Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more.... Learn more

SS&C Tier1 is a cloud-based solution that helps businesses manage processes related to customer interaction, relationship management and support to increase productivity. Key features include contact management, interaction... Learn more

When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, low level of security, various professional infrastructure may disperse you from your main focus - earning... Learn more

QUO

QUO is a portfolio management and trading software designed for private banks, brokers, and clients to streamline business operations. Key features include benchmarking, client portal, performance analysis, investor reporting,... Learn more

Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve access to information. The solutions are integrated across the full end-to-end fund lifecycle, ultimately empowering... Learn more

VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and foundations of all sizes manage funds and credit risk. Key features include portfolio modeling, investment... Learn more

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End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managing, monitoring and centralizing client asset information within one secure platform, accessible for users,... Learn more

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IR Manager is a comprehensive CRM investor relations platform that helps listed companies, advisory firms and private companies manage their shareholder outreach strategies with post-listing analytics. It features everything... Learn more

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B1 Financial is a cloud-based financial management tool for businesses and offers automated accounting, risk modeling and customer data handling. The tool also offers access to a wealth of information, including templates,... Learn more

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Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagementsoftware Supports Crypto Portfolio/Funds! Crypto version video: http://www.octo21.com/crypto The Portfolio... Learn more

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Everysk is an analysis platform that enables financial institutions to perform stress testing, risk attribution, factor modeling and other advanced analyses on their portfolios. Using the application, managers can generate... Learn more

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AM-DIS is a cloud-based investment management solution that helps users calculate risk indicators, track portfolio errors, and generate compliance reports. The integrated information module allows users to leverage all financial... Learn more

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INDIS is a cloud-based platform that helps businesses streamline portfolio strategy, risk management, and annual reporting through front-office functions and analytics. Key features include investment accounting, budgeting,... Learn more

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