Products

Investment Portfolio Management

Detego's cloud-hosted RFID platform digitises stock management processes to increase inventory accuracy and ensure product availability for retailers across all channels. The modular platform covers the entire value chain to include analytics, consumer engagement, and highly efficient processes.

Invessed helps Wealth and Asset managers get closer to their clients, with data-enabled Investor Portals and Apps.

Bullfinch Wealth suite is an integrated front, middle and back-office solution to manage the complete wealth management lifecycle. A comprehensive and customer-centric wealth and portfolio management system (PMS) offers customers interaction portal, fund manager utility, wealth, asset, and portfolio. The AI-empowered portfolio management system significantly transforms asset allocation, trading processes, risk management, and other areas of portfolio management. Bullfinch Digital Wealth

GeoWealth is a leading tech-enabled, advisor-driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 1,000 independent advisors with $18 billion in platform assets and $8 billion in AUM. GeoWealth powers the delivery of investment advice, both advisor-managed or curated models managed by industry-leading strategists, to meet the needs of modern advisors and institutional investors. GeoWealth’s user-friendly, cost-efficient, integrated technology en

An easy-to-use hospitality management app that lets you get your ordering and inventory done so you have more time in your day. Track what you have on-hand, new deliveries, and items sold all in one place. The app handles the calculations. Leading to less waste, proper ordering, and always having what you need when you need it. Finding the best product has never been more efficient. Simply select the items you need from your inventory and we'll find the best product at the best price based on

Vichara's vPortfolio Manager is an integrated and efficient portfolio management solution specializing in Mortgage-Backed Securities (MBS. Designed to meet the complex needs of fixed income market participants, it offers comprehensive support for trading, valuation, and risk management. Key Features and Functionality: - Product Coverage: - Supports a full range of MBS products, including pass-throughs, Collateralized Mortgage Obligations (CMOs with Interest-Only (IO and Principal-Only (PO tr

EDS offers Investment Process Management solutions through a fully configurable, scalable platform to support investment decision-making — from idea generation, research management (RMS), portfolio construction to risk management and performance attribution analytics. Leading fundamental investors including hedge funds and asset managers rely on EDS to digitally transform their workflows and centralize their intelligence for a single source of truth. EDS seamlessly integrates proprietary and thi

SigFig builds software for financial services organizations, ranging from digital wealth management platforms for financial advisors to needs discovery tools for retail bankers.

Never worry about food prices again. No more comparing prices. No more haggling with food vendors. Average savings is 10%. A free 60-day trial will prove the savings.

iCapital Portfolio Intelligence is a cloud-based application that uses machine learning to deliver powerful analytics across both traditional and alternative investments.

Finax is a Nordic-based producer specializing in refining Swedish grains into healthy food products. Established in 1973, the company has built a reputation as one of the region's most reliable producers of grain and plant-based items. Their product line includes gluten-free flour, bread mixes, muesli, crackers, and cookies, all crafted to promote health benefits while delivering great taste. With a strong focus on quality, Finax caters to craft bakers, large-scale producers, and consumers alike

ChanjFLOW is a inventory tracking app for the bar and nightclub industry.

Partner, MedProcure. LLC Barcode, Supplies Management, Contract Management for Healthcare, Alternate Sites

StockwarePro is a technical analysis and portfolio management software that has unique stock analysis tools that help to reliably predict market movements.

A High-level Portfolio Management Platform Built for Active Investment Managers

Designed for Family Offices, Wealth Advisors, Stock Brokers, Fund Managers & Private Bankers. Import the Broker Contracts and view Family Portfolio in a single click. No extra work. No spreadsheets. Instant Graphs show Mark-To-Market Reports by Asset Class, Family Member, Scrips. Drill Down to the individual lots. Includes full accounting : prepare P&L & Balance Sheet for each Family Member. For India : Automatic Breakup of Long Term and Short Term, Income Tax calculation.

Datafaction services the needs of business managers, family offices and sport management firms that offer pay bill and accounting services.

MyStockPortfolio.com is a full-featured portfolio management tool. It allows investors to keep track of all of their investment transactions -- for stocks, mutual funds, ETFs, bonds, cash, and even investment clubs! In fact, you can keep track of any asset you wish to use in the program.

Digital advising platform for wealth management firms. Functionality includes cost basis analysis and wash sale reporting.