Alternatives to Allshare
Compare Allshare alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Allshare in 2026. Compare features, ratings, user reviews, pricing, and more from Allshare competitors and alternatives in order to make an informed decision for your business.
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1
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
2
Apex AscendOS
Apex Fintech Solutions
AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products. -
3
IMiX
Investment Software Group
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. -
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WealthKernel
WealthKernel
WealthKernel is a modular, API-driven investment infrastructure tool that provides businesses with the core building blocks to offer digital investing and wealth management services without building their own backend. It includes flexible APIs for client onboarding, multiple investment account types (such as ISAs, GIAs, and SIPPs), account funding, asset transfers, custody of client money and securities, and portfolio management, all designed to support scalable digital investing propositions. WealthKernel’s trading infrastructure supports advanced multicurrency trading and fractional shares across global markets, enabling businesses to execute, cancel, and track trades via a unified Orders API. It also offers regulatory support such as an Appointed Representative service to help partners go to market faster and adheres to robust security standards with ISO 27001 certification and dual regulation in the UK and EU. -
5
SS&C Advent
SS&C Technologies
Our software and services built for asset managers fulfill business needs including portfolio management, rebalancing, client portal, data management, outsourcing, and fund order management. Future-proof your business with asset management software and services designed to address the entire investment management process. Give your clients a complete picture of their wealth with streamlined communications and make more informed investment decisions. -
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INDATA’s iPM Portfolio Architect AI is the investment industry’s first order and execution management (OMS/EMS) software that allows for portfolio construction (AI portfolio management), modeling, rebalancing, OMS compliance, OMS trading, and reporting solutions based on AI and machine learning (AI trading software). Architect AI leverages natural language processing (NLP) to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently, reducing clicks and keystrokes in any given process, saving significant time. Our fund manager software optimizes the portfolio management process for the individual needs of each firm and their unique investment strategies while enhancing productivity. The Investment Management industry is uniquely positioned to take full advantage of several technology trends that can streamline and enhance the investment management process.
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7
Upvest
Upvest
With our Investment API, you can build investment experiences your users will love. Let your users invest with as little as 1 EUR by embedding fractional investments into your product. They can place fractional orders in real time, while we handle the complexities in the background. Upvest provides a proprietary trading license and handles the regulatory complexity for you. Fractions offer the flexibility to help you build inclusive, user-friendly applications for all types of investors. Combine stocks and ETFs in one portfolio - and soon you’ll be able to add crypto assets. You can set up and manage custom rebalancing triggers for tailor-made portfolio compositions, and keep your users engaged through recurring savings and withdrawal plans. -
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TraderEvolution
TraderEvolution
TraderEvolution is a comprehensive multi-asset and multi-market trading platform designed for brokerage companies, banks, investment firms, and proprietary trading groups. It offers a modular, white-label solution that includes a robust back-end system and a suite of front-end applications compatible with web, mobile, and desktop interfaces. The platform supports a wide range of financial instruments, including equities, ETFs, futures, options, bonds, forex, and CFDs, facilitating both exchange-traded and OTC transactions. With over 60 ready-to-use integrations, TraderEvolution connects seamlessly to prime brokers, banks, ECNs, exchanges, and market data providers, ensuring extensive market access. Notable features include advanced order routing, market data management, user administration, risk checks, and comprehensive reporting tools. -
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Point
Point
Point is a data-first, cloud-native Investment Data Intelligence (IDI) platform designed for wealth and asset managers, including family offices, external asset managers, private banks, and advisory firms. It aggregates and reconciles complex investment data, custodial, platform, AIFMs, direct investments, real estate, foreign exchange, and collectibles across multi-asset, multi-custody, multi-currency environments, delivering an independent Investment Book of Record (IBOR) updated daily. The system controls and secures data ingestion, employs advanced analytics and AI-driven insights, and offers detailed portfolio performance, risk, and opportunity visualizations via configurable dashboards. With open APIs and modular design, it integrates seamlessly with front-office CRMs, client portals, reporting engines, and back-office systems, enabling clean, reconciled, and shareable data across workflows. -
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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. -
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Trove
Trove
