Pacer

Pacer

SS&C Technologies
+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • Qloo
    23 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Premier Construction Software
    404 Ratings
    Visit Website
  • CoinStats
    101,121 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Fixed Asset Pro
    215 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website

About

Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. It brings brokerage accounts (via Plaid), crypto wallets and exchanges, bank and broker statements (AI import of PDF, Excel and CSV) and manually held assets into one portfolio across entities, currencies and asset classes, and reports time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Alternative to Kubera, Sharesight, Capitally, Exirio and getquin for investors who need performance, not just net worth. Built by a CFA charterholder and former hedge-fund CIO. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.

About

Pacer® is a multi-currency portfolio management solution designed for global investment managers with large transaction volumes, serving predominantly global institutional or private clients. It gives you a comprehensive, integrated platform for managing securities, transactions, positions, cash, income, corporate actions, and all record keeping. With global multi-currency capabilities, you can track transactions and portfolios and re-value in any currency. Pacer simplifies and accelerates even the most challenging global portfolio accounting processes. Comprehensive portfolio accounting: Manage your portfolios with a proven solution that meets all of the needs of your business streams. Real-time data: Gain timely access to worldwide securities data via the SS&C-owned Securities Valuation Corporation (SVC). Robust web-based reporting: Get real-time portfolio data anywhere with browser access. Cost-effective, scalable architecture.

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

Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto

Audience

Global investment managers in need of a portfolio management solution

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

$25/month
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

Ormax AI
Founded: 2025
United States
ormax.ai

Company Information

SS&C Technologies
Founded: 1986
United States
www.ssctech.com/solutions/products-a-to-z/pacer

Alternatives

Alternatives

Geneva

Geneva

SS&C Advent
IMiX

IMiX

Investment Software Group
Asseta

Asseta

Asseta.ai
Troika Accounting

Troika Accounting

thewealthworks

Categories

Categories

Integrations

Desktop.com
Totality

Integrations

Desktop.com
Totality
Claim Ormax AI and update features and information
Claim Ormax AI and update features and information
Claim Pacer and update features and information
Claim Pacer and update features and information