at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Axioma Portfolio Optimizer from Axioma (part of Qontigo)
A portfolio construction and risk modeling system that combines multi-factor risk models with flexible portfolio optimization tools. Provides comprehensive constraints, transaction cost models, and tax management features.
More about Axioma (part of Qontigo)
Product analysis by function
Portfolio Modeling Software for Portfolio Management
Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
More Portfolio Modeling Software
More Portfolio Management ...
Portfolio Construction & Customization
(9 Yes /9 Known /10 Possible features)
|
Asset Universe Selection Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.). |
Axioma Portfolio Optimizer enables users to define the investable asset universe, including equities, bonds, and alternatives, via portfolio construction interfaces and constraints. | |
|
Factor Modeling Support for multi-factor risk and return modeling (e.g., Fama-French, Barra). |
The system is well known for its multi-factor risk modeling capabilities, supporting models such as Barra and Fama-French. | |
|
Model Portfolios Ability to create and manage model portfolios as templates. |
Axioma supports the creation and management of model portfolio templates for scenario testing and client customization. | |
|
Custom Constraints Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc. |
Allows comprehensive custom constraints including weight, sector, factor, and risk, as highlighted in product literature and demos. | |
|
Optimization Engine Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives. |
Advanced optimization engine is a key feature, supporting multiple objectives including return maximization and risk minimization. | |
|
Rebalancing Tools Automated or manual tools for portfolio rebalancing. |
Offers automated and manual rebalancing tools, configurable through the optimization workflow. | |
|
Scenario Analysis Ability to simulate various market conditions or shocks. |
Supports scenario analysis features for simulating market shocks, as referenced in the public documentation. | |
|
Multi-currency Support Ability to construct and track portfolios in multiple currencies. |
Multi-currency support is explicitly listed as a product capability for global asset managers. | |
|
Automated Cash Management Tools for handling cash flows, subscriptions, and redemptions automatically. |
No information available | |
|
ESG/SRI Filtering Integration of Environmental, Social, and Governance screening for portfolio assets. |
Supports ESG and SRI constraints and integration, as advertised in solution briefings. |
Risk Analytics and Measurement
(9 Yes /9 Known /10 Possible features)
|
Value at Risk (VaR) Calculation of portfolio or asset-level VaR metrics. |
Value at Risk (VaR) metrics provided in risk analytics suite. | |
|
Stress Testing Scenario-based risk assessment against historical or hypothetical scenarios. |
Stress testing tools available for portfolio evaluation against historical and hypothetical scenarios. | |
|
Attribution Analysis Performance and risk attribution tools by factor, sector, asset class etc. |
Performance and risk attribution by factor, sector, and asset class documented in product materials. | |
|
Liquidity Risk Analysis Assessment of how quickly assets can be sold without impacting price. |
Liquidity risk analysis is available as part of comprehensive risk analytics. | |
|
Correlation Analysis Measurement of inter-asset and cross-portfolio correlations. |
Correlation analysis is standard in risk measurement modules. | |
|
Drawdown Measurement Calculation of historical and current maximum drawdowns. |
Drawdown calculations supported in performance and risk reporting interfaces. | |
|
Tracking Error Measurement of deviation from a benchmark index. |
Tracking error metrics available when benchmarking optimized portfolios. | |
|
Risk/Reward Metrics Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc. |
Risk/reward metrics, including Sharpe and Sortino ratios, are core analytical outputs. | |
|
Real-time Risk Calculations Support for intraday or real-time calculation of major risk metrics. |
No information available | |
|
Beta Calculation Calculation of beta to major indices or custom benchmarks. |
Beta calculations to major indices and custom benchmarks are available in the risk model component. |
Reporting and Visualization
(7 Yes /7 Known /10 Possible features)
|
Custom Report Builder Ability to design and generate custom reports for stakeholders. |
Custom report builder is available for client and internal reporting per feature documentation. | |
|
Automated Scheduled Reports Support for automated delivery of periodic performance and risk reports. |
Automated scheduled report generation is supported (asynchronous reporting pipeline described in product sheets). | |
|
Data Export Options Export data/reports to Excel, PDF, PowerPoint, CSV, etc. |
Data export options to Excel, PDF, and CSV are documented in Axioma user manuals. | |
|
Interactive Dashboards Web-based or desktop dashboards for exploring portfolio data interactively. |
Product demo videos highlight interactive dashboard capabilities for portfolio visualization. | |
|
Benchmarking Tools Visualization of portfolio vs. benchmark performance. |
Benchmarking tools for comparing performance relative to user-selected benchmarks are offered. | |
|
Drill-down Analytics Ability to drill down from summary to detail, including holdings-level views. |
Drill-down analytics, including holdings-level analysis, is standard in reporting UI. | |
|
Regulatory Compliance Reporting Pre-configured templates for regulatory disclosures. |
