Best Investment Management Software in Japan - Page 2
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Compare the Top Investment Management Software in Japan as of November 2024 - Page 2
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1
Dynamo Software
Dynamo Software
Dynamo Software’s mission is to be the leading global, end-to-end cloud software platform for the alternatives ecosystem, serving the information sharing and analytical data needs of our constituents. Since 1998, the company has been providing industry-tailored, highly-configurable investment management, reporting, and data management cloud software solutions to the global alternative investment industry. The Dynamo™ platform has improved the productivity across the alternatives ecosystem, including CRM, fundraising, deal management, research management, investor servicing, portfolio management, and compliance teams worldwide. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit DynamoSoftware.com. -
2
VestServe
VestServe
Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.Starting Price: $27500.00/year -
3
Zapflow
Zapflow
Zapflow stands as an all-inclusive software solution designed for investing teams. Tailored for alternative investment professionals, it streamlines processes from deal flow, portfolio, and fund management to CRM and LP/ESG reporting. This highly customizable platform adapts seamlessly to the unique needs of businesses, be it in private equity, venture capital, family offices, or corporate VC. Launched in 2016, Zapflow addresses common issues found in fragmented software solutions for investment teams, providing a comprehensive and united approach. Zapflow is cloud-based productivity tool designed for professional investors to manage their deal flow. We save many hours for you every month, help you make better investment decisions and help you improve your daily operations.Starting Price: $199 per month -
4
Fortress
BRT
In a digital world, investors expect access to their portfolios 24/7. Fortress provides access through any device, extending your relationship through a digital channel. Fortress is fully white labelled so it becomes an extension to your brand, adding value to your clients in a digitally secure and convenient way. An extension to your brand. -
5
Finbox
Finbox
Accurate, up-to-date information on publicly traded companies around the world. Finbox takes a no-nonsense approach to help you get results. Get started free or with a paid plan for as low as $10 per month. We’re flexible so you don’t have to be. Have it your way and only pay for what you actually need. We ensure over 900 million data points are up to date so you’re never caught working with stale data. Yes, you read that correctly. We license data directly from S&P Global Market Intelligence, the gold standard in fundamentals and forecast data. Track the stocks you like by creating intelligent watchlists and customize views with the metrics you care about. Use the mobile website to stay up-to-date with the latest news and data on the go.Starting Price: $25 per month -
6
iLEVEL
S&P Global
Gain new visibility and control over your investment data. iLEVEL is the transformational software solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting. Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders. Transform your data collection with services that automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team. -
7
Formula Stocks
Formula Stocks
A hallmark of successful investing is achieving higher returns without equally higher risk. Benjamin Graham pioneered the concept of a margin of safety, around which our technology is developed. While risk can never be eliminated, we look for wonderful companies trading for considerably less than they are worth, thus minimizing the risks inherent in stock investing. Another approach is quantitative investing, where you invest in a "basket" of stocks, say 40 stocks, which sports certain winning traits. These traits are derived from more than 200 quantitative and qualitative factors, computed for each stock. Called the AI-score, a number between -100 and 100, indicating attractiveness. Joe can help you earn a better return on your capital. He is happy when he can invest in a wonderful business with good growth prospects, a great business model, purchased at a price well below its intrinsic value.Starting Price: $49 per month -
8
Investment Account Manager
QUANT IX SOFTWARE
Our software is based around the idea that your information is your own. We don't have access or download it. Your information is stored safely and securely on your home computer. IAM enables a centralized portfilio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash and more. IAM gives you the comfort of securing your financial future. Using our program will give you the financial peace of mind you've always wanted.Starting Price: $89 one-time payment -
9
DealCloud
DealCloud
Deal, relationship, and firm management. DealCloud provides a single-source deal, relationship, and firm management platform that enables capital markets firms to power their dealmaking process — from strategy to origination to execution. We offer best-in-class customized solutions and implementations for firms of all sizes, along with a variety of data partner integrations and system APIs that can maximize your existing technology investments. Schedule a demo below to learn more about how DealCloud can work for your team. To date, we have equipped over 25,000 of the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. To date, we have equipped the world’s most active capital markets professionals with the solutions they need to be more effective and more competitive. Explore our financial services software from the seat of professionals in various verticals and contact us to schedule a demo. -
10
Bipsync
Bipsync
Bipsync brings your entire research process together in one powerful, integrated and intuitive platform. Proven to enhance productivity, boost collaboration and simplify compliance, the Bipsync Research Management Platform is obsessively designed to help professional investors manage and accelerate their research. -
11
