AlternativeSoft
4.8 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 5 Ratings
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What is Arbor Portfolio Manager?
Arbor's Portfolio Management System (PMS) is designed for hedge funds and family offices, enabling them to oversee intricate portfolios seamlessly from a single interface.
We have now developed a Crypto Portfolio Management (Crypto PMS) solution that integrates the management of both traditional and digital assets on one unified platform, ensuring a forward-looking investment experience for years to come. This innovative system accommodates complex crypto derivatives and connects to numerous exchanges, while also offering an extensive array of FX products and traditional assets including Fixed Income, CFDs, Futures, Options, Loans, Invoices, and more.
The hedge fund crypto portfolio management system features in-depth portfolio analysis, performance attribution, compliance checks for both pre and post-trade, order management, and middle office operations. With real-time reporting accessible via mobile and web portals, you can always stay informed about your fund's status.
In addition to supporting multiple crypto exchange connections, we offer an array of integration options like API, FIX, and various market data feeds, allowing you to customize your Portfolio Management System to meet your specific needs effectively. Moreover, our flexible architecture ensures that as market dynamics evolve, your investment strategy can adapt without missing a beat.
What is AlternativeSoft?
Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users.
With our platform, users can efficiently:
- Assess manager risk/return through access to over 3,000 statistics on funds
- Establish a customizable investable universe using robust screening tools
- Monitor and evaluate fund exposures
- Build, optimize, and oversee portfolios
- Conduct thorough due diligence on hedge funds
- Generate reports on funds using PowerBI or Excel API
- Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available
With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.
Integrations Supported
Bloomberg
Binance
BitMEX
CoinGecko
Coinbase
Deribit
Fireblocks
HTX
Kraken
API Availability
Has API
API Availability
Has API
Pricing Information
$1,500
Based on usage not AUM
Free Trial Offered?
Pricing Information
Module based:
Modules include:
Data Universe
Fund Selection
Portfolio Construction
Private Markets
Hedge Funds Due Diligence
Reporting PowerBI
Modules include:
Data Universe
Fund Selection
Portfolio Construction
Private Markets
Hedge Funds Due Diligence
Reporting PowerBI
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Windows
Mac
On-Prem
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
On-Site Training
Training Options
Documentation Hub
Webinars
On-Site Training
Company Facts
Organization Name
Arbor Financial Systems
Date Founded
2007
Company Website
arborfs.com/hedge-fund-software-portfolio-management-system/
Company Facts
Organization Name
AlternativeSoft
Date Founded
2005
Company Location
Switzerland, UK, USA
Company Website
www.alternativesoft.com/index.html
Categories and Features
Crypto Portfolio Management
Not specified
Hedge Fund
Compliance Management
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management
Portfolio Analysis
Not specified
Stock Portfolio Management
For Traders
Order Management
Portfolio Accounting
Wash Sale Detection
Categories and Features
Financial Risk Management
Compliance Management
For Hedge Funds
Liquidity Analysis
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Hedge Fund
Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Benchmarking
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
Private Equity
Not specified
Wealth Management
Not specified