Audience

Buy side institutions searching for a trade and position management solution including crypto portfolio mangement

About Arbor Portfolio Manager

Arbor Portfolio Manager (APM) provides hedge funds and family offices with detailed trade and position management.

Crypto Portfolio Management (Crypto PMS) is embedded, so you can manage traditional and digital assets together on one platform, giving you years of future proof investing.

This includes in-depth portfolio analysis, performance, compliance, order management and middle office functions. Realtime, mobile and portal reporting give you constant access to your funds.

Our hedge fund crypto portfolio management system includes listed and derivative coverage along with many client driven refinements for institutional grade management. Broad exchange connections, API, FIX and multiple market data feed choices enable us to build our Portfolio Management System to your needs.

Pricing

Starting Price:
$1,500
Pricing Details:
Based on usage not AUM
Free Trial:
Free Trial available.

Integrations

API:
Yes, Arbor Portfolio Manager offers API access

Ratings/Reviews

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Company Information

Arbor Financial Systems
Founded: 2007
arborfs.com/hedge-fund-software-portfolio-management-system/

Videos and Screen Captures

Arbor Portfolio Manager Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
In Person
Videos
Support
Phone Support
Online

Arbor Portfolio Manager Frequently Asked Questions

Q: What kinds of users and organization types does Arbor Portfolio Manager work with?
Q: What languages does Arbor Portfolio Manager support in their product?
Q: What kind of support options does Arbor Portfolio Manager offer?
Q: What other applications or services does Arbor Portfolio Manager integrate with?
Q: Does Arbor Portfolio Manager have an API?
Q: What type of training does Arbor Portfolio Manager provide?
Q: Does Arbor Portfolio Manager offer a free trial?
Q: How much does Arbor Portfolio Manager cost?
Q: What pricing for support is available for Arbor Portfolio Manager?
Q: What pricing for training is available for Arbor Portfolio Manager?

Arbor Portfolio Manager Product Features

Hedge Fund

Compliance Management
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management
Contact Management
Investor Accounting
Investor Reporting
Partnership Accounting

Stock Portfolio Management

For Traders
Order Management
Portfolio Accounting
Wash Sale Detection
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis