Strike Reviews & Product Details

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

Amazon FinSpace is a fully managed data management and analytics service tailored for the financial services industry. It streamlines the process of storing, cataloging, and preparing financial data at scale, significantly reducing the time required for analysis from months to minutes. By integrating various data sources, including internal systems and third-party feeds, FinSpace enables financial organizations to efficiently manage and analyze vast datasets. Key Features and Functionality: - Data Integration and Cataloging: FinSpace allows users to collect data from multiple sources and catalog it by relevant business concepts such as asset class, risk classification, or geographic region, facilitating easy discovery and sharing across the organization. - Built-in Analytics Library: The service includes a library of over 100 functions, such as time bars and Bollinger bands, to prepare data for analysis. Users can also integrate their own functions and notebooks for customized analytics. - Managed kdb Insights: FinSpace provides a managed kdb Insights analytics engine, optimized for analyzing real-time and historical time-series data, commonly used in capital markets for tasks like options pricing and backtesting. - Secure and Scalable Data Management: Data is encrypted using AWS Key Management Service (KMS) keys, and the system scales seamlessly as data volumes grow. High-performance caching accelerates queries, and built-in database versioning allows users to query data as it existed at previous points in time. - Compliance and Audit Controls: FinSpace enforces data access controls and maintains audit logs, supporting organizations' compliance requirements by tracking data access and usage. Primary Value and User Solutions: Amazon FinSpace addresses the challenges financial services organizations face in managing and analyzing large volumes of data. By automating the undifferentiated tasks required to provision, integrate, and secure infrastructure for kdb Insights, FinSpace enables users to deploy new applications in minutes, reducing operational overhead. Its scalable and secure environment allows for efficient data management, while the integrated analytics tools empower users to perform complex analyses, such as backtesting trading algorithms and conducting pre/post-trade analytics, thereby enhancing decision-making processes and operational efficiency.

Irwin's full-service suite of IR tools allows you to make more informed data-led decisions, have more high-quality investor meetings, diversify your shareholder base, and lower your cost of capital. With Irwin, you can better manage your IR initiatives and empower your IR team. Our versatile product includes powerful investor targeting, the most comprehensive shareholder monitoring, an intuitive CRM (with built-in email and engagement tools), and timely research, estimates and transcripts.

eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.

Dynamo’s end-to-end, cloud-based platform is packed with the latest innovation and software designed to bring efficiency to every stage of the investment lifecycle. The platform offers a host of integrated software for CRM, deal and pipeline management, investor relations, portfolio analytics, and fund accounting. Built to support complex fund structures and multi-asset classes, Dynamo offers comprehensive configurability, advanced automation with AI and workflow along with deep integration capabilities.