Trove is an investment app that simplifies access to global and local public markets by letting users buy fractional shares of U.S., Nigerian, Chinese, and other international stocks, ETFs, bonds, and fixed-income instruments through a unified mobile/web interface. It combines real-time price updates, live quotes, and advanced charts, tailored trade recommendations based on a user’s risk profile and investment questionnaire, and educational resources via “Trove University” to help both beginners and experienced investors make informed decisions. It layers portfolio diversification tools, technical summaries, and market news with easy onboarding, verify your profile, fund your account, and begin investing in a few steps, while also offering virtual cards for spending and cash-back on everyday purchases. U.S. investments are routed through a regulated brokerage partner with SIPC protection, and custody of assets is structured to remain secure even if the intermediary changes.Starting Price: Free -
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Arbor Order Management
Arbor Financial Systems
As investment workflows grow more complex due to increasing type of asset classes and its alternatives, it’s becoming more important for investment offices to improve operational efficiency, automating administration duties related to the real work. This is why, we created Arbor Trade Order Management System, a software that possesses the ability to streamline your investment and trading workflow, hence saving you time from administration and compliance duties in the process. Using our advanced technology, our order management software will provide a clear & detailed one-page view of all orders associated with funds existing in our Portfolio Management System, together with compliance reporting and real time and historical order analysis. -
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Limina
Limina
Limina's investment management software helps everyone on your team, from portfolio managers to investment operations, save valuable time with smooth workflows & smart automation. Smooth workflows and strong automation capabilities help you get your work done quickly. Flexible dashboard & portfolio views with 300+ measures, look-through, and benchmark comparison. Smooth order raising & rebalance workflows for one or multiple portfolios at once. Accessible anywhere via web and mobile with minimal IT footprint, frequent managed upgrades, and dedicated client support, Limina is designed to reduce manual work, improve data trust, and scale investment operations efficiently. Limina offers exception-based workflows and strong automation that eliminate routine tasks and notify users only when issues occur. It supports flexible multi‑asset portfolios and order management with dashboard views, order-raising, and rebalancing across multiple portfolios.Starting Price: $3,250 per month -
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Etana Custody
Etana Custody
Crypto and Digital Asset Custody Service. Etana Custody is a financial institution that holds its customer's securities for safekeeping in order to eliminate the risk of theft or any losses, where you can buy and sell fiat and digital assets directly from custody, eliminating risky transfers and inefficient transactions. We provide peace of mind through unparalleled protection of fiat and digital assets within a regulated environment, so you can transact across global markets with increased confidence. Etana’s industry-leading suite of custody and trade support solutions allows clients to manage cryptocurrencies, digital assets and global currencies from a secure environment linked to a range of service providers. We work with exchanges, institutions, investment professionals and technical partners to provide secure regulated solutions in custody, support and market access. -
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Clearwater Analytics (CWAN)
Clearwater Analytics (CWAN)
CWAN (Clearwater Analytics) delivers a unified, front-to-back investment management platform designed to streamline the entire investment lifecycle. It integrates portfolio management, order execution, accounting, risk management, and analytics into a single cloud-native solution. Built for institutional investors, CWAN enables firms to manage public and private assets with real-time visibility, automation, and accuracy. The platform enhances decision-making with GenAI-powered insights, simplifying compliance, reconciliation, and reporting across asset classes. By replacing fragmented legacy systems, CWAN empowers financial institutions to scale efficiently while maintaining operational clarity. Trusted by over 2,400 global clients managing $10 trillion in assets, CWAN provides unmatched transparency, performance, and control for modern investment operations. -
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Tradelize
Tradelize
Tradelize's Market Maker is a universal tool that is rare in the cryptocurrency market. It is a full level 2 order filler in the tradition of financial markets. This is a general list of orders with different variations, settings for active time, and quick execution of orders without switching exchanges. Tradelize Time and Sales. This is a window that reflects detailed information about the flow of trades of specific financial instruments. The window also has an additional filter where you can set up a minimum trade volume and remove insignificant quotes from the stream. Price charts on Tradelize use all the tools of charting and technical analysis familiar to any trader. The charts on the trading terminal can show historical data for any assets on any exchanges. The Tradelize Portfolio is a portfolio manager that lets you track and manage your investment portfolio on all connected exchanges and sub-accounts in one window.Starting Price: $399 per month -
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Edgelab
Edgelab
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation. -
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Broadridge Investment Accounting
Broadridge Financial Solutions
