---
description: Discover the best Hedge Fund Software for your organisation. Compare top Hedge Fund Software tools with customer reviews, pricing and free demos.
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title: Best Hedge Fund Software - 2026 Reviews, Pricing & Demos
---

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# Hedge Fund Software

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## Products

1. [FundCount](https://www.softwareadvice.co.uk/software/164908/fundcount) — 4.7/5 (15 reviews) — FundCount is an integrated accounting and investment management solution that helps small to large businesses track, ...
2. [Backstop](https://www.softwareadvice.co.uk/software/127096/backstop) — 4.3/5 (46 reviews) — Backstop, a service of ION Analytics is a cloud-based, investment management software designed to help growth and ent...
3. [Unity](https://www.softwareadvice.co.uk/software/395666/unity) — 5.0/5 (3 reviews) — When you are a broker or a bank finding a trading platform for your clients may become a great deal. Growing costs, l...
4. [MetaTrader 5](https://www.softwareadvice.co.uk/software/239682/metatrader-5) — 4.4/5 (48 reviews) — MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading ...
5. [Dynamo Software](https://www.softwareadvice.co.uk/software/131884/dynamo) — 4.6/5 (34 reviews) — Dynamo Software is the leading AI-powered, cloud-native alternative investment management platform — trusted by over ...
6. [AlternativeSoft](https://www.softwareadvice.co.uk/software/193069/alternativesoft) — 4.6/5 (14 reviews) — AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and ...
7. [TrendSpider](https://www.softwareadvice.co.uk/software/450495/TrendSpider) — 4.6/5 (13 reviews) — TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The...
8. [Northstar Risk/Performance Software](https://www.softwareadvice.co.uk/software/283057/northstar-risk-and-performance-analysis-platform) — 5.0/5 (11 reviews) — Northstar Risk and Performance Analysis Platform helps hedge funds achieve greater transparency, balance sheet manage...
9. [PackHedge](https://www.softwareadvice.co.uk/software/473991/PackHedge) — 4.9/5 (11 reviews) — PackHedge is an investment management platform designed to handle a wide range of investment assets. This includes al...
10. [HedgeGuard](https://www.softwareadvice.co.uk/software/84965/hedgeguard) — 4.7/5 (9 reviews) — HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Manag...
11. [PortfolioShop](https://www.softwareadvice.co.uk/software/365331/reconadvantage) — 4.8/5 (4 reviews) — PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers ...
12. [Pinnakl](https://www.softwareadvice.co.uk/software/332240/pinnakl) — 5.0/5 (3 reviews) — Pinnakl is a complete investment management solution that includes live order management, portfolio analytics, risk m...
13. [Tier1](https://www.softwareadvice.co.uk/software/78477/tier1-financial) — 5.0/5 (3 reviews) — SS\&C Tier1 is a cloud-based solution that helps businesses manage processes related to customer interaction, rela...
14. [SatuitCRM](https://www.softwareadvice.co.uk/software/466225/SatuitCRM) — 4.0/5 (3 reviews) — SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the instituti...
15. [Limina IMS](https://www.softwareadvice.co.uk/software/425359/limina-ims) — 4.0/5 (2 reviews) — Limina is an Investment Management Solution with integrated Data Management and Automation capabilities. It's designe...
16. [QUO](https://www.softwareadvice.co.uk/software/192475/quo) — 5.0/5 (1 reviews) — QUO is a portfolio management and trading software designed for private banks, brokers, and clients to streamline bus...
17. [Allvue](https://www.softwareadvice.co.uk/software/267398/allvue) — 5.0/5 (1 reviews) — Allvue helps investment professionals enable deeper relationships with their investors and prospects and improve acce...
18. [Vidrio Financial](https://www.softwareadvice.co.uk/software/353697/vidrio-financial) — 2.0/5 (1 reviews) — Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been deli...
19. [Vantage Fund Accounting Solution](https://www.softwareadvice.co.uk/software/335374/vantage-investor) — 5.0/5 (1 reviews) — Vantage Investor offers a full suite of investment tools that can help organizations create and manage investment por...
