Paragon
Paragon is a sophisticated stock portfolio management software designed for fixed income solutions, serving a diverse array of financial institutions. It automates trade processing, accounting, and reporting, accommodating complex instruments and compliance requirements. With over 180 customizable reports, users benefit from visually engaging data insights that enhance decision-making and operational efficiency.
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LUSID
LUSID offers a robust Portfolio Management System that consolidates public and private market investments into a unified framework. With highly customizable workflows, teams can optimize efficiency, enforce risk controls, and access real-time data for enhanced analysis. Its immutable data storage and advanced analytics empower firms to manage portfolios with confidence and precision.
Easify
Easify is a user-friendly business software that consolidates all essential tools into one seamless application, streamlining daily operations. It simplifies VAT submissions compliant with Making Tax Digital standards, manages stock efficiently, and offers built-in EPOS functionality. With its outstanding customer support and affordability, Easify empowers businesses to thrive effortlessly.
illio
Illio offers a robust stock portfolio management solution, providing instrument and portfolio-level insights on performance, risk, and ESG factors for various asset types, including digital assets. Clients and advisors benefit from on-demand PDF reports that visualize portfolio holdings, enabling quick assessments and comparisons to enhance engagement and investment understanding.
Excel Price Feed
Excel Price Feed transforms spreadsheet management by integrating live, historical, and fundamental market data from various markets, including stocks, forex, and cryptocurrencies. Users can access over 100 formulas for real-time pricing, automate portfolio valuations, and create stock screeners, enhancing investment analysis without the hassle of manual data entry.
WebTrader
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Trendo
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VALK
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Navexa
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Pebble Finance
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MProfit Advisor
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PHI 1
PHI 1 revolutionizes trading by automating mundane tasks, allowing traders to focus on market opportunities. With advanced charting, a robust screener, and a powerful strategy editor, it enables users to backtest and refine strategies effectively. Multi-broker integration ensures optimal rates, enhancing the overall trading experience.
LEIF
LEIF offers tailored digital solutions for the financial sector, addressing the challenges of regulatory compliance and customer engagement. With a focus on user-friendly online trading platforms and efficient systems for banks and fund companies, it empowers organizations to enhance their competitive edge and streamline complex processes effectively.
PORTAX After-Tax Portfolio Analysis
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Fund Manager
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Is360
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Company Information
- Company: corfinancial
- Country: United Kingdom
Top Paragon Features
- Automated trade capture
- Comprehensive reporting tools
- Visual data insights
- Modular system design
- Exception-based processing
- Real-time dashboard views
- Flexible regulatory reporting
- Configurable client-specific modules
- Integration with OMS platforms
- Automated collateral management
- Cash flow forecasting
- M&A position management
- Efficient month-end closing
- User-friendly interface
- Extensive asset class support
- High-volume transaction handling
- Quick implementation timeline
- Tailored tax calculations
- Audit trail compliance features
- Cloud deployment options
