TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders. Read less
TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories,... Read more

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. Read less
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds,... Read more

Platforms Supported

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

Support Options

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

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$27 500,00/year

  • Free Version
  • Free Trial
  • Subscription

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Total features 38

  • AIMR Compliance
  • API
  • Account Reconciliation
  • Accounting
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • 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
  • Graphical Data Presentation
  • Hierarchy Management
  • 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
  • Mobile Access
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Rate of Return Analysis
  • Real Estate
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Scenario Planning
  • Status Tracking
  • Stress Tests
  • Third Party Integrations
  • Trade Tracking
  • Workflow Management

Total features 81

  • AIMR Compliance
  • API
  • Account Reconciliation
  • Accounting
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Visualization
  • Deal Management
  • 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
  • Graphical Data Presentation
  • Hierarchy Management
  • 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
  • Mobile Access
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Rate of Return Analysis
  • Real Estate
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Scenario Planning
  • Status Tracking
  • Stress Tests
  • Third Party Integrations
  • Trade Tracking
  • Workflow Management
Not provided by vendor
  • QuickBooks Online Advanced