20. [Octopus](https://www.softwareadvice.co.uk/software/350809/octopus) — 4.0/5 (1 reviews) — Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque: https://www.fundmanager.tools/portfoliomanagement...
21. [VestServe](https://www.softwareadvice.co.uk/software/84911/vestserve) (0 reviews) — VestServe is a cloud-based and on-premise investment management solution that helps banks, insurance companies and fo...
22. [Eze Investment Suite](https://www.softwareadvice.co.uk/software/92020/eze-investment-suite) (0 reviews) — Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment ...
23. [Abbove](https://www.softwareadvice.co.uk/software/317706/paxfamilia) (0 reviews) — End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations. Managin...
24. [The Novus Platform](https://www.softwareadvice.co.uk/software/285372/novus-investment-manager) (0 reviews) — SEI Novus is a portfolio intelligence company that solves the unique data and analytics challenges of today, offering...
25. [IR.Manager](https://www.softwareadvice.co.uk/software/262331/ir-manager) (0 reviews) — IR Manager is a comprehensive CRM investor relations platform that helps listed companies, advisory firms and private...

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## Related Categories

- [Insurance Software](https://www.softwareadvice.co.uk/directory/4506/insurance/software)
- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Risk Management Software](https://www.softwareadvice.co.uk/directory/4423/risk-management/software)
- [Financial CRM Software](https://www.softwareadvice.co.uk/directory/3247/financial/software)
- [Fund Accounting Software](https://www.softwareadvice.co.uk/directory/275/fund-accounting-software/software)

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The system has a web-terminal, two mobile applications and administrative interface to manage clients' trading. Unity will help you to increase revenues and provide your clients with the highest level of service.   \n\n- Fulfil all obligations using our built-in middle and back-office infrastructure \n- Discover all necessary instruments for trading (charts  with Trading View functionality, price alerts, trade ideas from various providers, news, order book, wallet and wide range of order types)\n- Customise appearance up to your preferences\n- Manage clients' finances flexibly with the integration of payment infrastructure\n- Connect any liquidity and market data provider\n- Control your clients' risk exposure and trading parameters \n\nFind everything you need within our platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5e1486e-7ce2-4859-a7ea-57ed108ba5be.png","url":"https://www.softwareadvice.co.uk/software/395666/unity","@type":"ListItem"},{"name":"MetaTrader 5","position":4,"description":"MetaTrader 5 is a web-based trading platform designed to help Forex and stock traders automate trading using trading robots, signals and fundamental analysis. Key features include web trading, algorithmic trading, mobile trading and professional technical analysis.\n\nTeams using MetaTrader 5 can predict future market movements through thorough price analysis and forecasting. The application enables users to monitor all required financial instruments, examine short-term price fluctuations and long-term trends. Through the platform, individuals can read news reports from international news agencies, analyze various economic indicators and forecast their effect on stock prices and currency. Additionally, it allows traders to place pending orders and perform comprehensive market analysis on the basis of various graphical objects and technical indicators. \n\nMetaTrader 5 also lets users set protective Take Profit and Stop Loss levels, send pending orders and perform trading operations using iPads, iPhones, or Android-powered devices. 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Designed for GPs, LPs, and service providers, Dynamo v3.0 delivers a next-generation intelligent interface shaped by 5,000+ users, with AI embedded across every workflow.\n\nDynamo centralizes the full investment lifecycle — CRM & deal management, investor relations, portfolio monitoring, fund accounting, research management, and ESG reporting — in one unified, secure platform spanning private equity, venture capital, private credit, real estate, infrastructure, and fund of funds.\n\nCore Capabilities:\n•\tDynamoAI — AI embedded across every financial workflow: auto-tagging, document summarization, financial data extraction, conversational Q&A, relationship scoring, and call transcript analysis. No external AI platform or tools required.\n•\tDynamo Advantage Blueprint — Expert-designed, pre-configured layouts and reports ready for immediate use — or tailored to any business requirement.\n•\tCRM & Deal Flow Tracking — Centralize pipelines, manage fundraising, and automate relationship mapping with AI-powered tagging. Integrates with Outlook, Gmail, PitchBook, Preqin, FactSet, SourceScrub, and Dakota.