Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics.
Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • Phone Support
  • 24/7 (Live rep)
  • Chat
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds,...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

  • Subscription

Starting from

US$27 500,00/year

  • Subscription

Overall rating

5 /5
(3)
Ease of Use
5/5
Features & Functionality
5/5
Customer Service
4,7/5
Value for Money
5/5

Overall rating

0 /5
(0)
Ease of Use
0/5
Features & Functionality
0/5
Customer Service
0/5
Value for Money
0/5

Total features 58

  • AIMR Compliance
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Synchronization
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • General Ledger
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Microsoft Outlook Integration
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Management
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Process Control
  • Profit/Loss Statement
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Time Reporting
  • Records Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Sales Automation
  • Scenario Planning
  • Search/Filter
  • Status Tracking
  • Stress Tests
  • Template Management
  • Trade Tracking

Total features 85

  • AIMR Compliance
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Synchronization
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • General Ledger
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Microsoft Outlook Integration
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Management
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Process Control
  • Profit/Loss Statement
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Time Reporting
  • Records Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Sales Automation
  • Scenario Planning
  • Search/Filter
  • Status Tracking
  • Stress Tests
  • Template Management
  • Trade Tracking
  • QuickBooks Online Advanced
  • QuickBooks Online Advanced