Compare the best Hedge Fund software currently available using the table below.
FinLab Solutions SA
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.
LiquidityCalendar
Liquidity Calendar is an online platform designed to help hedge fund managers and investors effectively manage hedge fund liquidity as well as redeption terms and requests. With Liquidity Calendar, tracking lock-ups, calculating redemption schedules and amount, and generating reports come easy. No need to get stuck in manual and error-prone assembly of terms and dates associated with the use of Excel spreadsheets.
HedgeGuard
HedgeGuard is a fintech that works closely with the buy side community (Hedge Funds,Crypto Funds, Asset Managers, and Family Offices) on helping them achieve optimal portfolio management and operational efficiency. Our product offering includes a cloud-based Portfolio Management System and outsourced Middle Office service. These solutions have been built by ex-buy side professionals who perfectly know the challenges faced by portfolio managers. Hedgeguard's PMS software provides key features such as position keeping, order management, risk management, compliance, and reporting module.
Altreva
Altreva Adaptive Modeler is a software application for forecasting stocks, ETFs, forex currency pairs, cryptocurrencies, commodities or other markets. Based on unique and innovative technology, it creates market simulation models in which thousands of virtual traders apply their own trading strategies to real-world market data to trade, compete and adapt on a virtual market. Their collective behavior is used to generate one-step-ahead forecasts and trading signals. Models coevolve in parallel with the real market without overfitting to historical data. This results in better adaptation to changing market conditions and more consistent performance.
Northstar Risk
Improve risk-adjusted performance with Northstar, a risk management and performance analysis software. Northstar has features such as performance analysis, market risk, real-time alerts, model validation, liquidity management and investor reporting. Northstar can also integrate easily with any office systems with its risk and performance platform.
Eze Software
Stop relying on spreadsheets and start managing all aspects of back-office fund accounting with ease through Eze Investor Accounting. Eze's specialized fund accounting software, Eze Investor Accounting (formerly Penny) is a reliable hedge fund accounting software designed and built to address the needs of hedge fund back offices, fund administrators, private equity shops, and other wealth managers. From calculating complex management and performance fee structutures, managing tax processing, to developing investor statements and monthly performance reports, Eze Investor Accounting truly makes it easy.
LLC FUND MANAGER
Mortgage Pool/Fund Management software for any fund administration model. Supports debt and equity shares. Flexible and efficient payment distribution and reporting. Perfect for mortgage pools, crowdfunding, partnerships, etc.. Pay members/shareholders by check or ACH/EFT electronic payment. Reinvest, cash out. Total solution for U.S. Reg D 506 Private Offerings (U.S. Investment Funds) and Canadian MICs (Mortgage Investment Corporations). Make your fund fly with our software!
Dynamo Software
Dynamo Hedge Fund Edition is the leading cloud CRM software solution designed specifically for hedge funds. Trusted by over 300 fund managers worldwide, Dynamo Hedge Fund lets managers raise capital, communicate with and engage investors, maximize investment research, service their investment accounts, and more. Dynamo Hedge Fund CRM is optimized for mobile use and offers seamless integrations with Microsoft Office Suite.
VestServe
Drive accuracy, productivity, growth, and innovation for your business with Vestserve. Powerful and fully integrated, Vertserve is a reliable investment management and accounting solution that provides mission-critical services to leading financial institutions. By integrating the front, middle, and back office operations in a single unified solution, VestServe helps improve business efficiency and performance while reducing total cost of ownership. Powerful portfolio management features include performance measurement rule-based modeling/compliance, breakout allocations and returns, risk analytics, scenario tool, and yield curve analysis.
SAGE
Prospero by SAGE is an integrated suite of solutions specifically designed for the financial services industry, including wealth management, fund administration, asset management, and family offices and/or independent asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas.
Black Mountain Systems
Black Mountain offers a suite of best-practice investment management solutions that drive efficiency, transparency, and compliance. Configured to your specific requirements, our platform aggregates data from proprietary and third party systems and data sources, giving investment professionals the ability to make highly informed decisions.
aXpire
Founded in 2018, aXpire is a software organization based in the United States that offers a piece of software called Resolvr. Resolvr offers business hours, 24/7 live, and online support. Resolvr features training via documentation, live online, webinars, and in person sessions. The Resolvr software suite is SaaS software. Resolvr is accounts payable software, and includes features such as "what if" scenarios, asset planning, cash management, general ledger, Multi-Company, run rate tracking, and version control. Software pricing starts at $3,000/month. Resolvr offers a free trial. Some competitor software products to Resolvr include Adaptive Planning, Prophix Software, and Hubble.
The Edgefolio Group
Enhance your Investor Relationships and grow your business all from one portal. Smart analytics, file sharing and marketing tools for hedge fund managers. FundPortal is built for today's fund manager. Streamline your workflow, delight your clients. Identify and manage engaged clients with an intelligent CRM designed for hedge funds. Maximize your marketing efforts with a customizable client portal that can be accessed through your website. Delight and retain investors with built-in analytics across a range of metrics to showcase how you beat the S&P 500.
FundCount
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.