\n•\tInvestor Relations & Reporting — Automate investor communications, manage K-1 distribution with electronic consent workflows, and provide LP self-service through the secure Investor Portal.\n•\tResearch Management — Centralize qualitative and quantitative insights with AI document summarization, collaborative workspaces, built-in chat, and approval workflows.\n•\tPortfolio Management — NAV-weighted what-if modeling, stress testing, cash flow modeling, liquidity analysis, and performance attribution across multi-asset, multi-currency portfolios.\n•\tHoldingsInsight — A premium data service that gathers, standardizes, and enhances fund holdings data by sector, region, and currency, providing a centralized view of underlying holdings across funds, managers, and asset classes. It empowers users to analyze exposures, pinpoint concentration risks, and create dynamic reports for both internal stakeholders and external investors. Fully integrated with Dynamo’s modules, HoldingsInsight promotes transparency and supports informed decision-making throughout the investment lifecycle.\n•\tFund Accounting — A fully integrated General Ledger with GAAP/ILPA/Invest Europe-compliant reporting and Excel-powered financial packages.\n•\tAdvanced Analytics & Dashboards – Leverage out-of-the-box pre-configured layouts & reports to jumpstart workflows that can be tailored to unique business requirement. \n•\tThird-party Integrations - Dynamo integrates seamlessly with third-party data providers and existing systems, including Microsoft Excel, Outlook, Gmail, and PowerBI, through open APIs and configurable connectors.\n•\tSecurity & Hosting — SOC 1/2/3-audited, SAML/OAuth SSO, 2FA, encryption in transit and at rest. Regional hosting in NA, EMEA, APAC, UAE.\n•\tMobile App — Full platform access, securely, accessible from any device, anywhere, any time. \n\nAwards (2025):\n•\tBest Portfolio Management Software for Alts — With Intelligence\n•\tBest Fund Accounting, Portfolio Management & Data Platform — Data Management Insight Awards USA\n•\tBronze Stevie Winner, Fund Intelligence Operations & Services Awards","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8541262-f2dc-41c7-81e8-9874b7469273.png","url":"https://www.softwareadvice.co.uk/software/131884/dynamo","@type":"ListItem"},{"name":"AlternativeSoft","position":6,"description":"AlternativeSoft is a financial risk management software designed to help allocators, consultants, fund managers, and third-party fund marketers create portfolios and manage asset selection processes. Administrators can import fund data from various sources including Morningstar, Albourne, and Preqin to convert assets into multiple currencies on a unified interface.\n\nThe platform enables managers to compare funds using hedge fund index constituents, and conduct statistics weighted ranking analysis. AlternativeSoft provides built-in templates, which allow teams to produce fact sheets and generate portfolio reports. Additionally, businesses can set up compliance protocols, measure portfolio liquidity, track profit and loss metrics and manage accounting operations for private equity funds.\n\nAlternativeSoft offers a due diligence module, which lets allocators collect, analyze and store qualitative and quantitative data in a centralized dashboard. Pricing is available on request and support is extended via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/125dcd44-b8c3-4554-ae51-440c6154dd15.png","url":"https://www.softwareadvice.co.uk/software/193069/alternativesoft","@type":"ListItem"},{"name":"TrendSpider","position":7,"description":"TrendSpider is a cloud-based solution that helps investors streamline market research on a centralized interface. The platform allows users to create, refine, and test trading strategies with historical data. It provides sophisticated trade timing and execution tools such as alerts, bots and automation features. Additionally, TrendSpider consolidates various research and trading tools, helping users streamline their workflow and improve their trading accuracy.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17677220-9e8b-4208-8f66-9498c04d8580.jpeg","url":"https://www.softwareadvice.co.uk/software/450495/TrendSpider","@type":"ListItem"},{"name":"Northstar Risk/Performance Software","position":8,"description":"Northstar Risk and Performance Analysis Platform helps hedge funds achieve greater transparency, balance sheet management and risk reporting capabilities. With real-time visibility into trading positions and daily P&L fluctuations; along with secure, advanced technology for creating stress scenarios and risk reports – Northstar enables users to optimize and control their portfolio risk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/45afe09a-28f5-4e64-a25d-35060d1ff5b8.png","url":"https://www.softwareadvice.co.uk/software/283057/northstar-risk-and-performance-analysis-platform","@type":"ListItem"},{"name":"PackHedge","position":9,"description":"PackHedge is an investment management platform designed to handle a wide range of investment assets. This includes alternative and traditional funds, hedge funds, private equity, mutual funds, ETFs, equities, indices, bonds, and real estate. The platform serves a diverse clientele such as family offices, managed accounts, fund of funds, banks, pension funds, and charitable organizations.