ARGUS Taliance
Altus Group
ARGUS Taliance is a robust real estate fund and alternative investment management software that enables real estate companies to manage the performance of a real estate fund and real estate investment trusts (REITs). With ARGUS Taliance, you can model complex investment structures, run scenario testing to assess the impact of market or ownership changes, calculate distribution waterfalls and create detailed reporting to stakeholders and investors. With the complexity of global real estate investments and different funding sources, creating a multi-tiered investment structure with unique calculations and reporting outputs can be challenging. With ARGUS Taliance, you can model an entire portfolio of real estate funds through an interactive interface and quickly view your investment structure over time. You can also drill down into each investment entity and even adjust models to configure waterfall distributions and distribution per unit calculations that allow you to forecast. -
12
eB-IMS
eBusiness Systems
eB-IMS is a sophisticated investments management system developed by eBusiness Systems and offered to clients on a Software-as-a-Service basis. It provides web based access to a range of investment portfolio building, tracking, analysis and management tools. With diverse levels of controlled user access through the Internet, different user groups have different powers and authorities. All communications are made through Internet using standard browsers. Different powers will be granted to the different user groups who will have both username and password access and, in some instances, further security checks. This is done to further protect the integrity of the system and help to strengthen its overall security. The main functional part of the portal is placed on specialized Web servers run by eBS and is based on the PHP/SQL Technology. -
13
Chartsmart
Chartsmart Software
Few stock screeners can match the flexibility and speed of Chartsmart. Screen from over 14,000 Canadian and U.S. securities. Chart smart installs on your PC so stock screening is fast, and your custom settings are kept secure. Daily end-of-day data updates are available at about 4:20 Pacific. Use our preset screens, or create custom screens, by combining hundreds of fundamental and technical screening criteria. Screen out cash-rich, high revenue growth stocks, at year lows, and break into uptrends. Then scroll through the charts and save the ones you like to your personal watch lists. Find stocks with adequate cash, book value, and working capital, while at the same time ensuring revenues, earnings growth, and dividends. You can even create your own formulas to draw relationships between criteria. For example, you could specify that the stock has more cash per share than it's current trading price.Starting Price: $600 per year -
14
AIM
Altvia Solutions
Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future. AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. -
15
The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
16
eMoney
eMoney Advisor
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future. -
17
Linedata AMP
Linedata
Reimagine your operations, transform the way you do business with our Asset management software. Whether you’re an institutional manager or wealth advisor, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world. Cloud-enabled software, collaborative expertise with integrated data and analytics, and the flexibility of modular design enables better decision-making, streamline processes, and empower scale and innovation. Features like an intuitive trading UI and web-based model management deliver value and drive growth, so you can reimagine your business and respond to any challenge. Linedata‘s highly skilled service professionals deliver results and perform key operational roles within extended teams, offering our clients greater resilience, scalability, and efficiencies.Starting Price: $5000 per month -
18
FoxTrot Software
FoxTrot Software
For the past 23 years, FoxTrot has continued to provide great software to make the operations and commissions departments' lives easier. Our mission is to streamline every aspect of the commissions department: from replacing Excel with one-click statement imports, to robust daily blotters, to payroll calculations and streaming broker statements. We love small to mid-size broker-dealers because we speak your language. We pride ourselves on a warm partnership style. Our growth-oriented, forward-thinking software is scaled well to grow with you, without adding more employees. Working closely with our clients, we have developed a "Yes!" approach to finding solutions. The result is a robust system developed to handle virtually every possible commission scenario while supplying a solid foundation of daily functions.Starting Price: $7500 one-time payment -
19
Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
20
Visible Alpha
Visible Alpha
Visible Alpha creates a unified consumption and collaboration experience across research reports, analyst models and corporate access events and enables clients to discover, track, budget, value and pay for research content. Visible Alpha is transforming the way Wall Street firms collaborate on research, financial models and corporate access events by providing breakthrough tools for discovery, analysis and valuation. Visible Alpha has a growing client base with $17 trillion in AUM, more than 600 research providers contributing content and over 500 employees globally. The company is backed by some of the largest banks in the world, including Banco Santander, Bank of America Merrill Lynch, Citi, Exane BNP Parabas, Goldman Sachs, HSBC, Jefferies, Macquarie Group, Morgan Stanley, Royal Bank of Canada, UBS and Wells Fargo. -
21
SharePad
Ionic Information
