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Banking Wealth Management

Banking Investment Management software provides solutions such as portfolio management, investment accounting, trade and asset management, and banking risk management in the finance and banking sector.

The Data Quadrant is a thorough evaluation and ranking of all software in an individual category to compare platforms across multiple dimensions.

These include:

  • User Satisfaction Rankings
  • Business Value Scores
  • Vendor Capability Comparisons
  • Product Feature Evaluations

The Emotional Footprint is a powerful indicator of overall user sentiment toward the relationship with the vendor, capturing data across five dimensions.

These include:

  • Strategy and Innovation
  • Service Experience
  • Conflict Resolution
  • Product Impact
  • Negotiation and Contract

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Latest Research

Three Global Banks Sign Up for Finastra’s Blockchain-Based LenderComm
July 04, 2019

Three global banks launched a blockchain-based platform to bring the promise of open ledgers and contracts to the loan management market.

Author: David Tomljenovic (Info-Tech)

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Banking Wealth Management Products

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Formicary

Formicary Price Mark

Formicary Price Mark (FPM) eases the process of daily portfolio valuation for Hedge Funds by automating the manual task of price marking on a spread sheet. FPM is a secure, real-time, web based solution which pulls its position automatically from internal trade management systems and market data such as Bloomberg® and ThomsonReuters™.

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Emotional Footprint

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Likeliness to Recommend

0

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FundCount

FundCount

FundCount is a privately-owned company started in 1999. FundCount offers portfolio and partnership accounting, compliance, risk, CRM, web reporting, and document management.

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CX Score

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Emotional Footprint

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Likeliness to Recommend

0

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Imagineer Technology Group

Imagineer Technology Group

Imagineer Technology Group, Inc. is committed to allowing clients to minimize the time and effort involved in technology and information infrastructure issues. Their solutions address the areas of hedge fund due diligence, client relationship management, web reporting and website design.

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Likeliness to Recommend

0

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Isis Financial Systems

IMS

Isis Financial Systems' IMS is an investment management software specializing in hedge funds, investment accounting, portfolio management, fund management and currency conversion.

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Emotional Footprint

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Likeliness to Recommend

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Fitek

Fitek

Fi-Tek is a growing Technology company providing proprietary Financial Software Solutions to the Wealth Management and Alternative Investment markets.

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Emotional Footprint

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Likeliness to Recommend

0

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Linedata Services

Linedata Fund Accounting and Administration

Linedata’s comprehensive fund administration software helps third party administrators grow revenues and differentiation with enhanced services such as flexible reporting and compliance.

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Likeliness to Recommend

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SS&C Technologies

SS&C Investment Management

Over the past 29 years, we have created the most comprehensive powerhouse of software technology in the financial services industry - technology that complements our unrivaled expertise and professionalism in fund administration, insurance and pension funds, and asset and wealth management accounting and operations.

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StatPro

StatPro Revolution

A complete, interactive and cost-effective online solution for portfolio analysis. With a wealth of easy-to-use analytical tools and the ability to share portfolios with colleagues and clients.

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Likeliness to Recommend

0

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SigFig

SigFig

SigFig is an online investment advisor software comprised of various portfolio management tools and features.

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Emotional Footprint

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Likeliness to Recommend

0

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SimCorp A/S

Front Office Suite

The volume of trading data is set to grow by 60% each year. Over 80% of incremental fee revenue will likely come from non-core asset classes. And of course regulations continue to roll in ever-higher waves. Is your front office ready to generate alpha in an increasingly more complex environment? 

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Likeliness to Recommend

0

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Arbor Financial Systems

Portfolio Manager

Arbor Portfolio Manager (APM) is a portfolio management system that provides detailed trade and position management. It includes portfolio analysis for the front office, mid-to-back office processing and general ledger reporting.

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Emotional Footprint

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Likeliness to Recommend

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BarclayHedge

BarclayHedge

BarclayHedge is dedicated to serving institutional clients worldwide in the field of hedge fund and managed futures performance measurement and portfolio management.

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Emotional Footprint

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Likeliness to Recommend

0

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App-X

AIM

AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management for Alternative Asset Fund Managers and Institutional Investors.

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Composite Score

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CX Score

+100

Emotional Footprint

100%

Likeliness to Recommend

1

Reviews

Backstop Solutions Group

BackStop Investment Management Solutions

Backstop Solutions Group provides products for the institutional investment community to make business decisions with intelligence provided via the cloud.

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Emotional Footprint

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Likeliness to Recommend

0

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Advent

Advent

Advent software is focused on delivering solutions that help clients work more productively, serve more effectively, manage and minimize risks, and comply with complex regulations.

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Likeliness to Recommend

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FinSer

FinSer Investment Management

FinSer provides tools and information in the form of consulting, service-bureau functions, and software packages. It is dedicated to helping financial institutions succeed.

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Likeliness to Recommend

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Eagle Investment Systems

Eagle Investment Systems

Eagle's advanced technologies can help you transform your business, so you can do more, more efficiently. Some of the world's most successful companies rely on our innovative data management,investment accounting and performance measurement solutions to make smarter decisions.

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Likeliness to Recommend

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Cogency

Cogency

Cogency is an accounting solution for investors with mixed portfolios of hedge funds, private equity funds, and daily traded instruments.

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Emotional Footprint

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Likeliness to Recommend

0

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eFront

eFront Investment Management Solutions

eFront software solutions for private equity offer an integrated, web-based approach for optimizing the management of both direct and indirect investments in private equity.

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Likeliness to Recommend

0

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Eze Software

Eze Software Invesment Suite

Eze Software Investment Suite is a comprehensive investment management solution designed to meet the needs of buy-side and sell-side asset managers. Eze Software offers an extensive range of capabilities for managing your portfolios through three fully integrated best-of-breed applications that can be chosen a-la-carte, combined together to create a powerful, tightly integrated front-to-back solution, or integrated with third-party systems.

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Likeliness to Recommend

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Emphasys Software

SymPro

SymPro is a treasury management solution by Emphasys Software that specializes in servicing public sector entities in the fields of investment management, debt management and cash management.

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Profile Systems & Software

IMSPlus

The IMSplus Investment Management platform (available on desktop, web and mobile) developed by Profile Software serves the BFSI industry with specialised solutions for each sector. These can each be deployed either as stand-alone systems or as a seamlessly integrated platform for any organisation's Investment Management IT ecosystem.

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Emotional Footprint

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Likeliness to Recommend

0

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Netage Solutions

Dynamo

Netage Solutions has built the Dynamo product suite through an ongoing, intensive partnership with our clients. The insight provided by this partnership throughout the past seventeen years has resulted in a complete front and middle-office solution that optimizes productivity, and delivers compelling reporting and collateral for investors.

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Composite Score

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CX Score

+92

Emotional Footprint

100%

Likeliness to Recommend

1

Reviews

Finastra

FusionInvest

Misys FusionInvest is a fully integrated portfolio and risk management system for the buy-side. It delivers flexibility, transparency and consistency throughout the investment process, enabling true collaboration across functional departments.

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Likeliness to Recommend

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Risk-AI

Risk-AI

Risk-AI® is a multiple award-winning, Hedge Fund Risk Analysis and Research firm and the mobile technology leader for the Hedge Fund industry.

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Likeliness to Recommend

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Load More

All Research

Three Global Banks Sign Up for Finastra’s Blockchain-Based LenderComm
July 04, 2019

Three global banks launched a blockchain-based platform to bring the promise of open ledgers and contracts to the loan management market.

Author: David Tomljenovic (Info-Tech)