Logiciels de gestion des investissements

Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM system, investor dashboards, document management, distribution calculations, and analytics. Deliver the transparency your investors demand while reducing costs and adding efficiencies to processes like distribution calculations and disbursements. To learn how IMS will help you save time and resources, take a free demo today! En savoir plus sur IMS Platform

Juniper Square is transforming the real estate investment experience for both managers and investors with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Juniper Square is easy-to-use for the manager, provides an unparalleled experience to the investor and was designed specifically for the real estate industry. Clients like Beacon Capital, The Reliant Group, and Cortland Partners rely on Juniper Square to help manage over 25,000 investors. En savoir plus sur Juniper Square

Dynamo Hedge Fund Edition est une solution de CRM spécialisée, qui offre des capacités de gestion des collectes de fonds, des relations avec les investisseurs et de reporting des fonds. L'application est également employée par les fonds de fonds, afin d'assurer la diligence raisonnable des gestionnaires, la gestion des pipelines et le suivi des performances. Grâce à son interface simple et intuitive, ses capacités d'intégration directe avec Microsoft Office et l'accès mobile simple à la solution à partir de tablettes et de smartphones, Dynamo vous fournit une expérience en ligne variée et interactive, où que vous soyez. En savoir plus sur Dynamo

The Windham Portfolio Advisor (WPA) is a complete asset allocation, risk management, and simulation platform designed to assist the most sophisticated investment professionals in the construction of efficient portfolios. Perform complex portfolio analysis using the WPA's intuitive workflow and implement the latest portfolio construction innovations into your investment process with support from Windham's experienced client servicing team. En savoir plus sur Windham Portfolio Advisor

Backstop Solutions vise à aider les investisseurs alternatifs à tirer le meilleur parti de leur temps. Chaque minute compte dans ce secteur et l'équipe de Backstop veut donc permettre à ses clients de remplacer leurs listes de tâches complexes par des processus d'affaires simplifiés. Pour ce faire, ils mettent à la disposition des gestionnaires d'actifs et des investisseurs la meilleure technologie de productivité basée sur le cloud pour les aider à mieux mobiliser et conserver les capitaux, effectuer des recherches, gérer des portefeuilles et servir leurs principales parties prenantes. En savoir plus sur Backstop

Obsidian est un framework tout-en-un de gestion des investisseurs à l'efficacité prouvée : il permet à ses clients du secteur financier de numériser rapidement leurs transactions, de réduire les coûts et d'améliorer les cycles de vente. Ses clients utilisent son interface moderne pour sélectionner l'une des quatre suites principales (Finance CRM, Data Rooms, Investor Portals et Business Intelligence), tout en tirant parti des déploiements les plus rapides sur le marché. Obsidian offre le meilleur niveau de cybersécurité sur le marché ainsi que des fonctionnalités de cryptage dignes du secteur bancaire. Joignez-vous aux milliers d'utilisateurs (+ de 10 000) d'Obsidian et transformez vos activités. En savoir plus sur Obsidian Suite

Upgrade your commercial real estate acquisitions and development team with a platform designed to turbocharge your team. The CRE Suite brings efficient collaboration and cross-platform integration along with interactive online tools that allow you to crush the competition. En savoir plus sur The CRE Suite

Primée, la suite logicielle d'investissement d'Eze offre un ensemble d'applications intégrées qui comporte d'excellentes fonctionnalités de gestion des actifs, afin de rationaliser le cycle de vie des investissements. Les applications peuvent être combinées pour créer un flux de travail complet et intuitif, qu'il soit configuré séparément ou intégré à d'autres systèmes tiers. En savoir plus sur Eze Investment Suite

Logiciel de Front et Back Office pour les start-up ou fonds spéculatifs et les gestionnaires de ressources. Outre le système de gestion de portefeuille, HedgeGuard propose deux services supplémentaires : l'externalisation de middle-office et VDI. En savoir plus sur HedgeGuard®

For Hedge Fund Investors to Better Manage Liquidity Reporting. It Translates Liquidity Provisions Such As Lockups, Gates, Fees and Notices Periods Into Actionable Schedules That Uncover How Much You Can Redeem and When. This application automatically creates your liquidity reports, calculates redemption schedules and how much can be redeemed and when for each subscription. It prevents the manual and error-prone assembly of terms and dates in spreadsheets. En savoir plus sur LiquidityCalendar.com

