Alternatives to Novus
Compare Novus alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Novus in 2026. Compare features, ratings, user reviews, pricing, and more from Novus competitors and alternatives in order to make an informed decision for your business.
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Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
2
NovusMED
Momentm
NovusMED is an ecosystem that includes call center, administrative, driver applications, and client/clinic booking applications. NovusMED is the platform of choice for a wide range of medical transportation services and includes configurations for brokerage, providers, senior, community, and home health programs. Accurately manage calls and patient information. Monitor real-time performance and adjust resource capacity to meet changes in service demand. Manage will calls, confirmation calls, and recurring trips/standing orders in real time. Improved mileage reimbursement and cost calculators to manage multiple contractors, funding sources (payors), multiple providers, and volunteer driver programs. Enhanced credential management for vehicles and drivers. Manage subcontractor outsourcing with provider mobile, trip bidding, and trip offers. Able to see the closest vehicle and perform immediate bookings. -
3
AlternativeSoft
AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds. -
4
FundCount
FundCount Americas
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.Starting Price: $500 -
5
Pinnakl CRM
Pinnakl
As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.Starting Price: $250/month -
6
Allvue
Allvue Systems
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth. -
7
Novus
Novus
A blazingly fast and futuristic package manager for windows. Unlike any other package manager, Novus uses multithreaded downloads making the download speeds 8 times faster. Apart from being extremely fast, Novus also installs and uninstalls packages concurrently, making it as efficient as possible. Not only are all of Novus’s packages are monitored regularly, but all of them are always up to date and trusted by the community. Apart from being extremely fast, Novus also installs and uninstalls packages concurrently, making it as efficient as possible. Not only are all of Novus’s packages are monitored regularly, but all of them are always up to date and trusted by the community.Starting Price: Free -
8
PackHedge™
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.Starting Price: $5,000 per year -
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Risk Shell
ABC Quant
Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds -
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Nirvana Solutions
Nirvana Solutions
One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making. -
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Novus Loyalty
Novus Loyalty
Novus is an Offers & Loyalty platform, all set to develop the most technically proficient, easy to use and affordable loyalty platform for the modern retailer. Combining the power of technology & expertise, we're creating a loyalty journey for varied industries wherein we're a proven name in empowering sales and elevating brand value through a loyalty program structured to customer retention. Novus offers smart campaign management, customer segmentation, marketing automation and so much more to cover every loyalty touchpoint. The platform features 4 main modules including an offers platform, a well-equipped loyalty engine, a rewards & management platform and an integrated benefit of analytics/business intelligence.Starting Price: $250 per month -
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Novus
Novus
Novus is an AI-driven platform that empowers enterprises to seamlessly integrate on-premise AI and Large Language Models (LLMs) into their workflows, enhancing technological capabilities across all business functions. The platform offers custom AI tools tailored to unique business needs, streamlining processes to boost productivity and reduce costs. Advanced data analysis features provide deeper insights for strategic decision-making. Key solutions include 360° Sales AI for personalized sales journeys, FinGenius AI for precise financial analysis, Enterprise AI for efficient data access, and AutoContent AI for generating high-quality, fact-checked, and SEO-optimized content. Novus ensures compliance and security, offers real-time analytics, and provides customization across various industries. The platform is designed to deliver data-driven insights and AI-powered solutions, facilitating the development of an autonomous enterprise. -
13
AdvisorWare
SS&C Technologies
Specifically designed for hedge funds, funds of funds and private equity, AdvisorWare® delivers portfolio management, accounting and partnership accounting in a single, integrated platform. It supports alternative investment funds that have sophisticated global investment, trading and management concerns, as well as complex financial, tax, partnership and allocation reporting requirements. Maximize operational efficiency with an intuitive system that allows you to manage all types of instruments and corporate actions with complete data integrity. Reduce your operational risk with proactive and automated exception handling, workflow management and reconciliation tools. Fulfill tax and reporting requirements for multiple jurisdictions and furnish fully automated tax allocation to partners. -
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Novus
EasyModelling
