iPM-Intelligent Portfolio Mgmt
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,...
Advanced Compliance Automation Identity Auditing Solution
Access Auditor: Access Auditor is the fastest and easiest way to automate the entire user access review process. Access Auditor automates the discovery, review, reporting, and alerting of user access rights with an easy-to-use web-based application. Forget the spreadsheets, and let Access Auditor simplify your...
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Analyzing Data. Empowering the Future.
Atoti Market Risk: Atoti Market Risk is a packaged yet customizable solution for market risk reporting, analysis, and optimization.
What makes Atoti Market Risk really stand out is the way it consolidates and makes all the relevant risk data available for analysis. With Atoti Market Risk you have granular access to...
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Fixed Income Trading Technology Solutions
FISA (Fixed Income Security Analytics): Dealing with the complexities of bonds requires software developers to have robust fixed income analytic tools. The developers at FTLabs created a bond calculation library to address these difficult challenges and bring a tool to market that delivers speed and accuracy as well as superior...
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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...
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....
Reference data mapping solutions. Financial Market Intelligence.
Indices: n/a
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Execution and Order Management Software & Systems
RiskGate: The risk limits component is embedded in InfoReach Trade Management (TMS) and HiFREQ systems. It provides risk assessment of every order request and ensures compliance with preconfigured firm-specific trading constraints. Risk compliance covers orders originated manually, algorithmically, via API,...
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Document Management Services
Data Dimensions provides business process outsourcing services to insurance and financial services companies nationwide. Its services include: mailroom management; scanning; data capture; forms processing; physical and electronic records storage/retrieval.