Regulatory compliance template support is referenced for MiFID and other frameworks. | |
|
Client Statement Generation On-demand or batch production of investor/client statements. |
No information available | |
|
Branded Customization Support for client or firm branding in output documents. |
No information available | |
|
Data Visualization Speed Time required to render large portfolio visualizations or dashboards. |
No information available |
Data Integration & Coverage
(8 Yes /8 Known /10 Possible features)
|
Market Data Integration Integration with major market data providers (Bloomberg, Refinitiv, others). |
Integration with major market data providers (Bloomberg, Refinitiv) is frequently noted in case studies and integration documents. | |
|
Real-time Price Feeds Support for live security pricing updates. |
Real-time price feeds are available where supported by client's data subscriptions. | |
|
Historical Data Coverage Access to deep historical prices, returns, corporate actions. |
Historical price and return series retrieval is built into data handling workflows. | |
|
Alternative Data Sources Integration with ESG, sentiment, macro, or specialty data sets. |
Integration with alternative datasets, including ESG and sentiment data, is supported. | |
|
Instrument Coverage Breadth Number of securities/instruments supported. |
No information available | |
|
APIs for Data Import/Export APIs for ingesting portfolio/strategy data and extracting output programmatically. |
APIs for automated portfolio data import and export are described in developer documentation. | |
|
Custom Data Mapping Support for user-defined instrument or classification schemes. |
Custom data mapping is possible as part of the flexible data ingestion pipeline. | |
|
Frequency of Data Updates How often database is refreshed with new data. |
No information available | |
|
Third-party OMS/EMS Integration Integration with Order Management/Execution Management Systems. |
Third-party OMS/EMS (Order/Execution Management System) integration supported for trade workflows. | |
|
Cloud Data Access Web-based, cloud storage, and remote-access options for data. |
Cloud-based deployments and remote access supported via Qontigo cloud infrastructure. |
Performance Measurement
(9 Yes /9 Known /10 Possible features)
|
Time-weighted Return (TWR) Support for TWR calculation on portfolio and component level. |
Time-weighted return calculations are fundamental outputs in the performance analytics suite. | |
|
Money-weighted Return (IRR/XIRR) Calculation of internal rate of return methods. |
Money-weighted return (IRR/XIRR) supported in standard and custom performance reporting. | |
|
Gross and Net Performance Calculation of returns before and after fees/expenses. |
Gross and net performance calculation enabled, with custom fee and expense settings. | |
|
Performance Attribution Ability to analyze sources of returns at various levels. |
Performance attribution functionality supports both return and risk decomposition. | |
|
Custom Period Calculation Support for non-standard or custom time periods. |
Users can select and analyze custom periods for portfolio return calculations. | |
|
Rolling Periods Analysis View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years). |
Rolling period analysis is available for multi-period return and risk reporting. | |
|
Multi-currency Returns Returns in base and local currencies, with currency impact analysis. |
The portfolio optimizer supports multi-currency returns and includes currency attribution. | |
|
Dividend/Income Tracking Account for and analyze impact of dividends, coupons, distributions. |
Dividend, coupon, and income tracking are highlighted in cash flow analysis tools. | |
|
Peer Group Comparison Comparative returns versus peer group/fund category. |
Peer group/fund category comparison tools integrated with benchmarking modules. | |
|
Speed of Performance Calculation Time required to compute returns over multi-year periods. |
No information available |
Workflow & Collaboration
(5 Yes /5 Known /10 Possible features)
|
User Access Management Control permissions by team member role and portfolio. |
User access management and role-based permissions available in enterprise deployments. | |
|
Version Control Track portfolio/model version histories and restore prior states. |
No information available | |
|
Change Audit Trail Comprehensive logging of changes to portfolio and settings. |
Change audit trails are available to track amendments to portfolios and optimization settings. | |
|
Collaboration Notes/Comments Internal note system and workflow tagging. |
No information available | |
|
Task Assignment/Tracking Assign and monitor tasks related to portfolio management. |
No information available | |
|
Notification & Alert System Customizable in-app or email alerts for key events. |
The system features robust notification and alerting options, including compliance alerts. | |
|
Portfolio Sharing Share models/data securely with colleagues or clients. |
Portfolio and scenario sharing functionality included, with secure transmission. | |
|
Approval Workflow Multi-stage approvals for allocation or trading decisions. |
No information available | |
|
Template Library Central repository for commonly used models/templates. |
No information available | |
|
Concurrent User Support Number of users who can work on portfolios simultaneously. |
undefined Multi-user and concurrent access supported for team portfolio management. |
Compliance & Regulation
(9 Yes /9 Known /10 Possible features)
|
Rule-based Compliance Engine Flexible creation and application of investment guidelines. |
