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Back Office :
The softwares, 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.
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62 web sites matced for Back Office
FFastFill
(FFastFill) FFastFill is the leading provider of Application Services for trading and risk management on electronic markets.

FactorSoft
(Bayside Business Solutions) A complete portfolio management system, covering all operation and collection aspects of invoice-based factoring and A/R finance.

Globe HySales
(Bell Globemedia Publishing Inc) Sales software for mutual fund sales professionals.

WebSecurities Enterprise
(LongView International Inc) An integration infrastructure that enables low-cost thin client applications and straight-through processing to extend current systems.

DemandPerformance
(Demand Performance) A hypothetical performance tool for mutual fund firms and investment professionals.

TradingScreen
(Exchange Systems Technology Ltd) International company that links institutional investors and sell side firms together to facilitate order routing, execution management, clearing, and additional value added services.

proTrack
(Track Data Corporation) Execution & market data platform designed for the institutional marketplace.

Tradeplex
(Tradeplex) an electronic platform for automated trading in global equities, futures and options, FX, and CFDs

Funds Total
(FundsTOTAL) a real-time straight-through processing solution that gives traders, portfolio managers and operations managers assistance in managing their funds

RISKART
(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.

WealthSpectrum
(Applied Software) Modular Wealth Management Platform with integrated CRM

Client-Assyst
(Assyst-Software & Consultancy) a client database, back office software package for the IFA and other financial advisers to administer their business and manage their client data.

BRUT ECN
(Nasdaq Trader) Low cost and equitable Electronic Communications Network (ECN). Designed specifically to make market liquidity more cost-effective and accessible for trading businesses.

ComplyPlus
(Curo Systems) Monitoring system for the investment management industry.

CADRE
(Data Exchange Systems Ltd) A mission critical financial valuation and settlement engine covering a broad spectrum of products and markets for treasury, capital markets, risk management arena's.

InstaQuote
(Direct Access Software) Tool able to execute trading strategies on any exchange.

TheBooks
(DMAXX,LLC) Software for CTAs and CPOs, a suite of integrated tools tailored to the needs of the CTA with managed accounts.

CAESAR
(Finacial Database Service) A dynamic relational database that automates critical back office functions, such as Client Account Maintenance, Transaction Processing, Compliance Review, and Commission Accounting.

Financial Portfolio Management (FPM) System
(Computer Design Ltd) An integrated front and back office system for institutional investment management and private banking.

Financial PathFinder
(FinTech) Financial planning software

MFACT
(Global Investment Systems) Fund accounting solution

MSHARE
(Global Investment Systems) Shareholder Management Solution

MHEDGE
(Global Investment Systems) Solution for Hedge Fund Accounting

MPARTNER
(Global Investment Systems) Accounting solution for hedge funds, investment partnerships, offshore funds, fund families and commodity pools.

FUTRAK
(Investment Support Systems Inc) Risk and Hedge management software solution designed for the management of Energy, Commodities, Foreign Exchange and Interest Rate derivative instruments.

InvestorDynamo
(Netage Solutions Inc) Product line for use by hedge fund, fund of funds, private equity, venture capital funds and investment advisor professionals.

DealDynamo
(Netage Solutions Inc) An software suite that allows venture capital, private equity, buyout, fund-of-funds, and secondary investment firms to organize knowledge about deals, contacts, intermediaries, and investors.

FundDynamo
(Netage Solutions Inc) Outlook-based application that allows funds of funds, fund administrators, family offices, advisors, gatekeepers, and other institutional investors to organize all contact and due diligence information in a central repository, profile fund managers, track performance and investments.

Financial Advisor Client Toolkit
(Oceanview Software) Desktop application for Independent Financial Advisors

Piranha
(OffshoreTek Software) A multi-purpose system designed to allow Offshore finance professionals to control their back-office operating procedures and gives the owner of an offshore structure, passive and active control of his/her business.

Spyder
(OffshoreTek Software) Securely and confidentially upload and consult documents online with no physical trace on local hard-disk of these files. A full file-management system featuring infinite sub-directory creation, cut/copy/paste functions, various access level to control the documents viewers/editors and a versioning engine to keep track of any change occured on them is built in.

