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Investment Management Systems

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Find investment management systems and solutions (IMS) listed in our vendor directory. Use our research platform and guide to analyse and evaluate the features and functions of IMS software supporting front to back office operations and delivering the benefits of straight through processing STP automation for fund and other asset managers.
  • Forex Broker Turnkey B2Broker
    Launch a complete White Label forex broker with services that include FX, CFD, commodity, and cryptocurrency trading solutions. The white label…
  • Intellect Wealth Qube Intellect Design Arena
    Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
  • Axia Suite Profile Software
    Profile's Axia Suite is Profile Software's award-winning, web-based, omni-channel, MiFID II-compliant Wealth Management platform. It enhances bu…
  • ICS ATHENA ICS
    A unique hosted investment data platform and service supporting investment organisations in turning their data into wisdom, utilising best-in-cl…
  • Sentry PM ClearStructure Financial Technology, A Broadridge Company
    Sentry PM™ – Portfolio Management System Used by top investment firms throughout the world, Sentry PM™ delivers the efficiency and transparency…
  • Backstop Investor Relations Backstop Solutions Group
    Our offering covers Investor Account Management, Investor Relationship Management and Investor Reporting. Backstop's powerful investor account m…
  • Backstop Portal Backstop Solutions Group
    Backstop Portal Backstop Portal is a fully customizable, web-based reporting portal that helps to satisfy the increasingly heavy demands of inv…
  • Backstop CRM Backstop Solutions Group
    Backstop CRM – Client Relationship Management software – is an awardwinning, centralized database that empowers you to continually and effective…
  • Croesus Advisor Croesus
    To stand out, you need reliable technology that’s adapted to your needs. Croesus Advisor, our portfolio management software, offers you a variet…
  • Dimension SimCorp
    SimCorp Dimension is the most comprehensive integrated system on the market. It supports the complete buy-side investment management value chain…
  • BRITech Investment Management Platform BRITECH
    BRITech's platform blends efficiency, simplicity and flexibility into an online suite that fully supports the needs of both front and back offic…
  • Babel Babel Systems Limited
    Babel Systems is an advanced web-based modular platform for automated real time processing of equities, bonds and funds. Its modular design allo…
  • Capital Markets: Buy-side / Asset Management suite Tietoevry
    Tietoevery Banking - Capital markets : Buy-side / Asset Management suite Simplify your capital markets operations with modular and ready-to-use…
  • LISSIA EXL Service
    LISSIA Expert has been designed as a general purpose Financial Services Management and Administration System and fully developed for the Life As…
  • Capital Markets: Private Banking / Wealth Management suite Tietoevry
    Tietoevery Banking: Private Banking / Wealth Management suite Simplify your wealth and capital markets operations with modular and ready-to-use…
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EVALUATING INVESTMENT MANAGEMENT SYSTEMS

KEY FUNCTIONALITY

Positions & Portfolio Valuations Functionality

  • Positions
  • Valuations

Portfolio modelling

  • Modelling
  • Rebalancing

Structured Products Functionality

  • Structuring
  • Deal capture
  • Analytics
  • Processing

Securities Lending Functionality

  • Agency Lending & Borrowing
  • Principal Lending & Borrowing
  • Trading
  • Analysis
  • Processing

Instrument Pricing Functionality

  • Derivatives valuations
  • Fixed income valuations

Portfolio Analytics and Risk Functionality

  • Portfolio positions & exposure analysis
  • Portfolio risk and scenario analysis
  • Asset allocation analysis
  • Compliance tracking

Constraints & Limit Management Functionality

  • Rules builder
  • Limit-monitoring

Market Risk Functionality

  • Market risk calculations
  • Market risk analysis

Liquidity Risk Functionality

  • Liquidity Management
  • Liquidity Risk Analytics

Margin & Collateral Functionality

  • Margin calculations
  • Calculate exposure
  • Collateral management
  • Margin calls

Transaction Processing Functionality

  • Trade Processing

Cash Management & Custody Functionality

  • Cash management
  • Custody administration

Settlement Functionality

  • Settlement processing

Corporate Actions Functionality

  • Corporate action processing

Commissions / Fee Billing Functionality

  • Commissions management
  • Fee billing

Performance Measurement Functionality

  • Attribution analysis
  • Contribution analysis

Reconciliations Functionality

  • Position reconciliation
  • Cash reconciliation

Accounting Functionality

  • Fund accounting (NAV)
  • Investment Accounting

Transfer Agency Functionality

  • Shareholder register
  • Fee Processing
  • Transaction processing

Asset Class Coverage

  • Equities
  • Bonds
  • Foreign Exchange (FX)
  • Futures, Options and other Derivatives

Regulatory Reporting & Filing Capabilities

  • Regulatory reporting management
  • Electronic submission

Deployment Options

  • On Premises Installation
  • Hosted / ASP / Private Cloud
  • Multi-Tenanted SaaS / Cloud

User Interface (UI)

  • Graphical User Interface
  • Web interface

Internationalisation

  • Multi currency $,£, €
  • Multi Lingual
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