We have spent the last ten years perfecting this tool, creating our own version, THE Library, which features fund data from over global fund groups.
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We provide this as a SaaS solution with zero IT footprint on premises. Infrastructure for investment funds With a fully outsourced infrastructure for your fund company, we do all the work — you keep the control. The inbuilt traffic lights warns you if you get close to make any breaches. Together with It supports all asset classes and portfolio types, providing you with maximum flexibility to manage your business.
Our wealth management services have been designed to power We offer a secure and scalable modular platform that enables alternative investment platforms, managers and direct lending platforms to offer financial products to retail investors. We can work with you through our simple white label interface or seamlessly integrate into your GRACE helps identify investible organizations for the institutional investors like pensions, endowments, fund of hedge funds and private wealth management firms among alternate investments. It helps you manages the process of conducting operational due diligence on these firms, their funds, and service providers and creating a central repository of information Growthdeck provides tax-efficient and growth investment opportunities to an expanding network of sophisticated private investors, partners and introducers.
We carry out professional due diligence, provide ongoing and extensive business support and develop a close relationship with our investors. We also regularly host networking events that help connect growth businesses with Angel groups Gust is used by hundreds of angel investor groups around the world to manage their investment process. Venture funds Over venture funds use Gust to organize and manage deal flow.
Startup programs Gust is used by a large number of universities, accelerators and incubators as part of their entrepreneurship programs.
Use Gust to Making structured notes easy to buy and manage with powerful new tools Built specifically for the structured notes market - stop managing by hand! Senior management Ability to keep track of daily profit and loss of portfolio managers and external managers, and reconcile with multiple broker reports Automated distribution of monthly comprehensive rebalancing reports to relevant team members with full administrative control by senior management Automated dashboard working like a sizeable team that will help senior management PCR helps Private Banks and other Advisors focus on a total wealth experience by gathering the client's held-away account data.
We combine our capabilities in alternatives with over electronic institutional sources to produce a fully normalized view of a client's holdings and activities. This held-away data is then combined with the firm's Introduction to Helio Helio is our machine learning platform that identifies, classifies, and evaluates early-stage consumer and retail companies to shine a light on breakout brands. Helio beats heuristics with data and offers actionable insights to industry participants.
Helio overview Historically, there has been no centralized source of performance data on companies in Your challenge You need to be able to see all of your portfolio information in one place on a platform that is intuitive and useful to all your stakeholders, from Investment Management to Legal, Accounting, and Audit.
Our solution HELIOS, our proprietary portfolio monitoring platform, delivers real-time drill-through on your private asset portfolios We continuously make sure that agreements with banks and asset managers are complied with. We often discover mistakes and report them to you. We are independent and only working for our customers.
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This is your guarantee to get an objective audit of all data and results. Do you need a second opinion? HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those We advise you about the best choice of asset managers Continuous monitoring Measure and monitor the performance, risk and cost of client portfolios, and stay compliant.
Management dashboard Receive an elegant and holistic view of key metrics normalised across IBM Algorithmics Investment Design for Wealth Managers enables advisors to perform advanced asset allocation, with risk-awareness, based on real securities across global asset classes and instrument types.
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It can be deployed either as a hybrid solution combined Cloud and on premise or a complete Cloud solution and offers a range Professional and comprehensive The Portfolio Management module also offered through the private cloud method allows a professional but cost-effective portfolio management, including Include asset management firms, investment funds, pension funds, family offices, private banks, commercial banks and corporates Transparent Access to a large pool of potential buyers for holders of illiquid and distressed assets Active listing management Enhance awareness of new listings and asset price IMiX is a front to middle office web based investment management platform with a multi-asset, multi-currency and multi-company tier system which combines a range of dynamic tools and services designed to analyse and master the complexity of investment management.
Investment Software has produced an application whose focus is to become the Impaakt's mission is to bring impact analysis at the heart of all investment decisions, so that capital can be directed to the businesses that have the best possible impact on the planet and society. Advanced impact analytics at your fingertips The high quality impact data produced on our platform is made available to Decision support is enhanced throughout the analysis screens by an extensive range of filters which can be tailored and include a variety of different graphing tools.
Deals can IMSplus is an award-winning internationally implemented investment management platform with a modular based architecture to enable easy deployment and tailored implementations. Having all the benefits of an integrated solution for investment management, it is designed to allow easy, out-of-the-box, turn-key project based solution selection for specific needs, packed with rich functionality and advanced Offer clients an effective and differentiating strategy for intelligent withdrawals from accumulated assets.
Only LifeYield Income Advantage strategically identifies the best location and sequence from which to sell assets to minimize taxes and maximize income.
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With this unique, tax-sensitive approach, you provide significant value, helping your clients make the most Communicating the complexities and nuances of income generation to investors is a challenging task. To simplify this process, FundsLibrary has created a unique, simple and powerful tool that allows users to forecast their anticipated income over a 12 month period. We combine yield data taken from our own data hub, Revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management. Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics.
