Alternatives to Axellera Advantage
Compare Axellera Advantage alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Axellera Advantage in 2026. Compare features, ratings, user reviews, pricing, and more from Axellera Advantage competitors and alternatives in order to make an informed decision for your business.
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Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
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Agora
Agora
Agora is a designated software solution for real estate investment firms to build trust with investors, accelerate every aspect of their business and grow faster with optimal operational efficiency. We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital. Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place. Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements. Automate your portfolio management, generate reports, distribute waterfalls, and streamline performance data.Starting Price: $599 per month -
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Midaxo
Midaxo
Midaxo’s M&A deal management solution was developed specifically to address the challenges of corporate development teams. Instead of using multiple, unconnected tools, making deal sourcing, progress tracking, document management, and reporting difficult, with Midaxo+, frequent acquirers can manage all deals in a single platform, enabling better visibility, collaboration, and outcomes. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard -
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TurnKey Lender
TurnKey Lender
TurnKey Lender is a one-stop lending infrastructure used by creditors in 50+ countries to automate all elements of their operations. The platform enables lenders to profitably grow their business while cutting operational costs and risks. It's a powerful AI-driven SaaS that automates over 90% of all lending processes and gives both B2C and B2B lenders a competitive edge. TurnKey Lender Platform has several pre-configured solutions packages including Commercial, Consumer, Pay Later, Auto, Mortgage, Leasing, Factoring. Built in constant collaboration with lenders worldwide, TurnKey Lender is the ultimate solution that answers real-life digital lending challenges in a sophisticated manner. -
5
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. -
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T-REX
T-REX
The first end-to-end platform offering software and services for project finance, structured finance, and private credit. A set of services to automate and standardize data so it can work smarter for you. A cashflow analytics platform to structure, manage and evaluate deals with unparalleled precision. From internal cooperation to collaboration among the buy-side, sell-side, and everyone in between, every party now operates from one central source of truth. Whether you’re entering new asset classes, setting sustainability targets, or modernizing your investment infrastructure, T-REX empowers you to transform. Architected to support any asset class, data source, or financing type. The sophistication to structure and manage bespoke deals leveraging complex data. Every step of the way from origination to maturity. Made to work with your people, platforms, and data. Centralize deal documents, and streamline model review with native sharing and version control. -
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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 -
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Boosted.ai
Boosted.ai
Boosted.ai is an artificial intelligence company that empowers investment managers by providing AI-driven insights to enhance portfolio performance. Their platform, Boosted Insights, utilizes proprietary machine learning algorithms tailored specifically for finance, enabling users to integrate AI into their investment processes without requiring programming knowledge. Key features include AI stock picker, which analyzes and ranks stocks to identify high-value trade ideas; portfolio workspaces, offering personalized recommendations based on existing holdings, risk profiles, and investment styles; and AI stock research, leveraging large language models to distill information from extensive news sources, earnings data, and company filings into concise, actionable insights. The platform also provides tools for dynamic stock screening, portfolio optimization, and risk management, allowing investment managers to make data-driven decisions efficiently. -
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Summit
Summit Wealth Systems
Summit Wealth is a software company specializing in innovative financial technology solutions designed for wealth management professionals and financial advisors. The company develops intuitive, data-driven platforms that streamline portfolio management, client reporting, financial planning, and performance analytics. With a focus on user-friendly interfaces and advanced integration capabilities, Summit Wealth enables financial professionals to deliver personalized advice and exceptional service to their clients. Known for its commitment to innovation and reliability, Summit Wealth empowers organizations to optimize their operations, enhance decision-making, and achieve superior client outcomes in a competitive financial landscape. -
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FinX
Mobius Knowledge Services
FinX empowers decision-makers with actionable intelligence to stay ahead in dynamic markets. Whether analyzing market trends, assessing industry benchmarks, or evaluating potential opportunities, FinX provides the critical data to maximize insights. Through its real-time financial data platform, FinX empowers effective risk management strategies. This proactive approach ensures businesses can navigate uncertainties confidently, safeguarding investments and optimizing performance. -
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Dealpath
Dealpath
Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge Investment Group to invest in the built world. From pipeline through portfolio management, Dealpath serves as your command center, the single source of truth that provides vetted, real-time deal information, together with associated files and tasks, fueling data-driven analysis and decisions to achieve optimal, risk-adjusted returns. To date, Dealpath has supported more than $10 trillion in transactions globally. -
