Alternatives to RC-Capital Model
Compare RC-Capital Model alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to RC-Capital Model in 2026. Compare features, ratings, user reviews, pricing, and more from RC-Capital Model competitors and alternatives in order to make an informed decision for your business.
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Aurigo Masterworks
Aurigo Software Technologies
Aurigo Masterworks Cloud Suite is an end-to-end capital program management solution for public agencies and facility owners. It connects planning, project delivery, and asset operations in one unified platform. Masterworks helps organizations prioritize capital investments, secure funding, and manage construction with consistency and control. Real-time reporting and AI-driven insights act as an early-warning system when projects begin to deviate from plan. The platform simplifies complex workflows across capital planning, federal aid reimbursement, and community engagement. Stakeholders gain shared visibility across offices, jobsites, and extended teams. Aurigo Masterworks enables agencies to plan with confidence and deliver projects with quality. -
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Aurigo Primus
Aurigo
Aurigo Primus Plan is an AI-powered capital planning and portfolio optimization solution purpose-built to help facility owners and operators standardize project intake, evaluate and prioritize investment opportunities, forecast budget and cash flows, and optimize multi-year capital programs with AI-guided scenario modelling and what-if analyses so strategic decisions are backed by data rather than manual spreadsheets; it provides centralized dashboards, automated workflows, and real-time portfolio health insights that make it easier to assess financial impact, balance funding sources, track risks, and align capital plans with organizational goals. It captures and organizes project charters and funding options, supports comprehensive budgeting, forecasting, and ROI analysis, and enables stakeholders to compare scenarios to maximize return on investment and reduce capital waste. -
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Oracle Primavera Unifier
Oracle
Drive best practices that increase visibility and efficiency. Leverage extensive configurability along with prebuilt processes for a rapid start to automate any business process with custom forms and workflows. Capital program management is the new strategic imperative. Digitize and automate your capital asset planning and execution processes with a single, affordable system to manage cost, schedule, scope, and quality. Improve the value of your capital expenditures by prioritizing the right projects, maintaining visibility into schedules, controlling costs, and collaborating on projects across your asset portfolio. Automate, track, and manage budgets, commitments, spends, forecasts, and business processes within the organization and across the supply chain. Develop multiple capital planning scenarios, include top-down and bottom-up cash flow models, and approve portfolios for execution. -
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CoinShares
CoinShares
At CoinShares, our mission is to expand access to the digital asset ecosystem while serving as trusted partners for our clients. We believe that Bitcoin and blockchain networks are landmark innovations that will fundamentally reshape the global financial system, and investors should be able to participate in this transformation. Our ETPs offer simple access to digital assets. Designed for multi-asset portfolios and available via traditional brokers and banks across Europe. Our managed strategies serve investors who prefer more tailored investment approaches. Access to these strategies is restricted to professional and accredited investors. CoinShares Capital Markets matches human capital with purpose-built infrastructure and systems to help institutional counterparties meet their unique liquidity needs through a full suite of trading, risk management, and hedging services. -
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MSCI Real Estate Enterprise Analytics provides global market and portfolio analytics that fit your view of the real estate investment world, allowing you to see and evaluate the total performance of your entire real estate portfolio, and how you’re managing it. Available through the MSCI Real Estate Analytics Portal, Enterprise Analytics delivers whatever level of analysis you need from portfolio fund summary reporting to granular asset-level data. Using the portfolio and query builder tools you also have the ability to isolate and analyze the performance of specific sectors, segments, or assets, run analysis on custom portfolios, and evaluate custom time horizons. Enterprise Analytics also provides a common language for the C-Suite, research, risk, and investor relations teams across your organization. From strategy through capital raising, portfolio construction, and risk and performance reporting, it supports you to determine future allocation.
