Portfolio and risk management for financial institutions
Risk Management Platforms
Ebix Meridian provides wealth management, private markets, and portfolio management capabilities for financial advisors and institutions, overlapping with Novus's portfolio management and private markets functionality, though Ebix targets smaller advisory firms while Novus focuses on institutional investors.
Vendor sources: novus.com [1]ebix.com [2]
Financial Risk Management
Risk analytics and portfolio management software for institutional asset managers.
Investment Research Platforms
Quantitative insights platform from Two Sigma offering systematic research and risk analytics to institutional investors.
Investment Portfolio Management
Private markets data and analytics provider (now MSCI) for institutional investors.
Investment Portfolio Management
Investment portfolio tracking platform for retail and semi-professional investors with real-time data.
Price$8+ / month
Investment Portfolio Management
Investment portfolio tracking and tax reporting platform for investors and wealth managers across 40+ markets.
Financial Analytics
Portfolio analytics and investment intelligence platform for advisors, wealth managers, and asset managers.
Investment Portfolio Management
Portfolio tracking and analytics platform for retail investors with dividend and performance tracking.
Price$9.99+ / month
Investment Portfolio Management
Portfolio emissions management platform for private market investors tracking financed Scope 3 emissions.
Commercial Real Estate Software
Structured products and commercial real estate portfolio management platform for institutional investors.