\n\nAt the core of PackHedge is a powerful data management engine that provides a rich set of functionalities. This includes statistical and quantitative analysis, performance analysis, attribution and contribution analysis, risk management, scenario and stress testing, research and query tools, asset allocation, portfolio construction, portfolio management, and compliance. The modular design of PackHedge allows it to be integrated into existing infrastructure, catering to the unique needs and budgets of each client.\n\nPackHedge offers several key benefits. It improves compliance and productivity. It enhances client support and marketing effectiveness. It safeguards the investment in and retention of intellectual capital. Additionally, it streamlines workflows and reduces operational risks, providing a comprehensive and efficient investment management solution.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe857dea-9d50-4bb2-bdf0-05c581dbf5e3.png","url":"https://www.softwareadvice.co.uk/software/473991/PackHedge","@type":"ListItem"},{"name":"HedgeGuard","position":10,"description":"HedgeGuard provides trading and portfolio management software as well as middle office services to Crypto Asset Managers.\n\nOur cloud-based Portfolio Management System and outsourced Middle Office service allows you to achieve optimal portfolio management and operational efficiency. These solutions have been built by ex-buyside professionals who know the challenges faced by portfolio managers in today’s increasingly competitive environment.\n\nWith offices in Sydney, Boston, Paris and Beirut, the HedgeGuard team works closely with a wide range of crypto funds, hedge funds, asset management companies and family offices. We work alongside our clients through the different stages of their growth, providing them with the tools necessary to achieve their goals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/be8d5d5e-beca-4f39-b328-d0e83cbc9c00.png","url":"https://www.softwareadvice.co.uk/software/84965/hedgeguard","@type":"ListItem"},{"name":"PortfolioShop","position":11,"description":"PortfolioShop is portfolio management software that provides tools for investment professionals. The platform offers fund accounting solutions to simplify managing complex fund structures. It provides purpose-built tools for handling capital activity, sub-accounts, side pockets, carried interest, high-water marks, claw-backs, management fees, and incentive fees.\n\nPortfolioShop also includes a portfolio management system that delivers accurate valuations and integrity checks to transform transactional data into actionable insights. The general ledger feature ensures shareholder and investment data are synchronized for a comprehensive view of a firm’s operational infrastructure.\n\nPortfolioShop also offers reporting and reconciliation functionality. Its reporting tool provides a library of reports covering portfolio management and performance analytics. Additionally, configurable automated delivery options, dashboards, and APIs enable users to analyze their investment data. Daily reconciliation of shareholder and security positions guarantees investment decisions are based on the most precise information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/adb981e9-e5d6-473c-a6fe-ac0f242676b9.png","url":"https://www.softwareadvice.co.uk/software/365331/reconadvantage","@type":"ListItem"},{"name":"Pinnakl","position":12,"description":"Pinnakl is a complete investment management solution that includes live order management, portfolio analytics, risk management, and more. The platform offers an order management module where users can automate allocation, book trades and maintain pre/post trade compliance. It also gives managers access to real-time profit and loss calculations, data filtered by asset class, and analytics for determining risk exposure.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6d303d9e-a105-48c3-8db1-48f34c558980.png","url":"https://www.softwareadvice.co.uk/software/332240/pinnakl","@type":"ListItem"},{"name":"Tier1","position":13,"description":"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 tracking, marketing automation, internal chat integration and segmentation.\n\nDesigned for businesses of all sizes, SS&C Tier1 l’s CRM lets users manage and share documents with teams based on user access, ensuring enterprise compliance. It enables firms to streamline dashboard configurations and view client profiles and activity to improve workforce productivity. Additionally, the solution helps gain insights into prospect information and receive notifications about changes in the pipeline.