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Brightly Predictor
Brightly (formerly Dude Solutions)
Our full asset lifecycle prediction modeling and capital planning software mean you can make better investment decisions and tell more effective data stories to prove your case. Predictor’s proprietary algorithms help you overcome budget and service level targets to accurately identify which asset needs treatment at which time, across your entire asset portfolio. Breathe new life into aging facilities and satisfy your community by identifying the right systems to invest in, at the best possible time. Import the asset condition data you have, and quickly turn it into meaningful insights to better inform decisions and future data collection needs. Maximize accuracy with time-tested, industry-specific degradation profiles. Understand asset impact under various investment scenarios over periods of 5 to 20+ years. Model across all asset types, and trade-off and balanced budget as needed, all in one software system. -
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Tailorbird
Tailorbird
Tailorbird is an AI-native, B2B SaaS platform purpose-built to simplify and modernize multifamily real estate capital expenditure planning, project execution, and portfolio management by replacing spreadsheets and legacy tools with a centralized, intelligent workflow. It consolidates budgets, warranties, photos, files, and property data into one platform and uses proprietary AI to remotely collect and standardize large data sets (including hundreds of thousands of property data points with high accuracy), generate interactive property models, and identify issues that need attention, all within days instead of months. It supports end-to-end CapEx processes, including remote issue detection, automated takeoffs, scope and estimate generation, budgeting, bidding, job scoping, contract tracking, real-time oversight of work and spend, and variance detection against budget, giving users deep, unit-to-portfolio-level visibility and control over projects. -
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AssetFuture
AssetFuture
Work smarter with better data using AssetFuture’s technology to generate insights and forecast your asset lifecycle. We partner with you to create clarity with data. Get transparency with intelligent classification, virtualization, and predictive modeling of the asset lifecycle. Get up-to-date data, lifecycle modeling, and dashboards to control maintenance costs, plan capital spending, and develop future asset strategies. AssetFuture is a technology platform that enables organizations to effectively predict cost, risk, and performance of the lifecycle of the built environment. Our customers have a deep insight into the performance and cost metrics of their Asset Portfolios and make better decisions, faster and with confidence. Real-time visualization of predicted Capital Expenditure across your whole portfolio, or by individual assets. AssetFuture gives you the flexibility to prioritize spending, develop asset renewal programs and execute them effectively. -
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Tactyc by Carta
Carta
Tactyc by Carta is a portfolio and cap table analytics platform that helps investors analyze private market investments. It provides tools for scenario modeling, portfolio forecasting, and investment analysis, allowing venture capital firms and other investors to better understand potential returns and risks across their portfolios. The platform integrates with Carta's cap table data to provide insights into portfolio companies' ownership structures and valuations. -
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Optimizer
Synertree CMS
Set up asset allocation rules and keep the portfolio running as you intended. Rebalance investment portfolios according to the total risk metrics or individual asset risk levels. Optimize asset allocations for the portfolio based on risk or risk-adjusted return metrics. Lower your infrastructure cost to Zero. Portfolio managers can simply initiate and quickly scale immediately. All while keeping their overhead costs low. Updates and maintenance are automatic. Run your portfolio management practice with less headaches and more power. Risks can happen without a warning. A systematic risk management approach is required to keep your portfolios in check. The risk engine automatically provides updates on the dollar amount that is at risk. Instead of approximating risks, portfolio managers can monitor portfolio volatility and asset price risks on the dashboard. Our capital management software are built with your clients in mind.Starting Price: $220 per month -
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Ameresco AssetPlanner
Ameresco
Ameresco’s AssetPlannerTM is an industry leading powerful Asset Management Software Solution designed by infrastructure managers for infrastructure managers, with the result being a straightforward and easy to use platform that provides robust reporting and analytical tools for innovative decision support. Our software solution provides clients the capability to organize their risk management criteria associated with their infrastructure and to identify the most important renewal and replacement projects. Premier capital planning suite provides support in areas from data development, risk and priority management to funding appropriation. Track, prioritize and report on deficiencies, then rate your assets and forecast renewals based on data collected and predefined life cycle projections. Built-in life cycle and cost modeling allows strategic long-range planning. Use the mobile AuditPlanner app to manage and speed up audits in the field. -
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Sitetracker
Sitetracker