Tax Lien servicing software in the cloud with predictive analytics, portfolio analysis, and instant reports. LienApp lowers cost and risk by automating thousands of transactions most tax lien investors perform manually. LienApp by VADAR Systems has 1st Class support from 20 years of experience and customer satisfaction. En savoir plus sur LienApp

eFront est le fournisseur de logiciels et de solutions dédiés à l'industrie financière, spécialisé dans les placements alternatifs et la gestion des risques. Les solutions eFront sont employées par les grandes entreprises du capital-investissement, de l'immobilier d'investissement, du secteur bancaire et des assurances. eFront comprend FrontInvest, Front GP, les portails d'investisseurs, Pevara, FrontPM et FrontERM. En savoir plus sur eFront

RFP Tool for Investment Fiduciaries: InHub's RFP solution allows users to create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online and prudently document the entire process for a fiduciary audit file. Common RFPs types include Investment Consultant RFPs, Recordkeeper RFPs, Actuarial RFPs, Trustee RFPs, Investment Manager RFPs and more. Sample RFP questions, potential candidates and additional services are offered. En savoir plus sur eRFP

THIS SOFTWARE IS BEST FOR COMPANIES RAISING ANGEL, SEED, OR VENTURE CAPITAL (AND / OR FOR CONSULTANTS & INVESTMENT BANKERS HELPING THEM RAISE). Foundersuite makes the "ultimate funding stack" for companies that are raising capital and managing investors. Foundersuite's product line includes the industry-leading Investor CRM. This CRM sits on top of a database of 50k investors to help you build your funnel. Foundersuite also includes an Investor Update tool to help run investor relations. En savoir plus sur Foundersuite

FundCount est une solution logicielle de comptabilité et d'analyse de partenariat pour les fonds spéculatifs, le capital-investissement et les administrateurs de fonds. Un référentiel général multidevises intégré et des outils de flux de travail automatisés améliorent l'efficacité opérationnelle et garantissent la précision de la NAV et d'autres calculs. Les options de reporting personnalisées et prêtes à l'emploi répondent à tous les besoins de reporting des clients. Élu meilleur cabinet de comptabilité et de reporting des fonds par Hedgeweek, FundCount apporte rapidité, précision et perspicacité analytique à votre entreprise. En savoir plus sur FundCount

La suite de solutions Prospero répond précisément aux besoins de segments spécifiques du secteur des services financiers : Gestion de patrimoine, gestion d'actifs, administration de fonds et family offices/gestion d'actifs indépendants. Prospero couvre tous les besoins financiers, transactionnels, de traitement et de reporting du Front-Office aux zones Middle et Back-Office. En savoir plus sur Prospero

Vestserve fournit une solution de gestion des investissements (IMS) intégrée et multidevise prenant en charge toutes les classes d'actifs. Fonctionnalités de gestion de portefeuille : modélisation et conformité basées sur des règles, mesures de performance (p. ex. GIPS, taux de rentabilité interne), analyse des risques, breakout allocations et returns, outil de création de scénarios et analyse de courbes de rendement. Fonctionnalités de comptabilité avancées : analyse par simulation et analyse de flux de trésorerie, calcul de frais complexes, groupement et agrégation de données. En savoir plus sur VestServe

Obtenir un livre d'enregistrement indépendant, vérifiable et accessible auprès d'un partenaire fiable. Ils fournissent des informations et des visualisations complètes, précises et en temps opportun pour encadrer le trading, la conformité, la surveillance fiduciaire et d'autres fonctions critiques de gestion des investissements. Cette solution primée comprend une plateforme internationale, en temps réel et multidevises avec des services de comptabilité professionnels pour créer votre portefeuille d'investissement. En savoir plus sur Broadridge Investment Accounting

Automatically download custodian files, load to SQL and import into accounting system. Automatically reconcile positions. Automated reports cross reference data for integrity checks and notify staff by email. Axys3 to SQL database. Axys3 to APX pre-migration checks, and bulk data fixing. Reduce Dataport costs by 50%. Automate data extracts to send to interested parties or upload to FTP servers. Download web based financial data. Generate charts/graphs. Hard drive space monitoring, and much more! En savoir plus sur NüWorkflow

Enterprise-class software for hedge fund, private equity and alternative asset administration.

Gérez votre processus d'investissement : génération d'idées, valorisation, saisie commerciale, comptabilité des fonds, rapprochement, attribution, analyse des risques.

Plateforme de gestion de patrimoine en ligne par l'intermédiaire de l'informatique mobile, offrant conformité et supervision, CRM, gestion de portefeuille et reporting clients.

Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies.

Logiciel de suivi d'épargne et de placement avec sauvegarde automatique et génération de rapports de synthèse pour les conseillers financiers et les courtiers.

