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Investment Management Software - Page 6
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TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.
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View rent prices and comps for any property in the US, and track your rental portfolio with real-time alerts and market updates.
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We power tomorrow’s private markets by providing the end-to-end digital infrastructure to issue, manage, buy and sell digital asset securities. Our platform lowers operational costs while enabling an efficient and convenient experience of transacting in private markets.
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TigerTrade is a cloud-based trading management software designed to help businesses gain an overview of market transactions and trends on a centralized platform. Supervisors can conduct technical analysis and assess market performance through various indicators and charts, including candlestick and footprint charts.
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Family Wealth Guru software is a wealth management solution tailored for the Asian market. It primarily targets private investors, wealth managers, and CFOs. It helps users make data-driven investment decisions based on real-time market reports, asset comparisons, and member performance analysis.
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Delio offers tools for investment managers, banks, family offices, angel investment networks, venture capital agents, and other financial institutions. Key features include client and risk management, compliance and investments tracking, client portal, import/export data, and performance metrics.
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Monexo platform helps you to get a personal loan at an attractive interest rate and flexible terms. The platform is an alternative financing model which is 100% online, simple, and fast. Borrowers get personal loans at attractive interest rates and flexible terms. Investors get to diversify their investment portfolio in a new asset class and earn monthly passive income.
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GroundBreaker is an investment management software solution for small to medium commercial real estate investment firms that raise outside capital.
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The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.
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Improve the management of your entire investment activity with our Front-to-Back solution dedicated to Private Equity and Non-Listed companies. Capital Venture provides investment and portfolio management alongside a CRM.
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Gain insights into investor behavior and engagement across IR websites, events, PR content, and stock ownership with this digital behavior tracking analytics tool.
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Eze Eclipse is a cloud-based platform that helps streamline investment management on a centralized interface. It is designed to automate investment workflows across the entire firm, eliminating multiple data sets and providing a single source of truth. Eze Eclipse's flexible and configurable investment experience helps firms stay ahead, providing all the necessary tools to eliminate tedious, manual processes and run businesses more efficiently.
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PORTAX is a Windows-based portfolio management and planning software, that assists investors with after-tax portfolio optimization, asset allocation and modelling of different tax and ownership structures.
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RiskValue is a platform for fund managers designed to cover various investment strategies, trading portfolios, geographical mandates & compliance requirements
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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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Say goodbye to research silos, non-compliant consumer tools and restrictive Research Management Systems. Get the user experience analysts crave, with the visibility, compliance and control your fund needs.
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ETNA Trading Simulator is a simulation software designed to help businesses manage multi-leg orders and option chains. Administrators can utilize built-in trading widgets to create personalized dashboards and execute orders.
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UNTAP Portfolio Management helps you consolidate your financial results, value creation planning and ESG metrics.
By combining ESG metrics with your VCP & portfolio monitoring you can measure, benchmark & improve your sustainability goals & clearly demonstrate to your stakeholders the positive
By combining ESG metrics with your VCP & portfolio monitoring you can measure, benchmark & improve your sustainability goals & clearly demonstrate to your stakeholders the positive
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The only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress-tests, Flash-NAV, and cash monitoring, all while providing transparency into control over various compliance requirements.
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Q4 Investor Relations Websites is a cloud-based software that allows businesses to create personalized investor relations websites and track visitor behavior via analytics. The platform enables users to identify their most valuable investors to improve revenue reports via a unified portal.
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Diversiview is portfolio analysis and optimization software that helps investors and investment professionals run a comprehensive analysis of their mixed investment portfolios, identify areas of potential improvement and take steps to optimize the asset allocation to suit their risk-return goals.
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Investment management solution that helps businesses manage equity via distributed ledger technology (Blockchain).
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