AlternativeSoft
AlternativeSoft is an award-winning quantitative analytics software specialising in asset selection, portfolio construction and customised reporting. It is the only analytical tool on the market that allows users to build and manage a universe with data easily imported from any source including Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, HFM, Preqin and many more. With over $1.5tn in client AuM, AlternativeSoft’s clients include some of the world’s largest pension funds, sovereign wealth funds, endowments, fund of funds and wealth managers. These clients use AlternativeSoft’s solutions to create a unique investment universe and perform complex quantitative analysis to identify top-performing managers and subsequently build, optimise and manage portfolios.
Sentieo
Fight information overload with our AI-powered research platform. Spend less time searching, and more time analyzing, with natural language processing and automation that turbocharges your research process. Our integrated research Notebook enables your team to seamlessly collaborate with each other. Generate alpha from linguistic and alternative data by finding information that others miss. Fight information overload. We process millions of data points and surface the information that you need to stay ahead of the markets.
AtomInvest
AtomInvest provides next generation technology solutions to Alternatives investment managers. From sourcing deals to raising funds, from managing your investor relationships to monitoring your portfolio, AtomInvest’s integrated, modern tech solutions can be tailored to the way you run your business and will give you the edge you need to thrive in an ultra-competitive market. Our cutting-edge tech systems enabling Alternatives fund managers to efficiently manage both their investments and investor base, across a single software solution. The software provides functionality and workflows for fund managers to supercharge portfolio management and deal sourcing, while streamlining their investor journeys across fundraising, onboarding and client reporting.
Finanzinformatik IT
Finanzinformatik IT is a Switzerland software company that was founded in 2004, and offers a software title called Octopus. Octopus offers training via documentation, webinars, and live online. Octopus offers a free trial. Octopus is hedge fund software, and includes features such as compliance management, contact management, investor accounting, investor reporting, P&L calculation, performance analysis, portfolio analysis, and portfolio management. With regards to system requirements, Octopus is available as SaaS software. Costs start at $2000.00/month/user. Octopus includes online support, and business hours support. Some alternative products to Octopus include Perfona, VestServe, and Prospero.
FINCAD
FINCAD is a Canada software company that was founded in 1990, and offers a software title called FINCAD Analytics Suite. FINCAD Analytics Suite offers a free trial. FINCAD Analytics Suite is hedge fund software, and includes features such as portfolio analysis, and portfolio management. With regards to system requirements, FINCAD Analytics Suite is available as Windows, and Linux software. Costs start at $1100.00/month/user. FINCAD Analytics Suite includes online support, and business hours support. Some alternative products to FINCAD Analytics Suite include Dynamo Software, Perfona, and ReconAdvantage.
Puritas
Puritas is a Jersey software company that was founded in 2006, and offers a software title called PureFunds. PureFunds offers training via documentation, webinars, live online, and in person sessions. PureFunds offers a free version. PureFunds is hedge fund software, and includes features such as compliance management, contact management, investor accounting, investor reporting, P&L calculation, partnership accounting, performance analysis, portfolio analysis, and portfolio management. With regards to system requirements, PureFunds is available as Windows software. Costs start at $1500.00/month. PureFunds includes business hours support. Some alternative products to PureFunds include Perfona, VestServe, and Prospero.
QuantHouse
hosting & connectivity real-time low-latency market data real-time/delayed conflated market data historical data backtesting
Unilogic
Unilogic is a software company and offers a software title called FundsTOTAL. FundsTOTAL offers training via live online, and in person sessions. FundsTOTAL offers a free trial. FundsTOTAL is hedge fund software, and includes features such as investor reporting, P&L calculation, performance analysis, portfolio analysis, and portfolio management. With regards to system requirements, FundsTOTAL is available as SaaS software. Costs start at $1000.00/month. FundsTOTAL includes business hours support. Some alternative products to FundsTOTAL include Perfona, ReconAdvantage, and Octopus.
Tier1 Financial Solutions
Tier1 Financial Solutions is a leader in global relationship management software for capital markets, corporate and investment banking and investment management professionals. We empower our clients to increase productivity, reduce relationship risks and enhance customer ROI. Tier1 delivers the tools, connectivity, and workflows that empower collaboration, transparency, and communication among capital markets participants and the clients they serve. Leveraging Salesforce’s trusted infrastructure and solid encryption, our extensible developer toolkit and plug-ins facilitate rapid custom application development with capital markets grade security, configurable coverage models and industry-specific business logic.
BRT
BRT is a software company based in Switzerland that was founded in 2004 and offers a software product called Fortress. Fortress offers training via live online, and in person sessions. Fortress is hedge fund software, and includes features such as contact management, investor reporting, performance analysis, portfolio analysis, and portfolio management. Fortress offers business hours support. Fortress offers a free trial. Fortress is available as SaaS, iPhone, and iPad software. Some alternative products to Fortress include VestServe, Prospero, and PackHedge™.
Numerix
Numerix is a software company based in the United States that was founded in 1996 and offers a software product called Numerix. Numerix offers training via documentation, webinars, live online, and in person sessions. Numerix is financial risk management software, and includes features such as compliance management, credit risk management, market risk management, operational risk management, portfolio management, portfolio modeling, risk analytics benchmarks, stress tests, value at risk calculation, and for hedge funds. Numerix offers online support, business hours support, and 24/7 live support. Numerix offers a free trial. Numerix is available as SaaS, and Windows software. Some alternative products to Numerix include PackHedge™, HedgeGuard, and Provenir Platform.