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Hedge Fund Software
Hedge Fund software provides fund performance analysis as well as back-office accounting and client management tools for hedge fund managers. Features include solutions for operational, accounting, tracking, reporting, and valuation aspects of hedge funds. This type of software can also analyze fund volatility and forecast returns to aid in decision making. Hedge Fund software is related to Investment Management software, Banking Systems software, Financial Risk Management software, and Financial Fraud Detection software. Read more Read less
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Manage Long Term Incentives and Carried Interest programs in CompTrak's one single platform
Learn more about CompTrak Carried Interest Management
CompTrak's comprehensive suite of products provides private equity, venture capital and property development firms with a highly configurable solution for managing compensation and carried interest programs.
The secure cloud-based platform provides end-to-end management of compensation and supports fund level, deal-by-deal, tranche, vintage and hybrid plans. Multiple vesting schedules, Participant Management, Realization and Distribution processing.
Learn more about CompTrak Carried Interest Management
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Backstop, by ION Analytics is an alternative investment platform optimizing capital-raising and investor relations for hedge funds.
Backstop, a service by ION Analytics is an award-winning software for Hedge Funds offering our clients with scalability and flexibility. Steeped in a Hedge Fund heritage, we understand the challenges you face as you grow your business and struggle to demonstrate value-add for your investors. Backstop enables you to personalize client relationships, optimize capital-raising, and the demands of sophisticated investors while prioritizing communication preferences and transparency.
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
MetaTrader 5 platform offers a turnkey solution for mutual funds, prop trading, and investment companies right out of the box.
Create a multi-asset infrastructure on a single platform in a couple of days. You no longer need separate terminals with standalone analytics. MetaTrader 5 is the only solution which allows the combining of different markets within a single platform, the gathering of the general statistics, while it also enables full control over any number of funds. Ultimately, such capabilities can assist in earning the trust of potential and existing investors.
Learn more about MetaTrader 5
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Seeking Alpha is the world’s largest investing community. Our goal is simple: To help you be a better investor.
Whatever your investing needs, we’ve got you covered with independent and balanced stock research, fundamental analysis tools, crowdsourced debate, or actionable market data.
As a member, you can link your portfolio to get customized stock screeners, alerts and updates, or join one of our expert services to get exclusive real-time trading ideas.
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Cloud-based investment management software for hedge funds and hedge funds of funds offers front-to-back office automation.
Dynamo's cloud-based hedge fund software offers dedicated tools for investor relations, capital raising, fund reporting, accounting, and due diligence, ensuring Dynamo is equipped to streamline firm-wide process management. Hedge funds of funds can leverage Dynamo for fund manager due diligence and performance tracking. Tight integrations with our investor portal, mobile app, and third-party data and service providers allow Dynamo users to centralize operations and seamlessly work from the road.
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
We simplify how institutions investing in funds, select hedge funds / mutual funds, perform due diligence, manage portfolios.
AlternativeSoft’s platform redefines portfolio optimization, providing the most extensive set of quantitative tools available on the market for funds' investment management, funds' fact sheet, funds' risk analysis and funds' due diligence.
Highly intuitive and user friendly, our platform provides both a greater breadth of analytics and monitoring options all at a faster speed than other competing platforms.
Featuring free customized fact sheets, free installation and free 24hr support.
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Financial CRM tool that provides investor relationship management through compliance, roadshows, capital raising and more.
Learn more about Clienteer
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Investment management solution to streamline portfolio construction, shadow accounting, workflows, risk management & custom reporting.
The investment & portfolio management solution for all asset types, from hedge funds, mutual funds, fund of funds, equities & bonds, to private equity, cryptos & real estate.
With;
• Extensive quantitative & qualitative research & analysis
• Advanced portfolio construction
• Shadow accounting
• Cash-flow/liquidity analysis & risk analysis
• CRM, workflow, due diligence
• Powerful, custom management/investor reporting.
Based on optimised data-sets via true aggregation of multiple data sources
Learn more about PackHedge
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
TOGGLE AI alerts you to what might affect your portfolio holdings.
TOGGLE levels the playing field for active investors by putting hedge-fund grade tools within reach of all investors, not just professional ones.
TOGGLE Copilot is a smart portfolio dashboard, available for free. Covering Valuations, Momentum, Growth, and more, get daily alerts on how changes in these metrics and data affect your securities.
