+
+

Related Products

  • FundCount
    11 Ratings
    Visit Website
  • AlternativeSoft
    19 Ratings
    Visit Website
  • Sharesight
    413 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Psono
    19 Ratings
    Visit Website
  • Virtuous
    255 Ratings
    Visit Website
  • QuickFee
    Visit Website
  • SafetyIQ
    27 Ratings
    Visit Website
  • ISL Light Remote Desktop
    1,230 Ratings
    Visit Website
  • ConnectWise Identify Assessment
    Visit Website

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asset owners and advisors looking for a wealth management platform to make more informed and timely investment decisions

Audience

Asset managers, hedge funds, pension funds, funds of funds, wealth managers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Addepar
Founded: 2009
United States
addepar.com/ria

Company Information

TS Imagine
Founded: 1993
United States
tsimagine.com

Alternatives

Alternatives

Asora

Asora

Asora Technologies
Fusion Invest

Fusion Invest

Finastra
Advent Genesis

Advent Genesis

SS&C Advent
Geneva

Geneva

SS&C Advent
Axys

Axys

SS&C Advent

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Integrations

AgilLink
Everysk
HiddenLevers
MoneyGuidePro
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce

Integrations

AgilLink
Everysk
HiddenLevers
MoneyGuidePro
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Claim Addepar and update features and information
Claim Addepar and update features and information
Claim TS Imagine and update features and information
Claim TS Imagine and update features and information