FoxTrot Software
Investment management is streamlined with FoxTrot Software, which automates data feed imports and alleviates the burden of transaction reviews for Chief Compliance Officers through an advanced compliance rules engine. By consolidating commissions and fees, it simplifies the generation of clear and concise advisor payroll statements, enhancing operational efficiency.
Top FoxTrot Software Alternatives
Investipal
Investipal revolutionizes wealth management by automating risk assessments, proposal generation, and compliance workflows.
i3DIY
Investors can simplify portfolio management with i3DIY, which allows the syncing of multiple investment accounts to specific asset allocation plans.
Fusion Advisor
Fusion Advisor empowers financial advisors with a streamlined client portal that aggregates accounts into one accessible platform.
Jacobi
Jacobi revolutionizes investment management by integrating unique processes and proprietary data into a cloud-based platform.
Fund-Studio
Fund-Studio offers an advanced investment management software solution designed for hedge funds, CTAs, asset managers, and family offices.
LienApp
LienApp transforms tax lien portfolio management for private investors through its advanced cloud-based software.
FundFormer
It seamlessly coordinates communication among deal parties and offers professional assistance throughout the fund lifecycle...
MIMICS Portfolio Management
With numerous configurable options, the software accommodates varying international accounting standards...
MarketBrowser
This software enables seamless research, analysis, and monitoring of stocks, mutual funds, and precious metals...
Navable
With customizable dashboards for employee compensation and streamlined onboarding, it enhances operational efficiency, minimizes errors...
Flow
It streamlines the investment lifecycle by offering integrated solutions for secure document sharing, digital onboarding...
CEPRES
This platform enhances decision-making processes for private equity, venture capital, and more, empowering investors with...
Floodlight Invest
By analyzing each asset's emissions and performance, it uncovers specific challenges like fugitive emissions or...
TradingFront
A dedicated support team is available 24/7, providing personalized platform operation guidance and assistance throughout...
First Rate Vantage
It streamlines deal flow management, partnership accounting, and investor reporting, enabling firms to enhance transparency...