TOGGLE Pro is the full professional suite. From no-code data science to AI generated investing insights, never miss an opportunity again.
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Partnership & portfolio accounting & investment analysis software for hedge funds, private equity, fund administrators, family offices.
FundCount provides partnership and portfolio accounting and investment analysis software to hedge funds, private equity, fund administrators and family offices. An integrated G/L and automated workflow tools improve operational efficiency and ensure accuracy of NAV and other calculations. Flexible, on-demand reporting meets all client reporting needs. Named Best Fund Accounting and Reporting Systems Firm by Hedgeweek, FundCount brings speed, accuracy and analytical insight to your firm.
Learn more about FundCount
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Solutions for Risk, Performance, and Investor Reporting
The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors.
Northstar is not just software, it is a service. At Northstar, our experts will fully integrate your back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly software as a service.
Learn more about Northstar Risk and Performance Analysis Platform
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Empowers Hedge Fund managers to streamline management of their prospective and current investor base in a single, cutting-edge portal.
AtomInvest's software provides an integrated set of tools that enable HF's to effectively manage your investor relationships, track engagement and help stand out with an Investor Portal which showcases your performance and strategies to your prospects and investors. Our software provides built-in regulatory compliance checks for fund marketing and workflows for subscriptions/ redemptions, allowing your investor relations teams to focus their time on fundraising and key strategic initiatives.
Learn more about AtomInvest
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Designed for Crypto Hedge Funds, our crypto Portfolio Management Software simplify crypto investing
HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers.
Our cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment.
With offices in Sydney, Boston, Paris and Beirut, the H
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
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.
Learn more about FXCM Pro
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Fully integrated software for private equity and mergers and acquisitions for investment banks and corporate M&A departments.
Fully integrated software for private equity and mergers and acquisitions for investment banks and corporate M&A departments.
Learn more about LbOffice 2013
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.
ReconAdvantage is our flagship product. It is an ultra-flexible, modular portfolio management platform that offers solutions for shadow accounting, performance measurement, client reporting, risk management, shareholder accounting and outsourced portfolio accounting. Underpinned by the industry’s most knowledgeable and dedicated client service organizations, It has been relied upon by hundreds of world’s most sophisticated fund administrators and asset managers for over 25 years.
Learn more about PortfolioShop
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
An easy-to-use solution with investor relations, account tracking, sales pipeline management, reporting and more.. for financial firms
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to hedge funds, institutional asset managers and wealth management firms. 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.
Learn more about ProTrak Advantage
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Expense allocation software and expense management for hedge funds, private equity funds, asset managers and fund administrators. $3K+.
Resolvr is a leading expense allocation software for hedge funds, private equity funds, asset manager and fund administrators. The software utilizes automated expense management and allocation strategies to save financial services clients 6-11% per invoice. Typical finance department expense department reductions average around 40% with Resolvr, and it manages over $330B AUA. Resolvr pricing starts at $3K/month, flat rate. Integrations: QuickBooks, SS&C Geneva, Concur. Competitors: Concur, ID
Learn more about Resolvr
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Global relationship management software for capital markets, corporate and investment banking, and investment management.
Global leader in CRM software for capital markets & investment banking. SS&C Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. SS&C Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.
Learn more about Tier1
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
We are in business to help hedge funds win the tech battle by creating software that works better and costs less.
Pinnakl is a cloud-based enterprise solution hedge funds use to manage all front, middle and back office operations. We utilize artificial intelligence and cutting edge, modern technology. Whether it be our OMS, PMS, EMS, CRM, Risk, or any other service, our goal is 100% satisfaction based on our clients needs. The software offers the simplest user experience in the industry. We would love the opportunity to serve you.
Learn more about Pinnakl
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears.
InvestingPro is a stock portfolio management solution designed to help businesses gain actionable insights for bulls & bears.
Learn more about InvestingPro
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Innovative multi-asset trading platform with revolutionary design and technological stack meeting all top requirements of the industry
Unity platform can provide access to trading with any asset classes (forex, indices, commodities, cfds, equities, bonds, crypto, etc) on various markets in a single interface. The platform is constantly evolving and is fully customisable to the clients' needs. Unity has a full-featured trading terminal, middle and back-office infrastructure, mobile applications available both for iOS and Android. Discover all necessary features for your clients' trading inside a user-friendly environment.
