Software de Gestão de Investimentos

Software de gestão de investimentos: os produtos dessa categoria automatizam a gestão de patrimônio, portfólio e ativos financeiros. Para investidores individuais e casas de investimento tradicionais, bem como fornecedores de investimentos alternativos, como fundos de hedge e fundos de fundos, eles oferecem uma solução integrada para rastrear a atividade e a conformidade contábil e regulatória do portfólio. O software de gestão de investimentos está relacionado ao software de sistema bancário e ao sistema de gestão de risco financeiro.

Por que o Capterra é gratuito

da EquityEffect

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Solução completa de gestão de ativos de empresas privadas - ações e opções, do início até a saída. Mantenha sua tabela de capitalização precisa, clara e atualizada. Saiba mais sobre o EquityEffect Solução completa de gestão de ativos de empresas privadas - ações e opções, do início até a saída. Saiba mais sobre o EquityEffect

da FINARTIS

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O conjunto Prospero de soluções é precisamente ajustado às necessidades de segmentos específicos do setor de serviços financeiros: gestão de patrimônio, administração de ativos, administração de fundos e escritórios de administração de patrimônio familiar/gestão de ativos independentes. O Prospero abrange todas as necessidades financeiras, transacionais, de processamento e geração de relatórios das áreas de front-office, middle e back-office. Saiba mais sobre o Prospero O Prospero abrange gestão de patrimônio, gestão de ativos, administração de fundos e gestão de escritórios de administração de patrimônio familiar/ativos independentes. Saiba mais sobre o Prospero

da VestServe

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O Vestserve, fornece uma solução integrada de gestão do investimento em várias moedas "IMS" que suporta qualquer classe de ativos. Recursos de gestão de portfólio: modelagem/conformidade baseada em regras, medição de desempenho (ex. GIPS, IRR), análise de risco, alocações de breakout e retornos em todos os níveis, ferramenta de cenário e análise de curva de juros. Os recursos contábeis mais avançados incluem análise hipotética e de fluxo de caixa, cálculo de taxas complexas, unitização e agregação de dados. Saiba mais sobre o VestServe Solução de gestão e contabilidade de portfólio escalável, totalmente integrada e em tempo real que pode melhorar substancialmente o desempenho dos negócios. Saiba mais sobre o VestServe

da Broadridge Financial Solutions

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Obtenha um livro de registros independente, auditável e acessível de um parceiro confiável. Fornecendo informações e visualização completas, precisas e oportunas para apoiar a negociação, a conformidade, a supervisão fiduciária e outras funções críticas de gestão do investimento. A solução premiada inclui uma plataforma de classe de ativos, várias moedas e tempo real com serviços profissionais de contabilidade para produzir o livro de registro de investimentos. Saiba mais sobre o Broadridge Investment Accounting Obtenha informações completas, precisas e oportunas para apoiar as funções de gestão do investimento. Saiba mais sobre o Broadridge Investment Accounting
THIS SOFTWARE IS BEST FOR COMPANIES RAISING SEED, VENTURE CAPITAL or PRIVATE EQUITY (AND FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes software for raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 141,000+ investors to help you build your funnel. Foundersuite also includes Pitch Deck Hosting and Investor Update tools to help run investor outreach and relations. SOFTWARE FOR RAISING ANGEL, SEED, PE & VC. Foundersuite makes the leading Investor CRM + Investor Database and Investor Update tools.
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Easy-to-use portfolio management software for asset managers and individual investors. Works on Windows, Mac, iOS & Android. Portfolios, watchlists, charts, alerts + more. StockMarketEye makes it easy to keep track of multiple investment portfolios and monitor the markets to effectively manage your investments. Data is stored locally on your computer, but can be shared between users with our integrated on-line sync service. StockMarketEye is available on Windows, Mac, Linux, Android and iOS. Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

da inStream Solutions

(39 avaliações)
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Cloud-based wealth management and financial planning solution for financial advisers. Cloud-based solution that assists with wealth management, financial planning, client loyalty, reporting and more.
Stessa makes it easy for rental property investors to track, manage and report on their real estate investments for FREE. Tens of thousands of investors use Stessa to track over $25 billion in real estate assets. Save time and optimize your single-family rentals and multifamily buildings with performance dashboards, automated income and expense tracking, document organization tools, and tax-ready financial reports. Allows investment property owners to track, manage and communicate the performance of their real estate portfolio.
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Juniper Square is easy-to-use, all-in-one investment management software that enables managers to raise more capital, improve investment operations, and increase investor satisfaction. Designed specifically for real estate, Juniper Square is trusted by hundreds of GPs to manage more than 14,000 investments and $730B of real estate assets. Juniper Square is easy-to-use, all-in-one investment management software designed specifically for real estate.