Effectively manage high-volume distributed projects with accurate real-time data on one easy-to-use platform. Powering the successful deployment of critical infrastructure. Evaluate candidate sites in context. Conduct capacity planning to identify staffing needs or resource bottlenecks. Leverage Vendor Analytics to connect project timelines with historical performance. Accurately forecast milestones at individual sites or entire portfolios. Easily manage entire portfolios of high-volume projects with Intelligent Project Templates. Report on projects in real-time with powerful reports and dashboards. Update multiple projects at once with Trackers. Stay on top of project financials with instant insight into expenses and revenues. Get live, cross-functional, consolidated site and asset updates. Keep assets in working order and in compliance with regulatory requirements. Address issues with 100% confidence with real-time information flowing between internal and external groups 24/7. -
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e-Builder Enterprise
e-Builder
e-Builder is a cutting-edge construction program management software that measures and monitors every step of the capital project delivery process, from planning, design, and procurement to construction and operations. Purpose-built to manage the entire construction lifecycle, e-Builder enables owners of capital programs to reduce cycle times and mitigate risks through world-class workflow and business intelligence. As a leading cloud-based program management solution, e-Builder combines cost management and controls, document management, capital planning, reports and dashboards, process automation, scheduling, and bid management in one integrated suite.Starting Price: $20000.00/one-time -
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Qualtik
Qualtik
Qualtik provides better visibility into the risk profile of your commercial loan portfolio and the ability to better analyze scenarios in a quickly changing economic environment. With our unique loan portfolio analysis software, you can proactively manage your concentrations, monitor your capital ratios, stress test appropriate segments of your portfolio, and generate custom reports, minus the guesswork or hassle. To effectively manage commercial loan portfolio risk, banks need bottom-up stress testing tools that provide the flexibility to evaluate the impact of ever-changing market dynamics. Stress testing from Qualtik is fast and flexible. Set your own performance thresholds, stress test single loans, specific concentrations, or your whole portfolio, and generate dynamic reports. Quickly hone in on segments of your CRE portfolio or run detailed stress scenarios on individual loans. -
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PMWeb
PMWeb
PMWeb is an easy-to-use, capital construction project management software built for owners worldwide, used by Harvard, Atlanta Airport, United Nations, and more. Manage the entire project lifecycle within one, integrated, single sign-on system, replacing over 25 solutions, and built on a powerful visual workflow platform for managing all portfolio, program, and project information. Additionally, PMWeb has multi-currency capabilities, 5+ year planning, and more. One of the biggest advantages that PMWeb has over its competition is in its integration. The software has several features, but all of these features are integrated into one singe software interface. The interface is easy to understand, making it easier to follow and manage programs and the data involved in the business. PMWeb also features one of the most user-friendly interfaces in project management. This is one of the reasons why it is among the easiest software solutions to learn and implement. -
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Venn by Two Sigma
Two Sigma
Venn by Two Sigma helps investors embrace a modern, quantitative approach to multi-asset portfolio risk and investment decision-making. Streamline your investment evaluation process and collaborate with your team. Venn’s modern interface and intuitive factor-based risk approach is designed to help investors uncover portfolio risks and position the portfolio to meet future objectives. Evaluate managers against your objectives using traditional risk metrics with the addition of factor analysis. All it takes is a set of returns. Better understand the underlying risk drivers in your portfolio using the Two Sigma Factor Lens™️, and then run optimization analyses on that portfolio based on your organization's constraints and objectives. Venn can help you take action to minimize unwanted and/or uncompensated risks, understand how changes to your strategic asset allocation affect expected performance, optimize your existing investment allocations, and more. -
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Contruent
Contruent (Formerly ARES PRISM)
Contruent (formerly ARES PRISM) is capital project management software that’s faster to deliver value. For major construction projects, time is critical and delays have significant implications. Every month a project is delayed in starting—and each month added to the schedule—increases cost and exposure to risk. But now your projects can get under way sooner with Contruent capital project management software. Contruent software is project-ready right out of the box, with more than 25 years of best practices and major capital construction expertise built right into the software. Owner/operators and EPCs will find exactly what they need to drive project performance so they can meet on-time and on-budget expectations. Contruent capital project management software has helped build many of the largest construction and engineering projects across a range of industries—including mining, oil and gas, rail, infrastructure, utilities and more—on six continents. -
