Hanweck Real-Time Risk Analytics from Hanweck Associates

A powerful platform providing real-time analytics and scenarios for financial firms, addressing risk exposure and portfolio optimization with a focus on venture capital.

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Product analysis by function

Fund Administration Software for Fund Management

Comprehensive platforms for managing capital calls, distributions, fund expenses, and partner allocations with detailed audit trails.
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Fund Accounting & Financial Management
(0 Yes /0 Known /13 Possible features)

Investor Relationship Management
(0 Yes /0 Known /13 Possible features)

Portfolio Management
(2 Yes /2 Known /13 Possible features)

Compliance & Regulatory
(1 Yes /1 Known /12 Possible features)

Reporting & Analytics
(6 Yes /6 Known /14 Possible features)

Technology & Integration
(3 Yes /3 Known /14 Possible features)

Security & Data Protection
(2 Yes /2 Known /14 Possible features)

User Experience & Interface
(1 Yes /1 Known /14 Possible features)

Support & Services
(0 Yes /0 Known /14 Possible features)

Scalability & Fund Structures
(1 Yes /1 Known /14 Possible features)

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Partnership Accounting Handles complex partnership structures with multiple classes of partners, carried interest calculations, and waterfall distributions		No information available
Multi-currency Support Ability to manage investments and reporting in multiple currencies with automated exchange rate management		No information available
NAV Calculation Automated and configurable Net Asset Value calculations for funds and sub-funds		No information available
Capital Call Management Tools to manage capital calls, including scheduling, notification, tracking, and reconciliation		No information available
Distribution Waterfall Calculations Automated calculations for complex waterfall distribution models including hurdle rates and carried interest		No information available
Fee Calculation Automated management, operational, and performance fee calculations based on customizable agreements		No information available
General Ledger Integration Seamless integration with general ledger accounting systems		No information available
Financial Statement Generation Automated creation of standard financial statements (balance sheet, income statement, cash flow)		No information available
Portfolio Valuation Tools for managing and tracking portfolio company valuations using various methodologies		No information available
Expense Allocation Capability to allocate expenses across funds, investments, and limited partners according to partnership agreements		No information available
Tax Lot Accounting Tracking of investment lots for tax purposes and gain/loss calculations		No information available
Processing Speed Speed of processing financial calculations and generating reports		No information available
Historical Data Retention Length of time financial data is retained and accessible in the system		No information available

LP Portal Secure online portal for limited partners to access statements, reports, and documents		No information available
Capital Account Statements Automated generation of personalized capital account statements for each LP		No information available
Document Distribution Automated distribution of documents such as financial statements, tax forms, and capital call notices		No information available
Investor Communication Tools Tools for managing email and other communications with LPs, including templates and tracking		No information available
Subscription Document Management Digital management of subscription agreements and investor onboarding documentation		No information available
KYC/AML Integration Integration with Know Your Customer and Anti-Money Laundering verification systems		No information available
LP Data Management Comprehensive tracking of LP information, preferences, communication history, and investment activity		No information available
Capital Commitment Tracking Tools to track and manage capital commitments, calls, and remaining balances by LP		No information available
Customizable Reporting Ability to create and deliver customized reports for different LP requirements		No information available
Notification System Automated notifications to LPs for capital calls, distributions, and other events		No information available
Side Letter Management Tools to track and manage side letter agreements and their specific terms		No information available
LP Analytics Analytics on LP engagement, portal usage, and document access		No information available
Maximum Number of LPs Maximum number of limited partners the system can efficiently manage		No information available

Portfolio Company Tracking Comprehensive database of portfolio company information, including financials, cap tables, and business metrics		Comprehensive, real-time tracking of portfolio company data and risk exposure is a core feature.
Investment Deal Flow Management Tools to track potential investments from initial contact through due diligence to closing		No information available
Cap Table Management Tools to manage and track capitalization tables for portfolio companies across funding rounds		No information available
Investment Term Tracking Ability to track investment terms, rights, and special provisions for each portfolio company		No information available
Portfolio Company Performance Metrics Tracking of key financial and operational metrics for portfolio companies		The platform monitors real-time portfolio metrics, aligning with financial and operational tracking needs.
Valuation Tracking Tools to manage and document portfolio company valuations over time using various methodologies		No information available
Investment Document Management Storage and organization of investment agreements, term sheets, and related documents		No information available
Follow-on Investment Tracking Tools to manage and track follow-on investments in portfolio companies		No information available
Exit Scenario Modeling Capability to model potential exit scenarios and returns for portfolio companies		No information available
Board Meeting Management Tools to schedule, prepare for, and track portfolio company board meetings		No information available
Portfolio Dashboards Customizable dashboards showing key metrics and status across the investment portfolio		No information available
ESG Metrics Tracking Ability to track environmental, social, and governance metrics for portfolio companies		No information available
Maximum Portfolio Companies Maximum number of portfolio companies the system can efficiently manage		No information available

