Best Investment Management Software in Brazil - Page 6
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Compare the Top Investment Management Software in Brazil as of November 2024 - Page 6
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1
InvestWell
Excel Net Solutions
Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use. We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes. Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need. Transact in existing Folio and Create new folios using seamless integration with NSE N MF, BSE Star MF and MFU Platform. Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects. -
2
TradeLog
Cogenta Computing
TradeLog empowers you with the tools needed to do more than create tax reports. Take control of your wash sales, take advantage of special tax rules, or even switch to trader tax status. TradeLog's reporting has been trusted by thousands of traders and tax pros for over 20 years. Wish someone else would just do it for you? We provide turnkey service solutions with Trader Tax Solutions by TradeLog, letting you focus your time on trading while we take care of the tax part. Broker 1099-B reports follow IRS rules for broker reporting - but taxpayers have different reporting requirements. TradeLog uses actual trade history to generate the IRS ready reporting active traders and investors need for tax filing. Reconcile with your 1099-B and make necessary adjustments for accurate reporting.Starting Price: $89 per year -
3
DiligenceVault
DiligenceVault
Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale. -
4
Caltina
Caltina
Integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors. Based inside of the Salesforce platform and built from the ground up to accommodate the workflows of alternative asset managers; flexible to mold around firm-specific needs. Every fund and situation is different. Caltina starts with a special base Salesforce.com configuration (or installs to your existing instance) and then molds the solution to fit your fund’s needs. We’ll want to collect as much data or as many spreadsheets you have along the way, and import all of that into the platform to put an end to the back-and-forth of attachments so you can focus on what matters. Track your universe of potential deals, customized for your firm's specific asset class, niche, and process. Fully systematize how your firm manages its relationships with deal sources and surface the best quality bankers and lenders. Also track sell-side and financing activity. -
5
WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
6
Assetmax
Fimax AMS
Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulations. Assetmax is leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks. Comprehensive, sophisticated and integrated software solution. Web-based, can be installed on-premise or in the cloud. -
7
Archer
Archer
Accelerate your workflow. Reduce operational risk. And race products to market. Archer’s investment management platform and complete outsourcing solutions speed up and simplify operations at every stage, freeing your team to get – and stay – ahead. Get ahead of emerging opportunities with Archer’s powerful platform. Our intuitive cloud-based technology and flexible integration capabilities streamline every stage of the investment lifecycle. Archer puts your team on the fast track to enter new distribution opportunities. From UMA model delivery to SMA participation, our powerful technology and industry connections significantly reduce cost of entry and time to market. We leverage long-term relationships with custodians and brokers to ensure sponsor program compatibility and unencumbered data flow. Thanks to our enterprise web-based platform, every element of our turnkey technology integrates seamlessly with your existing system -
8
Solovis
Solovis
Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights. -
9
Argo Trading Platform
Argo Software Engineering
Are you planning to start a new crypto market, FX, commodities or stock exchange, alternative trading system, dark pool, block house, hedge fund, brokerage or HFT operations? We will be eager to help! Argo Trading Platform (ATP) is a set of high performance FinTech software components – servers, front-ends, APIs that work in concert to provide core technology for buy-side and sell-side financial institutions. ATP includes ultra-fast order management system (OMS), user friendly desktop and web-based trading screens with charting and technical analysis, algorithmic trading servers, market data distribution and historical market data facility, risk management system, high capacity/low latency matching engine with price-time priority FIFO and pro-rata matching algorithms, implied IN and OUT logic, continuous and call-action trading sessions, Trading APIs, High Frequency Trading (HFT) framework and Reliable Multicast Messaging (RMCast) system. -
10
Agilis Investment Management
Agile Financial Technologies
The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models. -
11
PortfolioNet
Galeo
Our experienced team will understand your issues and guide you to the appropriate solution. If such a solution does not exist, we will develop a new, customized solution. If you do not want to use the PortfolioNetTM interface yourself, we can handle, on your behalf, the generation of the personalized reports needed. You will then receive the information you want, at the desired frequency. And since nothing is frozen in asset management, our team is at your disposal to adjust the reports or conduct targeted analysis. -
12
Orchestrade
Orchestrade Financial Systems
Orchestrade is the most modern, cross-asset, front-to-back trading and risk management platform for banks, asset managers and hedge funds in the market. With Orchestrade, you get up and running in weeks, not years – your P&L is accurate and your risk runs in real-time. We are laser-focused on the product, we put our clients first and we deliver on what we promise – keeping you agile and innovative. Remove those operational bottlenecks, increase time to market and let Orchestrade address your regulatory pain points. By leveraging our "Smart Business Events", lifecycle management solution, you are agile and innovative; that's a competitive advantage. When we say our clients come first, we mean it. That’s why we’ve successfully partnered with our clients to build a better product, to deliver fast implementations and to drive superior results. -
