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- Ferramentas de Relatórios
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- Software para Contabilidade de Fundos
- Software para Propriedades Comerciais
Utilize os dados de investimento granular, a tecnologia de referências confiável e uma plataforma poderosa para gerar níveis de informações sem precedentes.
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.
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 v...
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Cloud-based solution that allows businesses to manage portfolios & automate data reconciliation using reporting, outsourcing and more.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions.
Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions....
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Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more.
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more....
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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.
A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk....
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The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.
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 powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent inves...
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With FA you'll have everything in one software platform: portfolio management, analysis, reporting, client management, and sales.
With FA you will have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, client management, 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 FA you will have your business always available in one software platform, i.a. tools for portfolio management, investment analysis, reporting, client management, and sales. We're the leading provi...
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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.
An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents....
IHS Markit's iLEVEL platform is the industry leading cloud-based portfolio management platform for private capital investors.
IHS Markit's iLEVEL platform is a cloud-based portfolio management 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 storing it in a centralized repository, where firms can generate customized analytics and reports in real time.
IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simpl...
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Investment real estate platform for acquisitions, development, asset management and investor reporting.
Use the only platform built from the ground up to streamline real world real estate transactions and business processes. Designed to reduce time to execute and provide unique data insights, the CRE Suite delivers interactive online tools and a flexible modeling framework that allow you to crush the competition. The CRE Suite provides consistency, security, and adaptability not found anywhere else.
Use the only platform built from the ground up to streamline real world real estate transactions and business processes. Designed to reduce time to execute and provide unique data insights, the CRE Sui...
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Software suite that seamlessly manage your deal flow and track portfolio performance. Kushim builds tools tailored for VC and PE firms.
Software suite that seamlessly manages your deal flow and tracks portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings entire investment teams and their workflow together so that you spend less time trying to complete the puzzle and more time discovering the next big thing. Kushim builds tools tailored to investors.
Software suite that seamlessly manages your deal flow and tracks portfolio performance. Important insights, metrics, and data are probably floating freely throughout your tech stack. Kushim brings enti...
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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.
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc....
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For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.
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.
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 inv...
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Create, manage, modify, monitor, and measure investment portfolios.
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; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallo...
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TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.
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 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 ...
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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.
India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners....
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Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.
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.
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 performa...
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Allvue is a leading provider of alternative investment management solutions for fund managers, investors, and administrators.
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable inves...
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Ferramenta de gestão do investimento que ajuda a gerenciar contas de clientes, identificar oportunidades de negócios, verificar a conformidade e a receita do projeto.
Fundada em 1987, a Croesus é uma empresa fintech que oferece soluções de ponta de gestão de patrimônio fáceis de usar. Com mais de 180 funcionários em Montreal e Toronto, Canadá, a empresa conta com experiência e know-how para fornecer produtos e serviços adaptados às necessidades do setor de serviços financeiros. Em 2019, a Croesus adquiriu a softTarget, empresa especializada em reequilíbrio de portfólios, cujo principal software, o iBalance, está sendo integrado à oferta de soluções sofisticadas.
Fundada em 1987, a Croesus é uma empresa fintech que oferece soluções de ponta de gestão de patrimônio fáceis de usar. Com mais de 180 funcionários em Montreal e Toronto, Canadá, a empresa conta com ex...
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Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.
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.
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 pensio...
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Cloud-based platform that helps investment professionals raise family office capital, organize investor interactions, and manage funds.
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.
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, coup...
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Broker-neutral multi-assets trading Platform combines order management and charting screens, algorithmic trading servers and more.
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, market data distribution system and internal order matching facility....
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IDS FinTech is a financial software provider, offering portfolio management and trading solution to financial companies in the MENA.
IDS FinTech is a financial software provider, offering portfolio management and trading solution to financial companies and banks. Servicing financial solutions to investment banks, brokerage firms, funds and family offices by offering solutions for effective management, automation and monitoring of entire investment process. Vestio, our asset management system, provides modeling, benchmarking, rebalancing, risk calculators, ad-hoc compliance tools with a direct integration with trading engines.