da Backstop Solutions Group

(36 avaliações)
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Backstop's powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors. Backstop Solutions offers cloud-based productivity solutions for institutional investment firms and alternative asset managers.

da Investor Management Services

(33 avaliações)
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Investor Management Services (IMS) is the leading investor management software platform for CRE owners and investment firms. Today, we have over 500+ customers who have been able to reallocate thousands of hours back to value-add activities for their 75,000+ investors. The IMS Platform is being used to manage $45+ Billion in equity. Commercial real estate firms have used IMS to save time and resources, drive value, and improve the investor experience. Providing real estate investment firms with CRM, investor dashboards, document management, distribution calculations, & analytics.
Carta combines best-in-class service and technology to provide up-to-date fund metrics like deal IRR for venture capital firms. Founded in 2012, Carta started by helping venture-backed companies manage their cap tables. Since then we have built an experienced fund administration team, and support over 170 firms with over $8 billion in assets under administration. Carta is the investment and ownership platform for VC firms and their portfolio companies.
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Since 2005, AlternativeSoft has simplified the fund selection and portfolio construction process for investors by creating a personalised investment universe driven by state-of-the-art analytics. With a total combined AuM over $1.5tn worldwide, some of the worlds largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse their multi-asset class portfolios. An award-winning provider of quantitative analytics specialising in asset selection, portfolio construction & customised reporting.
DealCloud provides a platform, services, and expertise to power the deal making capabilities of investment bankers and private equity deal teams. The platform is specifically designed for this goal. With an implementation team that powers the clients up on the platform as well as an account management team that will power them forward. DealCloud comes from the private equity and investment banking world, understanding what clients need to execute a deal. Investors and advisors come to DealCloud to power their deal teams.

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da eMoney Advisor

(10 avaliações)
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eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future. eMoney Advisor is the only wealth-planning system for financial advisors that offers superior transparency, accessibility and security.
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally. Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
Covercy Terra - Delight your investors, Delegate your back office. Terra makes it easy for Investors to complete the investment process faster, enables you to send multiple capital calls with a few clicks and most of all gives you complete control and tracking over the entire process. Terra makes it easy for investors to complete the investment payment process seamlessly and gives investment managers complete control

da FinLab Solutions

(7 avaliações)
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www.finlab.com PackHedge by FinLab Solutions SA is a leader amongst investment management solutions for all types of funds (HF, Mutual Funds, Private Equity, UCITS, ETF, Real Estate, etc.) and other investment vehicles (Equities, Forwards, Currencies, etc.). Providing research & analysis, risk management, portfolio construction and shadow accounting, liquidity & cash-flow forecasting/analysis (for portfolios, managed accounts and FoFs), CRM & document management, workflow and flexible reporting. Portfolio construction & shadow accounting, qualitative, quantitative, risk research & analysis, CRM, workflow and powerful reporting.
O portfólio e o software de contabilidade de parceria da FundCount rastreiam, analisam e relatam o valor de investimentos complexos em portfólios. Um G/L integrado de várias moedas e ferramentas automatizadas de fluxo de trabalho, incluindo feeds diretos com corretores/custodiantes, melhoram a eficiência operacional. O software suporta uma ampla gama de tipos de ativos e metodologias de medição de portfólio. Combinado com geração de relatórios de clientes flexíveis e sob demanda, a FundCount oferece velocidade, precisão e insight analítico para a empresa. Software de gestão do investimento para escritórios familiares, fundo de hedge, capital privado, administradores de fundos com parceria integrada e G/L
Na HedgeGuard, uma empresa de tecnologia financeira que trabalha em estreita colaboração com a comunidade buy side (fundos de hedge, gerentes de ativos e escritórios familiares) para ajudá-los a obter a gestão ideal de portfólio e a eficiência operacional. A oferta de produtos é composta pelo sistema de gestão de portfólio baseado em nuvem e terceirizado serviço de middle office. Essas soluções foram construídas por profissionais ex-compradores que conhecem os desafios enfrentados pelos gerentes de portfólio no atual ambiente, cada vez mais competitivo. O PMS é um software completo que fornece aos gerentes de portfólio e às equipes de buy side todas as ferramentas necessárias para executar os fundos.
The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.
Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate. Successfully manage deals, track transaction pipeline, and automatically generate reports. Additional features include smart alerts/notifications, file storage, search, data export, demographic data, and customizable workflow templates. Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.
O Vantage Software oferece soluções abrangentes, porém intuitivas, para empresas de investimento alternativas administrarem as operações. Os clientes gerenciam mais de US$ 1 trilhão em investimentos de capital privado, capital de risco e imobiliário. Especializados em soluções de portal de investidores e contabilidade, geração de relatórios, gestão de contatos, supervisão de portfólio e fluxo de negócios. O Vantage Software oferece soluções abrangentes, porém intuitivas, para empresas de investimento alternativas administrarem as operações.
Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals
Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents. Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents.
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Portfolio management solution that helps manage compliance management, modeling, scenario simulation, and workflow automation. Portfolio management solution that helps manage compliance management, modeling, scenario simulation, and workflow automation.
Ready-to-use presentation of financial analytics that can be distributed instantly including free asset allocation and portfolio optimization Ready-to-use presentation of financial analytics that can be distributed instantly.
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A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription. A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

