Top 10 Portfolio Analytics Solution Companies - 2020
Finalytix: Facilitating Streamlined and Seamless Wealth Management

Top 10 Portfolio Analytics Solution Companies - 2020

In an attempt to identify crucial investment opportunities and align business objectives with high performance, low-risk components, several organizations are revamping their portfolio analytics solutions. From filtering information quickly and taking advantage of statistical arbitrage opportunities to dealing with inefficiencies, such as transaction costs, the advanced portfolio analytics helps asset managers make critical investment decisions. The application of data science and various AI techniques, in particular machine learning, to the investment process is scaling up investment processes and providing managers with in-depth insights. It not only helps managers build predictive models that eradicate the inconsistencies of traditional collation methods but also opens doors for sustainable investing by solidifying assessment techniques. Besides, the ‘integrated’ bottom-up approach of including stocks with multiple factor exposures over the top-down ‘mixed composite’ approach of individual factors is helping asset managers take proactive investment decisions.

Keeping in mind such drastic transitions, we have compiled this issue of Capital Markets CIO Outlook in order to assist organizations in the task of finding accomplished solution providers to help them navigate the portfolio analytics realm. In this edition, we have listed Top 10 Portfolio Analytics Solution Providers 2020 to highlight the enterprises that can escalate the chances of your growth. Equipped with innovative technological capabilities, these enlisted solution providers are transforming the portfolio analytics paradigm at the cloverleaf of various disruptive technologies. Besides, the magazine comprises insights from subject-matter experts, CIOs, and CXOs in the portfolio analytics sector on the latest industry trends, best practices, recent innovations, and highlights their expertise. We hope this issue of Capital Markets CIO Outlook helps you build the partnership you and your organization need to foster an environment driven by robust and efficient technology.

We present to you Capital Markets CIO Outlook’s “Top 10 Portfolio Analytics Solution Providers - 2020”

Top Portfolio Analytics Solution Companies

Finalytix enables clients to minimize overhead expenses needed to track and monitor financial portfolios, reduce the information asymmetry on fees pertaining to portfolio/investment-related transactions, and save time with sorting (making sense of) disoriented wealth information

www.finalytix.com

AssetBook

AssetBook

AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price. The company acts as the true business partner to client’s firm. This sort of relationship is unique in the industry. AssetBook seamlessly grows clients’ business with Pulse by AssetBook data readily available at their fingertips. CRM, trading and rebalancing, financial planning, and aggregation open APIs–the company’s solutions makes it easy to seamlessly integrate AssetBook with their other software.

Calypso

Calypso

Calypso is the leading provider of front-to-back technology solutions for the financial markets. With over 20 years of experience delivering cross-asset solutions for trading, processing, risk management and accounting, Calypso is able to focus its significant resources on customer problems, bringing simplicity to the most complex business and technology issues. Calypso realizes the constant pressures for better allocation of capital and improved risk management, matched by an ever changing regulatory landscape in the financial markets demand technology solutions that are reliable, adaptable and scalable. In response, it provides customers with a single platform designed from the outset to enable consolidation innovation and growth.

Equity Data Science

Equity Data Science

EDS leverages leading-edge technology and data science to bring forth a 360-degree analytics suite that helps fundamental investors to identify inefficiencies, garner intelligent insights, and comprehend more actionable conclusions on the fly. EDS is one of the most credible and cost-effective quantitative analytics platforms in the market. With this offering, investors can take analysis out of Excel sheets and subsequently move into a personalized software platform that renders investment insights into the entire equity universe.

FactSet

FactSet

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, the company’s focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, the company is working together toward the goal of creating value for its clients. FactSet is proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.

Investment Metrics

Investment Metrics

Investment Metrics renders comprehensive investment performance, attribution, risk analytics, portfolio optimization/construction and reporting solutions to meet the dynamic requirements of the institutional investment community. With its suite of solutions, the firm renders unique insights to investment consultants, asset owners/plan sponsors, asset managers, and private wealth advisors that enables them to advise their clients and underpin them in making informed investment decisions. Investment Metrics provides an end-to-end platform for portfolio analytics and reporting that helps asset allocators with an integrated access to robust market data that includes institutional funds, mutual funds, ETFs, hedge funds and majority of market benchmarks by investment

Mercatus

Mercatus

Mercatus assists a vast global client base with a comprehensive data and investment management platform. The company offers its clients a simplified way to aggregate their constantly growing set of data and models into a centralized repository, with the analytics for faster, more accurate and predictive investment decision making. The beauty of Mercatus is it centralizes email conversations, Excel spreadsheets, documents, financial models, etc., but Mercatus has the secret sauce to dynamically and intelligently connect and protect the disparate data elements and corresponding models to deliver super-charged analysis, reporting, and real-time executive dashboards, accessible across the entire organization.

Novus

Novus

Novus serves both capital allocators and managers, helping them enrich and manage their data, extract actionable investment insights, and improve stakeholder communication via visualization and automation. The company provides the world’s leading portfolio intelligence platform. The company’s team of world-class client management analysts introduces clients to its plethora of products, tailoring the conversation to their specific needs and interests. From family offices to pension and hedge funds, multimanager platforms to outsourced CIOs, Novus has it all.

Trendrating

Trendrating

Trendrating provides ‘trend capture’ technology that adds objective discipline to portfolio management generating superior returns. The company provides advanced analytics designed to capture trends, identifying stocks with a high probability to be winners, and avoiding securities that may result in losses within a yearly horizon. Trendrating covers over 20,000 stocks, ETFs, sectors, and indices using a pattern recognition algorithm that after being massively tested on over 25 years of data, has been live, documented, and used by 100+ customers. Moreover, Trendrating offers a Performance Management Platform that is integrated with an array of functionalities—market screening, investment opportunity identification, portfolio risk monitoring, tactical allocation, ranking any investment universe, and individual security analysis

Virtu Financial

Virtu Financial

As a leading global market maker, Virtu generates deep liquidity that helps to create more efficient markets around the world. Powered by Virtu, the new Open Technology platform leverages the global and multi-asset class foundational products and client-focused offerings into a data-as-a-service solution. The platform offers a growing library of application programing interfaces (APIs) and other tools to supply clients with their Virtu data. The company offers customizable solutions with superior trading technologies that empower you to improve investment returns and effectively mitigate risk across asset classes.