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What is RiskAPI Add-In?

For hedge funds and their associated service providers, possessing a robust and adaptable system to identify and evaluate market risks is crucial, and RiskAPI fulfills this requirement effectively. It allows for the quick creation of a comprehensive portfolio risk management framework for hedge funds while maintaining affordability. By assessing exposure across various clients, users can provide them with essential tools for managing portfolio risks, alongside detailed analytics and extensive reporting. Additionally, fund clients gain an advantage from improved multi-asset and multi-currency portfolio risk reporting, further enhancing the value offered. The integration of sophisticated portfolio risk analytics into pre-trade processes also presents a significant competitive edge. PortfolioScience is committed to crafting risk management technology specifically designed for financial institutions, investment services, financial advisors, hedge funds, and commodity producers. Their cloud-based RiskAPI® service equips fund managers, advisors, traders, and stakeholders from both the buy-side and sell-side with critical risk analysis tools at their fingertips. RiskAPI includes all the vital data and functionalities, ensuring users can make well-informed decisions with ease. With its powerful capabilities and comprehensive features, RiskAPI emerges as an indispensable resource in the field of financial risk management, empowering users to navigate complexities with confidence. This makes it an invaluable tool in the constantly evolving landscape of finance.

What is Pinnakl CRM?

Our CRM system is uniquely designed to cater specifically to the workflows of hedge funds, ensuring that its features are precisely aligned with the demands of contemporary sales, marketing, and investor relations. We proudly serve a diverse clientele, ranging from newly established funds and family offices to large multi-billion dollar institutional hedge funds. Embracing cutting-edge technology, our CRM is tailored to meet the evolving needs of today's financial landscape, making it an indispensable tool for success.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Excel
Microsoft Outlook
Preqin

API Availability

API Availability

Pricing Information

$300 per month

Pricing Information

$250/month

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

PortfolioScience

Company Website

www.portfolioscience.com

Company Facts

Organization Name

Pinnakl

Date Founded

2015

Company Location

United States

Company Website

pinnakl.com/hedge-fund-crm

Categories and Features

Financial Risk Management

For Hedge Funds
Market Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund

Portfolio Analysis

Categories and Features

Financial CRM

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Territory Management

Hedge Fund

Contact Management
Investor Accounting
Investor Reporting
Partnership Accounting
Performance Analysis

Investment Management

Client Management
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics

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