Learn more about Unity
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
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.
Learn more about Axys
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
A robust, cloud-based, or on-premise configurable solution that provides an exceptional customer experience for your community.
You need utility billing software that provides a rich customer experience with the features & functions of a big city utility software. And you probably think it's not going to fit within your small- to mid-size utility's resources. But, NorthStar is different. We'll give you everything you want, even the features and functions that big utilities have, all within your budget. NorthStar tackles the toughest billing challenges & gives you everything to provide an exceptional customer experience.
Learn more about NorthStar
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Run proprietary or vendor trading applications assured of maximum performance and the support of expert technical staff.
Run proprietary or vendor trading applications assured of maximum performance and the support of expert technical staff.
Learn more about Electronic Trading
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Front-to-Middle Office Solution that consolidate systems and elevate portfolio data quality.
Best investment workflows in the cloud.
Front-to-Middle Office Solution that cover:
- order management inc rebalancing
- portfolio management inc cash and exposure simulations
- pre- and post-trade compliance
- real time monitoring inc exposures, analytics and P&L
- trade matching & affirmation
- risk management & performance attribution
- asset lifecycle & recon
Limina was founded by former investment managers that set out to create a solution to the challenges they faced.
The solution is engineered in Sweden and delivered globally.
Learn more about Limina IMS
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Financial risk management solution that helps businesses manage assets and complexities involved with derivative trading.
Numerix is the leader of innovative capital markets technology solutions and real-time intelligence capabilities for trading and risk management. Committed to the exploration and adoption of latest technologies, Numerix is dedicated to driving a more open, fintech oriented, digital financial services market. Built upon a foundation of deep practical knowledge, experience and IT understanding, Numerix helps its users reimagine operations, modernize business processes and capture profitability
Learn more about Numerix
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Hedge fund tool that helps traders enhance liquidity across investments and minimize information leakage as well as its market impact.
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.
Learn more about POSIT
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Local product
ResolutionPro
4.0
(1)
Local product
Local product
Analytical tools for the valuation of financial instruments including interest rate derivatives, foreign exchange, commodities and more
Resolution provides tools for valuation, risk management and hedge accounting of derivatives and other financial instruments. Coverage includes interest rate swaps, caps, floors, swaptions, fx options, commodity swaps & options and equity options.
Use pre-built calculators, build your own spreadsheets or direct access via SDK. A web-based solution for independent valuation, treasury management and hedge accounting is also available.
Free trial is available for download.
Learn more about ResolutionPro
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Local product
QMember For Charities
5.0
(1)
Local product
Local product
Represents a comprehensive database management system for the Charity or Not-For-Profit.
Represents a comprehensive database management system for the Charity or Not-For-Profit.
Learn more about QMember For Charities
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
A "must-have" tool for any Investment Operations team!
A complete reconciliation and data aggregation / transformation tool. Allows for quick configuration and file mapping for easy implementation. Many user-friendly features allow you to manage reconciliation exceptions. Achieve significant time savings and added control over investment operations processes. We can extract data from PDF documents both structured and unstructured.
Learn more about Smonik Suite
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
Dynamic accounting plug-in which is designed to support most fund structures created in NTAS.
Learn more about IKAS
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Ideal for financial businesses, the risk management platform enables users to manage investments, compliance, assets and more.
Learn more about The Imagine Trading System
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Allvue Systems is a leading provider of 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.
Learn more about Allvue
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Mid office account reconciliation and exception management for investment managers and hedge funds.
Opens and resolves exceptions based on your rules, Reconciles positions and transactions for all security types, Reconciles among multiple systems and parties, Links related unmatched transactions, positions and cash, Automatically notifies appropriate internal and external parties, Ages outstanding exceptions, Facilitates trend and risk analysis, Maintains a complete audit trail, along with notes.
Learn more about STaARS
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Forecasting software for stocks, ETFs, forex, cryptocurrencies, commodities and other markets
Software application for forecasting real-world stocks, ETFs, forex currency pairs, cryptocurrencies, commodities and other markets. It creates market simulation models in which thousands of virtual traders apply their own trading strategies to real-world market data to trade, compete and adapt on a virtual market. Their collective behavior is used to generate one-step-ahead forecasts and trading signals. Models evolve incrementally in real-time without overfitting to historical data.