da FactSet Research Systems

(4 avaliações)
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FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For. FactSet provides integrated software and data solutions to investment professionals.
Intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Intelligent relationship and deal management tools to help your team get the most out of your professional networks

da Chartsmart Software

(3 avaliações)
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Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens. Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.

da Opulos Financial Software

(3 avaliações)
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Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more! Workflow automation software with built in quality assurance designed for investment firms wanting to improve business processes.

da ProTrak International

(3 avaliações)
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Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms

da Stock Portfolio Organizer

(3 avaliações)
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Stock Portfolio Organizer is an easy-to-use stock portfolio management and tracking software for shares, margin, CFD's, futures and forex. It allows you to manage risk, analyze gains, losses and performance for all your investments with full multi currency support. Stock Portfolio Organizer also has support for EOD, Realtime and Tick data feeds so you can track the performance of your portfolio as the market changes. Stock Portfolio Organizer is also extendable using formulas. An easy to use portfolio management software for shares, margin, CFD's, futures and FX. Built for investors, traders and SMFs

da FACT Software Group

(3 avaliações)
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Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation. * Automatic Mark-to-Market Reports * Breakup by Asset Class, Family Member, Scrips, Risk Rating, Liquidity Rating

da Tier1 Financial Solutions

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Global relationship management software for capital markets, corporate and investment banking, and investment management. Global relationship management software for capital markets, corporate and investment banking, and investment management.

da Advent Software

(2 avaliações)
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Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing and more.
Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers. Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk. A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.
The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships. The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.
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With us you'll have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, CRM and sales. We're the leading provider of investment management software solutions for Asset Managers, Private Banks and Family Offices in the Nordic countries. We're a combination of strong knowledge in financial industry and high-level technical skills, and we work closely in partnership with you to accomplish your business goals. With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.
An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents. An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.
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Ipreo's iLEVEL platform is a cloud-based portfolio monitoring solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and centrally storing it. iLEVEL dramatically reduces time and effort expended by your front and back offices while supporting a new level of integrity, insight, and responsiveness for the entire firm. Ipreo's iLEVEL platform is the industry leading cloud-based portfolio monitoring solution for private capital investors.

da Cogenta Computing

(2 avaliações)
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On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders. On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders.
Upgrade your commercial real estate acquisitions and development team with a platform designed to turbocharge your team. The CRE Suite brings efficient collaboration and cross-platform integration along with interactive online tools that allow you to crush the competition. Real estate investment analysis platform designed from the cloud up to turbocharge acquisitions teams.
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data. Plaid is a technology platform that enables applications to connect with users bank accounts.
AppFolio Investment Management is a smarter, all-in-one software solution designed for real estate investment management that empowers managers with flexible tools for fund management and syndication. Investment Managers can respond quickly to questions, with key data securely stored and right at their fingertips, while providing a better, personalized experience for investors. Learn more about AppFolio Investment Management. AppFolio Investment Management is designed for real estate investment management.
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Get the most advanced technology in personal finance, now available to everyone. Get the most advanced technology in personal finance, now available to everyone.
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc.
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Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc. Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.