Broadridge Investment Accounting is an award-winning software solution that includes a global asset class, multi-currency, and real-time platform with professional accounting services to create investment book of record. Cost-effective and highly intuitive, this solution delivers comprehensive, accurate, and timely information and visualization to support compliance, trading, fiduciary oversight, and other crucial investment management functions. Core features include accounting and cash management, custodial and market data integration, integrated general ledger, managed service delivery, among others. -
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Freehold
Freehold
Freehold is a multi-chain digital-asset wallet and portfolio management platform that enables users to securely manage, stake, and monitor digital assets, including tokenized real-world assets (RWAs), across blockchains. It offers a streamlined mobile and web interface for asset control, with advanced custody options, real-time portfolio analytics, and flexible staking tools. Users can invest in RWA projects through it and enjoy seamless sync between its web and mobile versions for on-the-go asset access. It emphasizes ease of use and security, making digital-asset management and RWA investing accessible even to those without deep crypto expertise. It offers self-custody (or an optional “Custody Assist” alternative) while supporting multiple blockchains, so you can hold, trade, stake, or swap tokens across networks from the same interface.Starting Price: Free -
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Stratiphy
Stratiphy
Get investment signals tailored to your requirements. Create and define investment strategies with our bespoke toolkit, to enable full automation of your backtesting and portfolio rebalancing needs. Report on instrument performance metrics that you define. Define market-led portfolio alerts. Ability to report on carbon emissions at a portfolio level. We can provide market performance ratings for each listed instrument held in the collateral pool, giving greater personalization in the lending process and greater confidence in the collateral quality. Enable in-app portfolio analytics and investment strategies like performance analysis, and historical backtesting to generate executable investment signals. Stay ahead of the curve with personalized analytics for each client. Tailor alerts, signals and create portfolios according to each individual's needs. Show instrument and portfolio level ESG and carbon emissions performance.Starting Price: Free -
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Co-Pilot
FIX Flyer
Welcome to Co-Pilot, the next-generation, multi-asset portfolio trading platform for active wealth managers. Flyer offers a complete FIX solution with an entire suite of software, integrations, development kits and support. Co-Pilot is a comprehensive investment platform that centralizes portfolio and order management in a single multi-asset application backed by Flyer Trading Network. Co-Pilot API allows developers to rapidly create their own trading platform and connect with trading partners to create an easy and accessible experience for their users. An advanced order routing and allocation network which standardizes connectivity and workflows making it effortless to trade with your custodians and brokers. Advanced trading tools are required to optimize complex workflows inherent in managing the vast equities and mutual fund ecosystem. Overlay the potential allocation combinations and the amount of unique portfolio possibilities seems endless. -
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AdvisorWare
SS&C Technologies
Specifically designed for hedge funds, funds of funds and private equity, AdvisorWare® delivers portfolio management, accounting and partnership accounting in a single, integrated platform. It supports alternative investment funds that have sophisticated global investment, trading and management concerns, as well as complex financial, tax, partnership and allocation reporting requirements. Maximize operational efficiency with an intuitive system that allows you to manage all types of instruments and corporate actions with complete data integrity. Reduce your operational risk with proactive and automated exception handling, workflow management and reconciliation tools. Fulfill tax and reporting requirements for multiple jurisdictions and furnish fully automated tax allocation to partners. -
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etops Asset Manager Pro
Etops
etops Asset Manager Pro is an advanced portfolio management system designed specifically for European asset and investment managers. It provides a comprehensive front-to-back solution that streamlines investment operations and enhances efficiency. The platform offers real-time analytics and risk management tools to help optimize portfolio performance and support informed decision-making. It includes automated compliance features to help firms meet complex European regulatory requirements, including BaFin reporting. With straight-through processing, users gain full control over order management and operational workflows. The system also enables seamless connectivity to capital markets for efficient and low-latency trading. Automation capabilities reduce manual tasks, minimizing errors and improving productivity. Overall, etops Asset Manager Pro helps financial institutions manage portfolios more effectively while maintaining compliance and operational excellence. -
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Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
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Oracle Treasury
Oracle
Oracle Banking Treasury Management helps banks centralize and optimize investment management and capital markets post-trade operations. The treasury management system offers improved visibility, better controls, and streamlined and automated processes. Streamline deal review, validation, and confirmation, and ensure well-formed orders through the entire transaction lifecycle. Support instruments including foreign exchange, money markets, securities, swaps and forward rate agreements, exchange-traded derivatives, over-the-counter options and swaps, credit default swaps and swap index, and Islamic money market and derivatives. Leverage purpose-built queues for auto-enrichment, repair, amendments, credit checks, confirmation, and special exceptions to optimize rule-based exception handling of settlement instructions. -