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MarketRisk
Dacris Software
How do you allocate assets in your investment portfolio? MarketRisk helps you decide how, based on a unique algorithm that evaluates the risk inherent in each asset given its current market price. MarketRisk actually limits the total estimated risk in your portfolio to your own risk tolerance amount. Select up to 7 investable assets - from stock indexes, to precious metals and bonds. All you have to do is enter the market price along with your risk tolerance and MarketRisk calculates what your position size should be in each selected asset. MarketRisk is not intended to replace a financial advisor, but it is a useful research tool. Past 50-year performance is as high as 16.3% per year. Each portfolio combination is back-tested from 1929 to 2020, with last 50 years of performance shown.Starting Price: $39 CAD -
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Jacobi
Jacobi
Use technology that incorporates your unique investment processes, philosophy, and data. Integrate your proprietary data, models, and intuitive visualizations to tell a meaningful story. Leverage the scale, efficiency, and security of cloud-based open architecture, enabling portfolio design and collaboration at scale. Jacobi can help you amplify your investment strategy in one forward-thinking, scalable, cloud-based platform. Design and analyze objectives-based portfolios within a fully integrated visual environment. Provide deeper, more meaningful analysis of the impact of decision-making across portfolios. Perform and scale bespoke, forward-looking, and historical analysis and manage portfolio risk. Dynamically engage with stakeholders, including clients. Crisp visualization features that are white-labeled and customizable. Share and permission across individuals and teams. Empower portfolio solutions and sales teams. -
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SimCorp One
SimCorp
SimCorp One is a fully integrated front-to-back investment management platform designed to simplify operations across the entire investment value chain. It provides seamless workflows, a unified data source, and real-time insights, empowering asset managers to make faster, more informed decisions. Supporting both public and private markets, SimCorp One offers flexibility and scalability to meet evolving business needs while helping organizations reduce operational complexity and cost. -
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Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
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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. -
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FamilyWealthGuru
FACT Software Group
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations. -
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Preqin
BlackRock
Indispensable data, analytics, and insights for alternative assets professionals around the globe. Preqin has forged direct relationships with alternative assets professionals to ensure our data adds context, clarity, and conviction to your decision-making. Access the industry’s most comprehensive private capital and hedge fund datasets and tools. Alternative assets professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Delivering actionable market intelligence from thousands of experts, making it easier for you to pick the perfect time for a bold investment, to identify new opportunities, and to increase the size of your returns. Access the world’s largest private equity database and find essential performance data, research, and market intelligence. -
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eXeer
pointgroup
eXeer is a modular SaaS-based investment data management solution. eXeer enables investment managers to aggregate, analyze and visualize their investment data, and easily integrate new data feeds and third-party technology solutions into their operating model as and when they need. eXeer facilitates the integration of your existing tech stack and the inclusion of new technologies enabling you to create an operating platform tailored to match your needs. Automate your data collection from custodians, alternative investment managers, platforms, and market data providers. This is the key component of eXeer and acts as your investment platform's analytical brain. Our engine provides you with a 'single source of data truth'. Our core data analytics engine sits at the center of eXeer. Our suite of client engagement tools allows you to support your face-to-face communications with intuitive adaptable and flexible channels. -
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Lambda
Lambda Finance
Lambda is an AI-driven financial analysis platform that offers a suite of tools for both portfolio and company analysis. In portfolio analysis, it provides AI-powered chatbots trained on your specific portfolio, enabling interactive insights. It classifies assets by stock, sector, country, and type, allowing users to assess diversification. The platform tracks historical dividend performance, schedules, and yields, and visualizes portfolio risk, suggesting optimal holding ratios based on modern portfolio theory. Additionally, it analyzes returns through monthly heatmaps, maximum loss predictions, and multi-factor analysis. For company analysis, Lambda evaluates financial health by examining the three main financial statements and analyzes sales by segment and region for U.S.-listed companies. It also assesses key metrics such as Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER).Starting Price: $12 per month -
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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. -
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V3 VMETRIX
VMETRIX
We lead the digital revolution in the global financial industry. Challenging times demand a new way of doing things: a new mindset conducive to real innovation. Looking to overcome the limitations of your current transaction system? We are the swift and efficient solution to your needs. V3 VMETRIX will enable your organization to identify and measure the risk of losses on positions in financial assets or instruments due to adverse movements in market prices. Its modern design delivers an easy way to analyze time series of market data to identify risks that apply across a range of assets or an individual instrument metrics providing the end-user with the right tools and information for better decision making. Solutions that meet your challenges, record-time integrations and efficient resource utilization with low implementation costs. We provide total business visibility for better decision-making thanks to our data structure approach. -
