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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 Portfolio Probe?

Portfolio Probe generates random portfolios that can greatly improve your fund management techniques. These portfolios act as samples from a broader set that complies with key constraints, which are essential for their success. The adaptable nature of random portfolios enables a wide range of applications within the financial sector. Essentially, optimizing a portfolio entails using predictions about the asset universe to pinpoint the most beneficial trade to undertake. It's important to clarify that the term "portfolio optimization" can be somewhat misleading, as the real emphasis is on enhancing the trade itself rather than the overall portfolio. Additionally, utility-free optimization seeks to discover the trade that best matches an ideal target portfolio while adhering to the predetermined constraints, thus maintaining strategic coherence in asset management. By employing these strategies, fund managers are empowered to make well-informed choices that significantly boost their investment outcomes. This approach not only enhances decision-making but also aligns with an overarching goal of achieving sustainable growth in asset performance.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$500.00/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

Burns Statistics

Company Location

United Kingdom

Company Website

www.burns-stat.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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