Alternatives to Orchestrade
Compare Orchestrade alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Orchestrade in 2026. Compare features, ratings, user reviews, pricing, and more from Orchestrade 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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AlternativeSoft
AlternativeSoft
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. -
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FundCount
FundCount Americas
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.Starting Price: $500 -
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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. -
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Pinnakl CRM
Pinnakl
As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.Starting Price: $250/month -
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StockMarketEye
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...Starting Price: $74.99 per year -
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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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IGNITE CTRM/ETRM
IGNITE CTRM
IGNITE is an award-winning Commodity and Energy Trading and Risk Management (ETRM / CTRM) platform, specializing in processes related to the buying and selling of commodities, and their associated logistics and risk management activities. IGNITE’s CTRM technology includes processes to support: pre-deal, contract management, trade finance, transaction capture (physical and derivatives), risk measure & monitor, inventory management & operations, processing, actualization and settlement. To provide an advanced multi-commodity Software-as-a-Service (SaaS) delivered, CTRM platform that gives our clients the confidence to work with speed and efficiency across front, middle and back office business – and at a fraction of the cost of our competitors! Our award-winning platform, is an essential element in risk management, transactional strategies and administration pertaining to commodity trading, risk, accounting and related activities. -
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Lancelot
Unicorn Systems
Lancelot is a product family that offers comprehensive support for trading in all energy markets, commodities, power reserves, and flexibility products. With Lancelot, traders can leverage the power of advanced AI-based computation engines, machine learning and data science to make better decisions and increase profits. Lancelot ETRM allows energy traders to manage their transactions, monitor risks, and automate complex workflows. It integrates multiple data sources and provides real-time data analysis, enabling faster and better decision-making. Lancelot FMS uses advanced algorithms and AI-based data analysis to predict energy prices, system imbalances, load and consumption forecasts, or renewable energy production with precision. Lancelot Hub is a cloud service that provides energy traders with precise data and analytics. It uses advanced algorithms to calculate precise forward curves and market trends, giving traders unparalleled insight into market forecasts.Starting Price: Individual -
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Igloo
Brady Technologies
Igloo is a high-performance ETRM SaaS solution designed in collaboration with one of the world’s largest financial energy traders. It offers a state-of-the art, trader led user experience, unrivalled exchange connectivity and automated trading of exceptionally high trade volumes. Built for ease of use, efficiency, control and scalability, Igloo helps curve trading desks for power, oil, gas, LNG, coal and emissions operate with maximum productivity. Key features: - Supports power, gas, LNG, oil, emissions, coal and FX markets - Real-time position and P&L monitoring - Risk metrics and historical VaR - Highly configurable trader desktop - Seamless connectivity with ICE, CME, EEX ,EPEX, NordPool, CME, NASDAQ, EXAA, ETPA, Trayport and TT. - Ability to create price curves form multiple source down to hourly or sub-hourly pricing - Automated clearing and DMA reconciliation process, including clearing margin and fees -
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PowerDesk
Brady Technologies
Brady’s PowerDesk software portfolio supports high performance trading, scheduling and balancing activities in European power markets. We offer a unique set of solutions to help you: - Strategically plan power production. - Identify trends in complex time series trading and metering data. - Trade optimally in intraday, day-ahead, ancillary/reserve and capacity markets. - Take advantage of pioneering algo libraries to increase profits. - Be in balance. Manage cross border flows. - Communicate schedules to TSOs promptly. Avoid penalties. - Reduce costs with a streamlined back-office process. -
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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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To meet demand for quality derivatives pricing and analytics, we continually build solutions for global client needs. ICE Data Derivatives offers cross-asset analytical solutions, market data and valuation capabilities, powered by up to 16 years* of history. The commodity and energy markets cover a plethora of products, trading dynamics and varying levels of liquidity. ICE’s proprietary technology processes a broad range of market information on an intraday basis and generates theoretical prices and volatility surfaces across liquid and thinly traded markets. Supporting pre-trade price discovery and analysis, idea generation, structuring and dissemination, internal communication and trading, market risk management, real-time position management and investigation and more. Extensive catalogue of vanilla, complex and exotic structures for a wide range of markets and underlyings.
