Best Financial Risk Management Software - Page 5

Tolerisk

Tolerisk is a 2-dimensional risk tolerance assessment tool for investment advisors. It lets advisors analyze their client’s willingness to accept risk using a psychometric profile and as well as their ability to take risk, by analyzing their cash-flow chronology. Both dimensions are combined into the Tolerisk Score, the numerator in a simple stocks/bonds ratio. Inputs and assumptions are shocked, highlighting the big drivers of risk tolerance for your client and illustrating how it will likely evolve through time. Tolerisk evaluates client circumstances across 1,000+ historical paths for equities, fixed income, and inflation. Tolerisk even incorporates second-to-die probabilities by year for each spouse. Based on all of this robust information, the realistic probability one or both clients outliving their money is computed, so advisors can be confident in their client’s assumptions.

Average Rating: 4.5/5.0

Total Reviews: 1

TreasuryView

TreasuryView is debt and treasury management software that helps finance teams automate the tracking, valuation, and reporting of bank loans, intercompany funding, and interest rate derivatives, using pre-integrated global market data. TreasuryView functions as a centralized system of record for finance, controlling, and treasury professionals at mid-market organizations managing multi-entity debt and derivative structures. Core users include commercial real estate firms, family offices, and private equity groups, alongside public sector treasury teams, financial services, and logistics companies, typically organizations tracking 15 to 300+ loan facilities across multiple entities, currencies, and counterparties, for whom spreadsheet-based tracking has reached its limits. The platform consolidates bank loans, intercompany funding, and interest rate derivatives, including swaps, caps, and collars, into a single reporting workspace, with bidirectional lender and borrower tracking for intercompany positions across legal entities. By integrating end-of-day market data covering a broad range of benchmark reference rates directly into the platform, TreasuryView removes manual data entry for interest accruals, payment schedules, and instrument valuations. A built-in calculation engine automates these calculations, which are typically error-prone when tracked manually in spreadsheets. Common use cases include automating monthly accrual and balance calculations ahead of close, valuing interest rate swaps and caps for quarterly and year-end financial statements, preparing audit-ready documentation ahead of external reviews, and consolidating intercompany positions into group level reporting. Because valuations are refreshed with end-of-day market data, finance teams maintain current visibility into portfolio risk during periods of rate volatility, without manually re-running calculations. Key capabilities include: Automated debt lifecycle management: calculates cash-flow schedules, interest accruals, and rate resets for bank loans and intercompany funding, without manual formula updates or cell-by-cell tracking Bidirectional intercompany loan tracking: consolidates lender and borrower positions across legal entities and currencies into a single Transaction Register Integrated market data from 30+ global sources: end-of-day valuations for interest rate swaps, caps, collars, and FX instruments, supporting a wide range of benchmark reference rates, including EURIBOR, SOFR, and SARON Board-ready reporting: consolidates transaction-level data into standardized reporting packages in minutes, not days Scenario modeling: models the impact of interest rate movements across the full debt and derivative portfolio without manual formula rebuilding Audit trail and access controls: timestamped change logs and role-based access designed to support monthly close cycles and external audit requirements Unlike traditional enterprise treasury systems that require lengthy IT implementation projects, TreasuryView is designed for self-service deployment. Transactions can be captured directly through an easy to use interface or imported in bulk from existing spreadsheets, with no IT involvement required. Customers are typically live within days, with first results visible within 24 hours of entering or uploading loan data. The platform is offered on a monthly subscription, cancellable at any time, starting from €250/month, pricing designed to sit below typical corporate credit card approval limits, so finance teams can get started without a formal procurement or budget approval cycle.

Average Rating: 4.5/5.0

Total Reviews: 2

4Sight Securities Finance

Acadia Plus

Join AcadiaPlus and connect to a global community dedicated to margin, collateral and risk management, with access to best in class apps that offer support across the trade lifecycle within a scalable, interoperable infrastructure.

Access Monitor

Access Monitor enables companies that provide trade credit to continuously monitor the credit risk of their customers. All the information you need to proactively make decisions and manage credit is in one place, saving you time. Our visual dashboard instantly shows where your risk lies, with full data transparency for further information and insights. Intelligence includes our risk bucket categorisation, probability of non-payment, likelihood of insolvency, adverse alerts and synced business information. Our trusted, aggregated data saves you time by collating the latest information from global sources, converting it into common ratings and delivering uniform risk categorisation. No manual spreadsheets here. Our intelligence also includes industry-specific data points such as for construction, hospitality and automotive. Our consistent risk buckets provide a visual, easy to understand way to instantly categorise and understand risk. You’re automatically alerted to customer changes so you can react as needed to manage your risk and protect your business. Instantly view the details of alerts on business changes, payment risks and adverse alerts such as ATO defaults. Our payment risk ratings track your customers risk of non-payment, enabling early decision making on potential risks. Our insolvency risk ratings dynamically update as adverse events occur, enabling wise decision making to minimise potential financial loss. We’ll have you onboarded and monitoring your risk within 24 hours. Our flexible product integrates seamlessly with your unique business structure, processes and risk profile. Book a tailored demo with our team to learn how Access Monitor can continuously, proactively monitor your customers credit risk.

ACT21 Suite

Alessa

Alessa is an AML compliance, controls monitoring and fraud prevention solution that allows financial institutions and corporations to quickly identify suspicious transactions, high-risk customers and vendors and potential fraud that reduces profitability and increases costs. With early detection of elevated risk, Alessa allows organizations to investigate these activities early, make informed decisions, automatically create an auditable trail, comply with regulations and protect revenues.

Average Rating: 4.3/5.0

Total Reviews: 6

AlgoDynamix

AlgoDynamix risk analytics provide hours or days advance warning of major directional market movements.

ALICE

Allocator

Allocator saves our clients a lot of time, money and frustration. Our tech platform automates the gathering, extraction, digitisation and standardisation of data from third party fund managers. Over 4000 funds report data to their investors via the Allocator platform, including over 90 of the Barron's Top 100 hedge funds. We offer LPs access to a streamlined feed for required time series data including NAVs, returns, exposures, performance contribution, transactions, financial statements (via API or our Excel Add In). This is the same data you get in PDFs and portals, just in a clean usable format. We also have tools for analysis, screening, portfolio management and reporting.

AllSynthetica

Allvue

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.

Average Rating: 5.0/5.0

Total Reviews: 3

AlternativeSoft

https://www.alternativesoft.com/index.html AlternativeSoft is an award-winning quantitative analytics software specialising in asset selection, portfolio construction and customised reporting. It is the only analytical tool on the market that allows users to build and manage a universe with data easily imported from any source including Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, HFM, Preqin and many more. With over $1.5tn in client AuM, AlternativeSoft’s clients include some of the world’s largest pension funds, sovereign wealth funds, endowments, fund of funds and wealth managers. These clients use AlternativeSoft’s solutions to create a unique investment universe and perform complex quantitative analysis to identify top-performing managers and subsequently build, optimise and manage portfolios. Users can quickly analyse funds, perform quantitative screens and searches, build peer groups or watchlists, track and analyse fund exposures, create customisable fact-sheets as well as optimize, backtest and manage portfolios allowing Investors to decompose return, manage risk and portfolio level exposure all within an easy-to-use interface. With a dedicated support team with combined total of over 20 years of experience with our product, AlternativeSoft unifies data and empowers the Investors with detailed analytics to allow clients to focus on making the best investment decision with all the available information at their fingertips. https://www.alternativesoft.com/index.html

ALVIERE

Enterprise-grade embedded finance platform enables you to offer your customers bank accounts, physical or vritual cards, global money movement, and currency exchange

AnalytX