\n\nSS&C Tier1 assists banking teams with workflow planning and scheduling to improve business performance. Pricing is available on request and support is extended via documentation, phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/48ff3a87-47a9-44c5-a111-41fc3484a843.png","url":"https://www.softwareadvice.co.uk/software/78477/tier1-financial","@type":"ListItem"},{"name":"SatuitCRM","position":14,"description":"SatuitCRM is a customer relationship management (CRM) solution designed for investment professionals in the institutional asset management, private equity, hedge fund and wealth management industries. The platform offers both cloud-based and on-premise deployment options, allowing users to choose the software environment that best suits their business needs. SatuitCRM's interactive investment analysis and self-service investor portal enable clients to track their investment performance, review transactions and manage account details. The application also streamlines the client reporting process by automating the compilation of manual reports, saving time and reducing errors. Additionally, it also provides secure document management and delivery capabilities. facilitating seamless sharing of forms and content across multiple clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3c7d1ae7-0225-466e-a1c8-6d3365c4e792.png","url":"https://www.softwareadvice.co.uk/software/466225/SatuitCRM","@type":"ListItem"},{"name":"Limina IMS","position":15,"description":"Limina is an Investment Management Solution with integrated Data Management and Automation capabilities. It's designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the benefits of cloud and Software-as-a-Service.\n\nWith Limina, you enable precious resources in the Front, Middle and Back Office to focus on generating investment returns, with minimal operational risk. The platform is open and used by investment and asset managers globally (including hedge funds and asset owners) to achieve higher efficiency through integrated end-to-end workflows and streamline costs by reducing the need for separate data management systems.\n\nLimina IMS enable exception-based workflows that can save Operations up to half their time spend on trade/portfolio operations. For Front Office, the time spent on portfolio admin tasks such as rebalancing can be reduced by up to 75% to less than 15min/day on average across users.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ba125586-5b86-495e-98a4-26a175c89616.png","url":"https://www.softwareadvice.co.uk/software/425359/limina-ims","@type":"ListItem"},{"name":"QUO","position":16,"description":"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, fund management, portfolio analysis, data transfer, and compliance management.\n\nAs a web-based asset and investment management tool with a proprietary network comprising numerous banks and users, experts can use QUO to automate portfolio aggregation, eliminate manual execution, and automate risk control. It also facilitates users to analyze market trends across multiple asset classes such as shares, commodities, and properties. \n\nQUO allows businesses to manage client portfolios and execute the entire trade lifecycle, from order receipt to settlement. The software enables admins to set up trading limits to control and manage order amounts for trade, mitigating risks from higher price movements in the market and optimizing output.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/07e37a15-3d4f-43a5-b3e6-0f98aa713d39.png","url":"https://www.softwareadvice.co.uk/software/192475/quo","@type":"ListItem"},{"name":"Allvue","position":17,"description":"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 superior investment decisions. \n\nAllvue allows businesses to manage a variety of operations such as portfolio monitoring, fund accounting, compliance, business intelligence, asset servicing and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/46b14a7e-e20c-47e1-a39d-216f5c272656.png","url":"https://www.softwareadvice.co.uk/software/267398/allvue","@type":"ListItem"},{"name":"Vidrio Financial","position":18,"description":"Built to meet the changing needs of today’s multi-asset class allocators, for more than a decade Vidrio has been delivering asset allocation technology and data management solutions to cut through the complexity of the investment allocation process and provide LPs and allocators with control and insight over their investment decisions.​\n\nCollectively, our clients are actively managing portfolios with over $100bn AUM on the Vidrio platform. Vidrio is helping these clients monitor risk, exposure, and performance on over 1,000 external managers across a range of asset classes.  ​\n\nServices include external manager data collection, portfolio shadow accounting and reconciliation, transaction support, risk/exposure aggregation, workflow builds, and reporting solutions.