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PFaroe Portfolio Management
Moody's Analytics
Access fast, clear attributions results within a portfolio and across your organization at the click of a button, saving you time and creating operational efficiencies. Access a consistent, customizable view to ensure a meaningful reflection of the investment strategy without having to reconcile. Run what-if analysis, collaboration, and on-the-fly adjustments to yield better performance and eliminate the need for uncontrolled spreadsheets. Enjoy better data quality and attribution results for the asset owner and deeper insights across asset managers’ strategies. Quantify and qualify your investment process using multiple factors with our intelligent yield curve-based model. Communicate your portfolio’s strategy and performance with your clients and demonstrate new investment opportunities. Translate analysis into terms the asset owner can more easily understand with user-friendly outputs and a display of straight-through attribution results. -
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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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fi360 Toolkit
fi360
Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. From fiduciary basics to thorough mastery, our learning and development programs are designed to empower finance professionals with the knowledge they need to effectively serve all clients and grow their businesses. Our software and technology solutions enable investment professionals to strengthen client relationships and win more business with a repeatable, prudent process that is easily managed and documented. We give our clients a look under the hood with our fiduciary-focused data and analytics solutions, including custom reports and analysis that can be used in marketing materials and presentations to demonstrate a prudent process. -
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Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
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WealthArc
WealthArc
WealthArc uses a reliable API engine to fully automate, consolidate and unify your wealth data, also reduces the time needed for reporting, compliance and other administrative tasks. WealthArc is an award-winning, user-friendly platform that empowers wealth managers to deliver on client expectations – faster than ever before and with high quality data. The modern asset manager is aware of customers’ growing expectations in terms of security, accessibility, and digitisation. Our innovative platform supports everyday job of asset manager with reliable portfolio management, governance, KYC, CRM, reporting modules and more. WealthArc’s advanced functionalities can safely free time of Single and Multi Family Offices to attend to the finer needs of clients looking for a trust-based relationship. -
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Nasdaq eVestment
Nasdaq
eVestment, a Nasdaq platform, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. Institutional investors including public plans, corporate pensions, superannuations, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations and endowments screen more than $78T AUM of reporting managers worldwide on eVestment to find those that best meet their investment objectives. -
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Tier1 Financial Solutions
Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in global relationship management software for capital markets, corporate and investment banking and investment management professionals. We empower our clients to increase productivity, reduce relationship risks and enhance customer ROI. Tier1 delivers the tools, connectivity, and workflows that empower collaboration, transparency, and communication among capital markets participants and the clients they serve. Leveraging Salesforce’s trusted infrastructure and solid encryption, our extensible developer toolkit and plug-ins facilitate rapid custom application development with capital markets grade security, configurable coverage models and industry-specific business logic. -
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Vestio
IDS Fintech
Vestio is a Wealth & Asset Management Software Solution designed to empower Investment Companies with rich end-to-end functionality and capability to streamline their operations smoothly whilst achieving cost efficiency. It incorporates powerful risk metrics that enable Portfolio Managers to deliver a premium level of service. Ensuring operational compliance with region-specific and international regulatory requirements. Vestio is a one-stop integrated Investment Management Solution for leading Investment Banks. -
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GoldenSource
GoldenSource
Delivering the gold standard of Enterprise Data Management — fast, accurate and ready. We understand the value of a good decision…and the cost of a bad one. To our clients, data is more than an operational necessity – it is a strategic asset. We see to it that you get accurate, consistent, usable data to make smarter decisions that support your business growth and regulatory compliance. GoldenSource has been delivering the gold standard of enterprise data management to the financial industry longer than any other firm. Validated, enriched and properly curated reference, risk and market data, delivered seamlessly to downstream systems, is a huge asset to your business growth and data governance. Industry best practices are an additional benefit when you work with GoldenSource – we are one of the founders of the EDM Council, proactively working towards a standardized system for data governance for our industry. -
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MineralSoft
Enverus