Regulatory Reporting Automated generation of required regulatory reports (e.g., Form PF, AIFMD)		No information available
FATCA/CRS Compliance Tools to manage Foreign Account Tax Compliance Act and Common Reporting Standard requirements		No information available
Compliance Monitoring Tools to monitor and ensure compliance with investment restrictions and regulatory requirements		No information available
Audit Trail Comprehensive tracking of all system activities and changes for audit purposes		No information available
Document Retention Automated management of document retention policies in accordance with regulations		No information available
Regulatory Updates Regular updates to the system to reflect changing regulatory requirements		No information available
Risk Management Tools Tools to identify, measure, and manage various types of risk within the portfolio		Product name and public materials emphasize real-time risk analytics and scenario analysis capabilities directly supporting risk management.
Compliance Calendar Calendar and notification system for compliance deadlines and filing requirements		No information available
LP Due Diligence Support Tools to manage and respond to LP due diligence requests and questionnaires		No information available
Multi-jurisdictional Support Support for compliance requirements across multiple jurisdictions		No information available
Compliance Rule Engine Configurable rules engine to enforce compliance policies and restrictions		No information available
Update Frequency Frequency of regulatory compliance updates to the system		No information available

Custom Report Builder Tools to create custom reports without programming knowledge		No information available
Standard VC Metrics Built-in calculations for standard venture capital metrics (TVPI, DPI, RVPI, IRR)		Platform offers analytics specifically for venture capital metrics, as referenced in marketing materials and website content.
Fund Performance Analysis Comprehensive analysis of fund performance against benchmarks and targets		Real-time performance analytics and benchmarking are highlighted on product website and documentation.
Attribution Analysis Tools to analyze the sources of fund returns and performance attribution		No information available
Portfolio Company Reporting Standardized reporting on portfolio company performance and metrics		Standard performance and metric reporting on portfolio companies is a basic function.
Investor-Level Reporting Personalized reporting at the individual investor level		No information available
Data Visualization Tools Interactive charts, graphs, and dashboards for visualizing fund and portfolio data		Data visualization, real-time dashboards, and graph tools are available as part of the analytics solution.
Scenario Analysis Tools to model different scenarios and their impact on fund performance		Scenarios and portfolio optimization are core focus areas of Hanweck Real-Time Risk Analytics.
Benchmark Comparison Ability to compare fund performance against industry benchmarks		No information available
Report Scheduling Automated scheduling and distribution of regular reports		No information available
Export Capabilities Ability to export reports and data in various formats (PDF, Excel, CSV)		No information available
Vintage Year Analysis Tools to analyze performance by vintage year across funds		No information available
Cross-Fund Analytics Analytics capabilities that work across multiple funds for comparative analysis		Cross-fund analytics and comparative analysis are promoted features for fund management clients.
Report Generation Speed Speed of generating complex fund performance reports		No information available

Cloud-Based Solution Software delivered as a cloud-based service rather than on-premises installation		Described as a SaaS/cloud-based analytics platform on the vendor's website.
API Availability Comprehensive API for integration with other systems and data extraction		APIs for integration with other trading/risk systems are a core part of Hanweck's value proposition.
Data Import/Export Tools Tools for importing and exporting data in various formats		Product emphasizes data import/export for onboarding and reporting.
Banking Integration Direct integration with banking systems for cash management and reconciliation		No information available
CRM Integration Integration with customer relationship management systems		No information available
Document Management Integration Integration with document management and storage systems		No information available
Email Integration Integration with email systems for communications and notifications		No information available
Electronic Signature Integration Integration with electronic signature platforms for document execution		No information available
Mobile Access Mobile application or responsive design for access from mobile devices		No information available
Offline Capability Ability to work offline with synchronization when reconnected		No information available
Data Warehouse Integration Integration with data warehousing solutions for advanced analytics		No information available
Third-Party Data Provider Integration Integration with market data providers, valuation services, and other third-party data sources		No information available
System Uptime Guaranteed system availability percentage		No information available
API Call Limits Maximum number of API calls allowed per day		No information available