Our complete model agency solution has been fully upgraded to a point we can confidently state this is the most comprehensive, feature-rich, most customizable model agency management tool on the planet. Novus is booking, imaging, packages, website integration, accounting software compatible, invoicing, CRM, and much more. We have moved the system to the most extensive and reliable "cloud" available, with hundreds of data centers around the world. For a short period of time, during these unique times we live in, we are offering an incredible price per agency that is locked in for a full three years. Check out our features below and contact us if you are ready to move to the best model agency solution available. Novus is our fully revamped version 5 of the Easymodelling model agency management system. Our complete model agency solution has been fully upgraded to a point we can confidently state this is the most comprehensive, feature-rich, most customizable model agency management tool. -
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RiskAPI Add-In
PortfolioScience
As a hedge fund or a hedge fund service provider, you need a comprehensive, powerful, and dynamic system to identify and analyze market risk. The answer is RiskAPI. Set up a portfolio risk management infrastructure for your hedge fund in record time and at minimum cost. Measure client-wide exposure. Provide clients with portfolio risk management tools, analytics, and robust reporting. Provide fund clients with multi-asset, multi-currency portfolio risk reporting as a value-added service. Integrate sophisticated portfolio risk analytics into your pre-trade functionality, a winning combination. PortfolioScience specializes in risk management technology for financial institutions, investment services, financial advisors, hedge funds, and commodity producers. The company's cloud-based RiskAPI® service allows fund managers, advisors, traders, and both buy-side and sell-side market participants, to access powerful risk analysis capabilities on demand. RiskAPI includes all required data, etc.Starting Price: $300 per month -
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The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
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Backstop
Backstop Solutions Group
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile. -
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PortfolioShop
PortfolioShop
PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data AggregationStarting Price: $1500/month -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
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Atominvest Software
Atominvest
Atominvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, Atominvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting. -
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Orchestrade
Orchestrade Financial Systems
Orchestrade is the most modern, cross-asset, front-to-back trading and risk management platform for banks, asset managers and hedge funds in the market. With Orchestrade, you get up and running in weeks, not years – your P&L is accurate and your risk runs in real-time. We are laser-focused on the product, we put our clients first and we deliver on what we promise – keeping you agile and innovative. Remove those operational bottlenecks, increase time to market and let Orchestrade address your regulatory pain points. By leveraging our "Smart Business Events", lifecycle management solution, you are agile and innovative; that's a competitive advantage. When we say our clients come first, we mean it. That’s why we’ve successfully partnered with our clients to build a better product, to deliver fast implementations and to drive superior results. -
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Eze Eclipse
SS&C Eze
Start-up and emerging equity- and event-focused hedge funds need an investment platform that is flexible, scalable, and reliable in order to grow and evolve their businesses. Eze Eclipse™, a born-in-the-cloud investment solution, supports your full investment process in a single unified platform through a secure web browser interface. Trade efficiently with optimized order routing, pre-defined allocation schemes, on-the-fly allocation tools, and key data summaries. Request short locates across connected prime brokers and leverage those rates throughout your trading workflows. Monitor real-time and historical portfolio, benchmark, and individual security performance. Leverage extensive real-time market value, P&L, and exposure position monitoring capabilities. Manage investor mandates and industry regulations with pre- and post-trade compliance checks. Connect to top-tier prime brokers, custodians, and fund administrators for start-of-day and end-of-day data flow. -
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VestServe
VestServe
Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.Starting Price: $27500.00/year -
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Fundamental Portfolio Manager
Fundamental Software
The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market. -
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FundPortal
The Edgefolio Group
Enhance your Investor Relationships and grow your business all from one portal. Smart analytics, file sharing and marketing tools for hedge fund managers. FundPortal is built for today's fund manager. Streamline your workflow, delight your clients. Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Maximize your marketing efforts with a customizable client portal that can be accessed through your website. Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500. -
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Novu
Novu
