at Financial Technnology Year
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Fee Analysis & Modeling Tools for Product Development & Management
Software for analyzing competitive fee structures, modeling revenue scenarios, and determining optimal pricing strategies for investment products across different distribution channels and client segments.
Other Product Development & Management
Investment analytics platform with global database of managed investments, securities, indexes, and market data. Includes portfolio analysis tools, ESG data, risk metrics, and performance attribution.
Bloomberg AIM (Asset & Investment Manager)
By: Bloomberg
https://www.bloomberg.com/professional/product/asset-investment-manager/
By: Bloomberg
https://www.bloomberg.com/professional/product/asset-investment-manager/
A buy-side order management system that provides portfolio management, trading, compliance, operations, and P&L capabilities. Includes real-time positions, pre-trade compliance, order management, trading tools, and comprehensive reporting.
Broadridge Investment Management Solutions
By: Broadridge Financial Solutions
https://www.broadridge.com/financial-services/asset-management/investment-management/
By: Broadridge Financial Solutions
https://www.broadridge.com/financial-services/asset-management/investment-management/
A portfolio management and order management system supporting multi-asset class management, modeling, order generation, compliance, and performance analytics. Features include real-time P&L, risk analytics, and regulatory reporting.
Portfolio modeling, order management, compliance, cash management, analytics, performance measurement, and investment book of record (IBOR) across multiple asset classes.
FIS Investment Operations Suite
By: FIS Global
https://www.fisglobal.com/en/solutions/institutional-and-wholesale/investment-operations
By: FIS Global
https://www.fisglobal.com/en/solutions/institutional-and-wholesale/investment-operations
Comprehensive PLM solution for fund managers that covers the entire product lifecycle from ideation to retirement. Includes product design tools, compliance management, performance tracking, distribution channel management, and automated workflows for product updates and regulatory filings.
An advanced tool that estimates the impact of fees on fund performance, incorporates various fee structures, and provides customized reporting capabilities.
Lipper Fund Analytics
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/lipper/lipper-fund-analytics
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/lipper/lipper-fund-analytics
Provides comprehensive fee analysis and performance metrics for mutual funds and ETFs, enabling fund managers to make data-driven decisions.
A suite of modular software solutions that supports investment management with features like fee analysis, trade execution, compliance monitoring, and customizable reporting tools.