iRely i21 is a CTRM software that helps businesses handle processes related to logistics, procurement, finance, claims processing, and more on a centralized platform. It enables staff members to view market exposure reports, track risk positions, generate margin analysis, and conduct stress testing.
iRely i21 is a CTRM software that helps businesses handle processes related to logistics, procurement, finance, claims processing, and more on a...

Platforms Supported

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

Support Options

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

Starting from

N/A

  • Subscription

Starting from

US$27 500,00/year

  • Subscription

Overall rating

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

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 81

  • AIMR Compliance
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Alerts / Escalation
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Billing & Invoicing
  • Bonds / Stocks
  • Breakpoint Management
  • Business Process Control
  • CBOT
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Commodity Futures
  • Commodity Trading
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Controls Audit
  • Counterparty Risks
  • Credit Risk Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Management
  • Debt Management
  • Derivative Valuation
  • Document Generation
  • Document Management
  • Employee 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 Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fuel Management
  • Fuel POS
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Inventory Management
  • Inventory Tracking
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Invoice Management
  • Invoice Processing
  • LME
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Logistics Management
  • Lottery Management
  • Loyalty Program
  • Manager Profiling
  • Market Risk Management
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Monitoring
  • Multi-Currency
  • Multi-Language
  • Multi-Location
  • Multi-Store
  • NYBOT
  • NYMEX
  • OTC
  • Operational Risk Management
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Point of Sale (POS)
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Price / Margin Management
  • Profit/Loss Statement
  • Promotions Management
  • Purchasing & Receiving
  • Quality Control
  • Rate of Return Analysis
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Retail Inventory Management
  • Risk Alerts
  • Risk Analytics
  • Risk Management
  • Sales Reports
  • Scenario Planning
  • Status Tracking
  • Stress Tests
  • Third Party Integrations
  • Trade Tracking
  • User Defined Attributes

Total features 85

  • AIMR Compliance
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Alerts / Escalation
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Billing & Invoicing
  • Bonds / Stocks
  • Breakpoint Management
  • Business Process Control
  • CBOT
  • CRM
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Commodity Futures
  • Commodity Trading
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Contract Drafting
  • Contract/License Management
  • Controls Audit
  • Counterparty Risks
  • Credit Risk Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Management
  • Debt Management
  • Derivative Valuation
  • Document Generation
  • Document Management
  • Employee 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 Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fuel Management
  • Fuel POS
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Inventory Management
  • Inventory Tracking
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Invoice Management
  • Invoice Processing
  • LME
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Logistics Management
  • Lottery Management
  • Loyalty Program
  • Manager Profiling
  • Market Risk Management
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Monitoring
  • Multi-Currency
  • Multi-Language
  • Multi-Location
  • Multi-Store
  • NYBOT
  • NYMEX
  • OTC
  • Operational Risk Management
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Point of Sale (POS)
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Price / Margin Management
  • Profit/Loss Statement
  • Promotions Management
  • Purchasing & Receiving
  • Quality Control
  • Rate of Return Analysis
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Retail Inventory Management
  • Risk Alerts
  • Risk Analytics
  • Risk Management
  • Sales Reports
  • Scenario Planning
  • Status Tracking
  • Stress Tests
  • Third Party Integrations
  • Trade Tracking
  • User Defined Attributes
  • QuickBooks Online Advanced
  • QuickBooks Online Advanced