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Software used to manage and track financial portfolios. - Trade financial assets such as stocks, bonds, and futures - Track portfolio performance through detailed analytics and dashboards - Use integrations with third-party accounting and market data software - Use portfolio reporting tools for audit compliance, tax schedules, and projection
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In today’s market conditions, the buy-side landscape evolves faster than ever. Do you have the right technology to adapt and stay ahead? Bloomberg Buy-Side Solutions offer comprehensive, fully hosted technology across the entire investment lifecycle. From idea generation through post-trade settlement, you can rise to new challenges with fresh data insights, cutting-edge portfolio management tools and streamlined operations – all within the Bloomberg ecosystem. Industry-leading investment technology solutions let you focus on gaining an edge in a competitive landscape.
FolioSure is a cloud-based portfolio-monitoring solution that enables accurate tracking and comparison of the performance of portfolio companies. FolioSure gives Private Equity (PE) and Venture Capital (VC) firms an advantage in portfolio monitoring and data operations functions. It can fully integrate into your current tech stack and processes and can be customised in line with your requirements so you can take full control of your portfolios’ lifecycles.
Our services deliver buy-side technology to improve asset management operations, strengthen client relationships, anduncovernewopportunitiesforgrowth.
Eze Investment Suite is a complete, front-to-back investment experience covering all asset classes and is comprised of order and execution management, portfolio and investor accounting, and compliance solutions. The platform’s flexible, user-centered design empowers teams to create and tailor their own views, workrooms, and dashboards while standardizing easy-to-adopt workflows across the firm. Users can easily slice and dice data at any level, ensuring they have the right information at their fingertips to make fast, accurate decisions. Achieve complete straight-through processing and design your own investment ecosystem. Eze Investment Suite provides an open, vendor-neutral architecture that enables you to connect with virtually any third-party platform or downstream, internal system. Flexible APIs paired with an extensive library of on-demand interfaces allow you to integrate platforms and counterparties across your firm.
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Powered by a modern cloud-native microservices architecture, Eze Eclipse is highly available and accessible from a secure web browser or our native mobile app, so firms can access their portfolios and trade from anywhere. Eze Eclipse is a true, front-to-back platform allowing users to quickly create and send off orders, easily access market data across asset classes, automatically run pre- and post-trade compliance, monitor key portfolio data in real-time, and automate short locates. Serving more than 200+ institutions, hedge funds, and asset managers, Eze Eclipse connects users with more than 450 third-party interfaces and more than 1500 brokers. Eze Eclipse provides firms with the latest and greatest technology and functionality with more than 70 weekly deployments.
G2 Data Solutions provides user-validated feedback, real-time software shopping trend data, and sentiment from 80M+ software buyers. Venture capitalists, private equity firms, investors, and consultants rely on data and, more importantly, conviction. G2’s real-time buyer behavioral data empowers them to identify category leaders, map software categories, track adoption rates, forecast demand, and reduce risk. The advent of G2 Data Solutions marks a transformation in how investors and consultants can develop confident, timely SaaS strategies.
"A single Front-to-Back-to-Accounting solution for a real-time overview of your investments. SOLIAM delivers adaptive solutions for strategic and tactic investment managers. SOLIAM is an integrated Front to Back Investment Management Solution supporting multiple accounting frameworks, multiple entities, multiple custodians and allowing every Asset Owner (insurance companies, pension funds…) to manage its whole investment value chain."
SS&C Black Diamond® Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. In addition, proactive, personalized attention from a dedicated service team ensures advisors receive access to an elite combination of technology and service. Financial management firms of all sizes and structures leverage Black Diamond's flexibility, infrastructure, and power to streamline operations, deliver business insights, and connect with prospects and clients to build long-lasting relationships.