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DRILLER
DGTAL
DRILLER is a powerful deep analytics tool that enables digitization and drilling into insurance portfolios by analyzing structured and unstructured data. Improved understanding and full durability of the portfolio and claim composition. Faster reserve release, to lower solvency capital requirements and cost of capital. The tool is powered by artificial intelligence models that support the analysis of a portfolio and claim and predict potential adverse development of a claim (severity score). Earlier identification of potential under or over-reserved claims. Full searchable documents and claims with a detailed understanding of portfolio composition. Identification of characters, numbers, and sentiment, classification of documents, and identification of claim characteristics. Review and prioritization of critical claims that require immediate action, with a full automated analysis of the portfolio. -
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Risk Shell
ABC Quant
Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds -
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Darwinex
Darwinex
Cost-effective market access via multiple platforms. The fastest way for talented traders to attract investor capital. With multiple platforms & APIs, proprietary strategy analytics, a €90M/year prop and seamless track record migration, Darwinex supports you every step of the way. Build new or diversify existing investment portfolios with 3,000+ listed trading strategies, uncorrelated to any other asset class. Our risk engine protects your investments in real-time. Raise 3rd-party investor capital and charge success fees on HWM profits. Our prop capital allocation (DarwinIA) invests up to €90M/year in talented traders. We provide traders exceptional execution, access to a wide range of financial assets, front-to-back asset management infrastructure, and the regulatory umbrella necessary to legally monetize third-party investor capital. Trades are anonymized, and intellectual property rigorously protected at all times. -
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Greenlock
Greenlock
Greenlock is an independent wealth oversight platform offering Swiss-based, zero-knowledge architecture and full traceability to enhance transparency and capital efficiency for single- and multi-family offices. It provides comprehensive fee benchmarking and reduction services, performance audits, PE/VC portfolio optimization, real estate monitoring, executive reporting, and core capital risk surveillance. It uncovers hidden costs, including bank, private equity, and hedge fund fees, through advanced analytics and net-of-fee evaluations, empowering wealth owners to make fee-aware decisions. Family offices can generate tailored, automated reports with customizable modules covering risk, return, fees, benchmarks, and non-bank assets. Greenlock integrates with existing systems without selling financial products or managing assets, ensuring fully owner-aligned incentives. It processes over $2 billion in assets and has achieved substantial fee savings for clients. -
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Capitolis
Capitolis
Our SaaS products and solutions allow financial institutions to seamlessly identify optimization opportunities and execute in collaboration with other market participants. Using advanced workflow technology and proprietary algorithms to analyze and execute portfolio optimization with counterparties, we enable firms to: By identifying offsetting trades to eliminate positions you can free-up capital without affecting risk, by moving positions to institutions that may be better placed to hold them, you can open up your credit lines, by creating positions that are more capital efficient, you can access capital from the broadest sources available. Our SaaS products and solutions change everything. Empower everyone. Reimagine how the capital markets operate. -
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S&P Essential Climate Analytics
S&P Global Market Intelligence
To get ahead in the low carbon transition, financial institutions and corporations must factor in a complex interplay of physical and transition risks and opportunities in decision making. Our Essential Climate Analytics provides climate intelligence to make decisions with conviction – across corporations, supply chains and counterparties, products, multi-asset financial portfolios and loan books. With a comprehensive lens on physical, transition and reputational climate risks, our Essential Climate Analytics and reporting services provide the climate intelligence you need to inform resilience and capture new opportunities created by the low carbon transition. Get a rapid assessment of carbon exposure, across financial portfolios and companies. Factor exposure to regulatory carbon pricing and physical climate risk scenarios, across regions and through time. -
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NextProcess
NextProcess
Accounts payable automation software shifts your AP from a drain to a cost save asset. Invoice imaging, >99% index/capture accurate OCR, digital document management, over 90% auto-processing, and a powerful intelligence engine for invoice handling tailored to your organization's needs will revolutionize the way your Accounts Payable operates. Capital project management software so projects of any size or scale can now be easily and efficiently managed. A clear, concise capital expenditure requisition system and real-time reporting provide full team insight with business process improvement software. All project management tools for success come standard! Get your spending under control quickly and efficiently using our enterprise-ready procurement software. A PO management software is simple enough for anyone in the organization to use. Real-time spend analysis, savings tracking, pricing analytics, and more make our purchasing software perfect. -