Croesus est un logiciel de gestion de portefeuille et CRM disposant des fonctionnalités suivantes : Gestion des documents, tableaux de bord, reporting, facturation, etc.

Global multi-currency mutual fund order processing system for distributors and broker dealers.

eMoney Advisor est le seul système de planification de patrimoine pour les conseillers financiers qui offre transparence, accessibilité et sécurité.

One-stop wealth management system that covers Equity, Bonds, Derivatives, Commodities, Real Estate, and Private Equity.

Integrated management solution for hedge funds; aggregates data and provides deep portfolio analysis.

Application de modélisation financière et d'analyse de ratios pour la création de stratégies d'investissement à long terme.

Solution cloud de gestion de patrimoine et de planification financière conçue pour les conseillers financiers.

La plateforme iLEVEL d'Ipreo est la solution leader sur le marché de surveillance de portefeuille basée sur le Cloud pour les investisseurs privés.

IRS ready tax preparation software with trade history management, wash sales reporting, and performance analysis for active traders.

Système de comptabilité et de reporting pour les portefeuilles. Synonyme de rapidité, de précision et de simplicité pour les fonctions de gestion de portefeuilles.

Have all your client, prospect, and portfolio data where and when you need it.

Truly integrated investment management system for banks, investment companies, fund companies, insurances and institutional investors.

The plug-in banking software architecture allows you to start small and add an array of banking services as your business grows.

By leveraging the unrivaled calculations of NaviPlan, advisors can adapt to client needs through detailed plans or quick assessments.

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Wealth platform for family offices that offers custom client portals from any data source.

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.

Analyze investment managers, mutual funds, financial markets, investment portfolios, and hedge funds.

Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.

Investment management software offering agent-based modeling, real-world scenarios, full client control, and more.

With us you'll have everything in one software platform: portfolio management, investment analysis, reporting, CRM and sales.

Neural network stock market analysis.

Practice management and reporting solution that provides everything financial advisors need to become better "CEOs" of their business.

The ATWeb module suite represents a full set of financial capabilities geared specifically for the private equity industries.

PortfolioNet is a swiss integrated solution consisting of portfolio data processing and subsequent access via a web platform.

This innovative real-time analytics platform provides on demand data and what-if analysis for alternative investments portfolios.

Aggregates past and present performance, risk exposure, liquidity and underlying holdings for daily traded and alternative investments.

Black Mountain offre une gamme de solutions logicielles financières hautement configurables pour les gestionnaires d'investissements, les prêteurs directs, les banques, etc.

Investment analysis and asset allocation tools, including style and peer group analysis, portfolio construction, etc.

Bipsync RMS is a research automation platform that maximizes the productivity of professional investors and simplifies compliance.

Easy-to-use portfolio management software for businesses and individual investors. Track your investments on Win/Mac/iOS/Android.

Web-based software for asset management, non-performing notes, loss mitigation, REO Connecting your team & vendors with 360 degree view

Portfolio management and rebalancing automation software that provides daily investment recommendations for customized accounts.

A web-based solution specifically dedicated to independent wealth managers combining all processes in one interface.

Designed to provide multi-fund managers the ability to systematically manage portfolios, perform complex analytics and more.

All-in-one modelling solution for multi-managers in the alternative and traditional Fund of Funds Industry.

B2B solution helping Banks and Investment firms create or enhance next generation digital wealth platforms.

Analytical software solution for portfolio construction, best hedge funds / long only selection, customized funds fact sheets.

Online trading platforms for financial institutions in the retail forex trading market-space.

StatPro Revolution is a sophisticated and beautiful portfolio analytics service.

Ready-to-use presentation of financial analytics that can be distributed instantly.

Stock screening software that covers most of US and Canadian securities and allows for combining of fundamental and technical screens.

Award-winning software for all security types that enhances investment management operations from decision support through settlement.

SAAS solution for monitoring UCITS Investment Compliance, AIFMD Annex 4 Reporting, Value-at-Risk and Global Disclosure Rules

It is a 360° platform serving the needs of the advisory network and management team by enabling high efficiency.

Complete and flexible software platform for Independent Asset Managers and Family Offices.

Set up an investment management website that will work on any devise.

The ideal solution for a broad range of financial services firms from prime brokers to family offices.

Web-based trade order management and model rebalancing platform for investment professionals.

Manages data for MICs by integrating corporate data of all relevant contact information, mortgage details and calculations.

Designed to address all these critical business issues within a single integrated enterprise client reporting software solution.

A one-stop-shop for investment Management Firms

Agilis IMS is a powerful suite for Investment/Wealth/Fund/Asset Management with Multi-Currency Front-Mid-Back Office & Accounting.