Easily manage minerals, royalties and non-operated interests at any scale with Enverus MineralSoft. An intuitive, cloud-based minerals management software solution featuring integrated revenue, well data and rig activity. Pinpoint and acquire prime acreage before the competition, identify underpayments and maximize ROI. MineralSoft is the ideal management solution for investment funds, family offices, banks, trusts, foundations, endowments, corporations, E&P companies and government agencies. MineralSoft delivers a complete toolset for managing your mineral and royalty revenue streams, auditing portfolios, mapping your properties and seamlessly bringing accounting, land and A&D workflows together in one solution. -
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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. -
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Pulse
AssetBook
Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way. Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard. -
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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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Allocator
Allocator
Thousands of funds regularly supply data and documents to their clients via Allocator. We create a time series for every number so you can track changes over time. No more error-prone, manual data entry. Our platform converts different data sources into a single, easy-to-analyze format. Monitor your investments on a fund or portfolio level. One central repository for all your fund documents. Your information is always up to date, secure and organized, ready for you to use. No more disparate spreadsheets. Quickly analyze returns over different time periods, against other funds and hundreds of indices. Measure and visualize gains/losses over any time period, by position, long & short, or broken down by asset class, sector, strategy, currency or geography. Maintain clean and comprehensive peer groups of relevant funds so you don’t miss any opportunities. Plus, get a clear picture of how new funds would impact your portfolio risk and returns. -
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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. -
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Valere
Retransform
Valere is designed to help asset managers, investors, lenders and brokers make informed decisions about their assets. Whether you need to determine value for acquisitions or dispositions, prepare detailed cash flow analysis or understand overall financial performance, Valere has your answer. Into the performance of your assets throughout the investment lifecycle. Save time on budgeting. With an outlook to transform your data into optimal investment decisions. Manage multiple property valuations, investments, budgets and portfolios. -
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Asora
Asora Technologies
Asora is a SaaS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. By offering a single point of view for the entire team, Asora fosters seamless collaboration. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand reporting. -
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Envision Investor Management Suite
Envision Financial Systems
Built atop the core record-keeping system that powers most everything we do, the Envision Investor Management Suite is a flexible, modular set of tools to handle just about any operating challenges a pooled investment vehicle can throw at it. Reduces cost & complexity with an open design and SaaS implementation. Consolidates multiple systems in a modular structure that’s easy to customize. Enables staff to answer questions across accounts from a single screen. Increases back-office productivity with user-friendly interfaces. Provides real-time data integration—no waiting for batch processing. -
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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. -
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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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Landytech Sesame
Landytech
Sesame, developed by Landytech, is an integrated investment management platform designed to provide asset owners, managers, and advisors with comprehensive tools for data consolidation, analytics, and reporting. It enables users to aggregate data across multiple custodians and asset classes, including complex instruments, ensuring a unified view of their portfolios. The platform offers institutional-grade analytics to assess performance, risk, and exposure, facilitating informed investment decisions. Sesame's report builder features a drag-and-drop interface, allowing for the creation of visually compelling, customizable reports that can be automated and scheduled. Additionally, the platform includes monitoring capabilities with customizable alerts for compliance breaches and other critical events, enhancing proactive risk management. Collaboration tools within Sesame, such as task management and centralized document storage, streamline operational workflows and improve productivity. -
44
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. -
45
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 -
46
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. -
47
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 -
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FinlogiK
FinlogiK
By delivering low-cost, innovative online tools and automated services to the investment industry, Finlogik provides incumbent institutions and self-directed firms the opportunity to streamline their processes while embracing the same disruptive innovations that are currently challenging the business models of traditional financial firms. In collaboration with an asset manager at the forefront of process-based investing, Finlogik can help you design and manage efficient low-cost investment solutions suitable to both retail and institutional investors. Analytical dashboards provide benchmarking, reporting and large scale data processing tools to help investors and investment managers assess their portfolio risk, exposure, and performance. From simply listed securities to complex OTC products, Finlogik can help you manage virtually all types of financial instruments such as stocks, futures, options, fixed income, money market, foreign exchange, fund units, etc.Starting Price: $1 per month -
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AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
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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.
