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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 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.

Media

Media

Integrations Supported

Integrations Supported

Obol

API Availability

API Availability

Pricing Information

$500.00/month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Theorem Technologies

Date Founded

2018

Company Location

United States

Company Website

www.theorem.io

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

Categories and Features

Hedge Fund

P&L Calculation
Performance Analysis

Investment Management

Performance Metrics
Risk Management

Categories and Features

Investment Management

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

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