Configurable rule-based compliance engine is part of pre- and post-trade compliance workflow. | |
|
Pre-trade Compliance Checks Monitor guideline adherence before trades are executed. |
Pre-trade compliance checking features allow guideline and regulatory compliance before execution. | |
|
Post-trade Compliance Monitoring Ongoing monitoring and reporting of breaches. |
Ongoing monitoring of compliance breaches handled through built-in surveillance tools. | |
|
Automated Breach Alerts Automatic alerting when compliance rules are violated. |
Automatic breach alerts are generated when compliance rules are violated, as detailed in docs. | |
|
Documentation Management Archive regulatory, legal, and guidelines documentation. |
Supports document upload and archive for regulatory and legal documentation. | |
|
Audit Trail of Compliance Actions Complete record of checks, alerts, and actions taken. |
Audit trail of compliance checks and actions accessible from the compliance module. | |
|
Global Regulatory Support Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.). |
Provides support for regulatory compliance across major jurisdictions such as UCITS, ESMA. | |
|
KYC/AML Integration Built-in or integrated Know Your Customer/Anti-Money Laundering tools. |
KYC/AML monitoring and integration available through partnerships and platform integrations. | |
|
Regulatory Filing Generation Automated production of required filings (Form PF, N-PORT, etc.). |
Regulatory filing generation (for forms such as Form PF, N-PORT) is covered in regulatory modules. | |
|
Compliance Rule Capacity Maximum number of distinct rules or guidelines supported. |
No information available |
User Interface & Usability
(6 Yes /6 Known /10 Possible features)
|
Customizable Workspace Personalize layouts, dashboards, and menus. |
Product UI is highly customizable, supporting personalized layouts and dashboards. | |
|
Multi-language Support Availability of platform in multiple languages. |
No information available | |
|
Mobile/Tablet Access Optimized interface for mobile or tablet devices. |
Web-based platform accessible and optimized for tablet and mobile devices. | |
|
Accessibility Features Compliance with accessibility standards such as WCAG. |
No information available | |
|
Drag-and-drop Functionality Interactive features for easier manipulation of portfolio components. |
Portfolio construction interfaces offer drag-and-drop tools for managing assets and constraints. | |
|
Navigation Speed Time to load or navigate typical screens. |
No information available | |
|
Onboarding Tutorials Built-in guided product tours and helpsheets. |
Onboarding tutorials and help documentation are provided via Qontigo Academy and guides. | |
|
Keyboard Shortcuts Support for hotkeys/shortcuts across major tasks. |
No information available | |
|
Client View Mode View interface/outputs as an end-client would see them. |
Systems can generate client-ready presentations and dashboards for advisors/clients. | |
|
Bulk Editing Tools Efficiently edit or update many portfolio elements at once. |
Bulk editing tools available for portfolio and constraint management. |
Security & Reliability
(8 Yes /8 Known /10 Possible features)
|
Data Encryption (at rest/in transit) Sensitive data encrypted both on server and during transmission. |
End-to-end encryption (at rest/in transit) is noted in enterprise security documentation. | |
|
User Authentication Methods Multi-factor authentication and SSO support. |
Supports multi-factor authentication and SSO for user logins. | |
|
Backup & Restore Automated data backups and version restores. |
Scheduled and on-demand automated platform backup and restore documented. | |
|
Penetration Testing / Vulnerability Assessments Regular security testing of software and infrastructure. |
Regular penetration testing reported as part of security audits. | |
|
Uptime SLA Service Level Agreement for uptime/reliability. |
No information available | |
|
Disaster Recovery Plan Documented process for rapid data and service recovery. |
Qontigo maintains a disaster recovery plan as disclosed in compliance statements. | |
|
Data Center Location Disclosure Transparency around physical and cloud hosting environments. |
Physical or cloud data center information available to clients for transparency and regulatory purposes. | |
|
Concurrent Session Limit Number of simultaneous device logins permitted per user. |
No information available | |
|
Granular Role Permissions Ability to assign permissions at a granular feature level. |
Granular permissions can be assigned at team, portfolio, and feature levels. | |
|
Audit Logs Track all user/system access and platform events. |
Comprehensive audit logs maintained for all key user/system activities. |
Integration & Extensibility
(6 Yes /6 Known /10 Possible features)
|
Open API Access Full-featured APIs for integrating with internal/external applications. |
Full-featured Open API for integration with other systems, per developer guides. | |
|
Custom Plug-ins/Extensions Ability to build/install custom analytics or interfaces. |
Custom plug-in/extension capability is supported for analytics and UI modules. | |
|
Support for Python/R/Matlab Native support for popular programming and analytics languages. |
Python supported for custom optimization and workflow scripting. Integration with R/Matlab possible via API. | |
|
Excel Integration Ingest/export data directly from/to Microsoft Excel. |
Excel integration for both import and export of portfolio and risk data is well supported. | |
|
Webhook Support Event-driven notifications that can trigger external processes. |