da Project Planning and Management

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Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key investment criteria such as NPVs, IRRs, payback and loan cover ratios. It also undertakes sensitivity and breakeven analysis and Monte Carlo simulations. For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.
Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change. Create, manage, modify, monitor, and measure investment portfolios.

da Dynamo Software

(1 avaliação)
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O Dynamo é uma solução de CRM baseada na Internet, com recursos específicos do setor para gerenciar as operações de front e middle office de empresas alternativas de investimento em ativos. A interface simples e intuitiva da plataforma Dynamo, a integração apertada do Microsoft Office e o acesso móvel para smartphone e tablet proporcionam uma experiência de usuário rica e interativa em qualquer lugar na Internet. O Dynamo é um software de gestão de operações de investimento de front e back-office otimizado para sociedades limitadas, ilimitadas e prestadores de serviços.

da MetaQuotes Software

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TeamWox is a groupware system designed to optimize the business management. This is a web application including HRM, Document and Task management, CRM, Service Desk and Live Chat for customer feedback management, IP PBX tools. Using this collaboration software, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Try the free-of-charge on-premises for up to 10 users or two-month Trial SaaS version. TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

da Portfolio Pathway

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Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions. Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers.

da REDVision Technologies

(1 avaliação)
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India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners. India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

da Parilux Investment Technology

(1 avaliação)
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Portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. We provide a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes. Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over 1 trillion dollars in client assets. With its 180 dedicated employees, Croesus is recognized for its ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus is a Portfolio Management & CRM Software with the following features: Document Management, Dashboard, Reporting, Billing etc.
Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm. Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

da Cap Hedge Ventures

(1 avaliação)
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The FINTRX Platform is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets. Leveraging an intuitive user interface, coupled with the largest and most comprehensive family office research tool, FINTRX continues to raise the bar for asset raising solutions. FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

da Argo Software Engineering

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Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers, market data distribution system and internal order matching facility. Broker-neutral multi-assets trading Platform combines order management and charting screens, algorithmic trading servers and more.

da Integrated Digital Systems

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VESTIO is the Wealth & Asset Management Software Solution that offers comprehensive coverage and complete automation of the entire investment chain. Catering to the comprehensive needs of Investment Companies, Wealth Managers, Traders, Hedge Funds, and Family Offices by presenting effective management, monitoring, and control of their core operations. VESTIO is the Wealth & Asset Management Software Solution that offers comprehensive coverage and automation of the entire investment.
M2Advisor is a high function desktop application for Financial Advisors to manage the relationship with investor clients in a collaborative manner, handle more clients professionally with less effort through direct access to all portfolio info and history, provide full Portfolio Management facilities including corporate actions and income tracking, produce advanced reporting, generate sophisticated Return Performance measurement, facilitate regulatory compliance, and extensive CRM features. Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement
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Financial software solution to aid in generating economic forecasts and optimizing future objectives using data. Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.
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Ultra-high-net-worth families are complex (diverse investments, complicated estate plans, ...), which creates a need for a family steward to manage the complexity and ensure the family continues as a going concern for generations to come. Complex Interests fosters the 6 elements of family stewardship: 1) complete family inventory, 2) document repository, 3) relationship diagrams, 4) notice of upcoming expiration dates, 5) institutional memory of legal/tax strategies, and 6) list of to-do items. "System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

da Ionic Information

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Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard. Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

da Obsidian Suite

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SmartDocs é uma solução eletrônica para documentos KYC e de assinatura. Formulários da Internet fáceis de usar eliminam todos os erros, omissões e as idas e vindas com clientes. A opção de assinatura eletrônica aumenta a conveniência. Todos os dados inseridos em documentos são armazenados em cofres KYC, notificando você sobre vencimentos futuros, expirações de ID e são usados para preencher antecipadamente todos os documentos futuros, garantindo redução de 98% do tempo para documentos complexos. Outros produtos da Obsidian Suite incluem: portais de IR, inteligência comercial, CRM e mais! Obsidian SmartDocs é a solução líder do setor, fornecendo assinaturas eletrônicas e documentos KYC para empresas de investimento.
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CrowdStreet operates an award-winning online commercial real estate investment marketplace that gives accredited investors access to institutional-quality offerings. CrowdStreet technology allows sponsors to raise capital through online fundraising and manage their investors, both on the Marketplace and with a SaaS solution. CrowdStreet is helping to create a community where individual accredited investors and CRE firms can work together to build wealth through commercial real estate. Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

