Fund-Studio vs. Theorem Comparison


Fund-Studio	Theorem Theorem Technologies	+	+
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About For hedge fund managers, CTAs, asset managers and family offices, FundStudio’s real-time operations and reporting platform and outsourced managed services provides complete knowledge of fund or managed account conditions -- and the tools to manage them. Capture orders and trades via realtime FIX, uploads, programmatic API or on-screen manual data entry. Allocate orders to accounts, strategies and more. Apply compliance rules such as position limits or mandated asset-class restrictions, or complex programmatic rules such as leverage bias. Run real-time intra-day P&L. Define multiple views of aggregate or sliced-and-diced data in real-time "pivot tables". Manage all cash movements including trade settlements, margin, coupons and principal. Run cash projections and more. Meet investor DDQ requirements by shadowing your fund administrator to produce NAV at the master-fund level as well as associated feeder funds or investor subscriptions.	About Theorem is a post-trade processing and data management solution that delivers aggregated reporting, trade workflow, matching / affirmation, and data movement, all in an online portal that requires no local install or technician to get started. Use Theorem to connect data collected from brokers, exchanges, and trading systems or your own internal systems and manage it according to your specific needs. Since there’s no heavy install, leverage the entire platform for a complete solution or simply choose what you need now. The moment a trade is executed, Theorem ensures accurate post-trade processing by allocating trades and performing trade matching against executing and clearing counterparties. Theorem harmonizes data, analytics, and other insights across brokers, accounts, and portfolios, offering you access to actionable insights while providing your stakeholders with advanced analytics and easily understood risk reports.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Real-time portfolio operations and reporting system that automates and streamlines the front, middle and back office operations for investment managers	Audience Traders and any user in search of a platform to manage all their digital operations
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing $500.00/month Free Version Not Supported Free Trial Not Supported
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 Not Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Supported
Company Information Fund-Studio Founded: 1998 United States fundstudio.com/index.aspx	Company Information Theorem Technologies Founded: 2018 United States www.theorem.io
Alternatives PackHedge™ FinLab Solutions SA	Alternatives Data Theorem
Eze Investor Accounting Eze Software	FX Connect
Deep Pool Deep Pool Financial Solutions	Salerio corfinancial
FundsTOTAL Unilogic	Eze Eclipse SS&C Eze
FundCount FundCount Americas View All	OtterBlotter GreenFlow Technology, Inc. View All
Categories Fund Accounting Supported Hedge Fund Supported Investment Management Supported	Categories Hedge Fund Supported Investment Management Supported
Hedge Fund Features Compliance Management Supported Contact Management Not Supported Investor Accounting Supported Investor Reporting Supported P&L Calculation Not Supported Partnership Accounting Supported Performance Analysis Not Supported Portfolio Analysis Not Supported Portfolio Management Supported Investment Management Features Accounting Management Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Not Supported Commodities Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Not Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Not Supported Portfolio Management Supported Risk Management Not Supported Show More Features Fund Accounting Features Accounts Payable Not Supported Accounts Receivable Not Supported Activity Tracking Supported Asset Management Supported Bank Reconciliation Not Supported Budgeting & Forecasting Not Supported Compliance Management Supported Donor Management Not Supported General Ledger Supported Partnership Accounting Supported Purchasing & Receiving Not Supported	Hedge Fund Features Compliance Management Not Supported Contact Management Not Supported Investor Accounting Not Supported Investor Reporting Not Supported P&L Calculation Supported Partnership Accounting Not Supported Performance Analysis Supported Portfolio Analysis Not Supported Portfolio Management Not Supported Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Not Supported Client Management Not Supported Commodities Not Supported Compliance Reporting Not Supported Data Import / Export Not Supported For Investment Advisors Not Supported For Investors & Traders Not Supported Fund Management Not Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Not Supported Risk Management Supported
Integrations No info available.	Integrations No info available.
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