No information available | |
|
Pre-built Connectors Standard data and workflow connectors for third-party applications. |
Pre-built connectors available for commonly used third-party systems and data sources. | |
|
Marketplace for Add-ons Ecosystem for third-party analytics, data sources, and modules. |
No information available | |
|
Code Library Sharing Central repository for firm or community-developed modeling code. |
No information available | |
|
Integration Setup Time Average time to establish a connection with major external systems. |
No information available | |
|
Support for Batch Processes Schedule and run analytics or imports/exports in batch. |
Batch processing and scheduling are part of the workflow engine for reporting and analytics. |
Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation
Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
More Asset Allocation Optimization Systems
More Investment Strategy & Asset Allocation ...
Core Functionality
(0 Yes /0 Known /10 Possible features)
|
Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.). |
. | No information available |
|
Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift. |
. | No information available |
|
Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.). |
. | No information available |
|
Tax Optimization Incorporation of tax-efficient asset allocation techniques. |
. | No information available |
|
Cash Management Management of cash positions as part of allocation decisions. |
. | No information available |
|
Model Portfolio Support Ability to build, track, and manage model portfolios. |
. | No information available |
|
Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes. |
. | No information available |
|
Optimization Engine Speed Average speed of running optimization calculations. |
. | No information available |
|
Flexible Asset Universes Easily define, update, and manage the investable universe. |
. | No information available |
|
Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.). |
. | No information available |
Risk Management
(0 Yes /0 Known /10 Possible features)
|
Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors. |
. | No information available |
|
VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios. |
. | No information available |
|
Stress Testing Run stress scenarios based on historical or hypothetical shocks. |
. | No information available |
|
Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation. |
. | No information available |
|
Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics. |
. | No information available |
|
Custom Risk Models Ability to integrate custom or third-party risk models. |
. | No information available |
|
Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached. |
. | No information available |
|
User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets. |
. | No information available |
|
Correlation Analytics Calculation and visualization of asset and factor correlations. |
. | No information available |
|
Risk Attribution Attribution of portfolio risk by asset, sector, or factor. |
. | No information available |
Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)
|
Gross & Net Performance Calculation Support for calculating gross and net of fee returns. |
. | No information available |
|
Time-weighted Return Calculation of time-weighted performance metrics. |
. | No information available |
|
Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR). |
. | No information available |
|
Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels. |
. | No information available |
|
Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks. |
. | No information available |
|
Peer Group Analysis Ability to analyze performance relative to peer funds/managers. |
. | No information available |
|
Performance Drift Alerts Automated notifications of performance or allocation drifts. |
. | No information available |
|
Periodicity Options Support for daily, monthly, and custom period return calculations. |
. | No information available |
|
Custom Reporting Templates Design and generate custom performance and attribution reports. |
. | No information available |
|
Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance. |
. | No information available |
Data Integration & Management
(0 Yes /0 Known /10 Possible features)
|
Multi-vendor Data Feeds Support for ingesting data from major market data providers. |
. | No information available |
|
Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds). |
. | No information available |
|
Corporate Actions Processing Accurately processes corporate actions relevant to allocations. |
. | No information available |
|
Data Quality Checks Automated checks for missing or erroneous data. |
. | No information available |
|
Data Latency Typical delay between data availability and system update. |
. | No information available |
|
Historical Data Coverage Length of available clean historical data for analysis. |
. | No information available |
|
User Data Import/Export Ability to import custom data sources and export data/results. |
. | No information available |
|
APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.). |
. | No information available |
|
Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors). |
. | No information available |
|
Auto Update Frequency Frequency of automatic data updates. |
. | No information available |
Usability & User Experience
(0 Yes /0 Known /10 Possible features)
|
Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates. |
. | No information available |
|
Customizable Dashboards Users can personalize home screens and dashboards. |
. | No information available |
|
