Pinnakl

Trading and portfolio management solution for hedge funds

5 /5 (3 reviews) Write a Review!

Pinnakl Overview

What is Pinnakl?

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.

The Pinnakl platform offers an order management module which displays data filtered by asset class and enables users to automate allocation, book trades, and maintain pre/post trade compliance. Its portfolio management tool lets administrators manage multiple asset classes, access profit and loss calculations in real-time, and verify coupon and dividend data via integration with IDC investment research. Plus, managers can monitor security and portfolio level analytics to determine risk exposure.

Pinnakl helps team members generate and share reports on performance, holdings, cash activity, commission, and accounting. It facilitates the management of client on-boarding, tracks interactions with contacts, and synchronizes emails and calendars using the Outlook add-on. Fund managers can use Pinnakl to monitor trade and cash reconciliation, as well as maintain daily records for breaks across all accounts and counter-parties.

Pinnakl Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Pinnakl for pricing details


Pinnakl Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Pinnakl dashboard
Pinnakl order management system
Pinnakl task manager
Pinnakl screenshot: Pinnakl dashboard Pinnakl screenshot: Pinnakl order management system Pinnakl screenshot: Pinnakl task manager

Pinnakl Reviews

Pinnakl Reviews

Overall rating
5
/
5
Excellent
3

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
5
Ease of Use
5
Customer Support
4,7
100% recommended this app
Kurt P.

Great to work with

I've worked with the CEO of this firm for the last 14 years. One of the smartest software creators I've dealt with in my career. One of the few people on the IT side of the business that not only understands the IT aspect of the business but also understands how the business works. HIs firm has one of the best reconciliation tools and OMS I've seen and has been helpful in all areas relating to our business. They've really served as a one stop shop software solution, which makes our life easier, and allows us to focus on our business.


Thomas K.

Excellent Tool

We are very happy with our decision to use Pinnakl as our software provider. Our experience has been positive.


Ranga R.

Nice product with functions and features that are user friendly

Very dedicated team and knows what they are doing. Proactive client management


Kurt P.
Industry: Financial Services
Company size: 2-10 Employees

Great to work with

Used Daily for 2+ years
Reviewed on 2019/07/30
Review Source: Capterra

I've worked with the CEO of this firm for the last 14 years. One of the smartest software creators I've dealt with in my career. One of the few people on the IT side of the business that not only understands the IT aspect of the business but also understands how the business works. HIs firm has one of the best reconciliation tools and OMS I've seen and has been helpful in all areas relating to our business. They've really served as a one stop shop software solution, which makes our life easier, and allows us to focus on our business.

Pros

OMS, PMS, Reconciliation tool, CRM and generally the approach to improvement and helping meet their clients needs. They are constantly working on new tools, but they do a great job of prioritizing client needs and working to develop new functionality as you need it. In addition they're very helpful on special projects as may be required by specific investors, and other analytical tools required by managers. Essentially get a full IT department with this relationship.

Cons

As this was a true start up when we started with them 4 years ago we have worked together developing many of the processes with them. Pinnakl was quite responsive through this process in addressing needs as they arouse, so it wasn't really an issue.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Thomas K.
Industry: Financial Services
Company size: 11-50 Employees

Excellent Tool

Used Daily for 1+ year
Reviewed on 2019/08/05
Review Source: Capterra

We are very happy with our decision to use Pinnakl as our software provider. Our experience has been positive.

Pros

The Pinnakl team has shown expertise in their field, they are always available for support, and they are constantly adding new features to their platform. Pinnakl’s process to send trade files daily has made our firm more efficient.

Cons

No negative: whenever we bring enhancements / requests to their attention, they are quick to respond and create customized solutions.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ranga R.
Industry: Financial Services
Company size: 2-10 Employees

Nice product with functions and features that are user friendly

Used Other for 1-5 months
Reviewed on 2019/08/26
Review Source: Capterra

Very dedicated team and knows what they are doing. Proactive client management

Pros

Everything, it is robust, well defined in scope, elegant screens

Cons

Can add more bells and whistles to make an already good product into a category killer.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
10/10
Based on 3 user ratings
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Pinnakl Pricing

Pinnakl Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Pinnakl for pricing details

Contact Pinnakl for pricing details

Value for Money
5/5
Based on 3 user ratings
Compare value for money rating with alternatives
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Pinnakl Features

Pinnakl Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
5/5
Based on 3 user ratings
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Categories

Additional information for Pinnakl

Additional information for Pinnakl

Key features of Pinnakl

  • Account Reconciliation
  • Audit Trail
  • Benchmarking
  • Compliance Management
  • Contact Management
  • Document Management
  • Portfolio Management
  • Real Time Reporting

Pinnakl FAQs

Pinnakl FAQs

Below are some frequently asked questions for Pinnakl.

Q. What type of pricing plans does Pinnakl offer?

Pinnakl offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact Pinnakl for pricing details

Q. What are the main features of Pinnakl?

Pinnakl offers the following features:

  • Account Reconciliation
  • Audit Trail
  • Benchmarking
  • Compliance Management
  • Contact Management
  • Document Management
  • Portfolio Management
  • Real Time Reporting

Q. Who are the typical users of Pinnakl?

Pinnakl has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Pinnakl support?

Pinnakl supports the following languages:

English

Q. What type of pricing plans does Pinnakl offer?

Pinnakl has the following pricing plans:

Subscription

Q. Does Pinnakl support mobile devices?

We do not have any information about what devices Pinnakl supports

Q. What other apps does Pinnakl integrate with?

We do not have any information about what integrations Pinnakl has

Q. What level of support does Pinnakl offer?

Pinnakl offers the following support options:

Phone Support, Online Support