iPM Portal: iPM Portal is an innovative platform that integrates CRM, Portfolio Management and performance reporting tools into one customizable, web-based user interface via the cloud. Data can displayed for end clients or internal users and integrated with a company web site and branding.
For CRM, iPM...
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Trade Order Management: Key Features:
- Issue trade settlement and track status through SWIFT and FIX
messaging capabilities
- Require Trade approval by restricting unauthorized users to save
non-compliant trades to a staging area for management approval
- Allocate block trades across various portfolios various means:...
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Founded by industry experts, ActiveViam understands the data analytics challenges faced by financial institutions across trading desks, risk, and compliance. That is why we pioneered the use of high-performance analytics in finance, helping the largest investment banks, asset managers and hedge...
Founded in 1999, FundCount is a global solutions provider of accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients worldwide. FundCount software integrates on a single platform all portfolio, partnership...
Morningstar CPMS provides fundamental data, Brokers' estimates and software for use in backtesting, stock selection and market, industry and portfolio analysis. We provide coverage totaling over 3000 companies in the U.S. and Canada.
STP Investment Services is a financial and technology service provider specializing in operational, technical, consulting and software services for investment managers. Our services include: • Investment Accounting & Performance • Fund Administration • Reconciliation & Trade...
Geneva® : Geneva® covers the full spectrum of your business: front office decision support and portfolio management, middle office automation through trade capture and reconciliation, and full portfolio, fund and investor accounting and reporting.
Geneva is designed to support complex alternative...
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Mortgage-Backed Securities through MBS Expert®: MBS Expert is an operationally-efficient Mortgage Backed Securities system for front- and middle-office functions. Among broker dealers and asset managers, MBS Expert is the most widely used post-trade Mortgage Backed Securities system that supports large volume throughput while mitigating trade...
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Argo SE is a financial technology provider. We design highly efficient electronic trading and risk management software.
Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial...
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