Software systems and services for the fund/asset/portfolio management arena.
Company: SunGard
Asset Arena Manager is a multi-asset front and middle office investment management system that helps buy-side firms streamline their investment processes. Asset Arena Manager offers: portfolio analysis, enhanced order creation and simulation tools, benchmark management, trading blotters, FIX connectivity, position management, end-to-end straight-through ... read more
Company: SunGard
Asset Arena is SunGard’s global suite of solutions for the asset management industry. Offering a broad range of services traditionally associated with the front-, middle- and back-office, Asset Arena is composed of independent software components organized into familiar business processes.
Whether you are an asset manager, third party administrator, transfer agent, pension fund ... read more
Company: SunGard
SunGard Alternative Investments provides specialized solutions designed specifically to address the primary business requirements of the alternative investment space. They range from front office analysis, trading and portfolio management, and specialist support for private equity transactions; through independent valuation, risk management and daily P&L; to accounting, records and investor ... read more
Company: Calypso Technology, Inc.
The Calypso® Asset Management solution suite has been developed in conjunction with some of the largest investment managers globally. The solution incorporates the sophistication of products and trading processes used by the sell side, and combines this with all the features required by a medium or large fund manager. Calypso understands the particular needs of these funds with functionality ... read more
Company: SAGE SA
Prospero is a suite of solutions precisely fitted to the needs of specific segments of the financial services industry. Even with today’s standardized and regulated financial environment; each bank, each financial institution remains different. With Prospero’s unique flexibility, we cover your exact needs—from medium to large firms, from simple to complex financial products and ... read more
Company: SAGE SA
Prospero Asset Management is a revolutionary financial software designed to help today’s asset managers streamline their operations from decision-making through settlement—via one scalable platform.
Highlights:
Offers flexible installation options–onsite or online
Helps you create and review your strategic and tactical asset allocation
... read more
Company: SAGE SA
Prospero Fund is a revolutionary financial software designed to fill all of your fund management and administration needs.
Prospero Fund lets you trade any kind of financial instrument available. You can create flexible investment restrictions and compliance is easily monitored with pre-trade breaches displayed online and post-trade breaches displayed in a queue. Furthermore, detailed analytics ... read more
Company: SAGE SA
Prospero Optimize enables you to provide a more personalized solution for your clients with different risk appetites. It also allows you to obtain more precise results by dropping the assumption of asset return normality.
It provides you with a new approach to maximize returns and minimize losses during extreme market conditions. It uses a mathematical model to find the allocation, within a ... read more
Company: Thomson Reuters
InvestmentView provides a complete point-of-sale solution for financial advisors and product providers. While trends in investing may change, the needs to locate, recommend, and support investment options for your clients remains fundamental. InvestmentView lets you convey complex financial recommendations in a way your retail clients can understand and act on.
InvestmentView provides the ... read more
Company: Thomson Reuters
Every part of your organization needs results from your accounting system. To get true efficiencies across your firm, you need to start with a system that’s reliable, secure and proven. Start with Thomson Reuters PORTIA®.
Providing an enterprise-wide solution, Thomson Reuters PORTIA gives investment managers across the globe the tools to manage daily transaction activity ... read more
Company: Thomson Reuters
Enjoy a commanding view of the global real-time financial arena. Reuters 3000 Xtra combines news, information and insight with access to the global Thomson Reuters trading community.
Its integrated price discovery and trading capabilities across all asset classes mean that you can make and execute decisions from a single desktop. Reuters 3000 Xtra reflects a vast experience in global financial ... read more
Company: Thomson Reuters
Make the most of your limited time. Reuters Knowledge is a web-based information and analytics tool that helps you zero in fast on the information that means most to you. It includes broker research and morning notes, real-time estimates, ownership information, company fundamental data, news, market data and events.
Save time so you can keep focused on what really matters: increasing ... read more
Company: Thomson Reuters
Reach your investment goals with intelligence from Thomson Reuters. Designed specifically for wealth managers and financial advisors, Reuters Wealth Manager delivers global, streaming cross-market data, world class news coverage and the Lipper funds database – all via the internet, allowing you to access the information you need anytime, anywhere.
With Reuters Wealth Manager, you can:
... read more
Company: Thomson Reuters
Thomson ONE Investment Analyst offers an unsurpassed combination of world-class content, insightful analytics, and innovative workflow efficiencies. Thomson ONE Investment Analyst allows you to gain deeper insight into your coverage, increase your productivity, and strengthen your recommendations. Our tools help you extract more value from equity data and research and prioritize your research ... read more
Company: Thomson Reuters
Thomson ONE Investment Management delivers deep and comprehensive global stock and portfolio insights so you can make better decisions, faster. This solution provides features and benefits for every stage of your investment process, making you and your organization more productive.
What makes Thomson ONE Investment Management different? Integrated Real-Time estimates, research, guidance, ... read more
Company: Thomson Reuters
Thomson Reuters eXimius is a front-office investment, wealth, and relationship management workflow application. It provides an easy-to-use decision support platform for the efficient and effective management of client assets.
The product has been designed by practitioners from the wealth management industry to meet the enterprise-wide needs of private client investment firms. It supports ... read more
Company: Thomson Reuters
Thomson Reuters Research Management System is a new capability, already embedded in your Thomson ONE product, which will allow you to rate, comment and share information across the firm.
