Financial analytics software carries out robust data analysis on investment-related data sets. Investment managers use these solutions to pull all investment portfolio data and then query and manipulate it to answer investment-related questions.
Investment and fund managers leverage financial analytics software to build reports, identify potential investment opportunities, and vet those opportunities. Financial analytics software often offers customizable tagging features that allow users to tag and store data in whichever way they need. Investment professionals use solutions in this category to evaluate past investment decisions, monitor current holdings, and strategize future investments.
Financial analytics software is a part of the financial services software ecosystem. These applications often import investment data from third-party sources.
To qualify for inclusion in the Financial Analytics category, a product must:
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FINCAD provides innovative and trusted financial analytics to Asset Management & Hedge Funds firms, Insurance & Pension companies as well as other large organizations worldwide. F3 delivers a comprehensive, highly flexible, and scalable solution for pricing, valuation, and risk challenges across the enterprise. Specializing in funds/strategies including: FX, Rates, Derivatives, Fixed Income, Global macro and multi-strategy.
Earnix provides an analytics-based end to end pricing and personalization software-as-a-service suite designed for the Financial Services industry. By applying advanced analytics to pricing and product bundling decisions, the Earnix product suite, with its embedded dynamic rating engine, helps Financial Institutions maximize business key performance indicators (KPIs) in real time while offering personally-bundled products at the right price.
MyABCM offers customized solutions for managing costs and profitability and controlling expenses. It provides a complete modeling environment so is possible to can translate data from financial and operational systems into accurate, relevant information that managers can understand and use to facilitate better decision-making.
The Northstar platform helps hedge funds manage risk, evaluate performance, and effectively communicate with investors. Northstar is not just, it is a service. At Northstar, our experts will fully integrate your back office systems with our risk and performance platform. Northstar is faster, easier to maintain and more accurate, saving you time and money. This is truly as a service.
Perform For Private Clients helps you to analyze your portfolio and adapt to an ever changing market. Our powerful portfolio management tool is designed specifically for managers in the private wealth management segment of the bond industry. We provide decision functionality for trading in multiple portfolios; compliance; the ability to drill down from portfolios to bond holdings (and back; and flexibility to sort accounts in a variety of ways.
Welcome to the new end-to-end reporting solution by Hexaview, ReportWa, a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. ReportWa is a single tool for your reporting and compliance needs that lets you design pixel perfect reports with data visualization, allowing users to gain useful insights into their data right inside your favourite MS Word and Excel files. In few clicks configure all the processes once and reuse always. Processes include report packaging, scheduled report generation, automatic report distribution via email and scheduled data import. Store your reports safely and securely in Investor Portal and share anytime, anywhere with your clients. This entire suite of services saves up to 60% of your cost and time.
Institutional allocators representing over $1.7 trillion in assets leverage our award-winning to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. The user-friendly platform provides allocators with all key components of the investment decision process in one centralized tool.
Workiva, the leading cloud provider of connected data, reporting, and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk, and save time. For more information about Workiva (NYSE:WK), please visit workiva.com.