Financial Portfolio Management System (FPM)
The Financial Portfolio Management System (FPM) offers a robust Back Office Module that seamlessly integrates with all functional components. Capable of managing diverse financial instruments, FPM enhances cash management through real-time liquidity monitoring. Its Order Management Module ensures compliance with client mandates by verifying transactions pre-order, streamlining operations with automatic back office notifications.
Top Financial Portfolio Management System (FPM) Alternatives
StackScan
Find and compile website lists based on the technology stacks they use, covering 50,000+ technologies across 105 million domains.
Arbor Portfolio Manager
The Arbor Portfolio Manager (APM) empowers hedge funds and family offices with robust trade and position management capabilities, seamlessly integrating traditional and digital asset management. Its advanced features include real-time reporting, extensive compliance, and performance tracking, along with broad exchange connectivity and client-driven enhancements for institutional excellence.
PureFunds
This fund administration software streamlines operations for UK, European, and Offshore fund administrators, enhancing efficiency through automation. It integrates with platforms like Calastone and SWIFT for seamless dealing processes, ensuring accurate share registration, investor correspondence, and tailored reporting. Expert data migration support further simplifies transitions and acquisitions.
EQ International
Specializing in Equities Quant since 1990, EQ International delivers expert insights into equity markets, aiding fund managers throughout their investment processes. Their innovative Pure ESG methodology ensures portfolios maintain pure exposure to environmental, social, and governance factors, free from unintended biases, while allowing customization to align with investors' sustainable philosophies.
Salerio
This hedge fund software optimizes settlement management for major asset managers and hedge funds worldwide. Its modular design ensures efficient trade processing and risk mitigation across various asset classes, facilitating seamless trade confirmation, settlement tracking, and failed trade management. It enables firms to navigate T+1 settlement challenges with confidence and precision.
FundPortal
FundPortal serves as an all-in-one platform for hedge funds, integrating a client portal, CRM, and data room with advanced marketing tools. It empowers fund managers to distribute sensitive information securely, track client engagement, and analyze performance against custom benchmarks, all while ensuring compliance with rigorous security standards.
IR Manager
IR Manager is a powerful hedge fund software that transforms investor relations through an intuitive CRM platform. It facilitates seamless monitoring of shareholding structures, automates insider list management, and enhances ESG reporting. With robust webcasting solutions and tailored advisory services, it ensures efficient communication and compliance, empowering IR teams to engage investors effectively.
ProFundCom
ProFundCom serves as a specialized digital marketing platform tailored for hedge funds, asset managers, and private equity firms. It empowers users to track engagement across digital channels, providing real-time alerts and insights on prospects. By automating workflows and enhancing email marketing efforts, it helps firms effectively raise and preserve assets under management.
Portfolio Probe
Portfolio Probe offers a sophisticated tool for generating random portfolios that adhere to specified constraints, enhancing fund management practices. By sampling from a diverse array of portfolios, it aids in portfolio optimization, enabling users to identify trades that align closely with ideal target portfolios while maintaining compliance with essential guidelines.
PFS Paxus
PAXUS revolutionizes fund administration with its fully integrated solution, offering a real-time web portal for managers, investors, and authorized parties. It streamlines processes by replacing legacy systems, enabling seamless access to information, reporting, and transaction submission 24/7. Designed for various fund types, it enhances operational efficiency and client satisfaction.
Electronic Trading
Offering a cutting-edge low latency network, this electronic trading solution delivers the pulse of global financial data, designed for the fast-paced demands of modern markets. With robust cloud-enabled managed services, it supports over 550 firms worldwide, ensuring agile infrastructure and unwavering cybersecurity, accessible 24/7 across key financial hubs.
EQ Execution Tools
EQ Execution Tools empowers hedge fund managers and stockbrokers by equipping them with robust capabilities to prepare and analyze trade lists efficiently. This software streamlines the trading process, enhancing decision-making and operational efficiency, ensuring users stay ahead in a competitive market. Interested parties can reach out to explore its benefits.
dCRM
dCRM is a bespoke data and software solution engineered to transform data management and analytics in trading environments. By integrating seamlessly with existing platforms, it enhances data quality and decision-making agility, allowing organizations to navigate market volatility and regulatory challenges effectively, ultimately driving growth and competitive advantage.
Centerprise EMS
The Enterprise Management System (EMS) is a robust solution tailored for the alternative asset management sector. It integrates TOMI OMS, real-time and historical P&L reporting, and performance attribution, addressing market and credit risk. Customizable and designed for firms of all sizes, EMS enhances operational efficiency by unifying data across all functions.
Fundamental Portfolio Manager
The Fundamental Portfolio Manager (FPM) offers an advanced, end-to-end investment management solution tailored for fund managers and wealth managers. It seamlessly integrates Front, Middle, and Back Office functions, supporting diverse asset types and providing real-time transaction processing, performance reporting, and automated fund accounting, all while adapting to evolving client needs.
EAS Expense Allocation System
The EAS Expense Allocation System revolutionizes expense management for private equity and hedge funds. By automating allocations and integrating seamlessly with accounting systems, it enhances accuracy and compliance. Managers can effortlessly track expenses, streamline approvals, and prevent misallocations, significantly reducing processing time while ensuring adherence to fund agreements and regulations.
Company Information
- Company: Computer Design
- Country: United Kingdom
Top Financial Portfolio Management System (FPM) Features
- Real-time cash balance monitoring
- Comprehensive instrument coverage
- Integrated trading and ledger functions
- Pre-trade liquidity assessment
- Client position access online
- Automated compliance verification
- Flexible compliance rule definitions
- Pre-order compliance checks
- Seamless back office integration
- Dynamic cash flow projections
- User-friendly interface
- Customizable reporting tools
- Multi-asset class management
- Automated deal allocation
- Risk management integration
- Alerts for compliance breaches
- Performance analytics dashboard
- Regulatory reporting capabilities
- Historical transaction tracking
- Intuitive user notifications