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PM Manager
Building Engines
Standardize maintenance activities at scale for all your properties with Prism Preventive Maintenance, from Building Engines. View, schedule & assign maintenance tasks for every piece of equipment in every building. Digitally consolidate maintenance data for each device (manuals, historical records, etc.). Stay on top of your equipment’s health & status with real-time issue tracking. Empower engineers to manage & update tasks on-the-go with the Prism Mobile app. Create consistent maintenance schedules across multiple assets with the push of a button. Make it simple for teams to create work orders in the field as soon as issues are found. Upload ‘how-to’ equipment guides and videos for less experienced staff. Improve preventive operations to reduce capital expenditures & maximize asset value. Know when equipment is reaching end of life for more effective capital planning. -
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Swimbird
Swimbird
Swimbird develops and offers a modern, cutting‑edge cloud‑native SaaS platform called SWIP that integrates and aggregates portfolio data from multiple sources to support portfolio management, analysis, and reporting. SWIP provides real‑time aggregation and visualization of both assets and liabilities, listed and OTC financial instruments, private equity, alternatives, commercial real estate, and private assets. Built on best‑of‑breed technology and tailored for individual businesses, SWIP can seamlessly fit into existing IT infrastructures or serve as a standalone solution. It empowers banks, asset managers, family offices, investment companies, and private equity/venture capital firms with a holistic, interactive dashboard that supports flexible and customizable reporting, performance and risk analysis, asset allocation across multiple categories, and data warehouse record‑keeping, including full audit trails.Starting Price: Free -
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FOScore
FOS
Making smart decisions for your facilities should be centered on data-driven insights. Our FOScore® FCA and capital planning software helps organizations gather and analyze facility data to make informed choices. With robust functionality and a straightforward design, you can optimize your built environment with assessment, asset inventory, construction cost estimating, project development, & capital planning – all in the palm of your hand. FOScore® infrastructure was developed to collaborate with clients’ extensive list of work management, geographic information, building information, resource management, and procurement software platforms. The software acts as an access point for all building-related data that facility managers and owners need access to on the go, or on the fly, from any device. -
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hBits
hBits
Rental payments are secured by leave and license agreements that have a lock-in of three to five years. Furnishing and fit-outs of premises are funded by the tenant which ensures tenant - asset stickiness. Security deposit of at least six months provides a buffer period to lease out asset, in event of early exit. A unique and compelling investment to diversify portfolio consisting of traditional equity and debt instruments. Micro-market selection, through analysis of supply-demand dynamics, will guide possibilities of capital appreciation. Contractually rental rates escalate 15% every three years, enabling a boost to the yield of grade a commercial assets. No new or subsequent capital expenditure required for such assets. There are no hidden or unknown expenses involved in owning a preleased asset. Hard asset ownership provides downside protection, compared to other asset classes. -
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CUR8 Earth
CUR8 Earth
CUR8 is a carbon removal intelligence platform designed to help organizations assess, procure, and manage carbon removal credits with scientific rigor and market insight. It uses deep scientific models and data-driven analysis to evaluate the global carbon removal market, identify high-quality projects that meet strict due diligence thresholds, and curate a network of top-tier suppliers so buyers can invest with confidence while optimizing cost and impact. It offers tools to quantify financial, delivery, and brand risk, build risk-optimized portfolios spanning nature-based, hybrid, and engineered removal methods, and track and report on carbon assets over time. CUR8 also includes AI-powered strategy tools that simplify the complexity of carbon removal planning by enabling teams to simulate portfolios, assess risk, and align with recognized frameworks without needing expensive external consultants. -
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PRC Enterprise Risk Register
Project Risk Consultants
The PRC Enterprise Risk Register is a web-based software solution that allows for the tracking of risk at the project, program and portfolio level. Audit logs for all risk updates and changes are available at the click of a button to aid with audits, claims and the flow of information. The power of the PRC Enterprise Risk Register software is in the simplicity of the user interface, which is designed to navigate easily at both project and portfolio levels without compromising functionality or data. The PRC Enterprise Risk Register allows for mapping across project levels so the data can be rolled up and reported at the portfolio level, even if the work, risk and organizational breakdown structures are not standardized. The PRC Enterprise Cost Risk Analysis is a customizable web-based risk management software solution for simulating cost estimates and determining cost contingency, cost drivers, and risk hotspots. -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
