Products

PATIO by 4TPM is an institutional-grade Portfolio Management System (PMS) and Order Management System (OMS) built for private banks, asset managers, and online brokers. It centralizes discretionary mandates and model portfolios, automates rebalancing and bulk trade workflows, and enforces investment rules with pre- and post-trade controls. PATIO supports multi-asset, multi-currency portfolio management, a unified order blotter, and straight-through processing via APIs and standard connectors to

Jolv is software for private equity and venture capital teams to monitor portfolio companies and run key investment operations centrally. Users can maintain structured data on holdings and instruments, consolidate financial and company information, and support valuation and internal review workflows with a clear trail of inputs and sources. AI-assisted tools help import and normalize data from documents (for example spreadsheets and PDFs) to speed up preparation and controls. Jolv is intended fo

LSEG AlphaDesk is a comprehensive cloud-based order and portfolio management system designed to meet the needs of buy-side firms. It offers a seamless integration of order management, portfolio management, and risk management functionalities, enabling investment managers to efficiently oversee their trading operations. Key Features and Functionality: - Order Management: Facilitates the entire trade lifecycle, from order creation to execution, ensuring accuracy and compliance. - Portfolio Manag

AOPAY Investment Management Software helps organizations manage portfolios, track assets, monitor performance, and analyze investment data through a centralized platform for informed decision-making.

MAIA Technology offers a comprehensive front-to-back asset management technology suite designed for asset managers, emerging managers, and hedge funds. With its cloud-native architecture, MAIA provides advanced portfolio management, compliance, risk management, and operational functionalities suitable for both start-ups and established firms. The platform leverages robust APIs to integrate seamlessly with existing systems, ensuring efficient workflows and high performance in trading operations.

MarketSenseAI is an AI-powered investment analytics platform that synthesizes news, fundamentals, technical data, and macroeconomic insights to generate explainable stock signals and backtested strategies. It leverages Large Language Models to process multi-modal financial data and deliver actionable investment intelligence.

AlphaQuark is a high-performance infrastructure for SEBI-registered experts. We provide an institutional-grade engine that unifies multi-broker execution, automated compliance, and real-time portfolio rebalancing. Beyond the backend, we empower advisors with white-label mobile apps (iOS & Android) that offer clients a "MyGate like" approval experience allowing them to review and execute recommendations with a single tap. By replacing fragmented tools with a professional, branded digital ecos

GoProsperia replaces investor spreadsheets with a real pipeline, without the complexity and pricing of enterprise CRMs. Drop any PDF or Excel: our Smart Import extracts opportunities automatically. Organize deals in a visual drag-and-drop pipeline, get automated alerts on stale opportunities and missed follow-ups, and collaborate with your team in real-time. Built for real estate investors, brokers, and acquisition teams. Free tier available. 100% hosted in Canada.

See how your business actually runs. Map processes, spot what to automate, and give your AI agents the operational context they need.

InPlusOne is an AI-powered restaurant inventory and food cost management platform designed to help restaurants gain full control over their kitchen operations. It enables restaurant owners and kitchen managers to track inventory in real time, monitor food costs, and identify waste before it impacts profitability. With intelligent insights and automated tracking, InPlusOne helps businesses reduce food waste, optimize purchasing decisions, and improve overall profit margins. Built specifically f

Kintow is an AI-powered operational execution platform for restaurant back offices. It delivers a real-time profit and loss statement alongside live tracking of food costs, labor costs, and net margins, giving operators daily financial visibility instead of month-end surprises. The platform automatically monitors vendor pricing across suppliers, flags price hikes and discrepancies, detects duplicate invoices and overcharges, and identifies areas of opportunity to reduce labor spend. Kintow al

Digital platform for wealth management

We offer a cloud-based SaaS platform that is specifically designed for issuers of investment products, with a modern, web-based interface that simplifies the creation, management, and monitoring of investment products. Built to be scalable, secure, and intuitive, it automates complex, time-consuming processes with a vast array of powerful features built for investment banks and financial institutions. By digitizing and automating the entire value chain, our platform is fully configurable, suppo

WealthERP is a comprehensive wealth management platform designed for financial advisors (IFAs), portfolio management services (PMS), family offices, registered investment advisors (RIAs), and wealth managers. It offers portfolio tracking, financial planning, risk analysis, and client engagement tools to streamline investment management. With real-time insights, automated reporting, and compliance support, WealthERP empowers financial professionals to enhance efficiency, optimize portfolios, and

Splore helps CIOs and asset managers simplify fund management. By centralizing fragmented data and automating document analysis, we create a single source of truth—turning complexity into actionable insights for smarter decisions.

Keenai is redefining wealth management with AI-powered intelligence, institutional-grade investments, and seamless execution. Designed for modern investors, single-family offices, and financial institutions, Keenai breaks traditional barriers to deliver smarter, more efficient, and scalable wealth solutions. With Keenai Wealth, individuals access private banking-level services, expertly curated investment strategies, and AI-enhanced insights—putting control and clarity in their hands. Keenai Pu

All in one fundraising platform

WMCockpit is a jurisdiction and currency-agnostic wealth advisory platform designed to provide a 360° view of complex family estates. It acts as a scalable "single source of truth," covering both liquid and illiquid assets and how they are held. WMCockpit empowers institutions to drive client retention and advisory excellence by deriving actionable insights from this consolidated data.

Brightriver offers Deal Team, an institutional AI platform designed for private markets investors, including LPs, GPs, and their advisors, to enhance investment evaluation and portfolio management. Unlike generic AI tools, Brightriver is purpose-built for high-stakes investment workflows. It combines enterprise-grade search, agentic retrieval, and structured report generation to help investment professionals move from raw documents to confident decisions in less time. Key capabilities • AI-p

Raziel is an alternative asset management platform for tracking startup, real estate, crypto, and private equity investments in one unified portfolio dashboard.