What is Arbor Portfolio Manager?

Arbor's Portfolio Management System (PMS) is designed for hedge funds and family offices, enabling them to oversee intricate portfolios seamlessly from a single interface.

We have now developed a Crypto Portfolio Management (Crypto PMS) solution that integrates the management of both traditional and digital assets on one unified platform, ensuring a forward-looking investment experience for years to come. This innovative system accommodates complex crypto derivatives and connects to numerous exchanges, while also offering an extensive array of FX products and traditional assets including Fixed Income, CFDs, Futures, Options, Loans, Invoices, and more.

The hedge fund crypto portfolio management system features in-depth portfolio analysis, performance attribution, compliance checks for both pre and post-trade, order management, and middle office operations. With real-time reporting accessible via mobile and web portals, you can always stay informed about your fund's status.

In addition to supporting multiple crypto exchange connections, we offer an array of integration options like API, FIX, and various market data feeds, allowing you to customize your Portfolio Management System to meet your specific needs effectively. Moreover, our flexible architecture ensures that as market dynamics evolve, your investment strategy can adapt without missing a beat.

Pricing

Price Starts At:
$1,500
Price Overview:
Based on usage not AUM
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Arbor Portfolio Manager provides an API

Screenshots and Video

Arbor Portfolio Manager Screenshot 1

Company Facts

Company Name:
Arbor Financial Systems
Date Founded:
2007
Company Website:
arborfs.com/hedge-fund-software-portfolio-management-system/
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Arbor Portfolio Manager Categories and Features

Stock Portfolio Management Software

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

Hedge Fund Software

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