Directory of Back Office Resources

Home > Business > Investing > Software > Back Office

The software, services and products listed here must bring benefits to traditional and alternative asset managers for financial investments and portfolio management including trading , mid-office and back-office. This directory only deals with corporate software and software providers.

Subcategories

• Consultants
• Magazines and Listings
• Product Providers

Resources in This Category

• BISAM performance measurement software

  https://www.bisam.com/
  provider of digital solutions for performance, attribution, market risk, portfolio construction, GIPS composites management and reporting.

• CAESAR Enterprise Solution

  http://www.fdbs.com/
  (Financial Database Services) provides a straight line towards improved business processes and efficiency

• Equitrak Software System

  http://www.vitechinc.com/
  (Vitech Systems Group) Software for Hedge Fund, Private Equity Fund and Alternative Asset Administration.

• FFastFill

  http://www.ffastfill.com/
  A provider of Application Services for trading and risk management on electronic markets.

• Financial Portfolio Management (FPM) System

  http://www.computerdesign.co.uk/products.htm
  (Computer Design Ltd) An integrated front and back office system for institutional investment management and private banking.

• FIX engine

  http://www.rapidaddition.com/fix-engines-order-routing-software/cheetah-fix-engine.html
  (Rapid Addition) IRA–Cheetah FIX engine for the FIX protocol

• Fix Engines

  http://b2bits.com/
  (B2Bits) High Performance FIX Engines, FIX Testing and Certification. FIX engine and engines for all platforms together with an array of FIX testing, certification and Diagnostic tools.

• FUNDS

  http://www.phoenix-systems-inc.com/product_1.html
  (Phoenix Systems Inc) A family of interactive mutual fund transfer agent and shareholder recordkeeping systems.

• FundTrader

  http://www.phoenix-systems-inc.com/product_2.html
  (Phoenix Systems Inc) Interactive mutual fund shareholder sub-accounting and client servicing system.

• IGAs

  http://www.ai-london.com/
  (Airas Intersoft) pension administration software provider

• InstaQuote

  http://www.dafsoft.com/competitiveadvantages.html#
  (Direct Access Software) Tool able to execute trading strategies on any exchange.

• Investment Management System (IMS)

  http://www.isisfs.com/
  (Isis Financial Systems) Portfolio management and accounting system which provides a scalable and integrated real time solution. Offers functionalities such as accounting, portfolio modeling, positions workshop-scenario tool, compliance and reporting.

• MFACT

  http://www.linedata.com/solutions/alternative-institutional-investment/linedata-mfact/
  (Linedata) Fund accounting solution

• MPACS

  http://www.phoenix-systems-inc.com/product_5.html
  (Phoenix Systems Inc) Interactive, mutual fund portfolio/fund accounting system, able to process funds of every type. MPACS combines portfolio, general ledger and pricing functions into a single integrated system that is intuitive enough to be used by non-fund accountants.

• MSHARE

  http://www.linedata.com/solutions/alternative-institutional-investment/linedata-mshare/
  (Global Investment Systems) Shareholder Management Solution

• Perform

  http://www.opalit.co.uk/perform/
  (Opalit Solutions) Portfolio Management Software for handling of hedge funds

• PhotonTrader.

  http://futurepathtrading.com/feature_summary/
  (FuturePath Trading) Trading platform

• Protrader

  http://protrader.com/
  (PFSoft) professional Forex trading platform: combines market-making and order routing(STP) in a single platform, suitable for security types such as Forex, Options, Futures and Stocks.

• QuickFIX C++ FIX Engine

  http://www.quickfixengine.org/
  (Open Source) A full-featured open source FIX engine.

• RISKART

  http://www.riskart.com/
  (Tomatwoo Cesac S.p.A.) Solution designed to provide integrated support to all exchange rate and interest rate risk management activities and to securities and commodity portfolio management in general.

• Shadow Financial Services

  http://www.shadowfinancial.com/
  A global securities transaction system designed to handle the complex transactions of institutional investors and well as the volume of retail brokerage firms.

• thinkFolio

  http://www.markit.com/Product/ThinkFolio
  (markit) integrated front office portfolio management system (PMS) and order management system (OMS)

• TimeScape EDM

  http://www.xenomorph.com/solutions/timescape-edm/
  (Xenomorph Software Limited) Data management suite that unites data management, connectivity, pricing analysis, delivering a single view through time of all asset classes.

• TORA

  http://www.tora.com/
  (Tora Trading Services) multi-broker electronic trading platform in Asia. The system is linked to over 25 brokers to trade equities, futures, index options, single stock options, convertible bonds, spreads, and baskets in Australia, Hong Kong, Japan, Korea, Singapore, Taiwan, and Thailand.

• Total Rebalance Expert

  http://www.trxpert.com/
  (TRX MorningStar) A rebalancing software solution for RIAs who adhere to Modern Portfolio Theory (asset allocation).

• TranStar

  http://www.tspartnersinc.com/
  (TS Partners, Inc.) A system for managing both bond processing and stock transfer account activity. system

• ValidFIX

  http://www.validfix.com/
  (ValidFIX Ltd) web based services for the FIX protocol

• Vermilion Reporting Suite (VRS)

  http://vermilionsoftware.com/product/
  (Vermilion Software) Client Reporting solution used mostly by the financial industry (QIR/MIR Investment Reviews, Factsheets, Factbooks, Valuations, Pitchbooks, KIIDs, PRIIPs, Adhoc)

• WealthSpectrum

  http://www.appliedcommerce.com/
  (Applied Software) Modular Wealth Management Platform with integrated CRM

• Webfolio

  http://dst.ca/
  (Digital Shape Technologies) An asset management software platform for the alternative investments industry. Webfolio customers include several well-known fund of funds managers in Europe and North America.

• WebSecurities Enterprise

  http://www.lvi.com/enterprise.htm
  (LongView International Inc) An integration infrastructure that enables low-cost thin client applications and straight-through processing to extend current systems.

• witsIFA

  http://www.witsifa.co.uk/
  (witsIFA) IFA software, client database, back office software package for the IFA and other financial advisers to manage their business and manage their clients.

Related Categories

• Home > Business > Financial Services > Banking Services > Equipment and Software
• Home > Business > Investing > Money Managers > Software
• Home > Business > Management > Software > Risk Management

 

Home > Business > Investing > Software > Back Office

 

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