PAM

PAM

State Street
Theorem

Theorem

Theorem Technologies
PAM Theorem

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PAM:

About

To effectively manage your investment data, you need the right tools and information to meet multi-basis accounting requirements — including local generally accepted accounting principles (GAAP), tax, statutory, management and International Financial Reporting Standards (IFRS). With PAM®, our comprehensive accounting and management platform, you’ll have the full picture you need. PAM is highly flexible and configured to operate across your asset classes, currencies and portfolio types. It provides transaction management, cash management, reporting, recordkeeping and valuation — in a single system. With several accounting parameter choices, you can define accounting rules to create a processing environment that meets your needs. You can choose PAM as hosted software plus service or as a local software installation with an easy-to-use interface to help you instantly analyze and manage data.
Theorem:

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.
PAM:

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
Theorem:

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
PAM:

Audience

Investment managers in need of an accounting software
Theorem:

Audience

Traders and any user in search of a platform to manage all their digital operations
PAM:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Theorem:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
PAM:

API

Offers API Not Supported
Theorem:

API

Offers API Not Supported
PAM:

Screenshots and Videos

Theorem:

Screenshots and Videos

PAM:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Theorem:

Pricing

$500.00/month
Free Version Not Supported
Free Trial Not Supported
PAM:

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
Theorem:

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
PAM:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Theorem:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported
PAM:

Company Information

State Street
Founded: 1792
United States
www.statestreet.com/solutions/by-capability/ssgs/invest-service/accounting.html
Theorem:

Company Information

Theorem Technologies
Founded: 2018
United States
www.theorem.io
PAM:

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Theorem:

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Theorem:
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Theorem:
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Axys

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Theorem:
Eze Eclipse

Eze Eclipse

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PAM:
Theorem:
OtterBlotter

OtterBlotter

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PAM:

Categories

Theorem:

Categories

Hedge Fund Supported
PAM:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported
Theorem:

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

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
PAM:

Integrations

Obol Supported
Theorem:

Integrations

Obol Not Supported
PAM:
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Theorem:
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