da Theorem Technologies

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Post-Trade Data Management platform for financial institutions. Key modules include Matching, Allocation, Risk Analysis, Reporting and Alerts. Asset managers, hedge funds and trading firms of all sizes benefit from the Theorem platform by streamlining their post-trade operations and through increased operational efficiencies. Theorem's flexibility allows firms to manage data across multiple brokers and multiple data sources without needing developer resources or expensive consultants. Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts.
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O software baseado em nuvem da MineralSoft fornece dados e informações aos investidores de petróleo e gás, dos quais eles precisam para obter sucesso, incluindo A&D, terra, GIS, gestão de carteiras, razão geral e ferramentas de auditoria. A MineralSoft fornece todas as ferramentas e equipes especializadas necessárias para construir um portfólio de petróleo e gás de alto desempenho a partir do computador, tablet ou smartphone. A plataforma MineralSoft ajudará a identificar oportunidades emergentes mais rapidamente, otimizar operações diárias e alcançar retornos líderes do setor. Aumente a lucratividade com a plataforma líder de gestão de portfólio de minerais, royalties e juros de trabalho não operacionais.
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Platform that serves banks, financial services & insurance organizations in investment management. Platform that serves banks, financial services & insurance organizations in investment management.

da eFront

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eFront Insight LP: a plataforma eFront Insight integra dados diretamente do eFront Data Intelligence, o melhor serviço de dados da eFronts. Originados diretamente dos GPs e submetidos a protocolos de validação rigorosos, os dados EDI se tornaram o padrão para granularidade e integridade de dados. Dados em nível de fundos e benchmarks precisos também são integrados diretamente do PitchBook para aumentar a agilidade e a eficiência das análises do mercado privado. Utilize os dados de investimento granular, a tecnologia de referências confiável e uma plataforma poderosa para gerar níveis de informações sem precedentes.

da Agiletics

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Customer Cash Management Systems. CAMS processes a multitude of investment products. Customer Cash Management Systems. CAMS processes a multitude of investment products.

da Cogency Software

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Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clients, Cogency Software has gained an intimate understanding of alternative investment operations and applies this industry insight to the creation of its integrated product suite which includes fund and partnership accounting, portfolio management, IRM and CRM. Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

da FoxTrot Software

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A simple yet robust and flexible solution to manage all of your compensation needs. Commission or fee based, multiple split & overrides along with an intuitive step-by-step approach puts efficiency back into your back office operations department Financial Services Compensation Management and Compliance software for Broker-Dealers and RIAs

da Linedata

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LongView Trading is a fully integrated front office trade order management solution for global buy-side institutions that supports the business requirements and workflows of portfolio managers, traders, and compliance officers. LongView Trading offers advanced portfolio modeling, order generation, electronic trading, and compliance functionality. By providing seamless integration to hundreds of trading destinations globally, LongView Trading simplifies and automates the trade process. Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

da Envision Financial Systems

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Global multi-currency mutual fund order processing system for distributors and broker dealers. Global multi-currency mutual fund order processing system for distributors and broker dealers.

da Actforex

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Online trading platforms for financial institutions in the retail forex trading market-space. Online trading platforms for financial institutions in the retail forex trading market-space.

da Salentica

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Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more. Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

da Dolphin Enterprises

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Software for Canadian Mortgage Companies that manage private equity and allocate those funds into mortgages either through a syndicated loan or a MIC (Mortgage Investment Corporation). As an enterprises software our systems improves overall corporate efficiency and data accuracy while reducing time spent in administration allowing for more time to focus on the key business of generating income. Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

V3

da Vitech Systems Group

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The V3 System is a complete investment administration solution that helps organizations achieve administrative excellence, harness significant processing efficiencies and realize the potential of true business intelligence. The V3 System is specifically designed to meet the unique needs of investment administration: Opportunity Management Fund Administration Investor Management Portfolio Management Fund Accounting Performance Analytics Enterprise-class software for hedge fund, private equity and alternative asset administration.

da Informa Investment Solutions

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Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds. Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.

da GoldenGem

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Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices. Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices.

