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What is Neovest?

Neovest emerges as a prominent broker-neutral Order and Execution Management System (OEMS) specifically designed to address the complex, multi-asset trading requirements of hedge funds and proprietary trading firms. As an independent subsidiary of JPMorgan Chase, it provides a unified platform that enables access to global liquidity while overseeing the entire investment lifecycle. Neovest's primary strength lies in its swift execution capabilities combined with a vast connectivity network, allowing users to connect with over 340 brokers and access more than 130 global exchanges, ECNs, and dark pools through a single interface. Furthermore, it facilitates smooth trading across diverse asset classes, including equities, futures, options, and foreign exchange. Neovest also accommodates advanced trading strategies by offering sophisticated order types such as synthetic baskets, pairs trading, and intricate multi-leg spreads in the futures market. In 2024, after acquiring LayerOne Financial, Neovest introduced PortfolioOne, a versatile platform that enriches its suite of services by adding robust portfolio management features, thereby reinforcing its standing in the financial technology sector. This strategic evolution not only enhances its service offerings but also exemplifies Neovest's dedication to evolving alongside the ever-changing needs of traders and investors in the market. As the financial landscape continues to shift, Neovest remains committed to innovation and excellence in trading solutions.

What is Investment Account Manager ?

Our software is built on the belief that your data is exclusively yours, and we do not access or retrieve it in any form. Your information stays safely stored on your own personal computer. IAM provides an integrated platform designed for overseeing a diverse range of financial assets, such as stocks, exchange-traded funds, options, bonds, mutual funds, cash, and other investment categories. With IAM, you can pursue the goal of securing your financial future with confidence. By using our program, you can achieve the financial peace of mind you have always desired, enabling you to concentrate on your objectives without any concerns. This dedication to your privacy and security distinguishes IAM in the realm of financial management, ensuring that your experience is both secure and user-focused. Ultimately, our mission is to empower you to take control of your financial journey.

Media

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$89 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

JPMorgan

Date Founded

1968

Company Location

United States

Company Website

jpmorgan.com

Company Facts

Organization Name

QUANT IX SOFTWARE

Date Founded

1980

Company Location

United States

Company Website

www.quantixsoftware.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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