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Nirvana Solutions
Nirvana Solutions
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. -
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Numerix
Numerix
Discover your competitive advantage with Numerix capital markets technology solutions. Create opportunity for trading operations, effectively manage risk, and gain the speed, scale and resilience you need to redefine success. Numerix Oneview is a comprehensive, real-time capital markets risk management system that empowers sales, traders and risk managers with a holistic, multi-dimensional view of their derivatives and structured products businesses. Powered by the industry’s most sophisticated cross-asset pricing and risk analytics and optimized for performance, Oneview’s wide range of modules enable powerful decision insights and uncompromising accuracy. Oneview provides a broad perspective across your entire derivatives business, helping you make the right decision when it matters most. -
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Risk Shell
ABC Quant
Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
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JUMP Front-to-Back
JUMP Technology
To support your growth and performance strategies, you need a software platform capable of centralizing all your activities, automating as much as possible your processes, and supporting your strategic evolutions such as new asset classes, targeted markets, management models, etc. Whatever your operating model, the JUMP Front-to-Back solution enables you to face all the major issues of Investment Management, business, innovation, regulatory and digital issues. Experienced by Asset managers all over Europe, our solution offers Front-to-Back coverage, coupled with a modular approach, to meet your current and future needs. Centralize all your activities in one single solution while addressing your business issues, including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc. Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes. -
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Quantifi
Quantifi
Quantifi is a provider of risk, analytics and trading solutions for the global financial markets and commodities industries. Quantifi is trusted by the world's most sophisticated financial institutions, including five of the six largest global banks, two of the three largest asset managers, leading hedge funds, insurance companies, pension funds and other market participants including one of the largest global commodity firms. Quantifi's integrated framework delivers accurate analytics, comprehensive risk management, cross-asset trading, front-to-back operations, position management, market, credit, counterparty and liquidity risk management, margining, and regulatory reporting all on a single platform. By applying the latest technology innovations, Quantifi provides new levels of usability, flexibility, and integration. This translates into dramatically lower time to market, lower total cost of ownership and significant improvements in operational efficiency. -
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Horizon Software
Horizon Software
Horizon offers unique capabilities in automated trading to its already market-leading solution with sophisticated execution algos. Clients use execution algorithms to efficiently time trades and instantly benefit from significant price changes. Our software offers a single platform to embed custom algorithmic strategies. Horizon is uniquely positioned on the automated trading market by its very flexible algo framework offer that allows traders to “trade their way” or benefit from an advanced set of execution algorithms based on our strong expertise in algo-trading. Horizon Software currently automates sophisticated trading strategies for the execution of large orders with the TWAP (Time-weighted average price), VWAP (Volume weighted average price) and POV (Percentage of Volume) algorithms. Horizon is the world’s leading provider of electronic trading solutions and algorithmic technology, as recognized through multiple nominations and awards such as Best Trading System. -
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HydraX
Hydra X
HydraX’s energy trading and risk management (ETRM/CTRM) platform is built to support front-to-back office workflows integration for oil and gas companies. With an aggregated view of market data, risk and operations, our solution simplifies the complex legacy processes and allows our clients for greater opportunities. Our cloud-based software enables clients to grow their business with an ease while saving the cost of tech deployment and the need for infrastructure and team buildout. Real-time visibility over internal and external data allows businesses to be agile in capturing market movements and making optimal trading decisions. Integrate workflows digitally and seamlessly, replacing outdated approaches such as spreadsheets and multiple systems to minimise errors and risks. -
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QuantRisk System
Quantrisk
QuantRisk develops cutting-edge AI and optimization solutions for all segments of power markets. Our technology delivers significant gains for our clients by combining accurate load and price forecasts with optimal decision making in trading, bidding, sourcing or generation. Our real-time modern trading technologies deliver sustainable P&L enhancements to our clients transitioning to renewable energy, by optimizing the quantity and timing of allocation of power storage, DER, ER and renewable & thermal generation assets, down to 5 min resolution. Our commitment to clients goes beyond selling software. We strive to become your technology partner, and our experts AI & analytics teams will closely work with you to ensure the best fit models are implemented and maintained for your operations. -
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Fundamental Portfolio Manager
Fundamental Software
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. -
