Trade and Portfolio Compliance Systems

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Use our directory to find trade and portfolio compliance management Systems available for financial institutions. Use the online research and guides to evaluate Trade and porfolio compliance management systems used by investment and trading firms to support hard and soft limits for portfolio holdings and trading positions in order to manage risk and keep compliant with investment constraints and compliance mandates.
  • Object+ Pre Trade Limit Management Object+ Americas LLC
    The Object+ Limit Management (OLM) system provides one centralized solution for maintaining pre trade limits. Setting limits in multiple ISV syst…
  • Linedata Compliance Linedata
    Linedata Compliance focuses on incorporating your existing complex business requirements and workflows of compliance officers at asset managers,…
  • CYMBA Centurion CYMBA Technologies
    CYMBACenturion is a comprehensive highly performing Buy Side Compliance Solution that supports both Pre and Post Trade compliance. An intuitive R…
  • ITG Compliance Monitoring System ITG
    Centrally manage global portfolio compliance activity across all phases of the investment process, security types, and global compliance directiv…
  • Prism TORA
    TORA Prism is a leading portfolio and risk management system that provides historical and real-time P&L, VaR, exposure bucketing and scenario ana…
  • HedgeFacts Live HedgeFacts
    Hedgefacts Live is a highly flexible real time P&L and exposure dashboard and alert system for both alternative investment managers and investors…
  • RMS (Research Management Software) MackeyRMS
    Mackey Research Management Software will change the way your investment research works for you - without changing the way you work. We will revol…
  • Direct for Wealth Management Morningstar, Inc.
    We help advisors and investment managers make better decisions in a world where we're seeing increased scrutiny around fees, risk, and an emphsis…
  • Capital Markets: Analytics Solution Quantifi
    A comprehensive suite of cross-asset models, built on modern technology, generate timely, accurate and consistent front-to-back analytics The OTC…
  • Sentinel Compliance Fidessa
    Compliance has become increasingly prominent as regulatory oversight exerts a growing influence over the markets, and clients demand progressivel…
  • MX.3 for Enterprise Risk Management Murex
    MX.3 for Enterprise Risk Management (ERM) is designed to help financial institutions optimize their risk infrastructures and reduce the cost of c…
  • HedgeFacts Analytics HedgeFacts
    HedgeFacts Analytics delivers full spectrum risk, attribution, and performance analysis that’s seamlessly integrated with back office and account…
  • Axioma Portfolio Axioma
    Axioma Portfolio’s integrated suite of tools gives you the flexibility to invest your way. Construct portfolios, test strategies and rebalance wi…
  • Risk Solutions Risk Focus, Inc.
    Risk Focus designs, develops, implements and delivers custom enterprise risk management solutions that span product and functional silos and meet…
  • InstaNext Platform InstaNext Inc
    InstaNext offers innovative solutions to address the complex and volatile commodities market. The InstaNext platform works across multiple commod…
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