Multi-device Support System can be accessed via web, desktop, and mobile. |
. | No information available |
|
User Roles & Permissions Fine-grained access and permissions by user type. |
. | No information available |
|
Help & Documentation Comprehensive help, guides, and contextual documentation available. |
. | No information available |
|
Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items. |
. | No information available |
|
UI Response Time Average time for UI page or report to load. |
. | No information available |
|
Accessibility Compliance Adherence to accessibility standards (WCAG, etc.). |
. | No information available |
|
Language Localizations Supports multiple language options for global teams. |
. | No information available |
|
Dashboard Widgets Availability of customizable dashboard widgets for key metrics. |
. | No information available |
Reporting & Analytics
(0 Yes /0 Known /10 Possible features)
|
Custom Report Builder Drag-and-drop or code-based custom report creation. |
. | No information available |
|
Scheduled Report Delivery Ability to schedule and automate report distribution. |
. | No information available |
|
Interactive Charts Real-time, interactive visualizations of data and scenarios. |
. | No information available |
|
Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis. |
. | No information available |
|
Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint). |
. | No information available |
|
Regulatory Reporting Automated generation of compliance and regulatory reports. |
. | No information available |
|
Comparison Views View and compare multiple portfolios or strategies side by side. |
. | No information available |
|
KPI Dashboards Tailorable dashboards with key performance indicators. |
. | No information available |
|
Time to Generate Reports Average time to produce standard analytic reports. |
. | No information available |
|
Templated Compliance Reports Prebuilt compliance and client-ready reporting templates. |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
|
Order Management System Integration Native integration with OMS for seamless trade execution. |
. | No information available |
|
External Portfolio Management Systems Interfaces with other portfolio or risk management platforms. |
. | No information available |
|
Data API Availability RESTful or web services APIs for data push/pull. |
. | No information available |
|
Customizable File Imports Support for custom file format/data structure ingestions. |
. | No information available |
|
Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems. |
. | No information available |
|
Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support. |
. | No information available |
|
Mobile App Integration Works with dedicated or third-party mobile applications. |
. | No information available |
|
Batch Data Upload Time Max time required to batch-upload large datasets. |
. | No information available |
|
Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions. |
. | No information available |
|
Plug-in Support Ability to extend capabilities via plug-ins or add-ons. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /10 Possible features)
|
Data Encryption in Transit TLS or equivalent encryption for all transmitted data. |
. | No information available |
|
Data Encryption at Rest Stored data is encrypted on disk. |
. | No information available |
|
Role-based Access Control Access governed by granular roles and permissions. |
. | No information available |
|
Audit Logs Detailed and immutable records of data and user activity. |
. | No information available |
|
Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001. |
. | No information available |
|
Two-factor Authentication Enables two-factor authentication for user logins. |
. | No information available |
|
Data Retention Policy Management Configurable data retention and deletion policies. |
. | No information available |
|
Privacy Controls Configurable settings for user and client privacy preferences. |
. | No information available |
|
Security Patch Frequency Average frequency of security patch deployment. |
. | No information available |
|
Secure API Access APIs have robust authentication and authorization. |
. | No information available |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
|
Concurrent Users Supported Max number of simultaneous users. |
. | No information available |
|
Portfolio Size Capacity Number of assets that can be handled in a portfolio. |
. | No information available |
|
Real-time Data Update Frequency Max frequency at which live data is updated and displayed. |
. | No information available |
|
Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs). |
. | No information available |
|
Cloud Deployment Option Supports cloud or SaaS deployment models. |
. | No information available |
|
On-prem Deployment Option Supports on-premise or private cloud installations. |
. | No information available |
|
Horizontal Scaling Can increase system capacity by adding more servers or nodes. |
. | No information available |
|
Load Balancing Automatically distributes processing or network demands. |
. | No information available |
|
Disaster Recovery RPO Recovery point objective for disaster scenarios. |
. | No information available |
|
Disaster Recovery RTO Recovery time objective for system restoration. |
. | No information available |
Client Communications
(0 Yes /0 Known /10 Possible features)
|
Client Portal Access Clients have secure access to custom portals for updates and documents. |
. | No information available |
|
Automated Client Statements Ability to schedule and send statements to clients without manual intervention. |
