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Portfolio Analytics

Make better and faster investment decisions with purpose-built portfolio analytic systems. Browse a variety of software and services focused on analysing funds and/or portfolios.

99 Products match your filters: expand/reduce filters
Misys FusionInvest
Company: Misys
Investment Management Complexity. Simplified:   Misys FusionInvest is a fully integrated portfolio and risk management system for investment managers. It delivers flexibility, transparency and consistency throughout the investment process, enabling true collaboration across functional departments. The unrivalled asset class coverage and powerful analytics are housed within a single, yet ... read more
Imagine Trading System
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
Imagine Financial Platform [IFP]
IFP provides a cloud-based environment for the financial community to use and create applications—Imagine Apps—that leverage, customize, and extend the Imagine Trading System in a limitless manner. Built in IFP or acquired through the Imagine Marketplace, Imagine Apps can be: ·         As simple as a personalized view for an ... read more
Imagine Risk Aggregator
The Imagine Risk Aggregator helps all those investing across multiple funds and asset classes around the globe achieve greater transparency into investments, access more meaningful risk analyses, and foster increased investor confidence in risk exposure data. By independently sourcing information from third parties, verifying, and normalizing the position level data that is typically not ... read more
Prospero 365 Wealth Management
Company: SAGE SA
Prospero 365 Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business--from the front office to the back office, including General Ledger--without having to use multiple systems and spreadsheets. Highlights: Includes a comprehensive customer relationship management (CRM) system for managing and converting leads into ... read more
BlackSwan Financial Platform
Company: SAGE SA
BlackSwan Financial Platform 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 ... read more
International Turnkey Systems
ETHIX-Folio is a comprehensive solution designed to provide leading-edge automation of Managing the Assets of bank’s as well as customers Portfolios. This solution enables banks and investment institutions to manage their own assets as well as their customers assets. ETHIX-Folio design offers a streamlined system from the front-end application to the back office operations with ... read more
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Portfolio analytic systems enable investors to gain a quicker understanding of their investments. Often by leveraging charts and using configurable dashboards, and reports, portfolio analytic software is able to break down data and analyse your cross-asset portfolios.

Looking for portfolio analysis software or fund analysis solutions? The right portfolio analytic software can help to increase productivity when generating your standard quarterly charts, generate reports much quicker and obtain the highest levels of performance.

Using portfolio analytic systems you can often produce sophisticated reports within minutes and a large amount of portfolio analysis software today, provides users with access to pre-build statistics and charts which show history, portfolio transactions, liquidity calendars and so much more. Some portfolio analytic software even enables you to import benchmarks so that performance indicators can be measured.

With regulatory compliance high on every company’s agenda, compliance is a major factor to consider when choosing the right portfolio analytic solutions and the best system will often feature compliance management.

Here you will find a variety of fund analysis solutions, alongside portfolio analytic systems developed by portfolio and funds analysis system vendors. Whether you are searching for an upgrade, or implementing portfolio analysis software for the first time, you are sure to find what you require.

Obtain the highest levels of performance management by choosing portfolio analytic solutions from bobsguide today. Browse through our selection of fund and portfolio analytic systems, brought to you by highly recommended funds analysis system vendors who have the systems to meet your business needs.

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