Investment Management Software

A complete, interactive and cost-effective online solution for portfolio analysis. With a wealth of easy-to-use analytical tools and the ability to share portfolios with colleagues and clients.

Arbor Portfolio Manager (APM) is a portfolio management system that provides detailed trade and position management. It includes portfolio analysis for the front office, mid-to-back office processing and general ledger reporting.

eFront software solutions for private equity offer an integrated, web-based approach for optimizing the management of both direct and indirect investments in private equity.

Over the past 29 years, we have created the most comprehensive powerhouse of software technology in the financial services industry - technology that complements our unrivaled expertise and professionalism in fund administration, insurance and pension funds, and asset and wealth management accounting and operations.

Unity offers a seamless, omni-channel user experience to front- and middle-office wealth providers, as well as high-net-worth and institutional investors. It delivers a 360° view of household accounts for the wealth advisor and investor, supporting more personalized engagements. The single platform, with robust data analytics and workflow, enables you to improve efficiencies and focus on value-added activities.

AIM centralizes institutional knowledge related to fundraising, investment due diligence, and portfolio management for Alternative Asset Fund Managers and Institutional Investors.

FinSer Investment Portfolio Reporting service provides the record keeping for all your investments, including structured notes, pass throughs and collateralized mortgage obligations (CMOs). You'll have concise and accurate monthly accruals for interest, amortization and accretion. A flexible general ledger interface option can be used to create entries for accruals, payments and transactions.

Complex solution focused on the automation of the corporate treasuries and in-house banks for the purpose of the money flow managing.

SimCorp Asset Manager for investors helps you generate more alpha on your investments. SimCorp's asset management software helps you efficiently and confidently manage investment strategies across diverse financial portfolios, funds, and market mandates. Their portfolio management solution includes comprehensive asset coverage, automated workflows and scalable processes.

FundCount is a privately-owned company started in 1999. FundCount offers portfolio and partnership accounting, compliance, risk, CRM, web reporting, and document management.