Free Fixed-Income Analytics Software
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In the fast-paced world of investment firms, reliable, efficient and cost effective software is crucial to managing portfolios and accounts. DataVerse Systems has over 25 years of experience building API's and plugable core components and integrating them in current systems or for building new ones. We work with portfolio managers and financial advisors to tailor software to their needs, helping them make the most of their technology budget.
Our software products provide investment firms with maximum flexibility as they meet the challenges of the future by adding new features quickly with minimal maintenance. Adaptive, robust technology is essential to position yourself at the leading edge of your market.
Why go with API's and microservices?
This blog introduces the array of software solutions provided by DataVerse Systems and why they are valuable to investment firms.
Unity is a position management API that processes transactions to maintain the cash and security positions for portfolios and accounts for all asset classes.
The software can handle any transaction with holdings maintained at both a trade and settle date basis, including securities and accounts in multiple currencies. Unity maintains cost basis on a lot level providing accrual accounting and realized and unrealized gains/losses.
The software offers sell selection on an average cost or lot basis, including:
This level of detail and flexibility is essential for investment firms to manage complex portfolios and effective tax mangement.
BasisPoint is a fixed-income library and bond analytics service that covers all major global markets.
This software adheres to industry standards, matching calculations for the most well-known fixed-income vendors. A free community edition of BasisPoint analytics is available for non-commercial use, making this software accessible to a broad audience.
BasisPoint covers all the nuances of global bonds, allowing investment firms to make informed decisions when managing their fixed-income portfolios, which is crucial in today's global economy.
Atlas is a comprehensive operational database designed to support front-to-back-office operations for investment firms.
This software is modular, so firms can use only the portion of the database they need for their applications. Atlas supports:
Atlas is an all-in-one solution for investment firms that stores current and historical market data such as prices, bond calculation statistics, FX rates, company financial data, and a virtually unlimited set of security classifications.
This software is invaluable for investment firms looking to streamline their operations.
Clarity is a set of microservices designed to help business users create classifications on-the-fly for reporting without programming.
This software easily integrates into reporting systems. Classification can be stored on the internal database or accessed via a web service.
Clarity can be used to create classifications to be evaluated by AI software.
Because every user at your firm has a unique way of looking at data based on their role, Clarity allows them to individualize reports that show everything they need and nothing they don’t.
This level of customization is essential for investment firms to quickly and easily identify trends and make informed decisions.
DataVerse's solutions are valuable assets to investment firms looking for reliable and efficient software to manage complex portfolios.
With Unity's flexibility, BasisPoint's comprehensive fixed-income analytics, Atlas's all-in-one database, and Clarity's microservices for customizable reporting, DataVerse provides tools that help investment firms to operate with new operational efficiencies that improve decision-making.
DataVerse helps firms not only stay ahead of the competition but supports ongoing growth in a rapidly changing industry. Interested in evolving your operations? Schedule a demonstration with our team to see how customizable software integrations can benefit your investment firm.