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Accruent Lucernex
Accruent
Lease administration & accounting software Lucernex. Accruent's intelligent lease administration software solution helps organizations manage complex real estate and equipment lease scenarios, mitigate risk, and achieve FASB and IASB compliance. Plus, it seamlessly integrates into your Enterprise Resource Planning Tools (ERP). Lucernex is a cloud-based, lease accounting software platform designed to streamline real estate and equipment leases. With Lucernex, you can automate your lease administration and accounting for real estate and equipment, creating a data repository and a single source of truth. This provides transparency into your entire lease portfolio, allowing you to quickly calculate your lease and expense obligations, identify underperforming assets, take advantage of lease terms and conditions and ensure team efficiency through workflows, processes and approvals. -
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SAP EPPM
SAP
Manage projects company-wide from a centralized repository and keep the portfolio on track – from forecasting and planning to accounting and closure. Benefit from flexible support for your enterprise portfolio and project management (EPPM) processes and integrate finance and logistics information. The edition of SAP Digital Supply Chain Management for SAP S/4HANA provides a modular approach to integrate SAP S/4HANA and digital supply chain cloud solutions to accelerate your digital supply chain transformation while keeping core enterprise processes stable. Take advantage of the latest supply chain capabilities through modular and flexible deployment options.Starting Price: $39 per user per month -
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SAS Risk Management
SAS Institute
No matter how your financial institution prioritizes risk, SAS has proven methodologies and best practices to help you establish a risk-aware culture, optimize capital and liquidity, and meet regulatory demands. Put on-demand, high-performance risk analytics in the hands of your risk professionals to ensure greater efficiency and transparency. Strike the right balance between short- and long-term strategies. And confidently address changing regulatory requirements. SAS has proven methodologies and best practices to help you establish a risk-aware culture, optimize capital and liquidity, and efficiently meet regulatory demands. Deploy a broad range of scalable credit models to continuously manage your loan portfolios. Improve regulatory compliance and instill powerful balance sheet management capabilities. Simulate over multiple scenarios. Produce results faster with a richer analysis to inform business decision-making. -
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Brightly Origin
Brightly
Leveraging healthcare and critical environment experience to launch enterprise asset management (EAM) into multiple industries, our next-gen strategic asset management and asset health solution provides strategic insights into facilities, assets and resources that help determine where to focus limited funds. You have a limited budget and are faced with tough choices when it comes to making decisions on what to replace and what to defer. Origin was designed to leverage your existing CMMS data to give you real-time asset health updates, so you know exactly where in your asset portfolio to focus your maintenance budget. Focus on the assets that need attention, mitigate risks of asset failure and know the impact associated with aging assets for a data-driven, strategic approach to asset management. -
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Aucerna Portfolio
Aucerna
Portfolios are complex but your decision-making process doesn’t have to be. Aucerna Portfolio is an analytic software connected in our ecosystem for evaluating decisions related to strategy development, portfolio management, capital allocation and M&A. Aucerna Portfolio can help companies optimize their portfolios and gain insights into their performance potential and their strategic alternatives at a corporate or business unit level. This is done in the context of their existing business goals, risks and uncertainties and company. Simplify how your teams work together with our cloud energy ecosystem made for E&P operators. Unleash the cloud to apply powerful, constraint-based optimization algorithms to complex portfolios. Generate diverse strategic scenarios that explore the performance capabilities of your complete portfolio. Optimize with custom operational and financial goals used as the optimization function or constraint. -
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Enterprise OpRiskCenter
Centerprise Services
Implement a comprehensive solution for operational risk that not only measures op risk but also provides a foundation for reducing operational risks while lowering costs. Operational risk management functionality built on an enterprise-wide foundation covering organizational, process, and data management functionality. Firms are rapidly adopting the view that an effective system solution for operational risk must go beyond risk assessment surveys, loss event databases, and op risk capital calculations. Operational risk exists everywhere and in every process – from human resources to front office to accounting to financial control to settlements. Thus, the demands of operational risk drive the need for a strategic enterprise view and an enterprise-worthy system solution that can both measure and manage op risk. The top layer is strongly supported with several key underlying components, which are essential for reducing process-related risks. -
