Top Kurtosys Alternatives

Allvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.

Censhare serves as a comprehensive Universal Content Management Platform that streamlines and automates every aspect of content processes. This functionality empowers our clients to craft captivating content for a variety of channels while allowing them to easily share it with a broader audience. At its essence, Censhare is built around content management, facilitating centralized oversight and global dissemination of information across diverse channels, touchpoints, and customer expectations. By harnessing the creative potential of their workforce, businesses can thrive by producing exceptional content tailored to their customers' needs, which we define as Universal Content. Censhare equips users with all the essential tools needed, all integrated within a single platform that employs advanced semantic database and search technologies. This ensures users can swiftly and intuitively locate digital assets and utilize them in the most effective manner possible, ultimately enhancing productivity and collaboration across teams. Furthermore, Censhare's intuitive interface simplifies the management of complex content workflows, making it an invaluable resource for any organization looking to elevate its content strategy.

Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.

Dynamo unites the essential components necessary for effective alternative investment management into a single, adaptable platform. Our various modules seamlessly collaborate on a unified technology stack, creating one centralized and automated solution tailored for private equity, venture capital, real estate investments, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating tedious and manual tasks with customizable dashboards, workflows, and reporting tools, Dynamo alleviates operational burdens, allowing your team to concentrate on the insights and personal interactions that drive your firm's success. Furthermore, with a dedicated Client Services and Support team that has extensive experience, Dynamo is committed to ensuring that you achieve sustained excellence as you tailor the platform to fit your specific business requirements effectively. This commitment to client success is an integral aspect of what makes Dynamo stand out in the investment management industry.

Addressing the challenges of governance faced by contemporary brand leaders, we offer a blend of autonomy within a structured framework alongside essential tools to empower stakeholders in achieving success. Crafted specifically for your brand by international brand specialists, our solution features a customized design that enhances strategic user experience and resource engagement. Designed for major corporations with over $1 billion in revenue and a workforce exceeding 5,000, BEAM serves as the definitive source for inquiries, requests, training materials, resources, inspiration, and various essential brand tools, ensuring that every team member has access to the information they need. This comprehensive approach not only streamlines brand management but also fosters a collaborative environment that drives innovation and consistency across all brand initiatives.

Scrivito CMS: Web Application Builder Scrivito, a key component of the Create Suite within the JustRelate CX Cloud, stands out as a cutting-edge cloud-based content management system and web application builder tailored for contemporary online experiences. Its serverless design guarantees high scalability, enhanced security, and a hassle-free maintenance process, making it an excellent choice for enterprises seeking robust performance and dependability. With Scrivito’s user-friendly drag-and-drop functionality, content creation and management become a seamless process. The platform offers in-place editing and real-time previews, enabling users to effectively enhance their web pages with ease. Built on a React framework, it allows for significant customization and the development of dynamic, interactive websites. Collaboration is made easier with tools such as content versioning, approval workflows, and user role management. Additionally, integrated SEO features and marketing tools improve your site's visibility and effectiveness, while top-tier security protocols protect data and ensure compliance with international standards. Beyond being a simple CMS, Scrivito serves as a holistic platform for outstanding web development and content oversight. Its innovative features, accessible interface, and extensive customization capabilities empower users to craft remarkable digital experiences that resonate with audiences. Moreover, the platform is frequently updated, ensuring that users always have access to the latest advancements and improvements in web technology.

