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What is Smonik Suite?

Smonik provides a range of integrated solutions designed to boost efficiency and oversight in investment operations. Our advanced enterprise software offers real-time capabilities that significantly enhance processes dependent on data. By working closely with our clients and utilizing standardized methods for implementation, Smonik guarantees timely and budget-friendly delivery of solutions, maximizing your returns on investment. We prioritize essential aspects such as PDF Data Extraction, Reconciliation, Data Retrieval, and Data Management. Our all-encompassing, automated system, SMONIK AUTOMIK, proficiently oversees every element of data collection, extraction, transformation, validation, and reconciliation. Our main clients include asset managers and institutional investors who aim to improve their investment operations, particularly regarding data management. The unique challenges they encounter highlight the strengths of Smonik’s experienced project management team, which offers customized support and expert guidance. In addition, we continually strive to push the boundaries of innovation in investment operations, ensuring our clients remain at the forefront of the industry. Ultimately, Smonik is dedicated to empowering clients with cutting-edge solutions that reshape the landscape of investment management.

What is PortfolioShop?

A streamlined, tailored solution that is cloud-based and integrated, designed specifically for Asset Managers, Asset Owners, and Service Providers, offers enhanced efficiency and effectiveness. This innovative approach facilitates better management and oversight of assets in a user-friendly manner.

Media

Media

Integrations Supported

Integrations Supported

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$1500/month

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Smonik Systems

Date Founded

2009

Company Location

United States

Company Website

www.smonik.com

Company Facts

Organization Name

PortfolioShop

Date Founded

1998

Company Location

United States

Company Website

www.portfolioshop.com

Categories and Features

Hedge Fund

Not specified

Categories and Features

General Ledger

Not specified

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

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

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Wash Sale Detection

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