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What is twelve Directors Portal?

Loomion stands out as the leading provider of board management software, particularly valued for its dependable performance and robust security features. The Directors Portal from Loomion meets the strictest banking security regulations and is developed using SharePoint technology. Additionally, Loomion is the exclusive solution for clients seeking on-premise installations. For those preferring off-premise options, Loomion offers its services through privately-owned data centers located in Germany, Luxembourg, and Switzerland, available as a SaaS solution. This flexibility ensures that clients can choose the deployment method that best suits their needs.

What is Cube Platform?

The Cube Platform is a versatile, cloud-enabled web application that ensures comprehensive FIX order connectivity across various execution platforms and custodian banks or brokers, alongside robust risk and position management capabilities. With a user-friendly interface that allows for rapid configuration through a detailed user and role matrix, this application has been crafted by Cube Finance, a fintech enterprise based in Switzerland, drawing upon over two decades of expertise in order management, compliance, and risk oversight. A diverse array of institutional clients, including regulated entities like UCITS, fund management companies, independent and external asset managers, banks, brokers facilitating online trading in listed derivatives and cash instruments, as well as family offices, benefit from this service. The platform adheres to crucial regulations such as AML and KYC, in addition to meeting MIFID II requirements, ensuring compliance at every level. Developed by seasoned finance professionals in Switzerland, the Cube Platform also boasts support from a proficient team of financial and technology experts, all operating in line with GDPR standards. This multi-faceted support structure underlines Cube Finance's commitment to delivering exceptional service to its clients.

Media

Media

Integrations Supported

Growzer
Microsoft SharePoint

Integrations Supported

API Availability

API Availability

Pricing Information

$50/month/user
upon request
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Loomion

Date Founded

2013

Company Location

Switzerland

Company Website

www.loomion.com

Company Facts

Organization Name

Cube Finance

Date Founded

2011

Company Location

Switzerland

Company Website

www.cubefinance.swiss/

Categories and Features

Board Management

Approval Process Management
Calendar Management
Collaboration
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions

Investment Management

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

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Voting Management

Categories and Features

Financial Risk Management

Compliance Management
For Hedge Funds
Liquidity Analysis
Market Risk Management
Portfolio Management
Portfolio Modeling
Stress Tests
Value At Risk Calculation

Investment Management

Not specified

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