PAM - family of solutions
(Princeton Financial Systems) The PAM family of portfolio management and accounting systems’ functionality automates the investment process, fully integrating your portfolio management, trading, operations and reporting functions to facilitate straight-through-processing of your investment operations.

FUNDS
(Pheonix Systems Inc) A family of interactive mutual fund transfer agent and shareholder recordkeeping systems.

MPACS
(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.

FundTrader
(Phoenix Systems Inc) Interactive mutual fund shareholder sub-accounting and client servicing system.

QuickFIX C++ FIX Engine
(Open Source) A full-featured open source FIX engine.

Securities ProStation
(Securities BackOffice Solutions, Inc) A total securities front-end; import and back-end-processing system designed for fully disclosed broker-dealers, brokerage firms, bank subsidiaries and insurance or mutual fund broker-dealers.

Securities SurveillanceStation
(Securities BackOffice Solutions, Inc) Fully automated Compliance Exception Reporting System designed to meet the needs of any firms compliance department.

Secure Financial Transaction Infrastructure
(SIAC) A high capacity infrastructure that improves the overall resilience of the financial industry's data communications connectivity. This highly reliable infrastructure offers firms access to the trading, clearing and settlement, market data distribution and other services SIAC provides on behalf of most of the U.S. securities industry's exchanges and utilities.

ShadoSuite
(Shadow Financial Services Corp.) A global securities transaction system designed to handle the complex transactions of Institutional Investors and well as the volume of retail brokerage firms.

Sophis RISQUE
(Sophis Int.) A cross asset and front to back office solution that enables investment banks to implement Straight Through Processing along their trading activity.

Sophis VALUE
(Sophis Int.) A cross asset and front to back office solution that enables asset managers to implement automated workflow and to monitor their risk along their portfolio management activity.

TranStar
(TS Partners, Inc.) A system for managing both bond processing and stock transfer account activity. system

TimeScape Enterprise Solutions
(Xenomorph Software Limited) Data management suite that unites data management, connectivity, pricing analysis, delivering a single view through time of all asset classes.

GateMate Suite
High performance real-time automatic contribution, trading and deal capture system for market makers.

Fix Engines
(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.

Quote Loader
(IT Locus) Real time and historical quotes downloader

Webfolio
(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.

MyForex Trading Platform
(Finatek) retail Forex trading platform: trading right from the chart, back office administration, market-making with automated risk management, plus STP to major liquidity providers in the FX market.

PhotonTrader.
(Photon Trader Inc) Web or direct/workstation futures trading platform system, connected to all major futures exchanges.

OpsMonitor Service Bureau
(iVestigo) Operational risk management and monitoring for the financial sector, providing secure remote monitoring and reporting of business critical services and applications

Vermilion Reporting Suite (VRS)
(Vermilion Software plc) [Client Reporting Package] Client Reporting software solution for asset managers (institutional, retail, high-wealth, etc) streamlining the process of portfolio booklet and fund factsheet generation. Workflow controlled multilingual Word, PDF, PowerPoint, Excel, HTML, CSV and XML format client report outputs.

Investment Management System (IMS)
(Isis Financial Systems) a portfolio management and accounting system. A scalable, fully integrated real time solution, IMS offers flexible accounting, portfolio modeling, Positions Workshop-scenario trade tool, compliance, and flexible reporting tools.

Visual FAST
(Transfer Solutions, Inc) mutual fund transfer agency software - mutual fund companies, banks and service agencies use this to perform transfer agency services.

Sterling Trader Pro
(Sterling Technologies Inc.) An all-purpose trading platform software

Sterling Trader Manager
(Sterling Technologies Inc.) A direct access trading platform developed specifically for the purpose of monitoring the activity of professional traders and market makers.

Perform
(Opalit Solutions) Portfolio Management Software for handling of hedge funds

FIX Engine
(InfoReach) an enterprise-strength solution for companies planning to use FIX protocol for electronic exchange of financial information and Straight Through Processing (STP).

Maestro
(Artisan Software) Broker-dealer management system

.Net FIX Engine
(Onix Solutions) High performance FIX Engine with .Net API. The FIX Engine is fully compliant with FIX Protocol and facilitates developing of FIX trading applications as well as FIX diagnostic, FIX certification, and FIX testing tools.

Portfolio Server
(Portfolio Server) Providing financial institutions with professional services enabling them to enhance their existing business operations.

TORA
(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.

 
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