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What is Theorem?

Theorem serves as a comprehensive solution for post-trade processing and data management, allowing users to effortlessly engage with aggregated reporting, oversee trade workflows, and carry out matching and affirmation through an intuitive online interface that negates the necessity for local software installations or technical support. With Theorem, you have the ability to integrate data from brokers, exchanges, trading platforms, or your internal systems, customizing the management experience to fit your specific needs. The platform’s streamlined setup enables you to either take advantage of its full range of features or selectively employ the tools that best serve your current objectives. As soon as a trade is executed, Theorem ensures accurate post-trade processing by effectively allocating trades and facilitating matching with executing and clearing counterparties. Furthermore, Theorem unifies data, analytics, and insights from multiple brokers, accounts, and portfolios, providing you with actionable intelligence and endowing stakeholders with advanced analytics alongside clear and understandable risk reports. By optimizing these processes, Theorem not only enhances decision-making across organizations but also fosters a culture of informed strategic planning and operational efficiency. This holistic approach positions users to navigate the complexities of trading with greater confidence and insight.

What is Octopus?

Your system is designed to be fully operational within a single day and operates directly in the browser, negating the need for any local installations. It provides exceptional live chat support, enabling users to engage in simultaneous learning while using the platform. The offering includes thorough assistance for setup and data migration, as well as automated features for the import and export of external data. With a data warehouse IBOR, it effectively resolves double entry issues, facilitating trade capture through easy copy-and-paste actions. The platform provides interfaces for all counterparties and features automatic report generation for Daily NAV, Factsheets, Compliance, and more, complemented by a report scheduler that enables email alerts. Furthermore, it grants access to a vast array of Bloomberg data sets, pricing, and regulatory information covering over 50 million securities, all backed by dedicated servers situated in a highly secure data processing center close to SIX. Built on a UNIX architecture, this reliable and fast web application ensures secure VPN access at all times. Boasting extensive automation capabilities, the system allows for the effortless import of data from external sources and the automatic distribution of reports, making it possible to automate nearly every function within the octopus framework. This broad range of functionalities significantly boosts both operational efficiency and the overall user experience, making it an invaluable tool for businesses. Ultimately, the system stands out as a comprehensive solution that addresses various operational challenges effectively.

Media

Media

Integrations Supported

AdminPulse
Unblu

Integrations Supported

AdminPulse
Unblu

API Availability

Has API

API Availability

Has API

Pricing Information

$500.00/month
Free Trial Offered?
Free Version

Pricing Information

$2,900 per month
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

Theorem Technologies

Date Founded

2018

Company Location

United States

Company Website

www.theorem.io

Company Facts

Organization Name

Finanzinformatik IT

Date Founded

2004

Company Location

Switzerland

Company Website

www.octo21.com

Categories and Features

Hedge Fund

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

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

Hedge Fund

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

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