IDS FinTech is a financial software provider, offering portfolio management and trading solution to financial companies and banks. Servicing financial solutions to investment banks, brokerage firms, fu...
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Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement
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.
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 t...
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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.
Financial software solution to aid in generating economic forecasts and optimizing future objectives using data....
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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.
On-premise tax preparation solution that helps via history management, sales reporting, & performance analysis for active traders....
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"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.
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.
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 g...
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.
Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard....
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Obsidian SmartDocs é a solução líder do setor, fornecendo assinaturas eletrônicas e documentos KYC para empresas de investimento.
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!
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 e...
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Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.
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.
CrowdStreet operates an award-winning online commercial real estate investment marketplace that gives accredited investors access to institutional-quality offerings. CrowdStreet technology allows spons...
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A complete wealth management platform with everything you need to run your firm. Robust custodian and technology integrations.
All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to investment advisors, brokerage firms, and banks.
All-In-One advisor platform with client onboarding, portfolio management, CRM, compliance, reporting, billing, reporting and more. Robust custodian and technology integrations. AdvisorEngine serves to ...
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Data management platform for financial institutions. Features: Matching, Allocation, Risk Analysis, Reporting and Alerts.
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.
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 siz...
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Aumente a lucratividade com a plataforma líder de gestão de portfólio de minerais, royalties e juros de trabalho não operacionais.
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.
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, ra...
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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.
Platform that serves banks, financial services & insurance organizations in investment management....
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O TOGGLE ajuda investidores a gerenciar o fluxo diário de informações, procurar oportunidades ocultas e analisar fatores que influenciam ativos e padrões passados.
O TOGGLE é um software de análise baseado em IA que ajuda investidores exigentes a extrair informações melhores e mais rápidas dos dados por uma fração do custo de uma equipe de ciência de dados.
O TOGGLE ajuda investidores a gerenciar o fluxo diário de informações, procurar oportunidades ocultas, analisar fatores que influenciam ativos e padrões passados e disponibilizar dados tradicionais e alternativos para análise prontamente.
O TOGGLE é um software de análise baseado em IA que ajuda investidores exigentes a extrair informações melhores e mais rápidas dos dados por uma fração do custo de uma equipe de ciência de dados.
O TO...
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Plataforma de gestão de família e patrimônio – agregue posições de mais de 300 bancos e corretores em tempo real. Negocie mais de 15 milhões de títulos online.
Wealth & Family Office SaaS Platform – automatize a agregação de portfólio, elimine a execução manual e automatize a gestão de risco. Mais de 300 bancos e corretores em uma plataforma
* Seus RMs e clientes podem negociar mais de 15 milhões de ativos listados e de balcão online – ações, títulos, futuros, câmbio, fundos.
* Agregue posições e visualize estatísticas consolidadas do portfólio – P&L em tempo real, NAV, exposição, base de custo e muito mais.
Sistema SaaS sem instalação. Integra-se à maioria dos sistemas bancários (mais de 300 custodiantes e corretores).
Wealth & Family Office SaaS Platform – automatize a agregação de portfólio, elimine a execução manual e automatize a gestão de risco. Mais de 300 bancos e corretores em uma plataforma
* Seus RMs e clie...
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Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, and more.
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.
Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more....
BetterCapital.us is a simple, clean, and beautiful way to track your real estate investing portfolio in real-time.
More than just a tracking tool, BetterCapital.us offers the opportunity to analyze the performance of your real estate holdings and track your progress over time. If you want to see how much money you're making, how many deals you have under your belt, and which ones are bumping along at a steady pace, BetterCapital.us is the perfect tool for you.
More than just a tracking tool, BetterCapital.us offers the opportunity to analyze the performance of your real estate holdings and track your progress over time. If you want to see how much money you'...
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SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes.
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative investment groups at investment banks, real estate and crowdfunding firms. Katipult's product covers all aspects of private deal management including issuer qualification, investor onboarding and KYC, and deal brokering and syndication.
SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative in...