. | No information available |
|
Commentary & Insights Publishing Supports publishing manager commentary alongside client reports. |
. | No information available |
|
Audit Trail for Client Interactions Tracks all communication and document exchanges with clients. |
. | No information available |
|
Document Library Centralized, searchable library of reports and communications. |
. | No information available |
|
Custom Branding Reports and communications can be white-labeled for different clients. |
. | No information available |
|
E-signature Integration Supports collection of electronic signatures when necessary. |
. | No information available |
|
Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients. |
. | No information available |
|
Multilingual Client Materials Support for generating materials in multiple languages. |
. | No information available |
|
Secure File Transfer Securely send account information and reports directly to clients. |
. | No information available |
Support & Vendor Strength
(0 Yes /0 Known /10 Possible features)
|
24/7 Technical Support Provides around-the-clock customer support and troubleshooting. |
. | No information available |
|
Implementation Services Professional services for system setup and migration. |
. | No information available |
|
User Training Programs Offers comprehensive onboarding and advanced training for users. |
. | No information available |
|
Release Management Regular, predictable release cycles for new features and bug fixes. |
. | No information available |
|
User Community Forums Vendor-maintained forums for user collaboration and support. |
. | No information available |
|
Client Account Manager Dedicated relationship manager for enterprise accounts. |
. | No information available |
|
Uptime Guarantee Percentage uptime as contractually promised. |
. | No information available |
|
Bug Resolution SLA Average time to acknowledge/resolve critical issues. |
. | No information available |
|
Third-party Integration Support Assistance with integrating the product with external tools. |
. | No information available |
|
Customer Satisfaction Score Average CSAT or NPS reported by clients. |
. | No information available |
Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation
Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
More Multi-Asset Strategy Platforms
More Investment Strategy & Asset Allocation ...
Asset Class Coverage
(0 Yes /0 Known /10 Possible features)
|
Equity Asset Support Ability to support stocks, ETFs, and equity-based instruments. |
. | No information available |
|
Fixed Income Asset Support Supports government bonds, corporate bonds, and other fixed income instruments. |
. | No information available |
|
Commodity Asset Support Support for commodity markets such as metals, energy, and agriculture. |
. | No information available |
|
Derivative Products Support Ability to handle options, futures, swaps, and other derivatives. |
. | No information available |
|
Private Assets Support Includes support for private equity, private debt, and real estate. |
. | No information available |
|
Alternative Investments Coverage Support for hedge funds, structured products, and other alternatives. |
. | No information available |
|
Cryptoassets Support Ability to handle cryptocurrencies and digital assets. |
. | No information available |
|
Multi-currency Capability Handles transactions and valuations across multiple currencies. |
. | No information available |
|
Geographical Market Coverage Provides access to developed and emerging market assets. |
. | No information available |
|
Custom Asset Classes Ability to define, model, and integrate custom or new asset classes quickly. |
. | No information available |
Portfolio Construction & Optimization
(0 Yes /0 Known /10 Possible features)
|
Model Portfolio Capabilities Creation and management of model portfolios for strategy replication and comparison. |
. | No information available |
|
Strategic and Tactical Asset Allocation Tools Enables both long-term (strategic) and short-term (tactical) allocation modeling. |
. | No information available |
|
Optimization Algorithms Availability of mean-variance, risk parity, Black-Litterman, and other optimization techniques. |
. | No information available |
|
Constraint Management Ability to set and handle investment constraints such as ESG, liquidity, or regulatory limits. |
. | No information available |
|
Transaction Cost Modeling Includes modeling and minimizing transaction costs during optimization. |
. | No information available |
|
Scenario Analysis Ability to test portfolio impacts of macro and microeconomic scenarios. |
. | No information available |
|
Multi-period Optimization Supports optimization and planning over multiple periods/horizons. |
. | No information available |
|
Automated Rebalancing System can automatically generate or recommend rebalance trades. |
. | No information available |
|
Customizable Investment Rules User can define portfolio rules for construction and performance monitoring. |
. | No information available |
|
Optimization Speed Speed to run a portfolio optimization calculation. |
. | No information available |
Risk Management and Analytics
(0 Yes /0 Known /10 Possible features)
|
Value-at-Risk (VaR) Calculation Implementation of VaR and other tail-risk measurements. |
. | No information available |
|
Stress Testing Facilities to run stress scenarios and shocks (historical or custom). |
. | No information available |
|
Factor-Based Risk Analysis Analyses portfolio exposures to key underlying factors (e.g., style, macro, sector). |
. | No information available |
|