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Inpensa
Inpensa
A holistic approach to managing the capital expenditures lifecycle process by allowing organizations to define, plan and monitor all activities in real-time through a modern platform. Inpensa ties benefit realization to business case and strategy, establishing a full life-cycle approach ideal for managing transformation initiatives for tangible results. Our connected capital planning solution eliminates manual spreadsheets, automating the end-to-end process and ensuring always up-to-date plan information is integrated with the general ledger and other systems. Manage the funding request process with intelligent data capture that guides you through the business case development, analysis, and approval process. Beyond measuring budget accuracy and delivery timeliness, our solution captures whether benefits that drive investment decisions are realized. Plan, analyze, and approve CapEx investments in one system. -
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The Caissa Platform
Caissa
The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers. -
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VODA.ai
VODA.ai
VODA.ai is a tech company utilizing AI and machine learning to revolutionize the management of water infrastructure. We’ve developed our proprietary technology, daVinci, to accurately forecast water main breaks. With the ability to predict potential failures, water utilities can proactively manage their infrastructure, prevent costly service disruptions, conserve water, and drive operational efficiency. VODA.ai serves water utilities, municipalities, and organizations responsible for maintaining water supply infrastructure. Our predictive analytics solutions are transformative for any utility or organization looking to make data-driven decisions, improve service reliability, conserve water resources, and optimize infrastructure maintenance and capital planning. VODA.ai applies its proprietary machine learning model, daVinci, to analyze large datasets about your water network. This AI-powered technology uses historical data and a variety of variables to understand the infrastructure. -
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Clariteer
Clariteer
Clariteer is a modern portfolio-reporting platform for individual investors and small family offices investing directly in private equity and venture funds. Instead of manually extracting data from quarterly reports, capital account statements, notices and emails, Clariteer uses AI to read, structure and centralize information automatically. Investors get a unified dashboard showing commitments, paid-in capital, NAV, calls, distributions, and performance metrics like TVPI, DPI and IRR across funds, currencies and geographies. Clariteer also provides cash-flow modelling to forecast future calls and distributions. The platform offers clean visualizations, cash timelines, portfolio overviews and downloadable reports. It eliminates spreadsheets and scattered documents, giving investors clarity, consistency and control over their private markets portfolio. Designed for founders-turned-investors, angels and small family offices who want professional-grade reporting. -
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Risk Controller
Risk Control
RC-ICAAP and Stress Testing System The system enables banks and asset managers to perform Pillar II capital calculations and to generate stress test projections for the full set of risks required by regulators. We develop and license enterprise software implementing rigorous risk methodologies. Our software is used by leading banks, asset managers, funds and public institutions around the world. We develop and license enterprise software implementing rigorous risk methodologies. Our software is used by leading banks, asset managers, funds and public institutions around the world. Our software is subject to continuous development as we incorporate new features and improvements. Risk Control software is designed to integrate seamlessly with clients’ existing up- and down-stream systems. Risk Control can tailor flexible software platforms to supply bespoke solutions precisely matching client needs.Starting Price: $4000 per month -
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Finario
Finario
Finario is enterprise Capex software that connects your people, projects and systems to provide a unified view of all capital investment activity and options. It enables industrial companies globally to accelerate decision making, drive faster growth and generate higher profits. From the smallest request to the largest project, and for every Capex phase or use case, Finario delivers a transformative approach to capital expenditure planning and management by streamlining and automating the complete investment lifecycle from initial project requests to performance tracking. empowering planning agility and forecast accuracy, and maximizing investment potential. -
44
Eikon
LSEG Data & Analytics
Profitable research and analysis. Eikon brings together the industry’s best data and most powerful research and analysis tools to help you pursue profitable investment management opportunities with conviction. Get premier content on an award-winning platform to monitor the markets, generate ideas and strategies, and analyze strategies and securities. Monitor the impact of market movements Access investment research Manage multi-asset portfolios Customize reports for clients Mitigate risk and manage areas of downside potential Measure and report ESG performance at the portfolio level Stress test portfolios to assess the potential impact of economic scenarios Optimize portfolios by managing tracking error and risk volatility -