Newly established hedge funds that prioritize equity and event-driven strategies need an investment platform that is flexible, scalable, and reliable to support their evolution and expansion. Eze Eclipse™, a cloud-based investment solution, delivers extensive assistance for your complete investment workflow through a secure web interface. Improve your trading operations with advanced order routing, preset allocation strategies, and adaptive allocation tools that offer crucial data insights. Effortlessly request short locates from connected prime brokers and apply those rates across your trading activities. Monitor both real-time and historical performance metrics for your portfolio, benchmarks, and specific securities with ease. Take advantage of powerful monitoring features for real-time market valuation, profit and loss assessment, and exposure tracking. Ensure adherence to investor requirements and industry standards through thorough pre- and post-trade evaluations. Moreover, establish seamless connections with top prime brokers, custodians, and fund administrators to effectively manage daily data exchanges, ensuring your operations are efficient. In addition to optimizing your investment workflows, this all-encompassing platform lays the groundwork for your fund's enduring prosperity in a challenging financial landscape. By leveraging these tools, funds can create a more strategic and informed approach to their investment activities.

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.

Ecosystem Management-as-a-Service (EMaaS) solutions go beyond facilitating effective communication and information exchange. Their main objective is to improve and streamline every stage of the lifecycle for developers, partners, customers, and employees. This cloud-based platform provides essential Ecosystem-in-a-Box capabilities vital for EMaaS, alongside powerful data collection, reporting, and analytical functionalities. dpEngine offers a comprehensive array of features through its four key software modules: publisher, partner, developer, and marketplace. These tools are designed specifically to support your digital business ecosystem's growth. Take a moment to look at the accompanying graphic to see which product modules can enhance your EMaaS journey, addressing your immediate needs while also setting the groundwork for future development. Furthermore, this intuitive platform allows internal stakeholders to easily automate the publication of technical documentation using continuous integration features, ultimately fostering a more efficient workflow. By integrating these capabilities, businesses can not only meet current demands but also adapt to evolving market trends.

Sitefinity empowers marketers by providing them with control over their digital content. This platform is not only highly extensible and efficient but also user-friendly. Today's consumers demand rich, personalized experiences that are easily accessible across various digital channels. Additionally, organizations face the challenge of navigating technological complexities while operating with limited resources. Progress® Sitefinity™ simplifies the process for both developers and marketers to create compelling, multichannel user experiences. With the support of Progress Sitefinity Cloud managed services, users benefit from advanced CI/CD tools, impressive 99.9% uptime, and round-the-clock assistance. Achieving all these advantages can make you the go-to IT expert without adding to your workload. Furthermore, marketers can quickly and effortlessly provide tailored, meaningful content through an upgraded content editor and page management system, along with dynamic forms driven by rules and enhanced synchronization capabilities via SiteSync. This seamless integration ultimately enhances the overall efficiency and effectiveness of digital marketing strategies.

For hedge funds and their associated service providers, possessing a robust and adaptable system to identify and evaluate market risks is crucial, and RiskAPI fulfills this requirement effectively. It allows for the quick creation of a comprehensive portfolio risk management framework for hedge funds while maintaining affordability. By assessing exposure across various clients, users can provide them with essential tools for managing portfolio risks, alongside detailed analytics and extensive reporting. Additionally, fund clients gain an advantage from improved multi-asset and multi-currency portfolio risk reporting, further enhancing the value offered. The integration of sophisticated portfolio risk analytics into pre-trade processes also presents a significant competitive edge. PortfolioScience is committed to crafting risk management technology specifically designed for financial institutions, investment services, financial advisors, hedge funds, and commodity producers. Their cloud-based RiskAPI® service equips fund managers, advisors, traders, and stakeholders from both the buy-side and sell-side with critical risk analysis tools at their fingertips. RiskAPI includes all the vital data and functionalities, ensuring users can make well-informed decisions with ease. With its powerful capabilities and comprehensive features, RiskAPI emerges as an indispensable resource in the field of financial risk management, empowering users to navigate complexities with confidence. This makes it an invaluable tool in the constantly evolving landscape of finance.

