Arbor Portfolio Manager

United Kingdom HQFounded 2007

Deployment

Web-basedWindows

Best for

MediumLarge

Overview

About Arbor Portfolio Manager

Arbor software makes managing investments as easy as possible; delivering sophisticated fund administration, simplifying investment decisions and improving operational processes, for both traditional and digital securities. Our flexibility in integration, stable performance and of course a great product, enables the Arbor system to be the inner core strength of your organisation. As investment workflows grow more complex due to increasing type of asset classes and its alternatives, it’s becoming more important for investment offices to improve operational efficiency, automating administration duties related to the real work.

We provide a suite of applications and services for both the buy and sell side industry. With our unique experience and business approach, we have developed an intuitive suite of products that are a delight to use.

At a glance

Software information

Industries served, licensing and the support Arbor Portfolio Manager provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Blogs
Languages (1)
English
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Capabilities

Arbor Portfolio Manager features

The full feature set, grouped by module.

Hedge Fund Software

  • Client Portal
  • Compliance Management
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement

Stock Portfolio Management Software

  • Client Management
  • Multi-Currency Support
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

Plans

Arbor Portfolio Manager pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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