​\n\nVidrio’s ability to work with complex fund structures and holdings comes from our years of experience as former market practitioners, and now as a partner to many of the world's leading institutional investors. ​\n\nCollaboration: On your behalf, we partner with your service providers, fund managers and other external data providers to collect, enrich and deliver actionable information.​\n\nConsistency: We then aggregate that information, together with smart analytics and easy-to-use tools to analytical insights​\n\nConfiguration: Configurable dashboards and custom workflow tools ensure your team has access to all the necessary data as they need it. ​","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/517dc414-21c6-47eb-b2be-d17d6dd0e5ee.png","url":"https://www.softwareadvice.co.uk/software/353697/vidrio-financial","@type":"ListItem"},{"name":"Vantage Fund Accounting Solution","position":19,"description":"Vantage Investor offers a full suite of investment tools that can help organizations create and manage investment portfolios. The platform allows users to track all activities including cash flow and monitor market trends to make sound business decisions. \n\nVantage Investor includes a tenant portal that allows tenants to view their rental history, submit maintenance requests and more. Users can also set up automatic rent collection from the platform and configure reminders for timely payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d60c3202-10b8-4e80-9e5d-d27c1a601cd8.jpeg","url":"https://www.softwareadvice.co.uk/software/335374/vantage-investor","@type":"ListItem"},{"name":"Octopus","position":20,"description":"Octopus has won the Editor‘s Pick at Fundmanagertools by Opalesque:\nhttps://www.fundmanager.tools/portfoliomanagementsoftware\nSupports Crypto Portfolio/Funds!\nCrypto version video: http://www.octo21.com/crypto\n\nThe Portfolio management includes:\n\n1.\tComplex portfolio structures with individual access rights\n2.\tFull instrument type coverage with compliance enhancements\n3.\tDetailed, extensible, self-updating instrument database\n4.\tPricing database with multiple data sources and fields for additional calculations\n5.\tComplete historical position and transaction database\n6.\tPortfolio can be viewed and calculated retrospectively for any given historical day\n7.\tExtensible performance and valuation fields for each position\n8.\tCross-portfolio positions and transactions search, filtering and export functions\n9.\tDatabase API for direct Excel connection\n10.\tExtensive setup database\no\tBroker/counterparties/issuers\no\tCommissions schedule\no\tCountries/currencies\no\tInstrument types (hierarchical structure)\no\tMarkets\no\tRating map\no\tTransaction types (hierarchical structure)\n\n\nThe Order management includes:\n\n1.\tSophisticated trade blotter tool for fast and easy execution for large amounts of trades\n2.\tExcel import for individual Excel sheets and adjustable copy & paste functionality\n3.\tExtensive, easy to adjust interfaces for brokers, custodians, and other counterparties\n4.\tInterfaces for all major price feed providers\n5.\tEntire universe coverage for instruments accompanied by pre-trade compliance\n6.\tOrder book with search, filter and export functionality for new, pending and executed trades\n7.\tIndividual portfolio views with direct trade blotter generation\n8.\tPortfolio simulation tool with rebalancing and direct trade blotter generation\n9.\tFee management tool to automate or simplify post-processing of transactions\n\n\nReconciliation & Interfaces functions:\n\n1.\tSophisticated interface setup tool to cover any type of file-based data import\n2.\tFTP, Email and API data transfer with encryption support\n3.\tSetup of unlimited reconciliation tasks between your data and any third-party partners\n4.\tAutomated reconciliation groups, flexible scheduler\n5.\tInstrument name mapping database\n\n\nThe Fund management & valuation includes\n\n1.\tAccounting/shadow accounting for complex fund structures e.g. master-feeder and hedging option\n2.\tEx-post compliance checks with a flexible and sophisticated rule catalogue with per fund setup \n3.\tSetup of multiple currency share class structures and shares with the capability of currency hedging\n4.\tComplex fee setup for automated fee calculation on fund or share class level\n5.\tConfigurable performance fee calculation with high watermark and hurdle rate support\n6.\tComplete exportable NAV, compliance and subscription/redemption history\n7.\tExtensible calculations for performance, VaR and other key figures\n8.\tAutomated data sources for portfolio value, subscription/redemptions, liabilities, hedges\n\n\nReporting\n\n1.\tSophisticated reporting engine based on the open source software Jasper Reports\n2.\tEasy to adjust reporting templates for KIID, Factsheet, NAV, Portfolio and annual reports\n3.\tExtensive and highly customizable reports adjustable to any corporate identity\n4.