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.

Company: Finastra
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 ...
Company: Hedgeguard
Customisable cloud-based PMS (Portfolio Management System) and dedicated Middle Office services, built for the market's leading asset managers. Our solutions have been created by ex-buyside professionals who have experienced the challenges faced by managers in today’s increasingly competitive environment.The HedgeGuard PMS is a full front-to-back single platform software which ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...