Salesforce based integrated front-office solutions for private equity, family offices, real estate, secondaries, and fundless sponsors.

Provides complete stock transfer, dividend reinvestment, corporate action processing and proxy services in an integrated environment

Sophisticated web-based system with access to a range of investment portfolio analysis and management tools and client customizations.

Portfolio Management Made Easy - Private Capital Software

A comprehensive Portfolio Accounting, Client Reporting, & Performance Measurement solution offered as a subscription.

The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.

Forex trading software with auto alert window integration that works on all time frames.

Provides access to stock recommendations with a historical 92% win rate and average annual returns of up to 35%.

Manage fundraising, due diligence, and portfolios. For alternative asset fund managers and institutional investors.

Vertical add-on to Microsoft Dynamics NAV - an integrated Finance / Investment management solution.

Fully secure and most advanced script in the high-yield investment market.

Broker-neutral multi-assets Trading Platform combines order management and charting screens, algorithmic trading servers and more.

Front office trade order solution for buy-side institutions that supports portfolio managers, traders & compliance officers.

Content Search and Organization Service for Investment Professionals.

The best portfolio analytics for RIAs. Build and analyze models; present your work to clients and prospects using elegant graphics.

Modular software platform for providers of wealth management services for high net-worth individuals (HNWI) and institutional clients.

Client engagement software that includes client cash flow reporting and account aggregation functionality.

Web-based, modular wealth management solution that includes client profiling, asset allocation, and compliance reporting capabilities.

TeamWox GroupWare includes HR, Tasks, Documents Management, Forum, Clients and other.

Simplifies complex market information into red-light, green-light indicators and easy-to-follow charts.

Comprehensive Portfolio Software System designed for Endowments, Foundations, Consultants, and Pension Funds.

Microsoft CRM module includes client, document, & expense management, email integration, targeted analytics and more.

Portfolio Accounting and Management.

A powerful real time reporting system to manage risks & monitor positions, P&L, exposures and asset allocation.

ImpactEdge - the Business Intelligence & Analytics application for the Investment Management industry.

Web-delivered portfolio accounting solution with risk analytics and real-time P&L in a single platform.

Create stock/futures portfolios, sort data sets, overlay of Fed data, build charts and statistical reports. Can sort 1000s of symbols.

Feature-rich and flexible open source portfolio management and securities processing software modules.

An integrated research management suite that seamlessly retains your notes, ranking assessments, and documents.

Create, manage, modify, monitor, and measure investment portfolios.

Provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

FINTRX allows alternative investment professionals to seamlessly raise family office capital and organize investor interaction.

Powerful & cost-effective Portfolio Management Software built for Financial Advisers by top experts in trading, investment & settlement

Financial software solution to aid in generating economic forecasts and optimizing future objectives using data.

Customer Cash Management Systems. CAMS processes a multitude of investment products.

Broker Dealer Back Office Management Software used by brokerages, brokerage divisions, and brokerage clearing firms.

Offers consolidated reports, market updates, portfolio & account yields, allocation reporting, and benchmark comparison.

Comprehensive financial planning, automated advice, portfolio management and sophisticated asset allocation modeling.

Web-based enterprise reporting and business intelligence solution for the financial services sector.

For evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure.

Powerful and flexible software solutions for managing your business' Portfolio functions.

Taxlot accounting, corporate actions, wash-sales and GIPS compliant multi-asset class, daily investment performance measurement system.

Advanced order management and execution management technology, a high level of client service, and unique liquidity destinations.

Outsourced trading analytics and development on the Protozoa platform.

Algo trading tools and Low Latency Data feeds.

Offers a complete global portfolio management system for money managers and SMA sponsors of all sizes.

Comprehensive suite of integrated solution modules developed for traders, fund managers, institutional investors and brokers.

Private banking and investment management system designed for the needs of international private banks operating both on and off-shore.

Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based.

Portal-based asset management solution for Investment Management Firms.

Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.

Front-to-back, Integrated Investment Accounting & Risk Management.

Investment portfolio construction and analysis service for financial advisers.

Robust functionality and user-friendly experience delivers efficiency and transparency to your investment management process.

Automated, integrated, web-based investment accounting and reporting.

A sophisticated set of risk assessment and analytic capabilities that are essential for proper management of market risks.

Risk and portfolio analysis based on equity and mutual fund portfolios for money managers and finance departments of corporations.

Modular integral solution that allows financial advisers to improve customer service through better portfolio management.

Trading platform with automated trading and price dynamics capabilities for trades in stock markets, futures, and options.

Rapper Software for Asset Management. Includes everything an asset manager or banker needs to provide top service to their clients.