A digest engine that aggregates multiple events in to a single precise notification. Debug deliverability and analyze sending patterns across multiple channels. Manage content for all channels and in multiple languages without the need to redeploy your code. Send transactional notifications based on user's timezone and working hours. Build a real-time notification center using our embeddable components or connect your custom UI with our notification feed API. Open source is in the heart of Novu. We keep all the source code and work publicly available. Join our community-driven project with over 3,000+ developers from around the world who contribute code and help build the modern notification infrastructure.Starting Price: $25 per month -
27
Elysys Wealth
Elysys
Why develop proprietary systems when Microsoft’s next generation of ERP comes with core best of breed financial accounting, banking, security and technology frameworks? Elysys leverages the power and scalability of the mighty Microsoft Dynamics 365 Business Central platform. We bring sustainable advantage, particularly for the delivery of highly specialized treasury management applications. Effortlessly create bespoke dashboards and reports for any investment or financial data. Drill down to detailed transactions when necessary. Aggregate all financial and non-financial assets across the entire portfolio and asset types. Produce financial consolidation for groups at multiple levels. For the last 15 years we have been introducing a broad range of modules spanning paper investments, money markets, derivatives, structured products, but also private equity funds and alternative investments (including Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, Swaps, etc). -
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Axys
SS&C Advent
Automate portfolio reporting and accounting with a turnkey solution that requires minimal IT support. Wealth management is a relationship-based business, and there’s simply no substitute for time spent with clients. With an extensive library of pre-defined reports plus easy report customization, SS&C Advent’s Axys® automates portfolio reporting and accounting to help firms get more done in less time. Part of the powerful Advent Investment Suite, Axys will increase your productivity, improve accuracy, and provide a clear picture of your portfolios and their performance, without disrupting your existing infrastructure. Automated reconciliation of trade information, settlement data, transactions and positions. SS&C Advent’s industry-leading portfolio management solution brings speed, accuracy, and flexibility to all your portfolio management and accounting functions. -
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Portfolio Genius
TPG Software
Accuracy in accrual, accretion and amortization in conformity with the current Generally Accepted Accounting Principles (GAAP) for concessions on debt, fees, premiums, discounts and accrued interest (calculated using various day count methods, and the International Financial Reporting Standards (IFRS). Accuracy in the maintenance, tracking and projection of the financial terms of fixed-income securities as related to principal and interest payments, coupon rates, rate resets, call dates, MBS and CMO factors, CPRs and PSAs, and maturities. You can base interest rates on a mathematical formula with embedded index, caps, floors, etc. Automated back office functions such as: automated data entry, maintenance, business calendar maintenance, principal and interest payment calculations, and reconciliation. -
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Ledgex
Ledgex
Ledgex Pro is the first platform for multi-asset allocators that enables you to directly challenge the data quality concerns of our space; increasing timeliness, accuracy, and confidence throughout your investment office. Enter and stage data before releasing it to the rest of the office. Gain full transparency on the quality of the data, revisions, corrections, and approvals. More control over your data, with less effort. Performance over portfolio and custom groupings, insight into the source and age of the data at every level, and fresh analytics available as each number is entered and approved through Mission Control. Accounting is foundational to the investment office, so we built a foundational system that automatically generates ledger entries for every transaction entered, reconciled, and approved one time in Mission Control. Double-entry shouldn't require double-typing. -
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LSEG AlphaDesk
LSEG Data & Analytics
Simplify your workflow with LSEG AlphaDesk, the cloud-based order management system (OMS) and portfolio management system (PMS) for the buy-side. Work with flexible multi-vendor data feeds and multiple electronic trading systems, as well as custodians/ prime brokers and fund administrators. Manage all your firm’s orders in a single place. Track portfolio exposure in real-time with over 100 fields and flexible groupings. Stay on top wherever you are with responsive mobile access. LSEG AlphaDesk is an award-winning order management system (OMS) and portfolio management system (PMS) which offers cloud-based, multi-asset class, multi-currency order management and portfolio management for the buy-side, along with risk and compliance tools, all within a single user interface experience to help streamline and automate your workflow. -
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PFS-Paxus
Pacific Fund Systems