da MIMICS

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MIMICS Portfolio software modules provide a full range of functionality. Treasury Portfolio - reliable software for managing your proprietary trading. Customer Portfolio - efficiently manage your customer's portfolios and trading. Fund Portfolio - powerful portfolio accounting software for mutual funds, pensions, and hedge funds. Central Bank Portfolio - portfolio management software enhanced for central banks. Powerful and flexible software solutions for managing your business' Portfolio functions.

da Vermilion Software

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Specifically designed to address all these critical business issues within a single integrated enterprise client reporting software solution. Designed to address all these critical business issues within a single integrated enterprise client reporting software solution.

da Cogendi

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C*neo brings together all aspects of the investment process for funds of funds and professional investors in a single platform thereby enhancing the overall fluidity of the management system: selection of investments, portfolio management, monitoring of risks and compliance, tracking of investors, corporate strategy and dashboards. All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

da StreetOne

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Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system for RIAs, hdge fund managers, prime brokers and clearing firms. Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

da Integrated Software

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Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment

da Archway

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Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more. Designed for private equity businesses, the web-based suite of apps enables users to manage investments, risk reporting, and more.

da Charles River

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Award-winning software for all security types that enhances investment management operations from decision support through settlement. Award-winning software for all security types that enhances investment management operations from decision support through settlement.

da VIRTU Financial

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POSIT is an advanced order management and execution management system, with a high level of client service, and unique liquidity destinations. We protect traders with the purest global liquidity, whether large blocks or aggregated across disparate dark sources. With advanced liquidity filtration and the easy integration of POSIT tools into your systems, we'll help you increase your crossing opportunities, automate matching, reduce trading times, and significantly lower your costs. Liquidity sourcing software that helps traders to enhance liquidity across investments & minimize information leakage and market impact

da GlobalBackOffice

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The solution includes an accounting engine and general ledger; a financing module; collateral and margin reports as part of a risk module; a centralised counterparty module for compliance; a centralised security and market data module; a central rates and fees template engine which can drive fees, commissions, margin, and financing rates; a stock loan module; and a configurable client P&L module. We have integrated with DMA trading platforms, prime brokers, fund administrators, custodian banks. The ideal solution for a broad range of financial services firms from prime brokers to family offices.

da StatPro

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StatPro is a global provider of portfolio analytics for the investment community. Our cloud-based services provide vital analysis of portfolio performance, attribution, risk and compliance. This platform helps our clients increase assets under management, improve client service, meet tough regulations and reduce costs. StatPro data coverage includes global equities, global bonds, global mutual funds, FX rates, sector classifications and most families of benchmarks. StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

da Real Time Risk Systems

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Outsourced trading analytics and development on the Protozoa platform. Outsourced trading analytics and development on the Protozoa platform.

da QuantHouse

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QuantHouse is a global provider of end-to-end systematic trading solutions, including ultra-low latency market data technologies, algo-trading development frameworks, proximity hosting and order routing services for hedge funds, market makers, proprietary desks and latency-sensitive sell-side firms. Algo trading tools and Low Latency Data feeds.

FIN

da Financial Information Network

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On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes. On-premise tool that offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

da PriceMetrix

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ValueOne is a practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business. Targeted towards U.S. and Canadian companies with 50+ brokers, ValueOne has been designed exclusively for the investment industry and offers a rich suite of practice management tools, detail business intelligence reporting and access to our in-house expertise - all accessible via our secure web portal. Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

da Atomic Intelligence

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Content Search and Organization Service for Investment Professionals. Content Search and Organization Service for Investment Professionals.

da Profidata Group

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XENTIS, the integrated, modular investment management system for banks, investment companies, fund companies, insurances and institutional investors. Designed to manage the entire investment lifecycle, XENTIS is used by thousands of users to manage assets worth over one trillion EUR, and to price more than 6,000 funds and 30,000 mandates daily. XENTIS comprehensive functionality fully supports the entire investment process by automating front-, middle- and back-office operations. Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.

da FinlogiK

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FinlogiK is a full fledged Straight Through Processing (STP) Trade and Portfolio Management System (TPMS). FinlogiK's TPMS offers superior return on investment by combining straight forward user interfaces, easy system configuration with the robustness of integrated workflow processes, full security and audit capability and powerful user-friendly reporting. FinlogiK's TPMS manages over fifty types of financial instruments ranging from simple cash instrument to complex derivatives. Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.