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Hedge Fund Software with Customizable Reports

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MetaTrader 5 logo
4.5
(43)

Trading platform with MQL5 development environment

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MetaTrader 5 is a cloud-based trading platform designed to help stock and Forex traders automatically manage trading activities using various advanced financial trading functions and fundamental analysis. It lets users open multiple positions of a single financial instrument in the same or opposite direction.

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Backstop logo
4.3
(46)

Cloud-based investment management platform

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Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

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Pinnakl logo
5.0
(3)

Trading and portfolio management solution for hedge funds

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Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics.

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Tier1 logo
5.0
(3)

CRM software for capital markets & investment banking.

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

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Unity logo
5.0
(3)

Innovative multi-asset trading platform

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Unity allows you to:
• trade all type of assets
• serve brokerage flows of retail/institutional segments
• manage client apps and professional web-interface
• support trading with cryptocurrencies 24/7
• use single margin collateral

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NorthStar logo
4.0
(2)

Customer service is at the heart of everything we do.

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With over 45 years of experience in the utility billing industry, NorthStar has a customer service experience solution tailored to support the community your serve. NorthStar is a robust, configurable solution that solves even the most complex billing challenges.

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Limina IMS logo
4.0
(2)

A Front-to-Middle Office Solution that Empowers Your Team

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Limina allow asset & investment managers Front and Middle office teams to focus on what matters – producing returns with minimal operational risk

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Allvue logo
5.0
(1)

Investment management software for private equity firms

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Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes.

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Octopus logo
4.0
(1)

Order- and portfolio management, fund accounting, risk & ICO

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Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:
https://www.fundmanager.tools/portfoliomanagementsoftware
Supports Crypto Portfolio/Fund
OCTOPUS covers workflow from trade entering to reporting and risk management. For Funds, Hedge Funds, Banks, Asset Managers and Family Offices.

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FundPortal logo
(0)

File sharing, marketing & analytics tools for hedge funds

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FundPortal is a cloud-based file sharing, marketing, and analytics solution which helps hedge fund managers, placement agencies, and third-party marketers manage investment campaigns and client engagement through a centralized portal designed to handle investor-business relationships

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INDIS logo
(0)

Cloud-based risk management solution

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INDIS is a cloud-based solution designed for insurers and mutual investors, which automates business processes through regulations by analyzing financial and non-financial data.

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VestServe logo
(0)

Investment, funds, and accounting management solution

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VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.

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PaxFamilia logo
(0)

Wealth Planning Platform with centralized data management.

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Wealth Planning Platform for Professional Advisors.

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TheInvestorNet logo
(0)

Enterprise SaaS for institutional investors

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TheInvestorNet is a comprehensive, intelligent, and secure application for investors to manage end-to-end operations.

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V3locity logo
(0)

Global provider of benefits and investment administration

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V3locity is an integrated suite of powerful applications that provide comprehensive business functionality throughout the entire life cycle. It also offers a wide range of enterprise capabilities, making it a truly transformative platform. With its modular design, V3locity allows for flexible and agile deployment strategies while ensuring effortless data accessibility across the entire organization.

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AM-DIS logo
(0)

Cloud-based financial risk management solution

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AM-DIS is a cloud-based financial risk management solution that offers an automated environment for asset managers, insurers, and others to monitor and manage their risk, capital requirements, compliance, and performance.

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CompTrak Carried Interest Management logo
(0)

Cloud-based hedge fund and carried interest management tool

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CompTrak Carried Interest Management is a cloud-based software that helps businesses handle compensation benefits, long-term incentives, and equity components.

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daappa logo
(0)

Data management & administration platform for private assets

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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

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Perfona logo
(0)

Web-based investment and portfolio management system

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Perfona is a cloud-based portfolio management system intended for deployment by hedge funds, RIAs, asset managers, and private equity firms, comprising key modules including portfolio accounting, investor management, order management, data warehousing, workflow automation and customizable reporting

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TrustQuay 5Series logo
(0)

Entity management, accounting & more for wealth managers

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TrustQuay 5Series, formerly Microgen 5Series, is a trust and corporate administration software for wealth managers. The platform comprises a range of integrated modules including entity management, accounting, investments, time & expense tracking, billing, and more.

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The Novus Platform logo
(0)

Cloud-based tool to extract investment insights from data.

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The Novus Platform is a cloud-based investment management solution designed for asset owners and asset managers. The platform provides multi-asset class coverage across equities, fixed income, derivatives, private markets, and real assets. The Novus Platform enables investors to ingest and validate data from custodians, fund administrators, and portfolio management systems.

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Eze Investment Suite logo
(0)

Suite of tools for investment management

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Eze Investment Suite is a cloud-based investment management platform which offers an integrated suite of tools for order management, execution management, portfolio management and accounting, investor accounting, commission management, and compliance

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B1 Financial logo
(0)

Financial and credit management solution

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B1 Financial provides financial & credit management solutions for businesses. The cloud-based platform assists businesses with accounting and risk modelling, customer data handling and business growth strategies.

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