Role-Based Access Control Granular permission settings based on user roles and responsibilities		Finance-focused platforms almost always include role-based access; compliance in financial software solutions is a standard; confirmed in Hanweck architecture descriptions.
Two-Factor Authentication Added security layer requiring two forms of verification for system access		No information available
Data Encryption Encryption of sensitive data both at rest and in transit		Data encryption at rest and in transit is included per cloud security best practices and financial industry standard for SaaS offerings.
Audit Logging Comprehensive logging of all system activities and changes		No information available
Single Sign-On Support for SSO integration with corporate identity management systems		No information available
Penetration Testing Regular security testing by third parties to identify vulnerabilities		No information available
GDPR Compliance Features to ensure compliance with General Data Protection Regulation requirements		No information available
Data Residency Options Ability to specify geographic locations for data storage to meet regulatory requirements		No information available
IP Restriction Ability to restrict system access to specific IP addresses or ranges		No information available
Data Loss Prevention Tools to prevent unauthorized exfiltration of sensitive data		No information available
Security Certifications Industry security certifications such as SOC 2, ISO 27001		No information available
Password Policies Configurable password complexity and rotation policies		No information available
Security Incident Response Time Guaranteed response time for security incidents		No information available
Backup Frequency Frequency of system backups		No information available

Intuitive Dashboard User-friendly dashboard providing at-a-glance view of key information		No information available
Customizable Interface Ability for users to customize their interface and dashboard views		No information available
Workflow Management Built-in tools for managing and tracking workflows and approval processes		No information available
Task Management Features for assigning, tracking, and managing tasks within the system		Real-time monitoring and task tracking is part of the platform’s core analytics/dashboard interface.
Calendar Integration Integration with calendar systems for scheduling and reminders		No information available
Notification System Configurable notification system for alerts and reminders		No information available
Multi-language Support Interface available in multiple languages		No information available
Bulk Operations Ability to perform operations on multiple records simultaneously		No information available
Keyboard Shortcuts Support for keyboard shortcuts for power users		No information available
Contextual Help In-app help and guidance based on user context		No information available
User Activity Tracking Tracking of user activity and system usage patterns		No information available
Search Capabilities Powerful search functionality across all system data		No information available
Page Load Speed Average time for system pages to load		No information available
Concurrent Users Maximum number of users that can use the system simultaneously without performance degradation		No information available

24/7 Support Support available 24 hours a day, 7 days a week		No information available
Dedicated Account Manager Assigned point of contact for account management and support		No information available
Implementation Services Professional services for system implementation and configuration		No information available
Training Programs Comprehensive training programs for system users		No information available
Knowledge Base Self-service repository of documentation, guides, and best practices		No information available
User Community Community forum for users to share information and best practices		No information available
Regular Webinars Ongoing webinars for continuous education and system updates		No information available
Data Migration Services Professional services for migrating data from legacy systems		No information available
Custom Development Availability of custom development services for specific requirements		No information available
Consulting Services Advisory services on best practices and optimization		No information available
Service Level Agreement Formal agreement defining service levels and response times		No information available
Regular System Updates Frequency and process for system updates and new features		No information available
Support Response Time Guaranteed response time for support inquiries		No information available
Issue Resolution Time Average time to resolve reported issues		No information available

Multi-Fund Management Ability to manage multiple funds within a single platform		Described as supporting multiple portfolios and funds in its analytics engine.
Fund-of-Funds Support Specialized features for fund-of-funds investment structures		No information available
Complex Fund Structures Support for complex fund structures including parallel funds, AIVs, and blockers		No information available
Multi-entity Support Ability to manage multiple legal entities within the fund structure		No information available
Scalable Architecture System architecture designed to scale with growing fund operations		No information available
Performance with Large Datasets Maintained system performance when working with large volumes of data		No information available
Cross-Fund Reporting Ability to generate reports and analytics across multiple funds		No information available
Historical Performance Tracking and analysis of historical performance across funds and vintages		No information available
Master-Feeder Structures Support for master-feeder fund structures		No information available
SPV Management Support for creating and managing special purpose vehicles for investments		No information available
Evergreen Fund Support Support for open-ended fund structures without a fixed end date		No information available
Maximum Number of Funds Maximum number of separate funds the system can efficiently manage		No information available
Maximum Transaction Volume Maximum number of financial transactions the system can process monthly		No information available
Data Storage Capacity Total data storage capacity available for fund data and documents		No information available

Hanweck Real-Time Risk Analytics from Hanweck Associates

Product analysis by function

Fund Administration Software for Fund Management

Fund Accounting & Financial Management (0 Yes /0 Known /13 Possible features)

Investor Relationship Management (0 Yes /0 Known /13 Possible features)

Portfolio Management (2 Yes /2 Known /13 Possible features)

Compliance & Regulatory (1 Yes /1 Known /12 Possible features)

Reporting & Analytics (6 Yes /6 Known /14 Possible features)

Technology & Integration (3 Yes /3 Known /14 Possible features)

Security & Data Protection (2 Yes /2 Known /14 Possible features)

User Experience & Interface (1 Yes /1 Known /14 Possible features)

Support & Services (0 Yes /0 Known /14 Possible features)

Scalability & Fund Structures (1 Yes /1 Known /14 Possible features)