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The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
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PortfolioShop
PortfolioShop
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 AggregationStarting Price: $1500/month -
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RiskAPI Add-In
PortfolioScience
As a hedge fund or a hedge fund service provider, you need a comprehensive, powerful, and dynamic system to identify and analyze market risk. The answer is RiskAPI. Set up a portfolio risk management infrastructure for your hedge fund in record time and at minimum cost. Measure client-wide exposure. Provide clients with portfolio risk management tools, analytics, and robust reporting. Provide fund clients with multi-asset, multi-currency portfolio risk reporting as a value-added service. Integrate sophisticated portfolio risk analytics into your pre-trade functionality, a winning combination. PortfolioScience specializes in risk management technology for financial institutions, investment services, financial advisors, hedge funds, and commodity producers. The company's cloud-based RiskAPI® service allows fund managers, advisors, traders, and both buy-side and sell-side market participants, to access powerful risk analysis capabilities on demand. RiskAPI includes all required data, etc.Starting Price: $300 per month -
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Everysk
Everysk
Protect your portfolios more effectively, raise more assets, test trade ideas and automate your daily risk tasks, all in a single platform. Grow your business, organize client information, comply with regulators and prepare recommendations in a fully automated fashion. Automate workflows to help you grow your business, integrate liquid and illiquid investments, and streamline your family reporting. We are the leading provider of investment workflows, enabling money managers with a platform that is fully integrated with our powerful forward-looking risk engine. Our workflows automatically analyze, organize and securely distribute portfolio reports and alerts, saving our clients valuable time. More precision to protect your investments: Powerful calculation engine designed to analyze portfolios ranging from simple equities to more complex multi-asset, long/short portfolios. Thousands of forward-looking portfolio outcomes are simulated in seconds. -
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Openlink
ION
Openlink is for companies that engage across multiple commodities markets on a global scale, with sophisticated needs around risk and physical logistics. The front-to-back solution supports all commodity asset classes with advanced risk management, extensive workflow automation, and customization capabilities. With comprehensive coverage spanning across commodities and value chain segments, Openlink scales with your growing business. Openlink delivers unparalleled comprehensive capabilities in risk management, high-performance operations, and real-time streaming data. By having a complete view of your portfolio and sophisticated risk analysis tools, you can unlock opportunities to thrive across commodities markets. Many of the world’s largest and most sophisticated commodity-intensive corporations rely on Openlink. -
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Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
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Novus
Novus Partners
Unlock your true potential, starting with data. Novus works with fund administrators, custodians, prime brokers, and portfolio management systems to digitize and organize manager-provided information. Alternatively, retain control with self upload. Any frequency, any transparency level. Through advanced reconciliation technology, Novus verifies the quality and timeliness of crucial portfolio information. Novus knows where and how to intervene to correct data discrepancies and perfect portfolio information. Label, bucket, and analyze data with custom tags. Connect alternative data, such as ESG. Compare public filings from thousands of managers. Leverage Novus’ proprietary indices to track the most popular hedge fund stocks (learn more). -
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VestServe
VestServe
Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.Starting Price: $27500.00/year -
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TradingScreen
TradingScreen
Industry-leading all-asset class electronic trading solutions that enable buy-side traders to meet today's market structure challenges. Our SaaS model makes our trading solutions easy and fast to install. For those who need it now rather than later. Together, we’re Ultimate Trading Performance. It all starts with TradeSmart, our core OEMS technology platform that makes everything happen. It puts what you need on your screen, customized the way you need it. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. BidFX is an innovator in multi-asset FX trading and the market-leading provider of broker-neutral electronic trading solutions for the global FX marketplace. -
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Octopus Moving
Octopus Moving CRM
Your website, web forms, and account page represent the company and under the well-organized software and beautiful design customers will feel that they are in the right hands and the right place. Simple, clean, and powerful booking tools for moving business. Sales, leads management, emails, chat, SMS, invoices. Beautiful engagement forms and chatbot. Beautiful landing page for your experiments with ads. Notify customers with SMS. Increase your sales with the auto booking feature. Do you want to have a better conversion rate? Impress your customers with a seamless booking experience. Best possible web forms for your moving business. Mobile-friendly, beautiful, and organized client portal. Sales & client management. Invoice, emails, SMS, automation. Gamified, polished web forms that increase trust and credibility. We want to help you increase your conversion rate. Software for crate rental and supplies delivery. -