Liquidity Risk Assessment Tooling to identify and monitor liquidity risk at instrument and portfolio level. |
. | No information available |
|
Counterparty and Credit Risk Monitoring Tools to assess exposures and risk to trading counterparties. |
. | No information available |
|
Sensitivity Analysis (Greeks) Support for option sensitivity analysis (delta, gamma, vega, etc.). |
. | No information available |
|
Limit Monitoring and Alerts Ability to define and monitor risk limits, with real-time alerting. |
. | No information available |
|
Portfolio Risk Attribution Details the sources of risk contribution in the portfolio. |
. | No information available |
|
Scenario Calculation Speed Time taken to run a risk scenario on the full portfolio. |
. | No information available |
|
Coverage of Risk Models Number of risk models/frameworks available in-system. |
. | No information available |
Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)
|
Time-Weighted Returns Calculation Support for GIPS-compliant time-weighted return methodologies. |
. | No information available |
|
Money-Weighted Returns Calculation Calculates internal rate of return (IRR), useful for private assets and illiquid investments. |
. | No information available |
|
Attribution by Asset Class Ability to decompose performance by asset class (e.g., sector, security, factor level). |
. | No information available |
|
Multi-Currency Performance Decomposition of returns by currency source and FX effects. |
. | No information available |
|
Custom Benchmark Comparison Ability to compare against custom or blended benchmarks. |
. | No information available |
|
Peer Group Comparison Compares performance versus peer portfolios or funds. |
. | No information available |
|
Gross/Net of Fees Performance Tracks and reports both gross and net of management/performance fees. |
. | No information available |
|
Drill-down & Attribution Hierarchy Deep performance attribution down to security or custom groupings. |
. | No information available |
|
Performance Reporting Speed Speed to generate full performance reports. |
. | No information available |
|
Number of Attribution Models Supported Total different performance attribution methodologies available. |
. | No information available |
Data Management & Input Integration
(0 Yes /0 Known /10 Possible features)
|
Market Data Integration Integration with real-time and historical market data providers. |
. | No information available |
|
Reference Data Management Instrument, legal entity, benchmark, and hierarchies management in-system. |
. | No information available |
|
API Connectivity APIs for ingesting, updating, and extracting portfolio and pricing data. |
. | No information available |
|
Automated Data Validation Automated checks for outliers, stale prices, or data consistency errors. |
. | No information available |
|
Third-Party System Integration Ability to plug-and-play with OMS, EMS, trading, and accounting systems. |
. | No information available |
|
Custom Data Fields User-defined data enrichment and tagging in platform. |
. | No information available |
|
ESG/Alternative Data Integration Integration with alternative and ESG data sets. |
. | No information available |
|
Latency of Core Data Updates Time lags for refreshing market/pricing data. |
. | No information available |
|
Data Sources Supported Distinct supported feeds and vendors for market/reference data. |
. | No information available |
|
Data Retention Period How long historical data is retained and available for analysis. |
. | No information available |
Regulatory and Compliance Tools
(0 Yes /0 Known /10 Possible features)
|
Pre-Trade Compliance Checks Automated checks to prevent violations of investment guidelines. |
. | No information available |
|
Post-Trade Surveillance Continuous monitoring for breaches and exceptions post-execution. |
. | No information available |
|
Audit Trail & Logging System logs all changes, access, and decision processes. |
. | No information available |
|
Regulatory Reporting Suite Automated production of statutory and regulatory filings. |
. | No information available |
|
Rule-Based Controls Configuration Users can easily implement new rules and regulatory changes. |
. | No information available |
|
Restricted List Monitoring Manages security or issuer restrictions due to regulation or policy. |
. | No information available |
|
Insider Trading Surveillance Helps identify trades that may breach insider trading rules. |
. | No information available |
|
Exception Management Workflow Manages override, approvals and follow-up for breaches. |
. | No information available |
|
Compliance Rule Library Size Total number of built-in regulatory rule templates. |
. | No information available |
|
Compliance Check Speed Speed to evaluate and confirm compliance per proposed trade. |
. | No information available |
User Access, Workflow & Collaboration
(0 Yes /0 Known /10 Possible features)
|
Role-based Access Control Supports different user roles and granular permissions. |
. | No information available |
|
Multi-user Collaboration Allows multiple users to view, comment, or edit portfolios and strategies. |
. | No information available |
|
Task Assignment and Workflow Automation Assign workflow tasks and automate routine steps (e.g. approval, review). |
. | No information available |
|
Audit and Activity Monitoring Tracks all user and system activity for monitoring and compliance. |
. | No information available |
|
Customizable Dashboards Personalized dashboards for users or teams. |
. | No information available |
|
Team Chat and Notifications Built-in messaging and alerting for collaboration on portfolios and trades. |