\tReport generation and email distribution with batch processing and scheduler control","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0a81ed17-3c40-444e-be55-d1d32326d5ee.png","url":"https://www.softwareadvice.co.uk/software/350809/octopus","@type":"ListItem"},{"name":"VestServe","position":21,"description":"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 planning, cash flow tracking, trade order management and financial reporting. \n\n\nEmployees can use the solution to measure the performance of client portfolios and conduct returns, holdings or transaction-based attribution analysis. The application includes a fund administration module, which lets managers monitor daily accrual, calculate net asset value (NAV) and money market funds. Further, the solution enables non-profit organizations to track fund activity and analyze current investments. \n\n\nVestServe integrates with QuickBooks, streamlining all accounting operations. Its centralized platform helps users manage stable value instruments such as traditional guaranteed investment contracts, (GIC) pooled funds and customized payment schedules. Support is provided via phone and email and pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/03a24036-89a1-4970-985b-577f14220e15.png","url":"https://www.softwareadvice.co.uk/software/84911/vestserve","@type":"ListItem"},{"name":"Eze Investment Suite","position":22,"description":"Eze Investment Suite is a cloud-based solution designed to help businesses of all sizes manage the entire investment lifecycle from acquisition to profit management, returns and sale. The platform offers various integrated modules to handle orders, portfolios, investors, accounting, commissions and more.\n\n\nEze Investment Suite comes with Eze Eclipse, which enables organizations to monitor portfolios, benchmark and individual security performance in real-time. The solution offers a host of features including order routing, interactive dashboard, trade order management, history tracking, real-time data access, reporting, alerts and more. Additionally, the Eze Investment module allows enterprises to engage with clients, custodians, brokers and fund admins.\n\n\nEze Investment Suite includes a regulations library, which enables managers to create and assign custom rules for maintaining compliance with industry standards. Pricing is available on request and support is extended via phone, knowledgebase and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56382b6a-cbc9-4336-bb90-bbdb7b87cbdd.png","url":"https://www.softwareadvice.co.uk/software/92020/eze-investment-suite","@type":"ListItem"},{"name":"Abbove","position":23,"description":"End-to-end wealth planning and management solution to enhance advice efficiency and improve client relations.\n\nManaging, monitoring and centralizing client asset information within one secure platform, accessible for users, clients and their families. \n\nMake use of powerful integrated advisory tools for financial planning, inheritance tax planning and reporting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4fcc3a64-614a-4106-a44b-a0f99788317a.png","url":"https://www.softwareadvice.co.uk/software/317706/paxfamilia","@type":"ListItem"},{"name":"The Novus Platform","position":24,"description":"SEI Novus is a portfolio intelligence company that solves the unique data and analytics challenges of today, offering best-in-class solutions for investors. It serves endowments, foundations, sovereign wealth funds, outsourced CIOs, multi-manager platforms, family offices, pension funds, credit specialists, long only funds, and hedge funds. \n\nSEI Novus provides tools for visualization, communication, collaboration, and simulation for enhanced portfolio intelligence. \n\nAll investment types—liquid and illiquid—are supported. Accessibility to sophisticated portfolio management, aggregation, and analytics is unmatched. Communication between stakeholders is made seamless. With simple data workflows and newfound data-driven insights, clients have the utmost confidence in their investment decisions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/098e50d4-3fa9-44ae-b0df-c75f13837178.png","url":"https://www.softwareadvice.co.uk/software/285372/novus-investment-manager","@type":"ListItem"},{"name":"IR.Manager","position":25,"description":"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. \n\nIt features everything from a full-on CRM system to post-listing advisory services. It offers IR management for private companies and public organizations, as well as listed companies. \n\nIR.Manager enables users to manage contact lists and mailings, and measure the performance of the entire IR activity.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2c136322-9e3f-4ca7-b197-ea046e0f81b2.png","url":"https://www.softwareadvice.co.uk/software/262331/ir-manager","@type":"ListItem"}],"numberOfItems":25}
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