Ingeniux stands out as the foremost provider of software for managing web content and enhancing digital experiences. We empower organizations to seamlessly manage the entire customer journey, from initial engagement to sales and ongoing support, across various devices, applications, and websites. Our expertise lies in intelligent "structured" content, with a focus on enabling content reuse, seamless mobile and multi-channel delivery, and enhanced content discovery. Our Content as a Service (CaaS) capabilities facilitate the distribution of content to web and mobile applications, as well as other platforms. The Ingeniux CMS is meticulously crafted to prioritize the content itself, ensuring effective management and delivery for modern websites, customer support hubs, online communities, and diverse customer interaction points. Offering flexibility, Ingeniux software is accessible as either a fully managed service or an on-premise solution. Additionally, our commitment to providing exceptional service and support has earned us a loyal customer base around the globe, helping them achieve their digital experience goals effectively.

Webvision Cloud is a prominent Digital Experience Platform (DXP) that complies with GDPR regulations and includes a responsive website, a powerful content management system (CMS), and an exceptional audience engagement database, all hosted in the cloud. This platform is designed for organizations of various sizes that seek to provide a compelling and relevant online experience across multiple devices while staying within budget constraints. With its out-of-the-box functionalities, Webvision Cloud provides significant configurability and flexibility, allowing users to fully manage customer interactions—from content administration and delivery to enhancing audience engagement and personalized digital communication. This adaptability enables your website to quickly evolve in response to the changing demands of your business model, eliminating the usual expenses associated with programming and design. Furthermore, the platform features an intuitive interface that allows even those with minimal technical expertise to efficiently oversee their digital presence, thereby broadening access to effective online management for all users. In a rapidly changing digital landscape, Webvision Cloud ensures that organizations can remain agile and responsive to their audience's needs.

Arc XP is an all-encompassing cloud-based solution designed to facilitate content creation and distribution, enhance commerce, and deliver outstanding customer experiences within a single platform. By integrating content, commerce, and user engagement, it allows for the rapid development and ongoing refinement of compelling customer interactions. Utilizing advanced technology from top industry partners, Arc XP offers a user-friendly interface alongside a robust technological foundation tailored to meet your unique digital experience needs. Furthermore, the platform encompasses a diverse array of features, including asset management and live event streaming, empowering teams to produce engaging content with a straightforward set of tools and optimized workflows. This adaptability makes Arc XP an essential resource for organizations striving to thrive in the constantly changing digital environment. Its comprehensive approach ensures that businesses can not only keep pace with trends but also anticipate future developments in the digital sphere.

A headless CMS designed for enterprise use that is open-source and utilizes Git for version control. This innovative solution allows organizations to manage content efficiently while maintaining flexibility in their development processes.

Acoustic Content is a highly adaptable content management system (CMS) and marketing platform that leverages cloud technology and hybrid solutions, allowing marketers and front-end developers to efficiently craft engaging digital experiences across multiple channels. Its built-in digital asset management (DAM) and site-building capabilities provide users with an all-inclusive toolkit to meet diverse needs. Furthermore, it can serve as a headless solution to support organizational transformations. With user-friendly yet powerful editing functionalities, Acoustic Content grants immediate access to Shutterstock’s extensive collection of over 200 million assets, offering editing tools that are unmatched by any other CMS provider. This pre-trained system is adept at identifying thousands of elements and attributes, while also being easily customizable to recognize specific features relevant to an organization or product, ensuring a personalized experience for users. The combination of this level of adaptability with a wealth of resources distinguishes Acoustic Content in the competitive digital content management arena. Additionally, the platform's continuous updates ensure that users have access to the latest features and industry trends, keeping them ahead of the curve in digital marketing strategies.

Jahia serves as an Agile Digital Experience Platform that harnesses intelligent content fueled by customer insights. This cloud-based solution empowers businesses to effectively leverage their customer data and content for enhanced engagement. Jahia seamlessly integrates with existing technology infrastructures and offers customization options tailored to the unique needs and challenges faced by each enterprise. As a robust enterprise-grade platform, Jahia encompasses both a Content Management System (CMS) and a Customer Data Platform (CDP). It enables connections to top-tier products while fostering collaboration among various user communities, including developers, marketers, and end users. Furthermore, Jahia ensures enterprise-level security, scalability, and a range of out-of-the-box functionalities, all supported by modern APIs and the adaptability to integrate with other best-in-class solutions, ensuring organizations can meet their evolving demands.