Learn more about Adaptive Modeler
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
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.
Learn more about Ledgex
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Hedge fund accounting software (partnership allocation system) for hedge fund administrators, fund managers and accounting firms.
HedgeTek - Fi-Tek's industry leading Partnership Allocation System for monetised (Capital based) and unitised (Multi-series/ Class & Equalisation) hedge funds and other partnerships.
HedgeTek is the most established Investor Accounting platform which was developed in partnership with a major Big Four accounting firm, and continues to be enhanced with inputs provided by industry leading administrators, accounting firms and multi-billion dollar fund managers.
Learn more about HedgeTek
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Obsidian SmartDocs is the industry leading solution providing electronic subscriptions and KYC docs for investment firms.
SmartDocs is an electronic solution for KYC and subscription docs. Easy to use web forms eliminate all errors & omissions and back-and forth with clients. Electronic signature option adds to the convenience. All data entered in documents is stored in KYC vaults notifying you of upcoming maturities, ID expiries, and is used to pre-populate all future docs to ensure a 98% time reduction for complex documents.
Other Obsidian Suite products include: IR portals, business intelligence, CRM & more!
Learn more about Obsidian Suite
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
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.
Learn more about Theorem
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Horizon can trade across a wide range of structured products, underlying asset classes and product types
Horizon can trade across a wide range of structured products (vanilla to exotic), underlying asset classes (from equity to hybrids, and beyond), and product types (futures, options, capital protected products, etc.), all of this through a high volume of these products. A key strength of Horizon is the ability to handle everything on a single platform: from monitoring and managing positions in a single view, to real-time automated trading, with embedded algorithmic capabilities.
Learn more about Electronic Trading Solution
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Hedge Fund Execution & Portfolio Management Platform - SaaS Based EMS + OMS with 200+ Broker connections. #RiskManagement #Aggregation
Hedge Funds looking for an integrated technology platform that includes
** Browser-based Execution Management Systems (EMS) - Real-time trading platform
** Trade all listed & bank-issued OTC - Equity, Derivatives, FI
** 200+ Banks & Brokers with real-time Portfolio Aggregation
** Bundled Market Data - Over 15 Million securities
SaaS-based software requires zero installation & integrates with most Broker Systems
Learn more about QUO
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Built for investors by investors, Vidrio’s software and managed data services are designed for Allocators investing in Alternatives.
Built for investors by investors, Vidrio’s software and managed data services are designed for institutional investors who allocate a significant portion of their investments externally to managers of Hedge Funds, Private Equity, Private Credit, Venture Capital, Real Estate and Liquid Alts. Originally built out of necessity as a proprietary platform.
Vidrio was launched as a separate commercial venture in 2011, serving some of the leading global Asset Owners, Fund of Funds and OCIOs.
Learn more about Vidrio Financial
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
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.
Learn more about Cogency
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Scalable, fully integrated, real time portfolio accounting and management solution that can substantially improve business performance.
Vestserve, provides an integrated multi-currency investment management solution "IMS" that supports any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (ex. GIPS, IRR), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. More advanced accounting features include what-if and cash flow analysis, calculation of complex fees, unitization and data aggregation.
Learn more about VestServe
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
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.
Learn more about LongView Trading
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
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.
Learn more about Market Maker
Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Local product
MIC Manager
Local product
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.
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Enterprise-class administration software for group insurance, pension, and institutional investments.
V3locity is a transformative suite of complementary applications that offers full life cycle business functionality as well as robust enterprise capabilities. It marries core administration with a superior digital experience. Its modular design enables flexible, agile deployment strategies.
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
Unique software that allows access to powerful, managed risk analysis calculation resources from within your existing spreadsheets.
With RiskAPI PortfolioScience has created unique software allowing users access to powerful, managed risk analysis calculation resources from within their existing spreadsheets. Integrate sophisticated portfolio risk management into your existing environment. Access a full range of analysis tools - VAR, Correlation, Beta, and more - all within your existing framework. RiskAPI offers one simple, affordable and powerful right out-of-the box risk management solution
Learn more about RiskAPI Add-In
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Features
- Contact Management Software
- Document Management Software
- Investor Reporting
- Compliance Management
- Portfolio Analysis
- Profit/Loss Statement
- Risk Assessment
- Performance Metrics
- Monitoring
