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
Advent Portfolio Exchange®: For over 800 asset managers, wealth managers and family offices around the world,the game-changing solution is Advent Portfolio Exchange® (APX), the first integrated portfolio management and client relationship management solution. And the first to span the entire enterprise—front, middle, and back...
Learn more about Advent Portfolio Exchange®
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...
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...
Complete Electronic Trading Technology for Financial Markets
Argo SE is a financial technology provider. We design highly efficient electronic trading and risk management software.
Software Solutions to the Wealth & Asset Management Industry
Unified Wealth Platform (UWP): Tegra118’s Unified Wealth Platform (UWP) provides financial institutions and advisors with easy access to sophisticated UMA portfolio management and trading capabilities for greater flexibility and a streamlined experience. The platform also offers goals-based and comprehensive financial planning,...
Learn more about Unified Wealth Platform (UWP)
The flexible solution for sophisticated portfolio management.
Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,...
Web-based Portfolio Management & Trading Solutions
Sentry PM - Portfolio Management System: Sentry PM is a web-based front-to-back office portfolio management system. Sentry PM combines robust functionality with a user-friendly experience to offer a scalable solution and deliver efficiency and transparency to your investment management process.
Learn more about Sentry PM - Portfolio Management System
Together We're Creating the Way Ahead
State Street Global Exchange offers information, investment analytics and data solutions to help asset owners and managers create and execute their strategy. Our research and insights challenge investment approaches, while our information, data management and analytics tools show results and help...
Investment Potrfolio Management Software
FinFolio develops and supports portfolio management software for financial professionals. Our clients include investment advisors, financial planners and wealth institutions with assets ranging from under $100 million to almost $100 billion. Philosophy We think portfolio management technology...