The intricacies of managing investor accounting for partners and shareholders stem from the diverse range of investment classes, liquidity fees, and essential reporting obligations. Relying on spreadsheets for these tasks can complicate processes and increase the risk of errors. HedgeTek® has been specifically engineered to address the advanced requirements of investor accounting. It keeps track of investor accounts, calculates a variety of fees across different structures like Master Feeders, and generates performance statements for both partners and funds, applicable to monetized, unitized, and private equity funds. The integration capabilities of HedgeTek facilitate smooth data transfer between various systems, which notably minimizes the necessity for manual data entry and boosts operational efficiency in back-office fund accounting. Furthermore, HedgeTek includes a dual book and tax allocation system that allows investment firms to produce customized investor statements and tax documents. The ongoing development of HedgeTek reflects a commitment to continuous enhancement, ensuring it adapts to the changing needs of the industry. Consequently, HedgeTek stands out as an essential resource for investment firms that strive to optimize their accounting processes and enhance precision. Its innovative features make it an invaluable asset in an increasingly complex financial landscape.

Xeditor is a sophisticated online XML editor that enables users to develop XML documents through cutting-edge web technologies. It facilitates collaboration among authors on structured content from any location at any time, promoting efficient workflows for businesses. With its web-based framework, Xeditor removes the necessity for expensive local installations, making it more accessible. As a versatile XML authoring tool, Xeditor equips users with essential resources for crafting and modifying structured documents in XML. This format enables the creation of media-independent content that is semantically rich and capable of being processed automatically, marking XML as a key data format for the future. Users can benefit from both visual and technical writing experiences, ensuring versatility in their editing tasks. The user-friendly interface of Xeditor's visual XML editor features WYSIWYG functionality, making it an excellent choice for authors focused on specialized topics. Additionally, the platform's collaborative capabilities enhance productivity and streamline the content creation process.

Atominvest provides innovative technological solutions tailored for managers in the Alternatives investment sector. Their adaptable tech offerings cater to the unique needs of your business, enabling you to effectively source investment opportunities, raise capital, cultivate investor relationships, and oversee your portfolio seamlessly. With advanced technology systems, Alternatives fund managers can efficiently handle their investment strategies and investor profiles through a single software platform. This comprehensive software enhances the experience for fund managers by optimizing the investor journey, from onboarding and fundraising to client reporting, while also delivering essential functionalities and streamlined workflows. Additionally, Atominvest ensures that its solutions remain responsive to the evolving demands of the investment landscape.

Hedge Fund Software streamlines the management of distribution allocations for investors, prepares tax return schedule K-1s, issues distribution checks, calculates broker commissions, and generates comprehensive management reports. It also manages the distribution of management fees and partnership expenses among investors effectively. Moreover, users can create tailored, professional-quality color investor statements that prominently display the partnership's logo, name, address, and contact details. Customized allocation formulas can be applied to factor in guaranteed returns, high watermarks, and other incentive-based components. The latest version for Windows integrates smoothly within an office computer network and provides internet-based remote access for convenience. Additionally, the Fund Investment Tracker Software oversees hedge fund portfolios spanning diverse asset classes, such as stocks, bonds, and commodities. Its spreadsheet-style layout allows fund managers to quickly evaluate their investment statuses, showcasing vital information like symbol, description, quantity, total cost, average cost, current price, market value, and gain or loss percentage for a clear financial performance overview. This combination of features significantly enhances the management process, promoting more effective decision-making and streamlined reporting. Ultimately, these tools support investors in navigating the complexities of hedge fund operations with greater ease and efficiency.

A streamlined, tailored solution that is cloud-based and integrated, designed specifically for Asset Managers, Asset Owners, and Service Providers, offers enhanced efficiency and effectiveness. This innovative approach facilitates better management and oversight of assets in a user-friendly manner.

