FundStudio
FundStudio is a cloud-based portfolio management platform that offers real-time operations, reporting, and compliance for hedge funds and asset managers.
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Description
FundStudio is a comprehensive, cloud-based portfolio management platform tailored for hedge funds, commodity trading advisors (CTAs), asset managers, and family offices. This platform provides real-time operations and reporting capabilities that include essential features such as order and trade capture, compliance management, cash management, and shadow NAV for investor due diligence.
The application supports multi-asset class trading and offers extensive customization options, allowing users to configure alerts, reporting tools, and user-definable tags according to their specific needs. FundStudio prioritizes secure access, with permission controls to safeguard sensitive information.
The platform emphasizes accuracy, timeliness, and clarity in managing portfolios, enabling users to effectively oversee trades, positions, and risk across multiple accounts and brokers. Additionally, FundStudio supports seamless integration with existing systems through its robust API, enhancing operational efficiency.
Overall, FundStudio serves as a vital tool for asset managers looking to streamline their portfolio management processes while ensuring compliance and operational excellence.
Features
Real-Time Operations
Provides instant access to portfolio data and operational metrics, ensuring users can act on current market conditions.
Order and Trade Capture
Facilitates efficient entry and management of orders and trades, reducing the risk of errors.
Compliance Management
Enables users to monitor and manage compliance with regulatory requirements effectively.
Shadow NAV
Offers shadow net asset value calculations for investor due diligence, ensuring transparency.
Customization Options
Users can define alerts, reporting tools, and tags to fit their operational workflow.
Secure Access
Incorporates permission controls to ensure secure access to sensitive financial data.
API Integration
Allows seamless integration with existing systems, enhancing data flow and operational efficiency.
Tags
Documentation & Support
- Installation
- Documentation
- Support
- Updates
- Online Support