VestServe vs Athena Systems
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Overview
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,...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Athena Systems is a financial risk management system that extracts data from any technology, checks for exposure rules, normalizes source data and presents real-time results.
Athena Systems is a financial risk management system that extracts data from any technology, checks for exposure rules, normalizes source data and...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$27,500.00/year
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Features
Total features 58
- AIMR Compliance
- API
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Automated Execution
- Benchmarking
- Billing & Invoicing
- Bonds/Stocks
- Client Management
- Client Portal
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Controls Audit
- Credit Risk Management
- Customizable Branding
- Customizable Reports
- Data Import/Export
- Data Management
- Data Visualization
- Debt Management
- Derivative Valuation
- Document Management
- Enterprise Risk Management
- Fee Management
- Financial Analysis
- Financial Management
- Financial Risk Reporting
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Foreign Exchange Risks
- Fraud Detection
- Fund Management
- Hierarchy Management
- Income & Balance Sheet
- Interest Rate Risks
- Inventory Management
- Investments Tracking
- Investor Management
- Investor Reporting
- Limit Control
- Liquidity Analysis
- Loan Portfolio Management
- Market Risk Management
- Mobile Access
- Modeling & Simulation
- Modified Dietz Analysis
- Multi-Currency
- Multi-Location
- Order Fulfillment
- Order Management
- Order Tracking
- Performance Analysis
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Profit/Loss Statement
- Rate of Return Analysis
- Real-Time Data
- Real-Time Monitoring
- Real-Time Reporting
- Recurring Orders
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Scenario Planning
- Special Order Management
- Stress Tests
- Third-Party Integrations
- Trade Tracking
- Vendor Management
- Visual Analytics
- Workflow Management
Total features 69
- AIMR Compliance
- API
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Automated Execution
- Benchmarking
- Billing & Invoicing
- Bonds/Stocks
- Client Management
- Client Portal
- Commodity Futures
- Compliance Management
- Compliance Tracking
- Contact Management
- Controls Audit
- Credit Risk Management
- Customizable Branding
- Customizable Reports
- Data Import/Export
- Data Management
- Data Visualization
- Debt Management
- Derivative Valuation
- Document Management
- Enterprise Risk Management
- Fee Management
- Financial Analysis
- Financial Management
- Financial Risk Reporting
- For Hedge Funds
- For Investment Advisors
- For Investors & Traders
- Foreign Exchange Risks
- Fraud Detection
- Fund Management
- Hierarchy Management
- Income & Balance Sheet
- Interest Rate Risks
- Inventory Management
- Investments Tracking
- Investor Management
- Investor Reporting
- Limit Control
- Liquidity Analysis
- Loan Portfolio Management
- Market Risk Management
- Mobile Access
- Modeling & Simulation
- Modified Dietz Analysis
- Multi-Currency
- Multi-Location
- Order Fulfillment
- Order Management
- Order Tracking
- Performance Analysis
- Performance Metrics
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Profit/Loss Statement
- Rate of Return Analysis
- Real-Time Data
- Real-Time Monitoring
- Real-Time Reporting
- Recurring Orders
- Reporting & Statistics
- Reporting/Analytics
- Risk Analysis
- Risk Assessment
- Risk Management
- Scenario Planning
- Special Order Management
- Stress Tests
- Third-Party Integrations
- Trade Tracking
- Vendor Management
- Visual Analytics
- Workflow Management
Integrations
- QuickBooks Online Advanced
Not provided by vendor