Backstop provides an exceptional suite of productivity software tailored for investment managers and institutional asset owners. Specifically designed for a variety of organizations, including foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop empowers asset managers and allocators with cutting-edge cloud-based tools that focus on enhancing capital raising and retention, optimizing research and portfolio management, and effectively addressing the needs of their primary stakeholders. Their primary products consist of Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile, all of which provide extensive support for a wide range of operational requirements. By utilizing these sophisticated tools, clients can greatly enhance their operational efficiency and overall effectiveness in the realm of investment management. Additionally, the integration of these solutions fosters a more collaborative environment, allowing teams to work seamlessly together toward achieving their investment goals.

Creating a multi-asset infrastructure on a single platform can be achieved within a matter of days, removing the necessity for distinct terminals with standalone analytics. Utilizing MetaTrader 5, users can effortlessly merge various markets into one interface, gather detailed statistics, and oversee multiple funds at once, which is essential for instilling confidence among both new and existing investors. Recently, Traders' Hub, a brokerage that is regulated in the UAE and located in Abu Dhabi, has officially commenced its operations. They intend to provide various account types through MetaTrader 5, addressing a wide array of trading styles and investment goals. Traders' Hub representatives have stressed their commitment to a full-cycle platform, underscoring that it not only offers outstanding trading functionalities but also equips investors with vital technical and fundamental analysis tools to facilitate more informed trading decisions. With such a rich array of features, Traders' Hub is positioned as an innovative brokerage focused on improving the trading journey for their clientele, thereby setting a new standard in the industry. This dedication to client experience is anticipated to attract a diverse group of traders looking for a robust platform tailored to their needs.

Companies focused on alternative investments utilize Eleven to boost their marketing efforts and improve investor relations, driving growth while enhancing operational efficiency. The tasks involved in raising capital, marketing, and managing investor relations can be simplified and made more effective. With a secure and tailored online platform at your disposal, making connections with investors becomes a quick and straightforward process. This platform provides vital tools, behavioral insights, and data-informed workflows that significantly shorten sales cycles, increase lead conversions, and improve client interactions while optimizing marketing strategies. Transitioning from a prospective lead to an actual client can now occur much faster than before. By offering potential clients easy access to essential information and timely updates, you can speed up engagement and minimize the traditionally lengthy due diligence process, all while maintaining compliance and security. This forward-thinking strategy not only saves valuable time but also fortifies the relationship between you and your investors, ultimately leading to mutual growth and success. Strengthening these connections will create a more resilient investment framework in the long run.

PFS-PAXUS is a specialized platform for fund accounting and administration that is preferred by fund managers handling both alternative and traditional investment portfolios around the globe. As a prominent figure in the industry, PFS-PAXUS offers fund administrators an all-encompassing back-office solution that includes fund accounting, portfolio valuation, pricing, and shareholder record-keeping, all integrated into one cohesive system designed to address the intricate needs of sophisticated fund administration. This cutting-edge system is particularly notable for its ability to unify multiple functions that are usually distributed across various platforms, including securities management, allocation processes, general ledger upkeep, fee computations, share registry, investor communication, and web portal oversight. Awarded for its outstanding performance, PFS-PAXUS is created to support wholesale fund administration and is capable of managing a wide array of both open and closed-ended traditional and alternative funds, such as hedge funds and private equity investments. Its functionality not only simplifies operations but also proves to be an essential asset for administrators aiming to boost both efficiency and precision in their fund management tasks. Furthermore, the platform's adaptability ensures that it remains relevant in a rapidly evolving investment landscape, making it a preferred choice for professionals in the finance sector.