PFS-PAXUS is a specialist fund accounting and fund administration system that is the product of choice for administrators of both alternative and traditional funds across the globe. An established market-leading product, PFS-PAXUS offers fund administrators a complete back-office fund accounting, portfolio valuation, fund pricing solution and shareholder recording keeping administrative solutions on a single, fully integrated system that satisfies the needs of the most sophisticated fund administrators. PFS-PAXUS is revolutionary in that it integrates all the processes that are normally performed on multiple systems, including securities portfolio, allocation system, general ledger, fee calculation, share registry, investor communications and web portal. The award-winning PFS-PAXUS system supports wholesale fund administration and the administration of all manner of open and closed-ended traditional and alternative funds, including hedge funds and private equity investment vehicles. -
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Liquidity Calendar
Liquidity Calendar
Liquidity Calendar is an online platform designed to help hedge fund managers and investors effectively manage hedge fund liquidity as well as redeption terms and requests. With Liquidity Calendar, tracking lock-ups, calculating redemption schedules and amount, and generating reports come easy. No need to get stuck in manual and error-prone assembly of terms and dates associated with the use of Excel spreadsheets.Starting Price: $199.00/month -
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Altvia
Altvia
Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across fundraising, investor relations, and investing—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. -
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Fund-Studio
Fund-Studio
For hedge fund managers, CTAs, asset managers and family offices, FundStudio’s real-time operations and reporting platform and outsourced managed services provides complete knowledge of fund or managed account conditions -- and the tools to manage them. Capture orders and trades via realtime FIX, uploads, programmatic API or on-screen manual data entry. Allocate orders to accounts, strategies and more. Apply compliance rules such as position limits or mandated asset-class restrictions, or complex programmatic rules such as leverage bias. Run real-time intra-day P&L. Define multiple views of aggregate or sliced-and-diced data in real-time "pivot tables". Manage all cash movements including trade settlements, margin, coupons and principal. Run cash projections and more. Meet investor DDQ requirements by shadowing your fund administrator to produce NAV at the master-fund level as well as associated feeder funds or investor subscriptions. -
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Argo Trading Platform
Argo Software Engineering
Are you planning to start a new crypto market, FX, commodities or stock exchange, alternative trading system, dark pool, block house, hedge fund, brokerage or HFT operations? We will be eager to help! Argo Trading Platform (ATP) is a set of high performance FinTech software components – servers, front-ends, APIs that work in concert to provide core technology for buy-side and sell-side financial institutions. ATP includes ultra-fast order management system (OMS), user friendly desktop and web-based trading screens with charting and technical analysis, algorithmic trading servers, market data distribution and historical market data facility, risk management system, high capacity/low latency matching engine with price-time priority FIFO and pro-rata matching algorithms, implied IN and OUT logic, continuous and call-action trading sessions, Trading APIs, High Frequency Trading (HFT) framework and Reliable Multicast Messaging (RMCast) system. -
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Arbor Portfolio Manager
Arbor Financial Systems
Arbor Portfolio Manager (APM) provides hedge funds and family offices with detailed trade and position management. Crypto Portfolio Management (Crypto PMS) is embedded, so you can manage traditional and digital assets together on one platform, giving you years of future proof investing. This includes in-depth portfolio analysis, performance, compliance, order management and middle office functions. Realtime, mobile and portal reporting give you constant access to your funds. Our hedge fund crypto portfolio management system includes listed and derivative coverage along with many client driven refinements for institutional grade management. Broad exchange connections, API, FIX and multiple market data feed choices enable us to build our Portfolio Management System to your needs.Starting Price: $1,500 -
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FundsTOTAL
Unilogic
FundsTOTAL is a cutting-edge SaaS application suite that provides real-time trade capture, portfolio management, risk analysis, performance attribution and investor communication solutions to hedge fund managers. FundsTOTAL eliminates the burden of developing and maintaining a sophisticated technology infrastructure in-house and frees our clients to focus on what they do best - managing investors’ money. Helps fund managers provide institutional investors with the desired levels of portfolio transparency in a highly secure portfolio and risk analysis portal. Provides crypto traders and hedge funds with a consolidated portfolio view of cryptocurrencies traded on multiple crypto exchanges. FundsTOTAL helps you to keep on top of rapidly changing markets by monitoring and analyzing portfolios in real-time. Easily visualize and compare any portfolio attribute by dynamically creating interactive real-time charts. -
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Octopus Moving
Octopus Moving CRM
