Portfolio accounting and reporting system that brings speed, accuracy, and simplicity to your portfolio management functions. Learn more about Axys
Compare SimCorp Dimension и Wealth EOffice
Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.
| Starting price | from 1 usd. | from 1 usd. |
| Who this service is for |
Investment management solution for Fund & Asset Managers, includes trading and order management, fund administration, etc. |
India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners. |
| Rating | ||
| Electronic Medical Records software features |
Compliance Tracking
|
Compliance Tracking
|
| Home Builder software features |
Accounting
|
Accounting
|
| Investment Management software features |
Bonds / Stocks
Commodity Futures
Fund Management
Portfolio Rebalancing
|
Bonds / Stocks
Commodity Futures
Fund Management
Portfolio Rebalancing
|
| Banking Systems software features |
Risk Management
|
Risk Management
|
| Customer Service software features |
Performance Metrics
|
Performance Metrics
|
| Energy Management software features |
Benchmarking
|
Benchmarking
|
| Interface screenshot | ||
| Desktop & Mobile Platforms |
Cloud-hosted / box software 
|
Cloud-hosted / box software
|
| Support | Working hours, Online | Working hours, Online |
| Training |
Documentation
Webinars
Personal
Online
|
Documentation
Webinars
Personal
Online
|
| Reviews |
The best software for asset management solution Benefits: User friendly, supports STP, all the data are maintained one DB, supports front office, middle office and back office operations Drawbacks:
Summary: Helped us to simplify asset management process |
Be ahead! |
Alternative software
rating
5 (
1 reviews
)
Create, manage, modify, monitor, and measure investment portfolios; user defined and modifiable investment databases, model portfolio templates, and allocation table matrix; allocate, rebalance, reallocate, and blend individual, selected, or global investment portfolios as investor investment profiles, current market conditions, relative investment values, and market outlook change; decision making, action taking reports; to take advance of change rather than to be the victim of change. Learn more about Investors WorkStation
Project finance and PPP/PFI software for evaluating and appraising industrial projects including: oil, gas, petrochemical, power, pulp, paper, transport and infrastructure. Promoter calculates key investment criteria such as NPVs, IRRs, payback and loan cover ratios. It also undertakes sensitivity and breakeven analysis and Monte Carlo simulations. Learn more about Promoter
rating
4.3 (
37 reviews
)
Backstop's powerful, easy-to-use investment management software is tailor-made for institutional and alternative investment management professionals who are overwhelmed by the amount of data flowing into their inboxes and filing cabinets. Backstop's award-winning and industry-leading productivity suite incorporates the most essential tools for managing portfolios, monitoring research, performing IDD/ODD, raising capital, and servicing investors. Learn more about Backstop
rating
5 (
2 reviews
)
Investment record keeping tool that helps businesses maintain client data/accounts, generate reports, track ROI performance, and more. Learn more about Captools/net
Built on the most precise calculation engine in the financial planning market, NaviPlan empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis. Learn more about NaviPlan
Trusted by investment professionals for over 25 years, ProTrak CRM caters exclusively to asset managers, hedge funds, private equity firms and wealth managers. Manage your sales pipeline and investor relations, create reports / mass emails, setup on-boarding workflows and ensure due diligence and regulatory compliance. We have been in this business long enough to know that every firm has its own defined processes. Let us show you how ProTrak CRM molds to your firm. Learn more about ProTrak Advantage
IHS Markit's iLEVEL platform is a cloud-based portfolio management solution that enables private capital investors to seamlessly evaluate and report on the performance of their portfolios. iLEVEL simplifies the process of collecting data from portfolio companies and fund investments, aggregating and storing it in a centralized repository, where firms can generate customized analytics and reports in real time. Learn more about iLEVEL
AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational efficiency and optimize workflows to scale for growth. AIM is Lightning-ready with a clean and simple user interface designed for ease-of-use and speed. With AIM, you gain the foundation to build your firm-wide technology solution to harness the power of your data and give you an informational edge that puts you years ahead of your competition. Learn more about AIM
Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use wealth management solutions. With over 180 employees in Montral and Toronto, the company draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering. Learn more about Croesus
One system for all core functions!
Benefits:
- It is a fully integrated front to back solution which greatly connects all important functions of investment management within the company. - Cus... Read more
- It is a fully integrated front to back solution which greatly connects all important functions of investment management within the company. - Customisation of many different types of reports for month end reporting. - Compliance manager supports many useful rule coding functions to cater to different regulatory requirements. - Excellent IT support from Simcorp whenever needed.
Drawbacks:
-Lack of screen short cuts. You need to go to Functions in order to find the items - It can be a little difficult to learn at first as the HELP man... Read more
-Lack of screen short cuts. You need to go to Functions in order to find the items - It can be a little difficult to learn at first as the HELP manual is not very user friendly -There are a lot of setups involved, especially group codes, key ratios mapping, batch jobs etc. if you need to customise the systems. - The application can take up a lot of memory and loading time on VDI
Summary:
Overall, I will still recommend Simcorp Dimension to others as this is an excellent system that integrates a lot of front, middle and back office f... Read more
Overall, I will still recommend Simcorp Dimension to others as this is an excellent system that integrates a lot of front, middle and back office functions. I have used this system for unit pricing, middle office investigations, setting up securities/portfolios and also mandate monitoring using Compliance Manager. Even though the HELP manual can be very daunting to read, nevertheless it contains all the important information needed to do specific customisation to cater to different business's needs. Simcorp has excellent support services for customers to seek assistance whenever required.