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BITRIA
BITRIA
Our SMA partners are the “easy onramp” to digital asset investing. If you’re looking for the simplicity of investing in a trust or fund with the tax advantages, flexibility, and multiple asset choices of owning the underlying digital assets, this is an attractive option. SMA partners have specific expertise in digital assets and manage all aspects of your client's digital asset journey from onboarding through to portfolio management. The BITRIA digital turnkey asset management platform brings professional-grade portfolio management capabilities to digital asset investing, empowering advisors, asset managers, and CIOs alike with distributed access and control of firm accounts, client accounts, and model strategies. Onboard client funds, adopt templated or custom portfolio allocations, rebalance positions, and much more. Manage all client accounts from a single interface. Multi-level allocations and rebalancing. -
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Siena eTrader
Eurobase International
Siena eTrader offers ESP, RFSQ, RFQ pricing and full-limit order management powered by multi-bank liquidity sourcing via its inclusive pricing engine. In both direct customer, agency and broker models. Protect your market position and increase your currency offering with auto-hedging and cover & deal automation backed up with stand out trading controls, best execution monitoring & control of customer instrument eligibility. Manage prices in real-time to keep up with volatile market conditions. Spread, skew and pull prices in real-time to effectively manage risk. Supporting integration to existing pricing engine(s) or 3rd-party aggregators. Siena can fully integrate with your current customer portal. Single sign-on, branding, news and charting enrich the customer experience. Deals, orders and transactions are exported to 3rd-party systems in real-time, powering your customer 360° views. -
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coinpass
coinpass
Coinpass is an all-in-one cryptocurrency trading and investment platform designed to let users buy, sell, and trade a broad range of digital assets in a secure environment using its proprietary on-ramp and trading technology. It supports over 18 tokens across 50+ trading pairs, offers both simple spot trades and more advanced order types including market and limit orders, and integrates advanced charting and analysis tools to help users make informed decisions. Coinpass includes features like Auto-Trade for setting up recurring investments, institutional-grade staking solutions to grow digital asset holdings passively, seamless GBP and EUR bank transfers, and instant deposits and withdrawals. It is built with bank-grade security including multi-signature wallets, cold storage, and strict KYC/AML compliance. Traders can access live pricing and execute transactions 24/7 via desktop or mobile, automate parts of their portfolios, and manage funds with ease. -
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BlazePortfolio
BlazePortfolio
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease. -
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PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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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. -
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SYNDi Investment Ledger
SYNDi
Investment management software should be able to handle a multitude of investments, including stocks, mutual funds, and more. We break down all the things you should look for when picking an investment management software that’s right for you. SYNDi Investment Ledger manages the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio. In situations where you maintain investment history in the general ledger a G/L account is set up typically for each security and is often extended to the partner level through sub-accounts for tracking purposes. The result is the chart of accounts soars to an unmanageable level. SYNDi Investment Ledger solves the problem by maintaining individual transactions while passing a simple journal entry to General Ledger. With SYNDi Investment Ledger you may set up just one or two asset accounts for investments and maintain all history within the sub-ledger. -
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Eze Eclipse
SS&C Eze
Start-up and emerging equity- and event-focused hedge funds need an investment platform that is flexible, scalable, and reliable in order to grow and evolve their businesses. Eze Eclipse™, a born-in-the-cloud investment solution, supports your full investment process in a single unified platform through a secure web browser interface. Trade efficiently with optimized order routing, pre-defined allocation schemes, on-the-fly allocation tools, and key data summaries. Request short locates across connected prime brokers and leverage those rates throughout your trading workflows. Monitor real-time and historical portfolio, benchmark, and individual security performance. Leverage extensive real-time market value, P&L, and exposure position monitoring capabilities. Manage investor mandates and industry regulations with pre- and post-trade compliance checks. Connect to top-tier prime brokers, custodians, and fund administrators for start-of-day and end-of-day data flow. -
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eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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Costars
corfinancial
A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks. Costars is a multi-asset investment administration solution that automates and improves client servicing, sale-channel uptake and the adoption of new products, including fully automated ISA management. Costars also provides management functionality for tax and regulatory requirements for underlying investors. Instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels. Handle millions of portfolios and positions with high throughput without scalability issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered. -
