Axys Alternatives

AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds.

FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.

In the early 2000s, SEI Family Office Services created a sophisticated, enterprise wealth management platform to give family offices and financial institutions a simpler alternative to disconnected, single-purpose technology solutions. Withstanding the test of time and advancing every step of the way, the Archway Platform makes the complex look simple, unifying the accounting, investment data aggregation and reporting tools you need within a single, integrated platform. Designed on top of a core general ledger, the technology automates the creation of accounting records across dozens of business functions, like traditional and alternative investment transactions, cash movements, bill payments, fee calculations and capital distributions, allowing your accounting, investment and administrative teams to work within the same application. Plus, the Archway Platform's built-in reporting engine allows you to leverage all of the underlying data to produce comprehensive financial reporting.

Why develop proprietary systems when Microsoft’s next generation of ERP comes with core best of breed financial accounting, banking, security and technology frameworks? Elysys leverages the power and scalability of the mighty Microsoft Dynamics 365 Business Central platform. We bring sustainable advantage, particularly for the delivery of highly specialized treasury management applications. Effortlessly create bespoke dashboards and reports for any investment or financial data. Drill down to detailed transactions when necessary. Aggregate all financial and non-financial assets across the entire portfolio and asset types. Produce financial consolidation for groups at multiple levels. For the last 15 years we have been introducing a broad range of modules spanning paper investments, money markets, derivatives, structured products, but also private equity funds and alternative investments (including Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, Swaps, etc).

Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently, all within a comprehensive front-office solution. Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details. Management views allow you to structure the appropriate oversight and controls and easily review proposed trades prior to approving them for execution.

Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit.

The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market.

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.

Theorem is a post-trade processing and data management solution that delivers aggregated reporting, trade workflow, matching / affirmation, and data movement, all in an online portal that requires no local install or technician to get started. Use Theorem to connect data collected from brokers, exchanges, and trading systems or your own internal systems and manage it according to your specific needs. Since there’s no heavy install, leverage the entire platform for a complete solution or simply choose what you need now. The moment a trade is executed, Theorem ensures accurate post-trade processing by allocating trades and performing trade matching against executing and clearing counterparties. Theorem harmonizes data, analytics, and other insights across brokers, accounts, and portfolios, offering you access to actionable insights while providing your stakeholders with advanced analytics and easily understood risk reports.

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.

Accuracy in accrual, accretion and amortization in conformity with the current Generally Accepted Accounting Principles (GAAP) for concessions on debt, fees, premiums, discounts and accrued interest (calculated using various day count methods, and the International Financial Reporting Standards (IFRS). Accuracy in the maintenance, tracking and projection of the financial terms of fixed-income securities as related to principal and interest payments, coupon rates, rate resets, call dates, MBS and CMO factors, CPRs and PSAs, and maturities. You can base interest rates on a mathematical formula with embedded index, caps, floors, etc. Automated back office functions such as: automated data entry, maintenance, business calendar maintenance, principal and interest payment calculations, and reconciliation.

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.

MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.

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.

Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device.

PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation

Altvia’s market-leading platform and unmatched expertise help you seamlessly evolve and manage complexity as your firm grows, your funds multiply, and your LP base expands. Distribute personalized content like PPMs, K1s, and Capital calls with ease and enhance the investor experience with a secure portal underpinned by data-rich analytics. The base of a modern technology platform is built on a single source of truth that supports key workflows, contact management, relationship mapping, and the automation of key activities (ie emails and task assignments). Manage your deal flow with a new level of insight, allowing you to prioritize deals based on source, or similarity to the firm’s top-performing investments. Streamline portfolio company reporting and the data collection process to spend more time understanding value creation and portfolio health.

We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity.

Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.

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.

For hedge fund managers, CTAs, asset managers and family offices, FundStudio’s real-time operations and reporting platform and outsourced managed services provides complete knowledge of fund or managed account conditions -- and the tools to manage them. Capture orders and trades via realtime FIX, uploads, programmatic API or on-screen manual data entry. Allocate orders to accounts, strategies and more. Apply compliance rules such as position limits or mandated asset-class restrictions, or complex programmatic rules such as leverage bias. Run real-time intra-day P&L. Define multiple views of aggregate or sliced-and-diced data in real-time "pivot tables". Manage all cash movements including trade settlements, margin, coupons and principal. Run cash projections and more. Meet investor DDQ requirements by shadowing your fund administrator to produce NAV at the master-fund level as well as associated feeder funds or investor subscriptions.

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.

Our integrated platform services the world’s leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds. Harnessing the same core as Fusion Sophis, Fusion Invest covers the entire investment value chain, delivering portfolio insight and automated processes with a collaborative real-time investment book of records. Fusion Invest differentiates itself thanks to its advanced analytics, comprehensive asset class coverage, and open technology. It can be deployed on the cloud or on-premise, adapting to your strategic operating model and service needs. Provide options for investors and portfolio managers in charge of asset allocation, direct investments, or sophisticated derivative hedging and overlay strategies. The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together.

Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.

We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools.

Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services.

Given its large customer base over the last decade, the solution is mature in terms of its breadth of business line offerings as well the depth of its rich features. From Front Office features like pre-deal analysis,real time portfolio position and cash flow tracking, profitability monitoring to Back office operations like deal settlements, corporate action posting, MTM valuation, accounting and NAV generation, the solution covers the entire gamut of investment management operations. With FundSense - the business intelligence tool, making business decisions is faster, easier, and more collaborative. The drag-and-drop feature makes integrating data from multiple sources easy. Users can create and view personalized, interactive data visualizations and dashboards inorder to make meaningful decisions. Fund Sense puts rapid analytics and an associative experience right on your desktop.

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.

Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting.