. | No information available |
|
Approval Workflows Enforces multi-stage sign-off processes for proposed actions. |
. | No information available |
|
Concurrent User Limit Number of users that can access the system simultaneously. |
. | No information available |
|
User Provisioning Speed Time needed to provision or deprovision a user account. |
. | No information available |
|
Custom Workflow Templates Templates for commonly used workflow processes. |
. | No information available |
Reporting & Client Communication
(0 Yes /0 Known /10 Possible features)
|
Custom Report Builder Allows users to design and generate bespoke reports. |
. | No information available |
|
Scheduled and Automated Report Distribution Automates report sending to clients, regulators, or internal teams. |
. | No information available |
|
Document Management System Stores and organizes reports, commentary, and client communications. |
. | No information available |
|
Client Portal Access Clients can log in and securely view their portfolio reports. |
. | No information available |
|
Multi-language Reporting Ability to produce reports in multiple languages for global clients. |
. | No information available |
|
Interactive Dashboards for Clients Visualizations and interactive dashboards for client review. |
. | No information available |
|
Data Export Options Export reporting data in CSV, PDF, XLSX, JSON and more. |
. | No information available |
|
White-label Branding Branding customization for client-facing materials. |
. | No information available |
|
Real-time Access to Reports Clients and users can access up-to-date reports without delay. |
. | No information available |
|
Report Generation Speed Amount of time to generate a standard report set. |
. | No information available |
Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
|
Open APIs Well-documented RESTful APIs for integration with external tools. |
. | No information available |
|
Plug-ins and Add-ons Support for third-party plug-ins and custom-built enhancements. |
. | No information available |
|
Data Import/Export Connectors Pre-built connectors for major OMS, EMS, data vendors, and custodians. |
. | No information available |
|
Custom Scripting/Formula Language Support for custom formulae, rules, or scripting for advanced users. |
. | No information available |
|
Event Webhooks Offers event-driven integration with real-time notification webhooks. |
. | No information available |
|
Cloud Service Integration Native support for cloud storage, compute, or SaaS integrations (e.g., Azure, AWS, Google). |
. | No information available |
|
Single Sign-On (SSO) Integrated authentication via SSO solutions (OAuth2, SAML, etc.). |
. | No information available |
|
API Rate Limit Maximum number of API requests permitted per minute/hour. |
. | No information available |
|
Number of Standard Integrations Pre-built integrations available out-of-the-box. |
. | No information available |
|
Sandbox/Development Environment Availability of a dev/test environment for integration and testing. |
. | No information available |
Security & Infrastructure
(0 Yes /0 Known /10 Possible features)
|
Data Encryption at Rest All at-rest data is encrypted using industry standards. |
. | No information available |
|
Data Encryption in Transit All data transmitted between components or users is encrypted (e.g., TLS/SSL). |
. | No information available |
|
Multi-factor Authentication Supports MFA for increased system and data security. |
. | No information available |
|
Granular Permission Controls Fine-grained controls at user, group, and data levels. |
. | No information available |
|
Penetration Testing and Vulnerability Management Regular, independent pen testing and active vulnerability patching. |
. | No information available |
|
Disaster Recovery and Business Continuity Robust DR/BCP processes with regular backup and failover testing. |
. | No information available |
|
Audit Logs and Forensics Comprehensive, tamper-evident logging for forensics and compliance. |
. | No information available |
|
Cloud/On-Prem Deployment Options Ability to deploy platform on cloud, on-premises, or hybrid environments. |
. | No information available |
|
System Availability SLA Guaranteed system uptime via SLA. |
. | No information available |
|
Maximum Concurrent Users Supported Upper cap on number of simultaneous users. |
. | No information available |
Support, Training & Documentation
(0 Yes /0 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock live support via chat, email or phone. |
. | No information available |
|
Dedicated Account Manager Dedicated point of contact for relationship management. |
. | No information available |
|
Onboarding and Implementation Services Expert support throughout initial onboarding and configuration. |
. | No information available |
|
Online User Community Access to a user forum or community for best practices and troubleshooting. |
. | No information available |
|
User Training Programs Formal, regular user training sessions (live or recorded). |
. | No information available |
|
Contextual Help and Guided Tutorials Inline instructions, tooltips, and guided walkthroughs. |
. | No information available |
|
Comprehensive API Documentation API reference, code samples and use-case examples. |
. | No information available |
|
Documentation Language Support Number of languages documentation is published in. |
. | No information available |
|
Average Support Response Time Mean time to first response from support team. |
. | No information available |
|
User Satisfaction Score Average user/customer satisfaction rating. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.