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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. -
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Stacked
Stacked
Stacked allows everyone to invest in crypto indices, access trading bots, and automate portfolio management. Crypto investing doesn't have to be complicated, so we un-complicated it. Not sure how to structure your crypto portfolio? Instantly allocate any percentage of your portfolio to a pre-built index of coins with just a few clicks. Get instant access several trading bots created by top traders. These bots open and close long and short positions on your favorite futures exchange. Our custom backtesting engine will show you the most profitable historical rebalancing strategy for any portfolio, and allow you to enable rebalancing instantly. We use encrypted API to send instructions to your exchange account to execute trades. No more logging into multiple exchanges, Stacked manages all your crypto on one, secure, platform. You keep your crypto on your favorite exchange. We never touch your assets and you have access to your stack at all times. -
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Sharesies
Sharesies
Sharesies gives you access to invest in thousands of companies and funds in New Zealand, Australia, and the US. Having an investment portfolio is easy, no matter how much money you have. Invest regularly, without the guesswork. You can pick a pre-made or DIY order, the amount you want to regularly invest, and auto-invest will do the rest. The choice is yours. Exchange-traded funds (ETFs), managed funds, and companies, we’ve got thousands of investment options to suit you. Access investments from all around the world. Choose from thousands of companies and funds on the New York Stock Exchange (NYSE), Nasdaq, and Chicago Board Options Exchange (CBOE). Invest in thousands of companies and exchange-traded funds (ETFs) listed on the Australian Securities Exchange (ASX). Get access to NZX market depth for $10 a month. See how many shares are available at the price you want to pay, and where your order might go in the queue.Starting Price: $0.15 per order -
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Avaloq Core
Avaloq
Build your entire front-to-back office choosing from 70+ modules designed to serve the needs of every client segment. Your key operations (from accounts and payments to legal and risk) are handled swiftly, reliably, and in a compliant manner. Scale your operations quickly with our unified data model guaranteeing consistency throughout your organization, and implement core banking in as little as six months with standardized configuration. Enable your clients to trade cryptocurrencies themselves or provide your investment office with all the tools required to add digital assets to traditional client portfolios. Transform your banking capability with a core platform that saves time and money while reducing risk. Offer crypto trading for your clients and your advisors. -
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Ember Fund
Ember Fund
A cryptocurrency hedge fund for everyone. At Ember Fund, we're fundamentally changing the way people invest in cryptocurrencies. We've developed a technology that allows anyone from around the world to buy into a managed portfolio of cryptocurrencies with just a few taps. Our vision is to bring trading insight & technologies traditionally reserved for institutional investors to anyone around the world with $300 and a mobile device. Ember is fully decentralized/non-custodial meaning our thousands of users from around the world, custody their own assets. The cryptocurrency is accessible only through the user's individual mobile device and no one else, preventing any central point of failure. This is the first cryptocurrency app of its kind. Access investment expertise from the top minds in crypto. Securely and easily hold your own assets without having to trust a third party. Automatic wallet creation, encryption, and smart order routing. -
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MProfit Advisor
MProfit Software
With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.Starting Price: $40 per month -
42
Salerio
corfinancial
Software used globally by major asset managers, hedge funds and outsource administrators to streamline post-trade processing and mitigate operational risk. A post-execution trade processing system combining matching & confirmation, settlement instruction processing, and failed trade management into a single solution to meet T+1 settlement needs, today. Salerio, a modular, multi-asset class, settlements solution, deployed as a middle office platform by global investment managers, hedge fund managers, asset owners, sovereign wealth managers, and outsourced service providers (TPAs) to focus on what matters most; getting trades confirmed, processed and settled no matter how high the trade volumes are. Mitigate operational, counterparty, and settlement risk that comes with a trail of communications via email, phone, or even fax messages. Our exception management hub provides trade matching, confirmation, settlement messaging, settlement tracking, and failed trade management for securities. -
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Stockspot
Stockspot
We build you a diversified portfolio using proven investment strategies to grow your wealth. Think global shares, Australian shares, and government bonds. Stockspot is Australia’s leading online investment adviser. We build you a smart, custom portfolio using ETFs (exchange-traded funds), which give you access to a range of different investments with low fees. A diversified portfolio and the patience to stick with it is the boring but brilliant secret to success when you invest. Stockspot portfolios are designed to invest for both growth and dividends. Our technology helps to automate repetitive tasks like rebalancing and reinvesting dividends to keep your portfolio healthy and your costs low. Every dollar that you save on fees is an extra dollar added to your returns. We regularly review your assets and the market to keep your portfolio balanced. Add to your investments to grow your wealth faster.Starting Price: From $1 per month -
