iPM-Intelligent Portfolio Mgmt

iPM Portal: iPM Portal is an innovative platform that integrates CRM, Portfolio Management and performance reporting tools into one customizable, web-based user interface via the cloud. Data can displayed for end clients or internal users and integrated with a company web site and branding. For CRM, iPM...
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Analyzing Data. Empowering the Future.

Founded by industry experts, ActiveViam understands the data analytics challenges faced by financial institutions across trading desks, risk, and compliance. That is why we pioneered the use of high-performance analytics in finance, helping the largest investment banks, asset managers and hedge...

Three Proven Platforms Axys, Portfolio Exchange & Geneva

Geneva® : Geneva® covers the full spectrum of your business: front office decision support and portfolio management, middle office automation through trade capture and reconciliation, and full portfolio, fund and investor accounting and reporting. Geneva is designed to support complex alternative investment...
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Web-Based Portfolio Accounting & Performance Reporting

Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial...

Data Management, Accounting, and Performance Measurement Solutions

Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private...

Software for Private Equity, Real Estate & Enterprise Risk

WebLP - Solutions for Fund Administrators: WebLP by eFront provides fund managers with an efficient reporting system, able to communicate efficiently, in full transparency, and in perfect safety with their investors around the world.
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WebPortfolio Solutions Account Aggregation

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors....

Client-Centric Financial And Technology Full Service Provider

STP Investment Services is a financial and technology service provider specializing in operational, technical, consulting and software services for investment managers. Our services include: • Investment Accounting & Performance • Fund Administration • Reconciliation & Trade...

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Accurate | Dependable | Efficient

Mortgage-Backed Securities through MBS Expert®: MBS Expert is an operationally-efficient Mortgage Backed Securities system for front- and middle-office functions. Among broker dealers and asset managers, MBS Expert is the most widely used post-trade Mortgage Backed Securities system that supports large volume throughput while mitigating trade...
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Complete Electronic Trading Technology for Financial Markets

Argo SE is a financial technology provider. We design highly efficient electronic trading and risk management software.

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