Products

The FPM System is suitable for a wide range of investment management and investment accounting operations.

Firms in the alternative asset management industry (private equity, real estate, hedge fund, fund of funds, venture capital, placement agents, third party marketers) leverage Cloud Theorys FundEngine CRM solution

Pams is a powerful and flexible Funds Administration tool. Integrated with a variety of data sources, it allows dynamic calculation and management of NAV and automated transaction cross-checking, guaranteeing data integrity.

One stop solution for all investment management needs

FundCount's portfolio & partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. Combined with flexible, on-demand client reporting, FundCount brings speed, accuracy and analytical insight to your firm.

Portfolio Management Hierarchical structure – company, client, portfolio, custody account Multiple consolidation possibilities including ad hoc Portfolio analysis including order generation

SharePad is an investment software solution designed to help make stock decisions based on insights and data provided through a dashboard.

Sentry PM is a cross-asset portfolio management suite of products which provides a complete front-to-back office platform. Sentry PM 's flexible architecture allows it to be equally effective as a standalone product or easily integrated with other systems through its powerful API.

Parilux Fund Manager is a portfolio Management System designed for Endowments, Foundations, Fund of Funds, Consultants, and Pension Funds. Parilux Fund Manager provides a comprehensive operating solution to help track exposures, measure performance, complete due diligence, and manage documents across all asset classes.

PortfolioPathway is a cloud-based wealth management platform designed to streamline the operations of financial advisors, wealth managers, and broker-dealers. Established in 2007, it offers a comprehensive suite of tools that integrate portfolio management, rebalancing, trade order management, performance reporting, and fee billing into a single, user-friendly interface. This integration enables financial professionals to efficiently manage client accounts, optimize investment strategies, and en

ProActive Medical Inventory request is a solution to track and dispense medical supplies and pharmaceuticals quickly and accurately.

First of its kind, Presenting an exclusively designed software solution for Retail Pharmacy stores. As it is specially designed for this segment, it has various special features tohelp faster billing, to control stocks and enhance Profitability.

Smartleaf allows firms to deliver their best investment thinking to every client. By simultaneously increasing customization, efficiency, and consistency, firms can reduce costs and dispersion and still provide all of their clients with:

KitchenCoster is a food supply chain software for restaurants, caterers, and hotels.

Provides a wide range of products that give you the flexibility for the work environment you find yourself in whether you are at your desktop, on the move,

A fully integrated web-based system to manage all areas of an investment management firm.

Galeo offers consolidation services that allow, with a few clicks, the monitoring of all assets, financial or otherwise, performance analysis and the identification of risks.

InPrivate Software enables private equity businesses to manage investment processes and performance evaluations of their portfolios.

KitMan is a kitchen management system that helps catering professionals to cost, plan, monitor and order for a quality kitchen operation.

TrueVUE's Inventory Intelligence is designed to help using RFID technology and robust inventory software to collect meaningful insights that enable a more personalized customer experience through better inventory visibility.