FIGARO is JHC's market-leading software solution for the wealth management, stockbroking and platform provider communities.

Fully integrated portfolio and risk management system with comprehensive asset class coverage and analytics.

Fully integrated, cloud based solution made to streamline trade processes and automate investment management across all channels.

Fully mobile private banking solution giving clients 360 access to their portfolio data, reports, comms and more. Anywhere. Anytime.

Investment and risk management software solutions for investment funds, wealth managers, broker-dealers, banks and insurance firms.

Innovative Private Fund Administration software (SaaS) that simplifies and automates the management of alternative investments.

Global Wealth Enterprise Solution (Global WealthES) supports the entire lifecycle of Wealth Management.

An investor relations module for organizing and sharing corporate information, and communicating with shareholders.

A centralized data, tech and AI marketplace for diligence of fund investments for asset managers and asset owners.

Provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

Dealpath is a cloud-based collaboration and project management platform for commercial Real Estate.

Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.

Investment record keeping, performance measurement and portfolio management reporting tool designed for money managers.

CubitBlack is a quant based portfolio management platform with built-in risk controlled environment. The framework is fundamental

La solution de gestion des investissements pour les gestionnaires de fonds et d'actifs, comprend la négociation et la gestion des commandes, l'administration des fonds, etc.

"System of record" for high-net-worth families (and family offices) to track all of the family's legal and financial relationships.

A broker-neutral service, executing strategies while minimizing market impact, reducing transactions costs, and monitoring risk.

Axia is the web-based, omni-channel, MiFID II enabled Investment Management solution.

Pams is a Funds Administration tool. Allows dynamic calculation and management of NAV and automated transaction cross-checking.

Portfolio management system for investment advisers that provides a combination of web based software and personalized service.

An award-winning software that offers institutional allocators a holistic approach to portfolio and risk management.

Financial planning product for high net worth clients.

The company has a diverse clientele which includes private banking institutions, asset management companies, brokerage houses, etc.

Back-end software for the quickest technological start of any FinTech products.

Investment management platform for founders & investors with features such as social networking, reporting, & business intelligence.

Desktop based investment software for portfolio management.

The power tool for deal flow, deal and portfolio management for professional investors & VCs.

An investment industry solution with features for qualitative and quantitative research, risk analysis, stress testing, and more.

A tool that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance).

Fund Investor acquisition and retention system that comes with data analytics, integrated lead generation, content management, and CRM.

Online trading platform with intuitive DnD interface, smart order routing, risk management, and built-in compliance engine.

Premiere investment management platform, seamlessly integrating multi-asset class solutions for front, middle and back office

A multi-asset trading platform that can be white-labeled or customised and integrated with your trading environment.

An investment management solution with algorithmic trading, virtual stock exchange, technical analysis, stock alerts, and more.

Fully integrated PMS, risk, OMS, regulatory CRM, portfolio structuring, quantitative strategies and analytics workbench.

For investors to study company drivers, understand variance in analyst opinion, and assess investment theories with greater confidence.

Customer relationship management software designed for the financial industry for professionals.

Investment software solution designed to help make stock decisions based on insights and data provided through a unique dashboard.

Provides bug-free and highly secured PHP HYIP script with multiple payment gateways and advanced referral settings.

Un logiciel de gestion de portefeuille qui aide les fonds et les investisseurs de capitaux de démarrage à suivre, analyser, évaluer et faire état du rendement des placements.

Online fundraising, investor acquisition and investment management platform specifically built for commercial real estate.

Red Deer optimise le processus d'investissement en fournissant des informations agrégées et exploitables pour améliorer les performances.

iDEAL Wealth & Funds is modular, scalable,holistic Investment management platform supporting operations of any type of financial entity

Replace Excel to manage your cap table. Tracks ESOPs, models financing rounds, and manages all documents.

White-label robo advisory solution to financial services firms like banks, insurance companies and wealth managers.

SS&Cs Global Wealth Platform is our comprehensive, cloud-based solution that enables you to manage the entire investment process.

Configurable platform of enterprise software for wealth management and fintech firms. Streamline operations and boost profitability.

The flexible Cloud based CRM for the lending sector, that assists in adhering to FCA compliance.

ZUPUT is an investment management platform for startup investing that provides relevant metrics and data supporting future decisions.

FactSet is an investment management software with a strong focus on financial data analytics for investment banking professionals.

Comprehensive portfolio analytics and manager research solution for investment consultants, asset owners, and money managers.

Carta enables you to manage your entire portfolio from a central dashboard. View cap tables, track KPI's & get real-time financials.