13
Smartleaf
Smartleaf
If you’re a wealth advisor, we enable you to manage every portfolio as if it were your only portfolio, with a level of customization and tax management that was once the exclusive preserve of the ultra-wealthy. Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral, tax-sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget. At the account and household level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens. Have the ability to customize for specific client requests. Say yes to tax management and social screens. Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth. -
14
Ledgex
Ledgex
Ledgex Pro is the first platform for multi-asset allocators that enables you to directly challenge the data quality concerns of our space; increasing timeliness, accuracy, and confidence throughout your investment office. Enter and stage data before releasing it to the rest of the office. Gain full transparency on the quality of the data, revisions, corrections, and approvals. More control over your data, with less effort. Performance over portfolio and custom groupings, insight into the source and age of the data at every level, and fresh analytics available as each number is entered and approved through Mission Control. Accounting is foundational to the investment office, so we built a foundational system that automatically generates ledger entries for every transaction entered, reconciled, and approved one time in Mission Control. Double-entry shouldn't require double-typing. -
15
Nutmeg
Nutmeg
We believe investing should be a clear and straightforward experience. We build and manage diversified portfolios, using technology to keep charges low and clearly show where you’re invested. Tell us a little about yourself, how much you want to put in, and what risk level works for you. If you let us know what your goals are, we aim to help you to achieve them. Our in-house investment team have built a range of portfolios and will invest to match your chosen investment style. We’ll let you know what you are invested in and how your investments are performing. Nutmeg's experienced investment team aims to provide transparent, honest investing to everyone. We may use clever technology to do what we do, but it would be nothing without the people behind the scenes. Their experience stretches macro-economics, market analysis, and risk and security selection across a range of investments. -
16
Nirvana Solutions
Nirvana Solutions
One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. -
17
TS Imagine
TS Imagine
TS Imagine helps companies thrive in capital markets. Our SaaS platform serves all desks and aligns trading, risk and operations to deliver a single source of truth, and brings greater transparency, better efficiency and infinite scalability. The combination of two trusted, best-in-class SaaS platforms creates a new standard in trading, portfolio & real-time risk solutions. TS Imagine reliably streamlines complex and time-consuming workflows across front, middle, and back-office functions. Unifying order management, trade execution, portfolio analytics, real-time risk & compliance, margin, accounting and operations with secure, cloud-based, SaaS delivery. TS Imagine is used by 500 financial institutions and has 400 employees across ten offices worldwide, with IT infrastructure in every region to deliver global reach with stable local presence. -
18
Front Office Solutions
Northern Trust Corporation
Front Office Solutions simplifies investment data management for complex institutional investors with diversified portfolios. A workspace built for portfolio managers and research staff providing data from internal and external sources. This includes tracking of meetings, emails and calls with a configurable design to customize workflow. A centralized platform supporting the needs of investment and operations teams who perform asset allocation, manager selection and direct investing for complex asset strategies. -
19
Clearwater
Clearwater Analytics
Discover why thousands of organizations worldwide trust our cloud service solution for investment data aggregation, reconciliation, accounting, and reporting. A unified platform for investment accounting, compliance policy monitoring, risk analytics, portfolio reporting, and investment manager tools. All fueled by daily, automated data aggregation and reconciliation. We work every day to help make our clients successful. We don't work on accounts, we work with people. We are not your vendor, we are an extension of your team. Grow your investments with confident fact-based decisions, manage risk with daily audit quality data, and integrate new business and investments quickly. Report on a wide array of asset classes, in multiple accounting bases, across currencies, all in one view. Reduce manual workload, close the books sooner, and allocate more time to meaningful analysis using daily aggregated and reconciled data. -
20
AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
21
Sentry PM
ClearStructure Financial Technology
As the private debt and direct lending industries continue to expand, fund managers often lack proper infrastructure and processes to scale their businesses. With the increased demand for transparency and elevated scrutiny of operations, both regulators and investors require lenders to demonstrate proper controls and defensible processes. The days of managing loans on spreadsheets or legacy systems are over – Sentry PM offers a fast, flexible, and dynamic web-based solution with a fully-integrated front-, middle- and back-office functionality. -
22
Financial Portfolio Management System (FPM)
Computer Design