45
CUSP Wealth
CUSP Wealth
CUSP is a DFSA-regulated investing company empowering individuals in the UAE to build long-term wealth with clarity and zero trading fees.* CUSP combines human expertise and AI technology to deliver Tailored Portfolios, smart investing insights, and seamless access to over 10,000 global assets – including U.S. stocks and ETFs – with zero trading fees*. Guided by transparency and innovation, CUSP offers Shariah-compliant assets to help investors grow ethically while staying aligned with their values. Whether you’re starting your investing journey or optimising your portfolio, CUSP makes wealth-building simple, confident, and personalised. *T&C apply. All investments, including Shariah-compliant ones, involve risks such as capital loss. Full risks and eligibility details in our Terms and Conditions. -
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Climate Alpha
Climate Alpha
AI-powered analytics to navigate climate volatility and future-proof global investment. Climate Alpha works to model the financial impact of climate change, optimize portfolios, and drive sustainable investing globally. Our enterprise SaaS platform blends climate models, data science, and spatial finance to guide investors in allocating capital to climate-resilient assets anywhere across the globe. Our product suite spans defensive risk analysis to offensive fund construction. Identify optimal locations for acquisitions based on investor mandates according to dozens of geocoded and proprietary datasets. Screen locations according to climate, socioeconomic, and market criteria. Rank and compare markets for more confident site selection. Strategize asset-level adaptation investments. Perform due diligence for acquisition targets. We incorporate both risk and resilience metrics to provide a more accurate depiction of a location's performance amidst climate volatility. -
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Everysk
Everysk
Protect your portfolios more effectively, raise more assets, test trade ideas and automate your daily risk tasks, all in a single platform. Grow your business, organize client information, comply with regulators and prepare recommendations in a fully automated fashion. Automate workflows to help you grow your business, integrate liquid and illiquid investments, and streamline your family reporting. We are the leading provider of investment workflows, enabling money managers with a platform that is fully integrated with our powerful forward-looking risk engine. Our workflows automatically analyze, organize and securely distribute portfolio reports and alerts, saving our clients valuable time. More precision to protect your investments: Powerful calculation engine designed to analyze portfolios ranging from simple equities to more complex multi-asset, long/short portfolios. Thousands of forward-looking portfolio outcomes are simulated in seconds. -
48
Moody's Analytics AXIS
Moody's Analytics
Moody’s Analytics AXIS actuarial system is a powerful modeling solution, used by insurers, reinsurers, and consultants for actuarial analysis of life insurance and annuity business. The AXIS actuarial system emphasizes performance, ease of implementation, flexibility, robustness, scalability, and transparency at lower cost of use. It delivers the flexibility to deploy large-scale computing power through an advanced cloud-based delivery platform or installed software. A flexible vendor-maintained actuarial system handles multiple applications such as reserving, asset and liability management (ALM), pricing, financial modeling, capital calculations, hedging, and financial frameworks. Project future monthly cash flows from starting liabilities and invested assets, for up to 100 years. Evaluate blocks of business using deterministic or stochastic projections of profitability and movements in surplus; evaluate the impact of reinsurance or changes in premiums and other plan values. -
49
Plan-It CIP Software
Strategic Insights
Plan-It helps you create great capital improvement plans! Now you can use an inexpensive capital planning software package that saves time in preparing your CIP and will improve your final document. Whether you are creating your first CIP or are looking to enhance your current process, you will save time and effort using Plan-It! Just let us know you are interested in learning more and we will send you example reports and a link to download the software for a 90-day trial. If you would rather not work with the demo yourself, we can arrange a 1-hour WEB SEMINAR where you and others involved in the CIP process can be taken through the demo over the internet. Very easy to install, learn and use. Affordable (licenses starting at only $995). Installable for a single user or for many shared departments. Valuable for fund and cash flow analysis. Useful for tracking project expenditures.Starting Price: $975 one-time payment -
50
PORTAX After-Tax Portfolio Analysis
PortaxSoftware
After-Tax Portfolio Optimization and Asset Allocation. Multiple Period Investment Horizons with Per Period Results: Asset Weight, Market Value, Cost Basis, Cash Flows, Management Fee, Turnover, Taxes and After-Tax Returns for each Asset. Analysis of up to 100 assets and 120 periods. Period intervals range from Daily to Annual. Sub Portfolios for Modeling Different Tax and Ownership Structures. International Asset Class Return Series for Forecasting Model Inputs. Monte Carlo Simulation for Constructed Portfolios. What If Portfolios for Creating and Comparing Custom Portfolios. International Currencies and Tax Rates for Modeling Around the World. Economic Cycles and Shifts Modeling with time varying asset returns and standard deviations. Extensive Private Branded Client Reporting.Starting Price: $49 per user per month