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CommodityPro
Technogen IT Services India Pvt Ltd
CommodityPro is an enterprise risk management platform developed by TechnoGen an IT & software service provider company based in India. The CTRM platform mainly focuses on analysing a wide range of risk factors along with their possible impact on business functions. We are emerging to be a leading provider of commodity trading and risk management software, serving commodity businesses across various areas of trading such as Contracts, finance, inventory, distribution & trade documentation. Identify, analyse, and mitigate risks across all entities of your business with our powerful risk management software. Differentiate yourself from your competitors with a platform that provides solutions that are scalable, easily accessible, and rapidly implemented. CommodityPro offers a comprehensive platform that facilitates an improved understanding of risk exposures, which ensures informed, decision making. -
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Brady Technologies
Brady Technologies
At Brady Technologies, we are at the forefront of the energy transition, helping market participants navigate new challenges and opportunities with confidence. Our advanced software solutions bring clarity to complex problems and processes, enabling customers to enhance their trading and operations and meet tomorrow’s energy needs. Our product suite serves a diverse client base, including utilities, independent power producers, renewable asset developers, and energy and multi-commodity trading houses. We also provide solutions for oil & gas companies, particularly as they develop their power businesses, state power grid operators, hedge funds and investment management companies. Our software solutions support critical decision-making and help these regional and global leaders optimise their trading, power operations, and manage complex risks. Our technology facilitates increased automation and efficiency in the face of changing market dynamics. -
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TriplePoint
TriplePoint
TriplePoint is ION's flagship commodity trading and risk management (CTRM) solution best suited for all-sized companies with trading, physical operations, and price risk management needs across multiple commodity classes, including bulk, liquids, gas, and power. The front-to-back solution has specialized features for agriculture and consumer-packed goods (CPG) companies with high-volume physical and financial trading activity. With standard market connectivity and streamlined deployments, TriplePoint provides a simplified approach to bring control and auditability to your company’s multi-commodity trading operations. Managing multiple commodities across geographical locations and volatile markets introduces complex challenges. With TriplePoint, you can take charge of your raw material procurement, supply, trading, marketing, logistics, scheduling, risk management, and accounting, all in one solution. -
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FundPortal
The Edgefolio Group
Enhance your Investor Relationships and grow your business all from one portal. Smart analytics, file sharing and marketing tools for hedge fund managers. FundPortal is built for today's fund manager. Streamline your workflow, delight your clients. Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Maximize your marketing efforts with a customizable client portal that can be accessed through your website. Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500. -
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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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Adaptive Modeler
Altreva
Altreva Adaptive Modeler is a software application for forecasting stocks, ETFs, forex currency pairs, cryptocurrencies, commodities or other markets. Based on unique and innovative technology, it creates market simulation models in which thousands of virtual traders apply their own trading strategies to real-world market data to trade, compete and adapt on a virtual market. Their collective behavior is used to generate one-step-ahead forecasts and trading signals. Models coevolve in parallel with the real market without overfitting to historical data. This results in better adaptation to changing market conditions and more consistent performance.Starting Price: $495.00/one-time/user -
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Portfolio Genius
TPG Software
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. -
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ION Commodities
ION Commodities
ION Commodities accelerates your success with a data driven approach and powerful, award-winning energy and commodities (ETRM and CTRM) trading and risk management solutions. Regardless of your industry, our solutions put you in complete control of energy and commodities value chains, from production and processing through to distribution. We provide full support and transparency for procurement, supply and trading, with continuous risk controls throughout the trade lifecycle. That’s why many of the world’s biggest and best-known companies partner with us to sharpen decision making and boost productivity. Whether you’re a multinational trading firm or a small to medium-sized commodity merchant, our solutions turn your complexity into simplicity, giving you the crucial and timely information you need to make confident trade decisions – and the tools you need to execute. Connect the dots in your organization with complete cross-commodity visibility of your physical and financial assets. -
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Argo Trading Platform
Argo Software Engineering
