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Pinnakl

Name: Pinnakl
Rating: 4.5 (2 reviews)

By Pinnakl

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Highlights : About Pinnakl

Performance Analysis

Investor Reporting

For Multi-Family Offices

About Pinnakl

Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics. The Pinnakl platform offers an order management module which displays data filtered by asset class and enables users to automate allocation, book trades, and maintain pre/post trade compliance. Its portfolio management tool lets administrators manage multiple asset classes, access profit and loss calculations in real-time, and verify coupon and dividend data via integration with IDC investment research. Plus, managers can monitor security and portfolio level analytics to determine risk exposure. Pinnakl helps team members generate and share reports on performance, holdings, cash activity, commission, and accounting. It facilitates the management of client on-boarding, tracks interactions with contacts, and synchronizes emails and calendars using the Outlook add-on. Fund managers can use Pinnakl to monitor trade and cash reconciliation, as well as maintain daily records for breaks across all accounts and counter-parties.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Automated Execution

Flexible Allocation Methods

For Buy-Side Firms

For Family Offices

For Hedge Funds

For Multi-Family Offices

Investor Profile

Investor Reporting

Performance Analysis

Portfolio Analysis

Sales Automation

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