GS Asset Manager

GS Asset Manager

Geesoft systems
DPC Monitor

DPC Monitor

Digital Portfolio Control
+
+

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About

GSAM is a sophisticated investment portfolio management software that helps asset managers to understand and manage their investment portfolios. In GSAM, we have the following optional modules: Equities, Money Market, Unit Trusts and Property modules all accompanied by the universal Administration module. GSAM is a flexible solution that can be adapted to suit the specific business rules of each firm, allowing each business to maintain their uniqueness while benefiting from a common and solid platform. Full money market, equities, bonds and property management functionality delivered through four modules. In-built business rules-based checks like limits breaches, out of range tenors for buyback asset sales. All transactions are double entry transactions. Offers the dealer valuable tools and features that make transaction processing easier.

About

Get an immediate overview of the portfolio, values, trends and any limit values ​​and warnings. Follow deviations downwards in the portfolio and look for causes. Drill-down from the top down to individual holdings. Visual and interactive analysis of the portfolio in detail, now and historically. Examine allocation and exposure, risk, attribution, etc. Collect and follow information about all assets (and liabilities) regardless of type: Funds, Equities, Bonds, ETFs, PE, loans, real estate, forest, precious metals, art, derivatives, etc. Define one or more portfolios, with desired structures (aggregates). Consolidate and aggregate assets (and liabilities) from all different sources, depots, trustees. Build investment policy and rules into the tool. Define allocation and exposure limit values. Define which benchmarks and goals are to apply at different levels in the portfolio.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for an investment management solution

Audience

Pension foundations, Pension funds, Insurance company, Trade union, Foundations, Municipalities, University, Family offices, Individuals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Geesoft systems
Zimbabue
www.geesoftsystems.co.zw/gs_asset.html

Company Information

Digital Portfolio Control
Founded: 2015
Sweden
www.digitalportfoliocontrol.se/dpcmonitor/

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Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
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