Are you planning to start a new crypto market, FX, commodities or stock exchange, alternative trading system, dark pool, block house, hedge fund, brokerage or HFT operations? We will be eager to help! Argo Trading Platform (ATP) is a set of high performance FinTech software components – servers, front-ends, APIs that work in concert to provide core technology for buy-side and sell-side financial institutions. ATP includes ultra-fast order management system (OMS), user friendly desktop and web-based trading screens with charting and technical analysis, algorithmic trading servers, market data distribution and historical market data facility, risk management system, high capacity/low latency matching engine with price-time priority FIFO and pro-rata matching algorithms, implied IN and OUT logic, continuous and call-action trading sessions, Trading APIs, High Frequency Trading (HFT) framework and Reliable Multicast Messaging (RMCast) system. -
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Eka
Eka Software Solutions
Eka is helping top commodity and direct material businesses accelerate their digital future. Cloud-native CTRM/ETRM solution that allows businesses to manage the entire trading life cycle for a wide range of assets across energy and commodities. Improve visibility and cost management for critical direct material spending through digital collaboration and self-service supplier engagement portals. Digitally transform your raw material supply chain from source to contract. Eka’s supply chain solutions are designed from the ground up to suit the needs of your commodities business. Visibility and transparency to your sustainability and ESG reporting. Trusted insights for enterprise-wide engagement. Automate critical financial processes for faster and more accurate management across risk and compliance, financial close and hedge accounting. -
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Allegro
ION (Allegro Development)
Discover the next generation of commodity management software. Allegro’s enterprise CTRM software and advanced analytics empower companies that extract, process, market, trade, or consume commodities to make informed decisions and take total control over how their businesses grow. With Allegro, customers get data-driven decision support to better manage position visibility, risk management, controls, and regulatory compliance — on one platform. And it’s all powered by a full suite of comprehensive, world-class analytics tools. At Allegro, we’re dedicated to constantly innovating CTRM and ETRM software and advanced analytics. We’re never satisfied with the status quo. Here’s what that means for your business. Horizon is the next generation of Allegro, taking full advantage of native cloud capabilities that increase performance, improve agility and allow you to do more with less. Being built for the cloud means you see value in weeks, a significant reduction in your capital expenditures. -
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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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Northstar Risk
Northstar Risk
Northstar is a leading risk management software provider. Northstar provides a complete solution for today’s hedge funds:: market risk management, performance analysis, real-time alerts, liquidity management, investor reporting, and model validation, all in one integrated platform. Northstar is not just software, it's a service. Other vendors require you to build complex systems to import, export and store data. At Northstar, our experts will fully integrate your back office systems with our platform. Each day, your data is automatically loaded, crosschecked, and stored in your own private data warehouse, giving you easy access to current and historical data. Northstar is faster, easier to maintain and more accurate, saving you time and money. Northstar has been recognized as among the best risk management service providers, including six nominations from HFM for Best Risk Management Solution, Best Risk Management Technology, and Best Risk Management Technology Provider.Starting Price: $40,000.00/year -
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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 -
48
TRMTracker
Hitachi ABB Power Grids
TRMTracker is based on FARRMS advanced architecture and is a complete energy trading and risk management software solution that is changing the energy trading marketplace with its web-based comprehensive energy and commodity trading & risk management (ETRM-CTRM) software features. Built from the back-office forward, TRMTracker features the most comprehensive back-office functionality available in the energy trading and risk management space with its advanced formula-driven settlement and billing engine including the top-rated derivative hedge accounting automation module available. FARRMS' template and formula-driven architecture require no coding to configure and maintain thus lowering the total cost of ownership while increasing the longevity of the platforms' ability to meet current and future demands. This organically built, work-flow driven architecture supports the straight-through processing of deals from deal capture to risk management, scheduling, settlement, and accounting. -
49
AdvisorWare
SS&C Technologies
Specifically designed for hedge funds, funds of funds and private equity, AdvisorWare® delivers portfolio management, accounting and partnership accounting in a single, integrated platform. It supports alternative investment funds that have sophisticated global investment, trading and management concerns, as well as complex financial, tax, partnership and allocation reporting requirements. Maximize operational efficiency with an intuitive system that allows you to manage all types of instruments and corporate actions with complete data integrity. Reduce your operational risk with proactive and automated exception handling, workflow management and reconciliation tools. Fulfill tax and reporting requirements for multiple jurisdictions and furnish fully automated tax allocation to partners. -
50
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.
