Saturday, February 8, 2014

TOP 5 Assets Management Software's for investment management





In the list below you can find some of the best software's on the market for  Asset Management solutions, Assets Management Software, Risk management, Wealth Management, Portfolio diversification and Family Office.

Systems and Software portfolio management

Profile Systems and Software

When we talk about Profile Systems and Software we can mention:

  • Global markets support and efficient management of all portfolio types
  • Complete fees management and instant cash flow information
  • Automated front to back office operations, with pre-trade simulation analysis, advanced order management and trade validation workflows 
  • Strategic and tactical allocation views with rebalancing facility for automatic order proposals 


Portfolio Diversification and strategy software for Wealth Management

  • Portfolio diversification calculator
  • Stock Portfolio diversification
  • Portfolio diversification strategy
  • Asset allocation software for advisers
  • Asset allocation software for financial advisers

Gravity Capital Partners works with Registered Investment Advisers in a collaborative fashion as a strategic sub advisory to measure, manage and improve portfolio diversification, educate clients and increase assets under management. We work with money managers and institutions as strategic sub advisers to create risk management overlays or Diversification Weighted product sleeves.



Solutions for Asset Management

Asset management solutions are helping institutional investors and private equity firms to improve investment decision-making and operational efficiency, with increasing transparency while managing the risk. www.sungard.com/assetmanagement


Asset Management solution by some of the largest investment managers globally.

Calypso is a Single Platform for All Fund Types


  • Valuation and Position Keeping
  • Comprehensive Risk Management
  • Compliance Management
  • Straight-Through Processing
  • Product Coverage
This Asset Management solution by some of the largest investment managers globally. It incorporates the sophistication of products and trading processes used by the sell side, and combines that with all the features required by a medium or large fund manager.


  • Accounting
  • Alternative Investment Solutions
  • Client Reporting
  • Deal Capture
  • Fee Billing
  • Front and Middle Office
  • Global Custody
  • Middle and Back Office Solutions
  • OMS / EMS
  • Performance Measurement
  • Portfolio / Fund Management Systems
  • Portfolio Analytics
  • Settlement Documentation Wealth Management / Family Office
Prospero Wealth Management is a comprehensive financial platform that includes everything you need to run a wealth management business - from the front office to the back office, including General Ledger - without having to use multiple systems and spreadsheets.




4 comments:

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  2. Quite valuable, thanks for posting! In addition to the institutional asset protection platforms, Digital Inheritance secure vaults are the primary solution for the private individuals: Digital Inheritance Asset Protection

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  3. Nicely explained the topic "Management Software's for investment management" same as you mention about is quite popular these days in India. Our company provides services for the same. kindly visit to know Investment Management

    ReplyDelete
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