Back Office Module provides the foundation on which all FPM Modules are integrated. FPM can handle all types of instruments including bonds, derivatives, time deposits and of course equities. FPM has powerful cash management functions integrated with trading and general ledger transactions. Projected cash balances can be viewed in real time enabling the users to keep a close watch on liquidity at pre-trade stage. FPM Order Management integrates with the Compliance and Back Office Modules. The Order Management Module provides on-line access to client positions and limits. Deals are verified to be compliant with client mandates at pre-order stage. Allocated deals are automatically sent to the back office. Compliance Module allows users to define a flexible range of compliance rules for monitoring client and investment policy mandates. The Compliance Module is normally used in conjunction with the Order Management Module to warn the user about breaches prior to trade entry. -
23
FIN Global Portfolio System
Financial Information Network
Over the years, Financial Information Network has worked with investment firms of all sizes. Through collaboration with the investment community, the company has built a wide range of features to provide clients with the necessary tools to streamline their business. Furthermore, the Global Portfolio System is a customizable and flexible solution that meets the needs of every investment manager. Financial Information Network take pride in creating a functional environment around your firm, not the other way around. The Global Portfolio System is a feature-rich total technology solution for investment firms providing real-time automated trading, straight-through processing, GIPS-compliant performance, and much more. Customizable tools harness the infinite possibilities of the Internet for reporting to clients. Flexible enough to meet the needs of every investment manager, the Global Portfolio Management System employs cutting-edge technology. -
24
PriceMetrix
McKinsey & Company
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.Starting Price: $25000.00/month -
25
PAM
State Street
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. -
26
Charles River IMS
Charles River
Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. A strategic commitment to empowering our customers by enhancing the experience with one platform, one view of your portfolios across public and private markets. Investment, wealth and alternative managers, asset owners, and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance. -
27
Cachematrix
Cachematrix
Our individual financial institution-branded solution is designed to help our clients stay ahead of the competition by adding convenience to their corporate investors' cash management. We deliver a complete end-to-end investment platform catered to the specific research, order placement, and reporting needs of financial institutions and corporate treasurers. Cachematrix's analysis toolsets provide granular insight, flexible grouping, filtering, and sophisticated modeling capabilities. These capabilities were designed to allow the user to build and maintain a portfolio that meets their specific investment objectives. Our platform provides the ability to quickly and easily conduct multi-instrument batch transactions while allowing administrators to control access, define compliance rules, and authorize user permissions. -
28
CU SHARE
Integrated Software
CU Share's™ diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained people sharing a tradition of integrity and service to its clients. CU SHARE's diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. CU SHARE provides complete stock transfer, dividend reinvestment, corporate action processing, and proxy services in an integrated environment. ProxyVoteNow provides an integrated solution for telephone and Internet-based proxy and consent voting. EnrollmentNow provides employee purchase plan and benefits enrollment for corporations, credit unions, and employee benefits administrators. -
29
Vermilion Reporting Suite
Vermilion Software
Gain a reporting solution that moves beyond manual processes and speeds your time to market. Eliminate the burden of managing data uploads, calculations, document creation, and data hosting. Automate and scale your processes with the power of FactSet’s reporting suite. Combine key portfolio analytics with your internal data sources to produce and distribute client-facing documents such as fund factsheets, regulatory reports, marketing pitchbooks, and internal board reports. Bring together holdings and returns-based analysis with your firm’s proprietary content. Create documents that combine vetted portfolio analytics, such as performance attribution and weights, alongside returns-based style, risk, and peer universe analysis. Ensure client-facing documents across all formats reflect your firm’s branding down to the smallest detail. Control every aspect of each document, from the headers and footers to the color palette, to accurately reflect your corporate identity. -
30
Promoter
Project Planning and Management
Promoter represents the outcome of more than 25 years of development, use and feedback making it a state of the art method for evaluating projects. Unlike other models, it is not a spreadsheet. It does all the things a spreadsheet model can do, and more. It is used on very large and complex projects as well as smaller projects which are suited to project financing. It is also suitable for using on venture capital and corporate finance projects. Promoter is the underlying technology used by a range of project finance software tools for evaluating and appraising projects in the oil, gas, petrochemical, power, pulp and paper, transportation, infrastructure and related industries. This project finance model can be used in traditional project finance cases as well as in infrastructure concessions with Public Private Partnerships (PPP) and in BOO (Build, Own, Operate), BOOT (Build, Own, Operate and Transfer) and related projects.