Portfolio / Fund Management Systems

Reuters Wealth Manager, our flagship wealth management offering, provides the wealth management professional with key information, tools and alerts to keep ahead in today's demanding markets. 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 ...

The premier information and analytics tool for investment management professionals. Whether your investment style is top-down or bottom-up, seeing the financial landscape with clarity is critical to your success. Reuters Knowledge can help. It combines comprehensive, timely and accurate information from a trusted source with tools that enhance your productivity. So you can work smarter, faster. ...

To stay on top of today's fast-moving markets, you need a service that allows you to make the most of your limited time. You need fast easy access to in-depth information from a trusted source and powerful analytical tools to uncover trends and gain insights. Reuters Knowledge is an advanced research and analysis portal that helps you see the financial landscape clearly and to zero-in fast on ...

Locating the best investment options may not always be simple, but sometimes recommending them to your clients can be even harder. InvestmentView can help with both. Whether you’re working with mutual funds, variable annuities, ETFs, or closedend funds, InvestmentView simplifies your access to the tools you need to make your selections, from screeners, security profiles, and hypothetical ...

Designed for todays complex, global markets, Thomson PORTIA provides investment management firms with the powerful, flexible tools they need to reliably manage the daily transaction activity of their portfolios and efficiently report that activity to management, clients and regulators. PORTIA combines a core-transaction processing engine, data store and a highly sophisticated reporting engine to ...

eXimius is a browser based front office Solution Suite for Investement and Wealth Management. It provides a single unified decision support platform for relationship, portfolio, compliance and fund managers to control client investments effectively and efficiently. eXimius encompasses Portfolio Management , Modeling & benchmarking, CRM & Customer Due Diligence, Risk management, Order ...

Reuters 3000 Xtra is a high-speed, integrated information and transaction service. It gives users a commanding view of the global real-time financial arena and provides a combination of news, information and insight as well as access to the global Reuters trading community. Its integrated price discovery and trading capabilities across all asset classes mean that decisions can be made and executed ...

Billing Management made easy for Asset Managers Hexaware's Billing Management System (BMSTM) helps Asset managers seamlessly manage the billing needs of their institutional and private clients. Solution Overview BMSTM allows obtaining basic account and account balance information from heterogeneous underlying portfolio accounting systems. BMS provides: Maintenance of billing related information ...

Hexaware’s business and technology experts bring the Industry, Functional, and Technology experience necessary to drive Enterprise Transformation. Hexaware has delivered a number of complex engagements using progressive technologies, including several initiatives that harness the full potential of Eagle.

The REVPORT Fee Billing System (Suite) is utilized by many of the worlds top 20 asset managers, investment managers, brokers, RIA's, Wealth Managers, SMA Managers, and Fund Companies in the world. Revenue Calculations and Fee Calculations. Commissions  REVPORT Revenue Management Key Features: Tracks & automatically calculates foreign currency ...

Robust Accounts Receivable and Collections designed and built for with Multi Currency features for financial firms. Prepayments, batches, Invoice history, aging reports, write offs, and refunds. Accounts Receivable and Collections Module - REVPORT’S A/R and Collections module allows the application and tracking of receivables and collections. The Accounts Receivable System interface with ...

REVPORT’s forecasting module is a powerful business planning tool that allows pro-forma modelling of actual Client and Portfolio data already in the system. The forecast module takes current market value data, allows a user to specify growth rates across any desired time horizon, and then projects the resulting forecasts based off each fee billing or commission record correlated to its fee ...

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 ASP version, Derivatives.com—is a real-time integrated trading, portfolio, and risk management solution employed by thousands of buy-side and ...

RiskFrontier™ is the next-generation portfolio management solution from Moodys KMV. Expanding on the award-winning analytics in Portfolio Manager™, RiskFrontier incorporates the latest research and addresses current market demands. Regulators, investors and senior management are requiring financial institutions to improve credit portfolio risk management. Measuring and managing ...

PrimePortal: Customized Internet and intranet solutions for retail banks, private banks, asset managers, online brokers, media portals, issuers and exchanges.PrimePortal provides real-time, daily and delayed financial data, news and analyses in web-based interfaces for Internet and intranet applications. Comprehensive solutions optimize sales and advisory processes by integrating internal data ...

PrimeTerminal is designed to enhance investment and sales processes of private banks, investment banks, issuers of investment products and asset managers. PrimeTerminal is a customizable and localized financial desktop that display comprehensive real-time market data, analytics, reference data and historical data. Data reporting per user allows flexible and targeted deployment. The terminal has ...

PYRAMID is a comprehensive multi-asset class front-to-back office derivative valuation and processing solution with product coverage of Interest Rate Derivatives, Fixed Income and Money Markets, Foreign Exchange and FX Derivatives, Equities and Equity Derivatives, Structured Notes, and Exotic Derivatives. PYRAMID can be used as the central trading, valuation and data repository for all of ...

Asset Arena is SunGard’s global suite of software solutions and related services for asset managers, third-party administrators, insurers and pension fund managers. Available as an integrated solution set or as individual offerings, Asset Arena supports a broad range of investment servicing functions including investment accounting, portfolio management, performance measurement and ...

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 ...

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 ...

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 ...

An efficient, smoothly functioning operations hub is one of the keys to success in asset management. At DST Global Solutions, we provide the technology solutions that allow buy-side firms of all sizes to optimise business-critical operations and build the platform on which their business can develop - through new instruments, new products or new markets. Leader in middle office and asset ...

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 ...

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 ...

Building over sixteen years of experience in capital markets and cross-asset software platforms, Murex introduces Mx Asset Manager, a unique portfolio management, trading and straight through processing system for asset managers. Mx Asset Manager features a multifaceted design catering respectively to the needs of investment, pension and insurance fund managers, hedge funds and prime brokers. For ...

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 commitment ...