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What is PAM?

Effectively managing your investment data requires the use of suitable tools and the gathering of vital information that complies with various accounting standards, including local generally accepted accounting principles (GAAP), tax laws, regulatory obligations, management directives, and International Financial Reporting Standards (IFRS). By implementing PAM®, our comprehensive accounting and management platform, you will obtain a holistic view of your financial assets and data. PAM is engineered for exceptional flexibility, operating efficiently across different asset categories, currencies, and portfolio structures. It integrates transaction management, cash oversight, detailed reporting, recordkeeping, and valuation within a single cohesive framework. With a variety of accounting parameter settings at your disposal, you can tailor your accounting practices to fit your specific processing needs. Additionally, PAM can be utilized as either a hosted software service or a local installation, both offering an easy-to-navigate interface that facilitates prompt data analysis and management, helping you stay proactive in your investment tactics. This adaptability not only streamlines your workflow but also significantly enhances your ability to make strategic financial decisions that can lead to improved investment results. Ultimately, the robust features of PAM empower you to navigate complex financial landscapes with confidence.

What is Kubera?

Explore the cutting-edge portfolio management tool that effortlessly handles both your traditional and cryptocurrency assets. This platform allows you to connect with a wide range of global banks and brokerages, ensuring your investments are neatly organized without hassle. You can either link your online brokerage accounts or enter individual stocks manually to keep an eye on their real-time values. Additionally, it provides access to current balances from your cryptocurrency wallets and exchange accounts, or you can input your coins to monitor your crypto portfolio's valuation in your chosen currency. Kubera supports integration with over 20,000 banks worldwide and utilizes advanced account aggregation technology, guaranteeing reliable connections to various online financial entities globally. Furthermore, you can evaluate the current value of your real estate using real-time market information from Zillow, which serves only the US market, and keep track of the estimated worth of your vehicles. Kubera also offers the capability to determine the market value of any domain names you own. With support for nearly all currencies, you can blend your Japanese Yens with Euros to create a detailed dashboard that presents their values in your local currency, giving you a comprehensive view of your financial situation. This integrated method of asset management not only simplifies the tracking process but also enhances your ability to make well-informed investment choices effortlessly. Ultimately, it equips you with the tools necessary to navigate the complexities of modern finance confidently.

Media

Media

Integrations Supported

Obol

Integrations Supported

Bitstamp
AWS Marketplace
AliExpress
Bitfinex
Bybit
DataCandy
Gate.io
HitBTC
Kraken
KuCoin
Ledger
Liquid
MetaMask
MyEtherWallet (MEW)
Nifty
PayPal
Trezor
Wise

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$12 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

State Street

Date Founded

1792

Company Location

United States

Company Website

www.statestreet.com/solutions/by-capability/ssgs/invest-service/accounting.html

Company Facts

Organization Name

Kubera

Company Website

www.kubera.com

Categories and Features

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation

Categories and Features

Crypto

Not specified

Dividend Trackers

Not specified

Investment Management

Not specified

Portfolio Analysis

Not specified

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