IMiX

IMiX

Investment Software Group
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About

IMiX is a comprehensive front-to-back wealth management platform designed to help financial institutions manage the entire investment management lifecycle from a single cloud-based solution. The platform supports multi-currency, multi-asset, and multi-tenant operations while providing real-time connectivity across investment and client management processes. It offers digital client onboarding capabilities with customizable workflows, KYC and AML checks, and lifecycle management tools that streamline client acquisition and servicing. IMiX includes portfolio management, rebalancing, trade order management, compliance monitoring, performance measurement, and reporting functionalities. The platform also supports taxation, transaction processing, settlement management, reconciliation, and corporate action handling to improve operational efficiency.

About

Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth management firms, investment managers, financial advisors, private banks, asset management companies, and financial institutions seeking a comprehensive platform for investment operations, portfolio management, compliance, and client lifecycle management

Audience

Investors requiring a solution to streamline their investment evaluation process and collaborate with their team

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

No images available

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

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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

Investment Software Group
Founded: 2008
United Kingdom
www.investmentsoftwareltd.com/imix

Company Information

Two Sigma
Founded: 2019
United States
www.venn.twosigma.com

Alternatives

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Third Financial

Third Financial

Third Financial Software
Diversiview

Diversiview

LENSELL
Pacer

Pacer

SS&C Technologies

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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Claim IMiX and update features and information
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