Cash Flow Portal is a real estate syndication software that makes it easy for GPs to raise capital.
You and investors can access all the deals' information conveniently from the dashboard and have a holistic overview of each deal. Create and update deals. Add, manage, and organize assets by property type and class. View how much capital is already raised. Add investors, sort them by class, % of class, investment %, and investment status.
Store and distribute documentation. Automate K1s, distributions, updates, investor workflows, and get comprehensive reports.
You and investors can access all the deals' information conveniently from the dashboard and have a holistic overview of each deal. Create and update deals. Add, manage, and organize assets by property ...
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CAMS
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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.
Customer Cash Management Systems. CAMS processes a multitude of investment products....
Cogency
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Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.
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.
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 clie...
FoxTrot
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Financial Services Compensation Management and Compliance software for Broker-Dealers and RIAs
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
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 bac...
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LongView Trading
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Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.
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.
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...
- Gestão de clientes
- Benchmarking
- Futuros de Commodities
- Indicadores de desempenho
- Títulos/Ações
- Para investidores & operadores
Envision Investor Management Suite
(0 avaliações)
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.
Global multi-currency mutual fund order processing system for distributors and broker dealers....
Market Maker
(0 avaliações)
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.
Online trading platforms for financial institutions in the retail forex trading market-space....
- Gestão de clientes
- Benchmarking
- Futuros de Commodities
- Indicadores de desempenho
- Títulos/Ações
- Para investidores & operadores
Advisor Desk
(0 avaliações)
An immersive CRM for Financial Wealth Management. From Business Development to Client Engagement, and Analytics to Optimization.
Engage is an incredibly flexible cloud-based CRM that gives you full control over every aspect of your business. We provide you with the tools and support necessary for you to deliver high-value advice and bespoke client experiences.
Our single pane of glass model puts client relationship and
financial information in one place. Allowing you to grow your
business, show value to customers, and be more efficient.
Pre-built integrations to popular portfolio management and custodians.
Engage is an incredibly flexible cloud-based CRM that gives you full control over every aspect of your business. We provide you with the tools and support necessary for you to deliver high-value advice...
- Gestão de clientes
- Benchmarking
- Futuros de Commodities
- Indicadores de desempenho
- Títulos/Ações
- Para investidores & operadores
MIC Manager
(0 avaliações)
Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.
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.
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 enterprise...
V3
(0 avaliações)
Enterprise-class software for hedge fund, private equity and alternative asset administration.
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
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 ...
- Gestão de clientes
- Benchmarking
- Futuros de Commodities
- Indicadores de desempenho
- Títulos/Ações
- Para investidores & operadores
StyleADVISOR
(0 avaliações)
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.
Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds....
- Gestão de clientes
- Benchmarking
- Futuros de Commodities
- Indicadores de desempenho
- Títulos/Ações
- Para investidores & operadores
GoldenGem
(0 avaliações)
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.
Neural network calculator for stock market that allows traders analyze share prices, and predict stock prices....
- Gestão de clientes
- Benchmarking
- Futuros de Commodities
- Indicadores de desempenho
- Títulos/Ações
- Para investidores & operadores
Guia de Compra de Software de Gestão de Investimentos
Índice
Um software de gestão de investimentos é uma plataforma para gestão do portfólio de investimentos e ativos financeiros de uma organização. Ele oferece ferramentas integradas para acompanhar as atividades de um portfólio, fundos de investimento e padrões de conformidade de auditoria.
Esse tipo de software está intimamente relacionado a um software bancário e a sistemas de gestão de risco financeiro, oferecendo diversas funcionalidades semelhantes. Por esses motivos, ele atende a investidores individuais, empresas de investimento tradicionais e fornecedores de investimentos alternativos, como de fundos de hedge.
Os benefícios de um software de gestão de investimentos
Todos os dias, investidores precisam monitorar de perto seus fundos mútuos e fundos negociados em bolsa. Esse tipo de software oferece diversos benefícios que ajudam as empresas a otimizar seus fluxos de trabalho, manter conformidade com normas regulatórias e aumentar a produtividade.