Arcesium delivers unparalleled cloud-based solutions that are exceptionally scalable for the investment industry. Our goal is to help clients accelerate their data initiatives, refine their operational structures, streamline complex workflows, and uncover growth opportunities. Through Arcesium's innovative solutions, organizations can move beyond legacy systems and disjointed platforms. We partner closely with you to design bespoke architectures and operational models that align with your unique business needs. Our forward-thinking offerings enable you to scale smartly while remaining agile. By leveraging our broad expertise, integrated data platform, and specialized skills, you can transform intricate challenges into actionable insights. In an environment characterized by increasing competition and strict regulations, we provide you with the essential tools to reduce operational risks, improve investor relations, enhance profitability, and fortify portfolio management. Our dedication to your success is evident in each solution we offer, ensuring you are thoroughly equipped to face the complexities of the investment landscape. We believe that with our support, you can not only meet current challenges but also seize future opportunities.

The increasing demand for omnichannel content is pushing the need for greater efficiency and a more selective approach to prioritization. Engatta acts as an innovative content management system, streamlining the progression of content across various divisions within an organization. Creating omnichannel content comes with distinct challenges, prompting organizations to adopt a more nuanced approach and greater flexibility in their content development processes. Furthermore, incorporating micro-content is vital for delivering rich experiences in an omnichannel environment. Content specialists depend on actionable insights to promote significant interactions and maintain relevance. By utilizing integrated insights and customer data, content can become more sophisticated and customized to align with the customer journey. Adapting to this necessity requires an agile mindset, embedding agile methodologies into daily operations. Therefore, it is crucial for insights and innovations to consistently shape and improve content strategies. This persistent transformation ensures that organizations not only keep pace but thrive in an ever-evolving digital landscape, ready to meet the demands of their consumers. Continuous adaptation is the key to staying relevant and competitive in today’s fast-paced environment.

FundStudio provides a robust platform designed specifically for hedge fund managers, commodity trading advisors, asset management firms, and family offices, facilitating real-time operations and reporting alongside outsourced managed services, which collectively offer a thorough understanding of fund or managed account statuses and the essential management tools needed. Users have the flexibility to capture transactions and trades via several methods, including real-time FIX connections, file uploads, API integrations, or direct manual entry on the platform. The system supports the allocation of orders across various accounts and strategies, ensuring accurate management of investments. In addition, it enforces compliance through mechanisms such as position limits and restrictions on asset classes, as well as more complex programmatic rules like adjustments for leverage. Users are able to track real-time intra-day profit and loss, and can also create various data views using dynamic "pivot tables" on the fly. The platform efficiently manages cash operations, encompassing trade settlements, margin requirements, coupon payments, and principal transfers. Furthermore, users can predict cash flow and meet investor due diligence requests by working with fund administrators to derive net asset values for both master and feeder fund structures. This comprehensive approach not only enhances operational efficiency but also promotes greater transparency in the management of funds, ultimately leading to improved decision-making processes.

Atlas DX is a cloud-based solution that enhances Affinitiv's approaches to sales, customer service, and retention marketing within the automotive industry. This all-encompassing platform utilizes predictive analytics to improve not only initial purchases but also repeat transactions and long-term customer loyalty, thereby elevating performance for both original equipment manufacturers (OEMs) and dealerships alike. With Atlas DX, businesses can reach consumers through highly tailored communications across various channels, including online, offline, and face-to-face interactions, thanks to Affinitiv's unique 360-degree insights into automotive buyers and their vehicles. The platform's integration enables dealers to engage with consumers via their preferred media and even allows for the scheduling of service appointments directly from marketing materials. By refining marketing initiatives for both dealers and OEMs, Atlas DX significantly enhances the overall consumer experience. Marketers can craft cohesive and innovative messages that are specifically designed for target audiences by analyzing demographic, behavioral, and psychographic data. This targeted approach not only maintains the effectiveness of marketing strategies but also ensures they remain relevant amidst fierce competition, ultimately strengthening the bonds between consumers and automotive brands. Through this innovative platform, Affinitiv paves the way for a more engaged and loyal customer base in the automotive market.