CP-Suite - Corporate Planner
CP Suite applications provides a solution for all corporate performance management. Corporate Planner the primary application is for all budgeting, forecasting, reporting solutions. It can be used for...
View ArticleTime Recording Platform
TallyPro is a fully functional time record platform, appropriate for many different industries. It features an extensive range of options, from logging and allocating time to projects and activities...
View ArticleIntelliFront BI
IntelliFront BI offers Real-Time Dashboards, KPIs, On-Demand Reporting, Data Driven Subscriptions, Business Process Automation and Report Scheduling on one platform. It will enhance the capabilities of...
View ArticleTopsheets - Fund Factsheet Production
Create beautiful fund factsheets while cutting the production time. Gain access to ready-to-use templates, well-designed charts, comprehensive statistics and ratings. Automatically produce multilingual...
View ArticleTailor - Tailor Made Financial Portals
Tailor implements an investment portal into your website. It then becomes its internal part, fully customized based upon your requirements. Our clients´ leads use Tailor to search and rank investment...
View ArticleInvessed
Invessed is a suite of apps for publishing reports and communications for private, retail or institutional investors and shareholders. Data can be sourced from any repository to deliver web, tablet and...
View ArticleClik here to view.
Treasury Information Platform - Cash Reporting
- Easy to use for end users - no training required - Flexible administration for administrators - no IT required - Powerful reports - results in seconds - Integrated - saves time by using existing...
View ArticleClik here to view.
Treasury Information Platform - Reporting solution
- Collect data from any source - high automation - Analyse data with a few mouse clicks - allows focus on analysis instead of data preparation - Visualise data for treasury department or management...
View ArticleSpreadsheet Server
Spreadsheet Server, works as an intuitive Microsoft® add-in providing live reporting and analysis from a wide variety of ERP systems into Excel. This empowers end users with the ability to use...
View ArticleFund Document Manager
FundDocumentManager⢠is a dedicated application that facilitates an efficient creation and maintenance of Fund Prospectuses and other similar fund documents within one common multi-user database...
View ArticleVizulate Client Reporting Software
Vizulate is a web based client reporting solution designed specifically for client servicing and marketing teams. It puts the user in complete control, allowing them to quickly collate the relevant...
View ArticleClik here to view.
Clareti Analytics
Clareti Analytics is a real-time data visualisation and embedded analytics tool. Via an intuitive dashboard interface, operational users and executive managers can identify trends, monitor data...
View ArticleTelemet Portfolio Link
Seamlessly links portfolio accounting systems to Telemet's integrated investment platform - Telemet Orion. Improves workflow. With this product create transaction based, time weighted attribution and...
View ArticledMine Business Dashboard
dMine is a Intuitive system offering consolidation & visualization of data and empowering executives to create, collaborate & monitor the Business performance. It helps Users to create various...
View ArticleeReportal: Investment Client Reporting Software by Varden
VardenTech.com | eReportal.com | Varden Technologies - Boston, MA Contact: Minh Nguyen, Director, mn@vardentech.com, 617.482.5902.x309 eReportal :: Investment Client Reporting Software Varden...
View ArticleIndependence Compliance
Monitor and prevent conflicts of interest, manage independence , and control financial and relationship risks
View ArticleZEMA Dashboard
ZEMA Dashboard allows users to create dynamic information on a single web page. Using easy drag and drop features, users can combine images, RSS feeds, data queries and Excel files into a single...
View ArticleFinancial Statement Printing and Fulfillment
Full service digital printing, color imaging, statement rendering, TransPromo printing, literature fulfillment and high security data management.
View ArticleApplication Controls Reviews
Applications access security assessments. Change management and related Quality Assurance measures, process assessment. Output distribution and security procedures. For SOX revenue recognition the...
View ArticleFactbook Web Servicesâ¢
Factbook Web Services⢠enables the easy delivery of dynamic data content and interactive tools to your website. More information can be found at...
View ArticleFactbook Factsheetsâ¢
Factbook Factsheets⢠is a fully automated factsheet production and delivery solution. The solution can accommodate any design template and any number of variable outputs. More information can be...
View ArticleFactbook Pitchbooksâ¢
Factbook Pitchbooksâ¢will ensure consistency and accuracy of content and brand across your entire range of product presentations. More information can be found at...
View ArticleAthena Aura for Hedge-Funds (PM,OMS,Risk,Perf,Reporting,STP)
AÂ highly configurable hedge-fund platform that delivers: Portfolio Management, Trading, Performance Calcs & Analysis, Risk, Surveillance, Data Warehouse/Reporting & STP. Our client list...