Your website, web forms, and account page represent the company and under the well-organized software and beautiful design customers will feel that they are in the right hands and the right place. Simple, clean, and powerful booking tools for moving business. Sales, leads management, emails, chat, SMS, invoices. Beautiful engagement forms and chatbot. Beautiful landing page for your experiments with ads. Notify customers with SMS. Increase your sales with the auto booking feature. Do you want to have a better conversion rate? Impress your customers with a seamless booking experience. Best possible web forms for your moving business. Mobile-friendly, beautiful, and organized client portal. Sales & client management. Invoice, emails, SMS, automation. Gamified, polished web forms that increase trust and credibility. We want to help you increase your conversion rate. Software for crate rental and supplies delivery. -
40
Everysk
Everysk
Protect your portfolios more effectively, raise more assets, test trade ideas and automate your daily risk tasks, all in a single platform. Grow your business, organize client information, comply with regulators and prepare recommendations in a fully automated fashion. Automate workflows to help you grow your business, integrate liquid and illiquid investments, and streamline your family reporting. We are the leading provider of investment workflows, enabling money managers with a platform that is fully integrated with our powerful forward-looking risk engine. Our workflows automatically analyze, organize and securely distribute portfolio reports and alerts, saving our clients valuable time. More precision to protect your investments: Powerful calculation engine designed to analyze portfolios ranging from simple equities to more complex multi-asset, long/short portfolios. Thousands of forward-looking portfolio outcomes are simulated in seconds. -
41
Vidrio
Vidrio
Vidrio is an all-in-one alternative investment platform for institutional allocators, including endowments, pension funds, family offices, funds of funds, OCIOs, and asset managers, that combines data aggregation, software tools, and managed services. It enables manager research and due diligence, portfolio construction and simulation with pre-/post-trade rules, compliance monitoring, operational control, account-level valuation and reconciliation, performance and exposure analytics, risk aggregation and stress testing, and customizable reporting and investor portals. With over $100 billion in alternative assets managed across more than 1,000 external managers, the system supports hedge funds, private equity, private credit, real estate, liquid alts, and SMAs. Its AI-enhanced data extraction and enrichment, powered by a blend of automation and expert oversight, ensures high transparency and accuracy, while automated workflows, trade management, and cash-flow forecasting. -
42
Solovis
Solovis
Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions. Accelerate public and private asset data collection. Gain better insight into hedge fund managers, private equity and alternative investments. Transform investment data into useful intelligence. Extend your team with data operations and exposure analysts. Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs and direct securities means managing hundreds, or even thousands of data points. Investment data comes in different formats, is updated at different times and is located in multiple system. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights. -
43
Horizon Software
Horizon Software
Horizon offers unique capabilities in automated trading to its already market-leading solution with sophisticated execution algos. Clients use execution algorithms to efficiently time trades and instantly benefit from significant price changes. Our software offers a single platform to embed custom algorithmic strategies. Horizon is uniquely positioned on the automated trading market by its very flexible algo framework offer that allows traders to “trade their way” or benefit from an advanced set of execution algorithms based on our strong expertise in algo-trading. Horizon Software currently automates sophisticated trading strategies for the execution of large orders with the TWAP (Time-weighted average price), VWAP (Volume weighted average price) and POV (Percentage of Volume) algorithms. Horizon is the world’s leading provider of electronic trading solutions and algorithmic technology, as recognized through multiple nominations and awards such as Best Trading System. -
44
Twenty-First Century Hedge Fund Software
Twenty-First Century
Hedge Fund Software calculates the allocation of distributions to investors, tax return schedule k-1s, distribution checks, broker commissions and management reports. Allocation of Management Fees and Partnership Expenses to Investors. Customized professional-looking color Investor Statements with the partnership logo, name, address and phone. Customized allocation formulas based on guaranteed return, high watermarks, and other incentive factors. The new Windows Version runs on an office computer network with remote access available via the internet. Fund Investment Tracker Software tracks hedge fund investment portfolios in stocks, bonds, commodities, and other assets. The spreadsheet format allows fund managers to quickly view the status of investments including symbol, description, quantity, total cost, average cost, current price, market value and gain( loss) percentage.Starting Price: $1,795 per month -
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Hedge Fund Portfolio Manager can handle the most complex of products, improving position management by automating and tracking positions while maintaining P&L records in real time. Easily manage entire portfolios with streamlined workflows and broad asset class coverage, enabling you to focus on growth. Create a complete audit trail to ensure precision, transparency and data integrity across every holding and accounting entry. Improve decision-making with actionable information at your fingertips and automated reporting.
