. Your team can be expanded with exposure analysts and data operations. Manage multi-asset portfolios that include allocations to hedge funds and private equity as well as real assets, mutual funds or ETFs, and direct securities. This requires managing hundreds of data points, if not thousands. Investment data can be found in many systems, in different formats and updated at different times. Solovis is a centralized portfolio management platform that automates investment data collection and delivers actionable insights.

UNTAP is the next generation of portfolio management and value creation for Private Capital Markets. UNTAP Portfolio Management allows you to consolidate your financial results, create value planning and ESG metrics. - Greater confidence in achieving growth in Earned Value - Greater confidence in achieving sustainable returns. - Increased transparency between shareholders and investors It combines the power of portfolio monitoring, value-creation planning, and ESG tracking into one flexible solution. You can combine ESG metrics with portfolio monitoring and your VCP to measure, benchmark and improve sustainability goals. This will allow you to clearly show your stakeholders the positive changes that have been made to drive sustainable growth.

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

We provide updates to the databases that we supply for our software products on a weekly, monthly, and quarterly basis. Here is a list of current databases that are available for StyleADVISOR or AllocationADVISOR. Zephyr is the key to client retention, asset accumulation, and product providers, regardless of whether you are a financial analyst, analyst, or product provider. Zephyr's robust investment analysis tools, custom portfolio analytics tools, as well as insightful visuals, will help you to guide your thinking and show your expertise. Your clients will receive a detailed, but easy-to-understand proposal that demonstrates your value when comparing your current portfolio to your proposed portfolio. With powerful sorting, filtering, and statistical tools, you can screen thousands of investment portfolio products. You can build portfolios with either our advanced Black-Litterman optimization module or the classic mean variance optimization.

Software for Fund Accounting. Software for Investor Management. Track contacts, third-party representatives, interactions, and investors. Fund Administration Software. Software for managing fund entities, closings and commitments, capital accounts and transactions. Portfolio Management Software. Portfolio Management Software allows you to manage all aspects of your holdings including portfolio companies, properties, securities, revaluations, and shareholder tables. Investors deserve transparent quarterly reports and detailed notifications via a secure portal. Issue detailed ILPA calls and distribution letters along with industry-standard quarterly reporting. Your LPs have secure 24/7 access to fund documents via their smartphones, tablets, or everyday browsers.

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.

Find thousands of opportunities for sustainable investment across different asset classes. Invest in the things you care about or are passionate about. Macroaxis, a sophisticated and easy-to-use personalized wealth optimization service, delivers tangible value in the form a higher return on investment portfolios for self-directed and socially responsible investors. Our platform allows investors to create long-term, efficient portfolios in any economic environment and across multiple markets. Our technology is based both on traditional and emerging trends in fintech to provide investors with the most affordable digital wealth advice service. Join over 100,000 satisfied investors who have built over 20,000,000 portfolios with Macroaxis to get unlimited access to our wealth optimization engine.

Better reporting, billing and invoicing, trading and balance, client engagement, financial data processing, and business intelligence for wealth managers. Blueleaf is a combination of communication, automation, and reporting technologies that creates a system that is powerful yet simple to use. You will get simple, customizable insights that will impress on both the assets and business you manage. Develop relationships with prospects and clients and communicate important information in a way that everyone understands. Automated delivery, billing, and account maintenance can help you save time and increase efficiency.

EquBot AI with Watson assists asset managers navigate the exponentially growing data. EquBot AI with Watson creates explainable and customized AI-powered portfolios as a service (PaaS), indices, and signals that help them navigate the increasing amount of data. EquBot AI with Watson transforms data to better investment outcomes for other asset owners and insurance companies through explainable and customized AI powered portfolios as services (PaaS),indices, and signals. EquBot's custom AI portfolios, indexes, signals, and signals with Watson can be used to not only keep pace with, but also to thrive in an ever-changing world of data. EquBot AI with Watson enables you to harness the power of EquBot AI to build, monitor, and adjust client portfolios in order to help them reach their goals. Personal Investors can harness EquBot AI with Watson's power to transform data into better investment outcomes using AI Powered ETFs.