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Investment reporting software
“Reporting” is a broad term often used to mean many different things in the buy-side ...
Portfolio & Asset Allocation Software [institutional]
Institutional asset allocation software In this article, we focus on asset allocation ...
Mutual Fund Names [73k fund names analysed]
This article analyses the names of mutual funds. By looking at the naming pattern ...
Complete guide to Investment Portfolio Management Software
Capabilities of the best investment portfolio management software This guide outlines the ...
Ultimate guide to pension fund management software
Introduction to this guide
Family Office Software: reporting, data aggregation & more
When evaluating options, we recommend not to rely too much on online family office ...
Performance Attribution Software [+ reporting & data management]
Performance attribution is a complex area. Most of the complexity lies in ensuring data ...
Hedge Fund Order and Portfolio Management Software
Hedge fund software has 2 primary purposes: Automate workflows and portfolio monitoring ...
Portfolio Rebalancing Software [tool & automation]
What is rebalancing of a portfolio? Rebalancing an investment portfolio means changing ...
Guide to Mutual Fund Software Capabilities
Welcome to our complete guide to mutual fund management software. We’ll start from the ...
Middle Office Operations [Functions & Processes]
What is Middle Office (MO)? First, let’s start with what Middle Office isn’t. You’ll read ...
A guide to Cash and position reconciliation
What is position and cash reconciliation? Cash and positions are the two components of an ...