eXeer
As a modular SaaS solution, eXeer empowers investment managers to seamlessly aggregate, analyze, and visualize their investment data. It integrates existing tech stacks and new technologies, automating data collection from various sources. With its core analytics engine at the helm, eXeer ensures a reliable single source of truth for informed decision-making.
Top eXeer Alternatives
StackScan
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EXM
With advanced project planning features such as interactive Gantt views and templated reporting, this solution enhances resource management by clearly outlining team responsibilities and future availability. The focus on deliverable-based planning ensures consistent project execution, allowing for real-time reporting and a data warehouse tailored for expert analysis.
Bite Stream
Bite Stream is a versatile SaaS platform tailored for asset managers, facilitating compliant distribution of private market investment products. It streamlines fundraising processes, enhances investor engagement through real-time analytics, and simplifies KYC and AML regulations across jurisdictions. Its cutting-edge technology supports rapid configuration and expansion, ensuring efficient global outreach.
WealthXcel
WealthXcel offers streamlined customer ID verification tailored for regulated businesses. With Tiller's advanced technology, clients can securely onboard through automated checks, rapid AML/KYC processes, and real-time address verification. Its modular approach enhances the client experience, allowing for flexible, digital engagement while maintaining the highest regulatory compliance standards.
Daphne
Daphne revolutionizes private market fundraising by automating manual processes and data management through advanced AI technology. By providing intuitive data rooms and real-time updates, it enhances engagement with distribution partners while minimizing errors and operational burdens. This platform empowers teams to efficiently market funds, ensuring up-to-date information across multiple channels.
WealthWorks
This software excels in managing various investment-holding entities, including estates, charities, and family investment companies. Users appreciate its robust client relationship features, seamless accounting, and integrated document storage. With exceptional support and practical resources, it ensures accuracy and reliability in specialized wealth management tasks, making it a preferred choice for professionals.
Delio
Delio offers a modular client experience platform tailored for financial firms navigating private markets. Its white-label solutions streamline the investment lifecycle, enhancing distribution, transaction processing, and portfolio reporting. By integrating Delio’s Structuring Solutions and Vaults, clients gain frictionless access to diverse investment products while reducing operational burdens, fostering innovation and efficiency.
Broker Lender CRM
The Broker Lender CRM enhances operational efficiency for brokers by automating document production, streamlining borrower information collection, and managing bespoke lending products. Designed for both new and established businesses, it facilitates growth through effective communication and insightful reporting, empowering brokers to focus on delivering exceptional service and achieving their objectives.
focus:360 adviser
focus:360 adviser is an advanced investment management software designed to enhance financial advisory services. By streamlining client management and optimizing portfolio allocations, it empowers advisers to deliver personalized advice efficiently. With integrated digital engagement tools, it enables clients to explore their financial options independently or collaboratively, enhancing overall satisfaction and productivity.
StatPro Revolution
StatPro Revolution offers investment management professionals a robust platform that transforms data silos into actionable insights. With precise portfolio analytics, it ensures transparency in performance and attribution, empowering teams to meet evolving regulatory demands while enhancing investment strategies. Its automated systems streamline compliance, investor communications, and ESG reporting, driving operational excellence.
Funds-Axis
HighWire revolutionizes investment management by simplifying the intricate landscape of regulatory compliance and reporting. This platform offers a rich array of modules tailored to streamline investment compliance, risk monitoring, and regulatory obligations. With a focus on efficiency and cost-effectiveness, HighWire allows investment managers to navigate complex regulations seamlessly, enhancing operational agility.
focus adviser
Focus Adviser offers a suite of innovative software solutions that streamline the delivery of personalized financial advice. With its cutting-edge Advice Engine, it optimizes investment modeling and portfolio allocations. Integrated practice management tools enhance client interactions, while digital engagement features empower clients to explore their financial options independently or collaboratively with advisers.
Intellibonds
Intellibonds empowers institutional investors by leveraging intelligent automation to reduce costs and enhance decision-making. Its AI-driven virtual assistants collaborate with investment teams, providing predictive credit risk analytics that identify downgrades 90 days in advance, enabling proactive market positioning and optimizing resource allocation with anticipated savings of 20-30%.
Finbourne
Empowering financial services professionals, Finbourne delivers a cloud-native data solution that streamlines investment operations. Its modular platform integrates seamlessly with existing systems, providing real-time insights and secure data management. By leveraging LUSID, Luminesce, and Horizon, teams can access a unified source of truth, enhancing decision-making throughout the investment lifecycle.
Costars
Investment management software designed for tier 1 banks and asset managers, Costars streamlines fund administration and client servicing. It automates ISA management, regulatory compliance, and portfolio management, handling millions of positions seamlessly. With extensive data integration, rapid deployment, and a user-friendly interface, it enhances operational efficiency across diverse investment channels.
WealthObjects
An investment management software, WealthObjects streamlines operations for wealth managers and financial institutions through customized portals and workflows. It supports client acquisition, onboarding, financial planning, and ongoing engagement while delivering a holistic view of personal finances. With award-winning technology and modular API solutions, it empowers firms to launch innovative digital propositions efficiently.
Company Information
- Company: pointgroup
- Country: United Kingdom
