Exception-based workflows
Automated system(s) for order/portfolio/investment management
It’s challenging for investment managers to automate processes and workflows. There are ...
Hedge Fund Names & Generator
We’ve analysed the names of the 400 biggest hedge funds in the world, and looked at ...
Free fund name generator [that actually works]
Struggling to come up with fund name ideas? We’ve analysed more than 73 thousand fund ...
Free investment company name generator [that actually works]
Are you struggling to come up with investment business name ideas? We’ve analysed more ...
Multi-asset software [trading/OMS, portfolio & investment management, risk]
Operating Model Various Systems IBOR Capabilities Cost Efficiency Modern Solution ...
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 ...