Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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AlternativeSoftSince 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.
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FundCountFundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.
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Portfolio ManagerBlue Sky's "Portfolio Manager" Lease Management Software offers a user-friendly SaaS solution for the centralized oversight of lease agreements. This platform enhances the management of lease and maintenance contracts throughout their entire lifecycle, thereby bolstering the audit process, lowering expenses, boosting cash flow, and reducing risk through a unified view that enhances enterprise value. Furthermore, Portfolio Manager facilitates comprehensive status management for ongoing leasing RFPs, enabling users to track statuses, notes, documents, and subsequent actions for each active project. The software supports efficient data entry through flat file data imports and is highly customizable, featuring extensive reporting functions. Users can export any data field to Excel via the report writer, and pre-built templates are designed to integrate with most ASC842 lease accounting software. Additionally, the automated management of end-of-lease terms includes customizable parameters and alerts, ensuring that users never overlook a lease expiration. For those with specific needs, custom programming options are also available, making it a versatile choice for lease management. Overall, Portfolio Manager stands out as a comprehensive tool for organizations looking to optimize their lease management processes effectively.
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SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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BorealisAll activities related to stakeholder engagement can be efficiently overseen from a single platform, with the option to incorporate additional modules that enhance governance, environmental, and social aspects. Borealis' Stakeholder Engagement module equips users with essential tools to develop impactful engagement strategies, foster stronger connections with stakeholders, and align operations with recognized industry standards. By centralizing all stakeholder information, the Stakeholder Engagement module streamlines access and simplifies your workload, allowing for more efficient management. Cultivate stakeholder trust through a validated approach. Plan Link your engagement strategy directly to its execution. Borealis offers a mapping tool that simplifies stakeholder analysis, enabling you to prioritize resource distribution effectively. Engage Enhance communication with stakeholders by making it more relevant and timely. Utilizing AI-driven machine learning, Borealis ensures that records remain organized and continually updated. Measure Demonstrate compliance with constantly changing standards. Borealis facilitates easy tracking of progress, creation of comprehensive reports and documentation, and showcases the tangible effects of your initiatives on stakeholder relationships. In this way, you can not only maintain transparency but also build credibility with your stakeholders.
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3Commas3Commas empowers cryptocurrency traders with cutting-edge tools that streamline their trading processes, minimize risks, and enhance the execution of optimized strategies, all within a secure, integrated platform. Utilizing Advanced Bots, users can customize automated trading approaches with DCA, Signal, and Grid bots tailored for various market conditions. The Unified Dashboard allows for simple connection and management of accounts across 15 top exchanges. With Smart Trade features like Trailing Take Profit, Multiple Take Profit, and Trailing Stop Loss, traders can execute their trades with precision. Additionally, the platform offers Mobile & API Access, enabling users to utilize their trading tools at any time through free mobile applications and accessible public APIs. Traders can also engage in Paper Trading, allowing them to practice and refine their strategies without any financial risk. Highly regarded by traders worldwide, 3Commas provides advanced solutions that promote intelligent and efficient trading practices, fostering a community of successful cryptocurrency enthusiasts.
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Property MatrixProperty Matrix stands out as a premier solution for managing residential, commercial, and mixed property portfolios. This fully cloud-based system is crafted for mobility, allowing you to access your property management tools in real-time from any device, which means you can oversee your assets from virtually anywhere. The software boasts enterprise-level accounting capabilities, adept at addressing even the most intricate financial requirements, alongside customizable reports, templates, and workflows tailored specifically to your business needs. Among its essential features are tenant and owner portals, automated lease generation, online application processes, check scanning functionality, and integrated marketing tools that effortlessly post vacancies to leading listing sites with a single click. Property Matrix also enhances maintenance management by enabling tenants to submit requests online while allowing vendors to effectively oversee work orders. Its sophisticated CAM management, adjustable settings, and powerful automation capabilities help streamline operations, thereby saving time and lowering costs. Supported by top-tier customer service, Property Matrix is designed to scale smoothly, accommodating property managers whether they oversee 50 or 5,000 units. The platform has garnered the trust of property managers around the globe, who rely on it to boost efficiency, elevate tenant satisfaction, and foster business growth, all while simplifying their management tasks. With its innovative tools and robust support, Property Matrix is not just a software solution; it is a comprehensive partner in property management success.