They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement The no-risk, no-commitment EMS with enterprise-strength power and performance Ideal for traders who do not require significant customization to their trading system, InfoReach Prelude provides advanced trading tools and functionality at a competitive price, without the commitment of a long-term contract. It provides real-time, pre-trade, at-trade and post-trade analytics that factor These are considered principal responsibilities owed by advisors to their clients and a cornerstone of the investor protection regime.
Meaningful dialogues with clients are necessary to obtain a solid understanding of their accurate Scores are less sensitive to daily events and reflect the enduring performance record of a company over time. It is a unique Visible Alpha captures the forecasts, assumptions and logic from full working models and integrates them into comparable views across analysts. Hone in on the fundamental drivers of companies important to you Evaluate consensus Our money market products Most money market borrowing and lending is still done over the phone.
However, in most other markets we have seen a move towards centralized trading venues. This is why we have created the Instimatch Global Network, where borrowers and lenders can match their liquidity needs in the A typical user scenario is to bring agility to applications already supporting basic structured products. With the addition of Instrument Box, such applications can immediately benefit from advanced features such as valuation, reporting services, life-cycle processing for a wide range and expandable list of derivatives.
Business challenges Respond to unmet analytical and processing The stock portfolio analysis and financial management software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier available as a plug-in as well as qualitative risk analysis metrics and manage risk by using several modern portfolio theory statistics such as alpha, beta, R2, sharpe ratio Bring your advice to life A picture speaks a thousand words.
Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage.
Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities Accessible from anywhere, intelliflo portfolio eases the workload of portfolio management, improves the client experience and allows you to focus on growing the business Whether you are an individual investor, a cryptocurrency exchange, or an investment fund, our insights about crypto assets are relevant to you.
Crypto is a new asset class with new fundamentals and a universe of data. Understanding crypto requires a new form of analysis. ITB regularly produces new We want to speed that up. Our mission is to power the innovators defining the future of finance through modern data technologies. That means automating the Autonomy, self-service, transparency and on demand services require a more individual understanding of the customer and the traditional model of a human relationship manager being the sole connective tissue between the InvestCloud Black is an integrated, cloud-based performance and risk platform that has been designed to empower managers to better analyze their portfolios — simply and flexibly — across all asset classes.
Black offers powerful tools to increase operational efficiency and streamline workflows related to portfolio analytics, while providing robust and Since , InvestEdge has been a leading technology partner helping wealth management firms and institutions more effectively aggregate, transform and present complex investment data to better serve their clients.
Our integrated solutions provide a breadth of tools that simplify wealth management processes and reduce overall operational risk. Using the integrated solutions Investment Accounting is the corner stone Investment Accounting covers the back office tasks as well as record keeping and accounting. Within back office we collect and reconcile all data. After data like transactions and holdings has been collected they are unified and made ready for use.
The data are primarily collected Reliance on subjective assessment of a client's attitude to risk, broadly defined fund sectors, or on simple measures Asessment We provide custom analyses of investment solutions, due-diligence and model validation. Especially nowadays, where investors have to engage in actively managed investment products to meet their performance targets, the sheer number of offerings can be overwhelming.
Our structured, quantitative approach helps investors to reduce the time for the selection process to a minimum and focus Investment Reporting is an art The Investment Reporting — whether its on a single portfolio or a full consolidated reporting across managers and portfolios is an art — The entire reporting must reflect the underlying investment philosophies. The really good investment reports has found the balance between performance measurement, holdings, risk Modular approach helps align capabilities with specific needs Help your clients get more out of their investment dollars by reducing controllable portfolio frictions that can erode outcomes over time.
Our modular platform allows you to look at the potential impact of reducing fees, taxes, and risk separately or together depending on The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers - either to retain or remodel existing investments or switch to a new product. Centralize your manager research and due diligence Transform information traditionally stored in shared drives and emails, into actionable Devexperts Investor Portal is a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports.
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Private company insights We partner with the investors and management teams of privately held companies and serve as your in house private equity team, setting up best in class reporting for investors; we create a cadence for regular updates on key performance indicators, investment returns, buyer universe, risk areas, and diligence Key features: Helps you determine security weights for a self-defined investment universe Offers a portfolio loss protection methodology that can be overlaid on any investment strategy Helps you construct sub portfolios that complement your core investment strategy Helps you construct an intelligent, customised investment benchmark.
Weight Aid Within an investment universe that you define yourself, WeightAid Robo Advisor is a front-to-middleware white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings. Module Investors increasingly want to take control of their investments and let their savings money work for them.
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Based on our research, most retail investors are not satisfied with the periodic account statements they receive. Their reports usually contain unintuitive tables with numbers or high level macro-economic explanations without any clear link to the actual investments of the client.
Also, personal investment advisors and relationship managers find it difficult to Discover research that helps you produce alpha We track the performance of research that you consume and extract its alpha capabilities so that you can quickly discover and monitor the research that in turn helps you produce alpha.
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Justify your research spend Using our performance analytics, we calculate for you the true cost Reporting IPS provides a large range of reporting options that can be white labelled to suit your business.