Aqui estão alguns detalhes dos benefícios do software:
- Obtenha análise de desempenho em tempo real: o software de gestão de investimentos acompanha as atividades de uma conta para atualizar os consultores financeiros sobre o desempenho de seu portfólio. Isso os ajuda a comparar o desempenho no início e no final de um período específico. Também é possível ver os resultados em tempo real, o que ajuda a calcular instantaneamente ganhos e perdas.
- Gerencie todas as suas contas de investimento em um único lugar: os gerentes de investimento podem agrupar portfólios e categorizar cada um deles para consultas rápidas. Eles podem monitorar todos os investimentos a partir de um local central, mesmo que os fundos estejam distribuídos entre várias contas ou regiões geográficas e mesmo que tenham taxas de corretagem variadas.
- Acompanhe as bolsas de valores para tomar decisões informadas: é essencial selecionar as ações certas para investimento. Esse tipo de software define listas de observação com base em seus requisitos, para que você possa selecionar as melhores opções das listas. Ele também ajuda os investidores a acompanhar fontes online gratuitas de carteiras de títulos potenciais, em que eles podem vir a investir.
Recursos típicos de um software de gestão de investimentos
- Importação/exportação de dados: importe e exporte informações e relatórios em PDF ou Excel de/para um software de gestão de investimentos.
- Acompanhamento de investimentos: monitore a alocação de capital e os preços dos ativos ao longo do tempo.
- Benchmark: compare as principais métricas do seu negócio com as métricas dos principais players do mercado em seu setor.
- Gestão de clientes: organize as interações da sua empresa com clientes atuais e potenciais.
- Relatórios de conformidade: audite, acompanhe e informe dados regulatórios para os interessados internos e externos.
- Títulos/ações: compre e acompanhe os títulos e as ações do portfólio de um cliente.
O que levar em consideração ao comprar um software de gestão de investimentos
- Facilidade de implementação e uso: os fornecedores estão trabalhando em uma melhor experiência do usuário, já que os clientes escolhem sistemas fáceis de implementar e usar. A maioria da força de trabalho descartará um parceiro financeiro se uma melhor experiência tecnológica for oferecida por outra empresa. Portanto, a ferramenta que você escolher deve ser fácil de usar para funcionários e clientes. Uma interface fácil de usar ajudará os clientes a rentabilizar regularmente os benefícios.
- Relatórios de conformidade e risco em tempo real: o software deve ter recursos para avaliação e cálculo de risco em tempo real para ajudar as empresas a gerar relatórios de desempenho e desenvolver estratégias. Ele deve ter um mecanismo de conformidade baseado em regras e capacidade de personalizar fluxos de trabalho de conformidade. Ele deve ajudar os gerentes a gerar relatórios sobre taxas de risco como liquidez, exposição, valor em risco para analisar a atribuição e decomposição do risco.
Tendências relevantes de software de gestão de investimentos
- Aprendizado de máquina transformando como as organizações atendem aos clientes: as análises preditivas e o aprendizado de máquina podem ajudar os investidores a obter informações sobre eventos importantes do mercado que podem impactar os portfólios de um cliente. As informações ajudam o software a aprender e sugerem a próxima melhor ação para o cliente. Os módulos de autoaprendizado podem acompanhar as atividades de um visitante e aprender sobre seus interesses. Baseados nessas informações, os consultores podem modificar sua estratégia de comunicação para um melhor envolvimento com os clientes e para retê-los.
- Maior foco na conquista e retenção de clientes da geração do milênio: os investidores focarão amplamente nos clientes da geração do milênio, já que eles começam a dominar a força de trabalho e a receber salários mais altos. No entanto, esses clientes procuram investir por conta própria, verificando opiniões online e recomendações de colegas. Para envolver este grupo demográfico, as empresas precisam das mais recentes tecnologias para se comunicar, facilitar pagamentos e garantir transparência. Ofereça uma plataforma de autoatendimento para personalizar a experiência, bem como consolidar e analisar os portfólios, para que a geração do milênio tenha propriedade plena sobre seus ativos.