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46
Theorem
Theorem Technologies
Theorem is a post-trade processing and data management solution that delivers aggregated reporting, trade workflow, matching / affirmation, and data movement, all in an online portal that requires no local install or technician to get started. Use Theorem to connect data collected from brokers, exchanges, and trading systems or your own internal systems and manage it according to your specific needs. Since there’s no heavy install, leverage the entire platform for a complete solution or simply choose what you need now. The moment a trade is executed, Theorem ensures accurate post-trade processing by allocating trades and performing trade matching against executing and clearing counterparties. Theorem harmonizes data, analytics, and other insights across brokers, accounts, and portfolios, offering you access to actionable insights while providing your stakeholders with advanced analytics and easily understood risk reports.Starting Price: $500.00/month -
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Northstar Risk
Northstar Risk
Northstar is a leading risk management software provider. Northstar provides a complete solution for today’s hedge funds:: market risk management, performance analysis, real-time alerts, liquidity management, investor reporting, and model validation, all in one integrated platform. Northstar is not just software, it's a service. Other vendors require you to build complex systems to import, export and store data. At Northstar, our experts will fully integrate your back office systems with our platform. Each day, your data is automatically loaded, crosschecked, and stored in your own private data warehouse, giving you easy access to current and historical data. Northstar is faster, easier to maintain and more accurate, saving you time and money. Northstar has been recognized as among the best risk management service providers, including six nominations from HFM for Best Risk Management Solution, Best Risk Management Technology, and Best Risk Management Technology Provider.Starting Price: $40,000.00/year -
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FinlogiK
FinlogiK
By delivering low-cost, innovative online tools and automated services to the investment industry, Finlogik provides incumbent institutions and self-directed firms the opportunity to streamline their processes while embracing the same disruptive innovations that are currently challenging the business models of traditional financial firms. In collaboration with an asset manager at the forefront of process-based investing, Finlogik can help you design and manage efficient low-cost investment solutions suitable to both retail and institutional investors. Analytical dashboards provide benchmarking, reporting and large scale data processing tools to help investors and investment managers assess their portfolio risk, exposure, and performance. From simply listed securities to complex OTC products, Finlogik can help you manage virtually all types of financial instruments such as stocks, futures, options, fixed income, money market, foreign exchange, fund units, etc.Starting Price: $1 per month -
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eFront
eFront, a part of BlackRock
eFront’s Solution Suite of end-to-end software solutions provides a one-stop platform for alternative investors looking to fully manage every aspect of their investments from due diligence and fundraising to reporting across all alternative asset classes. With dedicated support teams and innovative R&D teams, clients can rely on eFront to elevate their alternative investments. As the leading provider of software solutions for the alternative investment sector, eFront offers a robust product suite thoroughly covering all alternative investment asset classes, investor types, and needs. Explore our solution finder below in order to discover the perfect alternative investment tool for you. As capital markets evolve and allocations in private markets increase, insurers not only face operational challenges by relying on multiple systems, spreadsheets and manual processes but their need for unifying whole portfolios across public and private assets has never been more pressing. -
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StyleADVISOR
Informa Business Intelligence
We provide updates to the databases we supply for use with our software products on a quarterly, monthly and weekly basis. For a list of the current databases available for use with StyleADVISOR and AllocationADVISOR. Whether you are a financial advisor, analyst, or product provider, Zephyr is your key to client retention and asset accumulation. Robust investment analysis capabilities, custom portfolio analytics tools, and insightful visuals help guide your thinking and showcase your know-how. Provide your clients with a comprehensive, yet easy to interpret proposal, that conveys your value add when comparing a current portfolio to your proposed portfolio. Screen thousands of investment portfolio products with powerful sorting, filtering and statistical tools. Build portfolios using classic mean variance optimization or our sophisticated Black-Litterman optimization module.