SharePad is an all-in-one platform for private investors and traders, providing in-depth data on everything from shares, funds, ETFs and more across the UK, US and Europe. With your subscription you get live updates from UK Alliance News and RNS, and access to powerful stock screening and portfolio management tools. We know there are a lot of investment opportunities out there. That's why we've created the Single page summary. The Single page summary shows all the key information about a stock, fund, investment trust or ETF on one scrollable page. This allows you to get a quick overview before digging into some deeper analysis in the rest of SharePad. The single page can be set as a full screen view or in a split screen view to quickly click through a watch list or portfolio. Our custom mode even allows you to create your own single page summary to display the information you want.Starting Price: $36.99 per month -
22
iDEAL Wealth & Funds
Credence Analytics
Given its large customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analysis,real time portfolio position and cash flow tracking, profitability monitoring to Back office operations like deal settlements, corporate action posting, MTM valuation, accounting and NAV generation, the solution covers the entire gamut of investment management operations. With FundSense - the business intelligence tool, making business decisions is faster, easier, and more collaborative. The drag-and-drop feature makes integrating data from multiple sources easy. Users can create and view personalized, interactive data visualizations and dashboards inorder to make meaningful decisions. Fund Sense puts rapid analytics and an associative experience right on your desktop. -
23
Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
24
VESTBERRY
Vestberry
We help investment funds to fuel innovation VESTBERRY is portfolio management and reporting software for venture capital and private equity. It manages nearly $7 billion of investments in companies such as Wolt, Carta, Stripe, or eToro. Our clients fuel innovation by investing in companies that solve the world's most pressing challenges, from climate change to mental health. With Vestberry, clients make better investment decisions faster thanks to streamlined internal processes and data clarity. As a result, Vestberry brings clients a competitive advantage, both in terms of speed and quality of investment decisions and the potential to attract increasingly data-oriented investors. -
25
Eze Investment Suite
SS&C Eze
Best-in-class applications for a complete front-to-back investment experience covering all your operational needs across the enterprise. Eze Investment Suite is your one-stop-shop for a complete, front-to-back investment experience across all asset classes. Eze Investment Suite’s flexible, user-centered design empowers your users to create and tailor their own views, workrooms, and dashboards while standardizing easy-to-adopt workflows across your firm. Users can easily slice and dice data at any level ensuring they have the right information at their fingertips to make fast, accurate decisions. Achieve complete straight-through processing and design your own investment ecosystem. Eze Investment Suite provides an open, vendor-neutral architecture that enables you to connect with virtually any third-party platform or downstream, internal system. Flexible APIs paired with an extensive library of on-demand interfaces allow you to integrate platforms and counterparties across your firm. -
26
First Rate Vantage
First Rate Vantage
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand their market and global impact by leveraging both firms’ capabilities. First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you! In 2021, seeing the opportunity to leverage our years of experience and excellent client relationships, First Rate, Inc. acquired Vantage. For more than 30 years, First Rate has provided innovative solutions and services to help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients. -
27
Juniper Square
Juniper Square
Raise more and close faster with integrated data rooms, lead management, online subscriptions, and a CRM designed specifically for private fundraising. Say goodbye to spreadsheets for good with powerful yet easy-to-use tools to calculate returns, manage waterfalls, and automate investor workflows. Provide your clients best-in-class reporting and on-demand access to their investments via the industry’s leading investor portal. Streamline your fundraising efforts and close faster with online subscriptions and customizable data rooms. Effortlessly produce and securely deliver personalized notices, statements, and industry standard reports. Easily manage partnership accounting, automate distribution calculations and payments tracking status in one central dashboard. -
28
Stessa
Stessa
Stessa makes it easy for property investors to track, manage and communicate the performance of their real estate portfolio, for free. Over 10,000 investors use Stessa to save time and optimize their single-family rentals and multifamily buildings with Visual performance dashboards, Automated income and expense tracking, and Tax-ready financial reports Get started in minutes: add your properties, link your financial accounts, and everything updates in real-time. -
29
Uptrader
Uptrader
Uptrader is a process improvement app for your firm’s hiring, investing, demand management, and supply chain management decisions. After your business weeds out job candidates based on initial screenings, your recruiters may still face a tough & complex decision about who to hire, with nothing to guide their decision making accept their intuition about a candidate. Uptrader resolves this problem by guiding recruiters through a proven process to hire the right person. Select a supply chain partner based on objectives that resonate with your SCM strategy. There's a proven approach for choosing manufacturers, suppliers, and carriers. Uptrader helps firms stop second-guessing these decisions with its supply chain management module. Uptrader generates reports, which give managers insight into how and why a key business decision was made. This feature can also help your team members corroborate their business decisions as being free of bias and psychological traps.Starting Price: $7 per month per user -
30
PORTAX After-Tax Portfolio Analysis
PortaxSoftware
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.Starting Price: $49 per user per month