at Financial Technnology Year
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iDEAL Wealth & Funds
from Credence Analytics
One-stop investment management solution for wealth management, asset management, and fund administration. Provides portfolio management, fund accounting, and investor servicing capabilities.
Category:
Portfolio Management Systems
Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
iDEAL Wealth & Funds
Publicly available data, summarised using AI.
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