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TuringTrader
TuringTrader
TuringTrader is a platform designed to empower individual investors by providing diversified, do-it-yourself investment portfolios aimed at achieving steady returns while minimizing losses over the long term. It offers a variety of portfolios tailored to different investment goals and risk appetites, including conservative, balanced, and aggressive strategies. The "Stocks on a Stroll" portfolio combines a momentum strategy on individual stocks with a managed bond strategy, rebalancing positions weekly to maintain low volatility. The "All-Stars XL" portfolio seeks a balance between high returns and low risk by diversifying across asset classes and investment styles such as momentum, mean-reversion, and volatility targeting, with daily rebalancing. For more aggressive investors, the "All-Stars Leveraged" portfolio utilizes leverage to deliver higher returns, combining momentum strategies with mean-variance optimization to manage risk. -
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Genesis
Genesis Global Trading
Genesis is a global leader in institutional digital asset markets and a full-service digital currency prime brokerage. Genesis facilitates billions in digital currency trades, loans and transactions on a monthly basis. Our team combines decades of experience at top Wall Street investment banks with a deep understanding of cryptocurrency markets. Our platform provides a single point of access for digital asset trading, derivatives, borrowing, lending, custody and prime brokerage services. The all-in-one solution for your digital asset needs. Genesis is a full-service digital currency prime broker, we provide investors with a secure marketplace to trade, borrow, lend and custody digital currencies. Complete large orders rapidly and reliably. Our OTC digital asset trading firm is regulated as a securities broker-dealer with the SEC and FINRA. Lend and borrow digital assets, and tap into alternative liquidity for hedging, speculation and working capital needs. -
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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. -
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Apex Banking Software
Apex Softwares
Our core business focuses on delivering a wide range of solutions for automation of financial operations covering banking areas such as retail banking services, portfolio management, and savings, current and fixed deposit accounts. The solutions also offer multiple delivery channels and back-office processes coupled with an integrated general ledger. Other operations covered by our solutions are critical non-banking functions such as; micro-finance management and statutory reporting amongst others. We also offer client-facing solutions in electronic delivery channels such as ATM & POS management, reconciliation and settlement, mobile, agency banking and Internet banking Systems. People & technology are our greatest assets & business base. We enjoy closely working with clients in developing solutions.Starting Price: $1,500 per month -
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Flitpay
Flitpay
Buy, Trade, Sell Cryptocurrencies with INR. A place to revolutionize your crypto trading and investment journey, with doubled security, ease and best-in-class features. Place the bid and rhythm the trading of your favorite cryptocurrencies. Spot Trading consists of Buyers, Sellers, and the Order Book, facilitating you to place your bid and trade crypto assets at the desired prices. Stake your idle crypto investments and increase the pitch of your earnings. Earn lets you lock crypto investments and earn competitive interest on them, allowing you to redeem your assets anywhere at any time. T&C apply. Quick Buy/Sell enables you to buy/sell cryptocurrencies instantly at the real-time prices waiving out the waiting time through single-click transactions. -
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Prometheum
Prometheum
Prometheum provides a solution for digital asset securities investing — bringing together a blockchain-powered platform with the benefits of a securities-regulated marketplace. Prometheum is the next step in the evolution of capital markets. We’re introducing accountability, integrity, and investor protections to the digital asset economy. For the first time, you can access digital asset securities with the investor protections you’ve come to expect. Prometheum ATS supports the trading of certain digital asset securities that currently only trade on crypto exchanges. Diversify your portfolio mix by investing in the “crypto asset” class with guardrails and investor protections afforded by securities laws. Prometheum provides the necessary connection between traditional financial systems and crypto investing by adhering to a regulated securities framework for digital asset securities trading. -
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Neovest
JPMorgan
Neovest is a premier, broker-neutral Order and Execution Management System (OEMS) designed to handle the complex, multi-asset trading needs of hedge funds and proprietary trading firms. As an independently operated subsidiary of JPMorgan Chase, it provides a single, unified platform for global liquidity access and end-to-end investment lifecycle management. Neovest’s primary strength lies in its high-speed execution capabilities and vast connectivity network. Global Connectivity: Provides a single source of access to over 340 brokers and 130+ global exchanges, ECNs, and dark pools. Multi-Asset Support: Seamlessly trades equities, futures, options, and FX. Advanced Order Types: Supports complex strategies, including synthetic baskets, pairs trading, and multi-leg spreading in futures markets. Following its 2024 acquisition of LayerOne Financial, Neovest introduced PortfolioOne, a modular platform that expands its reach beyond execution into full portfolio management.