View ArticleTroika Connect - Intranet Management Reporting
Connect is the powerful reporting tool that consolidates all your data in a standard intranet browser. Easily configurable to integrate with existing intranet systems, it provides a secure and remote...
View ArticleRA-15 Ratio Calculator
Excel spreadsheet that calculates, charts (3 years)and explains 15 key financial ratios - A/C Pd, B/E Pt, Cash B/E Pt, C/F coverage, C/F to Debt, Cash Maturity Coverage, Current, Dedt/Equity, Invent....
View ArticleClik here to view.
zeb.control.strategy - Compass
Especially in the current market environment, the transparent presentation of relevant management data from an income, cost and risk perspective on total bank level is becoming a major competitive...
View ArticleClik here to view.
zeb.control.financial - FTP
With zeb.control.financial - FTP (= Funds Transfer Pricing), zeb provides a solution for banks to perform a risk- and income-oriented pricing of new business transactions and to calculate the...
View ArticleClik here to view.
zeb.control.financial - Cost Allocation
With the Cost Allocation module, you can map incurred costs by cost centers and cost types, distribute and allocate them to the cost drivers in any number of work steps using fixed keys or transfer...
View ArticleClik here to view.
zeb.control.financial - Profit
A substantiated and targeted profit management requires a structured preparation of necessary management-relevant information. A transparent result presentation is a mandatory basis for analyses. The...
View ArticleClik here to view.
zeb.control.strategy - Future Grip
A volatile market environment, increased competition and new regulatory requirements have led to an adjusted internal management logic. Changed framework conditions—such as stricter regulatory...
View ArticleClik here to view.
zeb.control.strategy
zeb.control.strategy addresses the generic tasks of integrated corporate management. The relevant information on value drivers, risk capital allocation and risk-bearing capacity are prepared in a...
View ArticleClik here to view.
zeb.control.financial
Precise profitability management * Transparent and customisable return presentation * Extensive and practically proven standard reporting * Ex ante and ex post calculation of all contribution margin...
View ArticleProfile Builder & Pitch Builder
Profile Builder is a robust investor/contact profile building tool. Our template creation process creates unique customized profiles with branding, exportable to PDF or Excel. PItch Builder is a...
View ArticleReporting Workbench
Replaces your manual, Excel based reporting with professional quality reports from any of your sources of data including your reconciliation results provides a streamlined process for reporting which...
View ArticleHCL's Research and Analysis Solutions
Industry Trends : The outsourcing of the research and analytics by investment companies is driven by some long-standing industry issues: Focus on core competencies Usage of technology for increased...
View ArticleData Agent Research Cube
The Research Cube is a full featured multi-dimensional analysis application that allows users the ability to slice & dice investment data the way they want to see it. The Research Cube is available...
View ArticleData Agent Reporting Portal
The Reporting Portal provides full, web-based integration of all Suite information to create enterprise reporting portals and client facing web sites. Reports can be defined once in Data Mart and the...
View ArticleXeres®
Xeres Reporting is a report-generating platform that offers the highest quality in terms of reports presentation and customer perception as well as an incomparable freedom in terms of design and...
View ArticleSolveXia Process Automation
Easy-to-use online process automation tool that leads to greater efficiency, control and visibility. Streamlines manual, repetitive processes that utilise multiple spreadsheets and data files. Strong...
View ArticleClik here to view.
iMAL*Financial Template Reports
It is a financial accounting reporting tool that allows accountants and financial controllers to design any kind of financial reports based on predefined templates, such as ALM reports, balance...
View ArticleGBST BIR
A reporting tool designed for financial services, GBST Business Intelligence Reporting (BIR) offers superior business intelligence with a full range of pre-designed reports as well as the ability to...
View ArticleFund Factsheet Production
Outsource your factsheet production to Kurtosys and get beautiful and accurate fund documents, while saving both time and money.
View ArticleOneSumX Performance Management
The OneSumX solution suite addresses the different performance management requirements needed to facilitate operational, analytical and strategic decision-making processes.Financial institutions are...
View ArticleClik here to view.
Regulatory & Risk Reporting (Calc. Capital/Credit Risk, etc)
As regulators continue to require new measures to strengthen the resiliency of the financial system under adverse economic conditions, financial institutions face a changing environment of capital,...
View ArticleStyleADVISOR
Our companyâs sole focus is helping investment professionals make informed decisions about investment products and portfolio construction. Our core competency is delivering open, flexible solutions...
View Article