This integrated workflow solution provides a system to capture, rate and organize insight and information that will speed up the time to locate information needed to capitalize on investment opportunities. ... read more
Company: Bonaire Software Solutions
REVPORT is the premier Revenue Management and Fee Billing solution and has been recognized as “best in class” by 13 of the world’s top-20 asset managers. Our clients consider fee billing as a critical component of their customer facing operations and Bonaire’s expertise improves the quality of their fee calculation and invoicing process. Our firm prides itself on ... read more
Company: Bonaire Software Solutions
PAYPORT is the premier receivables management solution and has been recognised by 13 out of the top 20 largest global asset managers as “Best in Class”. Our clients consider receivables management as a customer facing part of their operations. Bonaire’s expertise and products improve the speed and quality of your collections.
In financial services, collections is ... read more
Company: Bonaire Software Solutions
REVPORT’s Revenue Modeling, Forecasting and Analytics module is a powerful business planning tool that allows pro-forma modeling of revenue data already in the REVPORT™ system. This allows a user to build more accurate, predictive models using actual data to examine granular effects right down to the individual fee schedule on a single portfolio.
Key Benefits
• Provides CFO with ... read more
Company: Murex
MX.3, Murex third generation integrated cross-asset trading, processing and risk management platform offers uncompromising specialisation and leading functionality in each asset class.
Drawing from unique experience building integrated platforms and adoption of new technologies and development methods, our most recent introduction, the MX.3™ platform, is the best testimony to our ... read more
Company: Murex
MX ASSET MANAGER
Our solution provides native cross asset portfolio management, proposes a consistent and centralized management of cash and derivatives products, and is adapted to asset managers and hedge funds vision of risk, investment policies, regulatory reporting, and compliance requirements.
The breadth of functionalities in the MX ASSET MANAGER makes it the ... read more
Company: LINEDATA
Linedata provides hedge funds and institutions managing alternative investments with an all-inclusive range of software products designed to meet their specialist needs. With hundreds of hedge funds worldwide relying on Linedata's solutions, from start-up hedge funds to global institutions, we understand the challenges that alternative investment managers face and have crafted solutions to address ... read more
Company: LINEDATA
Overview
Linedata Icon is a complete back-office investment management, accounting, portfolio valuation and investment reporting solution, for all types of funds and all sizes of institution.
Centred on its core, real-time, multi-currency accounting system, Linedata Icon manages stock positions, generates, records and accounts for all investment transactions and calculates accurate NAV's and ... read more
Company: LINEDATA
Linedata provides mutual and institutional fund managers with best-of-breed, front-to-back office functionality to construct, manage and market portfolios within client and corporate mandates. Our functionally-rich solutions have been designed by industry experts who understand the needs of fund managers within this segment, whether they operate globally or locally.
Key Business Benefits
A ... read more
Company: Eagle Investment Systems LLC
Eagle's investment accounting solution offers an exception-based, flexible architecture to address complex accounting requirements including regulatory, operational and client needs, as well as the ability to quickly account for new security types. On one platform, Eagle’s investment accounting solution supports a firm’s multiple business lines, including investment ... read more
Company: Eagle Investment Systems LLC
Eagle’s data management solution helps investment managers create an enterprise data standard by consolidating, validating and enriching financial data, resulting in accurate, quality investment information which can be delivered to key decision makers and clients in a timely manner. Using Eagle, firms have a complete view of their data: the ability to flexibly ... read more
Company: Eagle Investment Systems LLC
Eagle's performance measurement and attribution solution helps investment managers anticipate and react to today's market while addressing client and regulatory requirements. It also helps support analysis and reporting needs across multiple funtions, including GIPS
® composite management, index construction, portfolio performance, retail fund calculations and equity and ... read more
Company: Imagine Software Inc
Since 1993, Imagine Software has been a leading provider of investment management solutions for the global financial industry. Its award-winning enterprise product, the Imagine Trading System—and its on-demand cloud-based ASP version, Derivatives.com—is a real-time integrated trading, portfolio, and risk management solution employed by thousands of buy-side and ... read more
Company: DST Global Solutions
HiPortfolio is a market leading, comprehensive fund accounting solution delivering trade and investment cycle functionality in an integrated environment. Multi-currency and multi-lingual, HiPortfolio has been chosen by Third-Party Administrators (TPA) and asset management firms in more than 35 countries. All HiPortfolio clients count on its power, speed and sophistication to manage ... read more
Company: DST Global Solutions
DST Global Solutions provides Portfolio Accounting software that supports both global and local requirements. HiNet can be implemented worldwide across an organisation bringing the benefit of group consolidation at the centre, whilst supporting the regional demands of local offices.
DST Global Solutions is well placed to provide an Investment Accounting solution to meet the needs ... read more
Company: DST Global Solutions
Bluedoor is an all-in-one administration and registry solution for fund administrators and asset managers. It provides a straight-through link from distributor to product provider - and on to registry or administrator.
Bluedoor offers full functionality with paper-less straight through processing possible for the majority of transactions. It caters for the full range of wealth management ... read more
Company: DST Global Solutions
OTC Lifecycle Manager is a unique asset servicing solution that solves the most important transition from deal negotiation to contract capture and downstream asset servicing. Purpose-built for the buy-side middle office, it delivers investment control throughout the contract origination to system-of-record cycle including event status management.
Operating in an environment of constant change, ... read more
Company: Copp Clark
Copp Clark Professional is the leading publisher of financial trading and settlement calendars in the world. Founded in 1841, the company is located in suburban Toronto and owned by Pearson Canada Inc., a unit of Pearson Plc.
Copp Clark Professional's products and services are used and relied upon by thousands of banks, brokerage companies, investment managers, hedge funds, governmental ... read more
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