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FMIS Asset ManagementFMIS, which stands for Financial and Management Information Systems, is a well-established entity specializing in Asset Management solutions tailored for medium to large businesses. Renowned in both public and private sectors, FMIS empowers organizations to enhance their production efficiency through collaboration with a network of software companies, enabling smooth integration with major ERPs and CRM systems. This success stems from the combination of essential features into a cohesive solution. Among the various software options available are Asset Budgeting, Asset Lifecycle Management, Audit Trail, Barcoding/RFID, Depreciation Management, and Inventory Tracking. These tools represent just a fraction of the proven software solutions showcased in case studies across more than 40 countries, demonstrating their effectiveness in standardizing operational practices. Furthermore, FMIS's offerings provide a financially viable method for managing diverse organizational needs efficiently.
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KoinlySimplify your tax reporting process with Koinly, a tool designed to ensure accuracy and reliability; just link your exchange accounts or public addresses, and Koinly will handle the calculations of your capital gains, ultimately producing a tax report ready for the next filing season. The final report provided is approved by tax agencies, making it straightforward to print and submit. Koinly offers a comprehensive accounting and tax reporting solution tailored for cryptocurrency enthusiasts, investors, and accountants alike. With an impressive range of over 700 integrations, Koinly is compatible with upwards of 400 exchanges, 100 wallets, and more than 170 blockchains, enabling users to maximize their cryptocurrency capital gains effectively. You can consolidate all your transactions in one convenient location, eliminating the hassle of switching between various wallets and accounts. By easily syncing your data with Koinly, you gain a clear overview of your entire trading history. Tracking your cryptocurrency assets and associated tax obligations is effortless, as you can monitor your total holdings and portfolio growth over time across all your wallets and exchanges, alongside your tax responsibilities. Additionally, Koinly equips you with tools to identify and resolve any discrepancies in your transactions, helping to eliminate the headache of unexpected gains and erroneous tax reports. With Koinly, you can confidently preview your capital gains and tax obligations for free before generating the necessary tax documentation.
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Cloud ClaimsAPP Tech has been at the forefront of implementing an incident-based methodology in claims and risk management since its inception in 2003, providing advanced technological solutions to a wide array of clients throughout North America. Our integrated systems have enhanced efficiency and scalability in claims management, improved visibility, accelerated response times, reduced premium costs, and mitigated risk events for numerous customers. Cloud Claims by APP Tech stands out as an acclaimed software solution for risk management and claims processing. Designed specifically for self-insured organizations, third-party administrators, and businesses aiming to monitor their claims and losses, IMS facilitates comprehensive management of the claim lifecycle—from the initial incident report to payment processing and collections. The platform boasts a rich assortment of features that empower users with full oversight of both their claims and associated risk data, including incident and claims management, collaborative tools, detailed reporting, and insurance tracking, among many others. We take great pride in our flawless implementation success and outstanding customer retention rates, which stem from our dedication to thoroughly understanding our clients’ unique demands and delivering tailored solutions that effectively address those needs. Furthermore, our ongoing support ensures that clients maximize the benefits of our software long after implementation.
API Availability
API Availability
Pricing Information
Pricing Information
Supported Platforms
Supported Platforms
Customer Service / Support
Customer Service / Support
Training Options
Training Options
Company Facts
Organization Name
FIS
Date Founded
1968
Company Location
United States
Company Website
www.fisglobal.com/en/capital-markets-solutions/investment-management-and-servicing/asset-management/fis-hedge-fund-portfolio-manager
Company Facts
Organization Name
LSEG Data & Analytics
Date Founded
2008
Company Location
Canada
Company Website
www.lseg.com/en/data-analytics/trading-solutions/alphadesk-order-management