Better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Get simple, customizable insights that impress, on both the assets you manage and the business you run. Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand. Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.

The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.

Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.

The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers.

Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.

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.

Stay current and competitive with a portfolio management solution that supports multiple asset classes, multi-currency portfolios, and complex global fund structures. Geneva is designed specifically for operational scalability, removing operational barriers to seamlessly support new lines of business. Grow your business with a core portfolio management solution designed to remove operational barriers. Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery, and co-sourcing. Locally deployed or cloud-delivered, Geneva delivers real-time portfolio management and accounting, investor accounting, and reporting. With Geneva World Investor, portfolio management and investor accounting are integrated into one platform. Geneva is designed specifically for operational scalability, removing operational barriers to seamlessly support new lines of business. Portfolio management, accounting & reporting.

One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making.

Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulations. Assetmax is leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks. Comprehensive, sophisticated and integrated software solution. Web-based, can be installed on-premise or in the cloud.

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.

Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster.

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.

The VestmarkONE® platform can help your wealth management organization and your advisors deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios. We're trusted by the largest and most respected firms in wealth management. Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization. Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives. A configurable suite of software and outsourced services that you (not your technology provider) configure and control. Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more.

At Tindeco we are focused on helping investment managers to reduce complexity and increase automation to provide better investment management solutions to their clients. Our Tindeco VISION© platform is a unique fully integrated investment management platform built using the latest technologies. This makes VISION flexible, fast and easy to use. VISION is comprised of our VISION CORE Technologies and VISION Investments product suites. VISION CORE Technologies helps managers do what they do today, with significant improvement in efficiency and a greater focus on risk management. Our VISION Investments modules are aimed at helping investment managers gain the advantage and become part of the current industry disruption, rather than a casualty of the changes underway. VISION lets you design, test and implements a wide variety of customized investment portfolios and advisory processes in a highly automated fashion.

Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office wealth management solutions. The integrated Wealth Intelligence system is designed to allow asset and wealth management firms run their complete business life cycle from a single platform, without having to use multiple systems. A bank guarantee is a type of guarantee from a lending institution where the institution ensures that the liabilities of a debtor will be met. A bank guarantee enables the customer, or debtor, to acquire goods, buy equipment or draw down a loan. A modern solution is in dire need for Guarantee Management System where most processes are digital and automated and there exists a good integration between the different parties to enable debtors, agents and risk carriers to carry out their business efficiently. Contemi Bank Guarantee Management System is the perfect fit for a modern Guarantee System where it’s quick and easy to develop customized products for the industry.

inStream simplifies your planning process to help you illustrate where a client is headed, and how they might get there. inStream provides you with the same confidence, clarity, and convenience that your clients want. Better financial planning means better wealth management and better client relationships. inStream provides you with tools to help you scale your practice and proactively deliver current, meaningful, and consistent advice to all your clients. Build client loyalty with your morning coffee. Start your day with a summary review of your clients’ financial planning touch points, and quickly address their needs. Stay on top of your clients’ planning needs and build trust through proactive planning. We go beyond goals-based planning and incorporate academically rigorous logic and cash flow reporting to confidently assess your clients’ feasibility of achieving their objectives.

Leading private banks and financial firms use SMART for wealth management to drive their business, support their strategy and support their digital transformation. Data is everywhere and the biggest challenge is the quality of the data. Banking, and especially Wealth Management, is complex and requires being proactive, efficient and pragmatic. The quality of the data is essential and it must be admitted that not everything is perfect. Data is the result of our business processes: it highlights our strengths and weaknesses. We should not expect data to be perfect, it probably never will be, however, we should pay particular attention to key data that have a strong impact on the organization. A data culture cannot be improvised, it is built over time and requires a strong impetus from the management teams. Profitability management is based on the analysis of accounting and analytical transactions.

We enable our customers to provide integrated and embedded wealth, launching products that their customers love. Saving, investing, trading, and wealth management. Your customers expect digital financial products that are easy access to, beautifully designed, and make more of their money, and if they don’t receive them from you, they’ll go elsewhere. Keep customers in your ecosystem, strengthen relationships and drive revenue with customer-centric investment propositions that grow your business and grow with your business. The core of next-generation digital investment propositions. State-of-the-art technology allows you to go to market in months, not years. Full automation of the entire investment lifecycle means costs are kept to a minimum. API layers enable firms to connect to any existing or future in-house or third-party app, data source, or system. The platform’s modular make-up provides a flexible foundation for products to suit all customers.

WealthBlock is an all-in-one white label capital raising and investor management platform used by asset managers, wealth managers, and intermediaries to streamline the entire private investment journey. It comes with the following benefits: 1. All-in-one features CRM, data room, sub doc e-signing flow, compliance checks, online payment, automated email marketing automation, engagement data analytics, etc. 2. All-in-one workflows: investor outreach & nurturing, investor onboarding, investment processing, capital call & payment collection, post-raise reporting, and investor communication. 3. All-in-one integration: API ready, Webhook ready, vendor agnostic, support single-sign-on and 2FA e.g.

Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.

Axia is the award-winning, web-based, omnichannel, MiFID II-enabled Investment Management software. Built on modern technologies, Axia Suite delivers comprehensive functionality to holistically meet and exceed demanding investment management requirements. A configurable dashboard for each user role. Client management (client onboarding, CRM, document management, compliance management) Order & transaction processing. Position keeping, evaluation, and cost calculations. Asset allocation, profitability, performance, and risk analyses. Internally & externally managed assets. Consolidated client and management reporting. Fees management. Automated integration with custodian banks and market data feeds. Multi-tenant capabilities. First class, enterprise-wide solution meeting diverse needs. All the functionality needed on a single, fully integrated platform. Saves time on limited and valuable resources by streamlining processes. Automated integration with custodian and market providers.