Time to Manage Your Risk


Below is a sample of the companies PortfolioScience currently partners with in order to bring world-class risk management technology to the financial community:


SS&C Eze is helping 1,900+ global asset managers transform their investment process to optimize operational and investment alpha and grow their business. We deliver cutting-edge cloud, mobile, and on-premise solutions to maximize efficiencies across trade order management, execution, compliance, commission management, portfolio accounting, and investor accounting.

From start-up and emerging funds to the most recognized and established institutions, SS&C Eze has provided buy-side firms with innovative and award-winning technology solutions backed by unparalleled client service for 25 years.

For more information, please visit http://www.ezesoft.com


Eka is a global leader in providing digital commodity management solutions driven by Cloud, Blockchain, Machine Learning and Analytics. The company’s best-of-breed solutions serve the entire trading value chain across agriculture, energy, metals and mining and manufacturing markets. Eka is reimagining commodity management with a new age architecture that breaks monolithic ETRM and CTRM systems into bite-sized chunks of powerful, enterprise-grade apps, thereby enabling faster implementation, adoption and decision making. Eka’s mobile-first, enterprise apps are embedded with commodity-specific algorithms that empower businesses to stay on top of volatile markets by letting them scale at will, go live faster, and achieve better value for their investments. Eka has offices across the Americas, Asia, Australia, and EMEA serving 100+ customers globally across multiple commodity segments.

For more information on Eka see http://www.ekaplus.com/


Theorem Technologies provides a suite of SaaS solutions dedicated to improving post trade management. Firms of all sizes and complexities leverage Theorem’s data-rich reporting and reconciliation tools which adapt to their needs without any programming required. From multiple-broker aggregation, to allocations, to multi-party reconciliations, Theorem makes post-trade management better.

For more information on Theorem Technologies see http://www.theorem.io/


Objecutive, Inc. is a software product and services company providing enterprise solutions with technical excellence to the financial services industry. Its flagship product, Fund-Studio, is an integrated, real-time portfolio management system for investment managers offering middle and back office services from post-trade execution to shadow accounting and a state-of-the-art report writer to slice-and-dice portfolios on demand. Fund-Studio excels in a multi-asset class environment with diverse instrument coverage including equities, options, futures, FX and fixed income through to asset-backed securities and credit derivatives.

For more information on Fund-Studio see http://www.fund-studio.com


MIK Fund Solutions, founded in 2006, provides hedge fund managers worldwide with a suite of software applications designed to meet the requirements of front, middle and back office reporting. Solutions include data warehousing, real-time profit and loss/attribution, compliance, security master, price management, commission tracking and broker voting.

For more information on MIK Fund Solutions see http://www.mikfs.com


ATA RiskStationTM was developed to meet the portfolio risk oversight needs of hedge funds, family offices, pension plans and endowments. The platform delivers a structured, customizable and repeatable daily process for assessing portfolio risk by leveraging a highly intuitive graphical reporting interface and delivering all this functionality at a price point that is truly market leading in terms of value.

ATA RiskStationTM is available as a monthly subscription offering clients access to a fully-integrated, secure web-based reporting suite that includes automated daily processing and reporting on up to seventy-four user-defined risk scenarios. In addition, users are able to drill down to the detail supporting each risk scenario via a simple and highly intuitive graphical reporting formatto better understand the variables driving portfolio risk exposures.

For more information, please visit http://www.atariskstation.com


Alpha TheoryTM is a patent-pending Portfolio Management Platform. It was originally designed by a hedge fund to address the challenge of developing and maintaining an efficient portfolio. Alpha Theory captures a fund’s research expectations, analyzes those expectations, and points out position sizes that do not match research expectations. Although the concept seems simple, many funds struggle to maintain an efficient portfolio because they are forced to rely on memory and mental calculations to size positions while prices and fundamentals constantly changes.

Alpha Theory gives portfolio managers a framework to leverage their instinct and research to build a repeatable system for efficiently sizing positions in real-time. One inefficiently sized position can cost a fund millions of dollars and multiple inefficiently sized positions can put a fund out of business. As a result, this discipline of efficient position sizing is the closely guarded secret and competitive advantage of some of the largest, most successful funds in the world. Alpha Theory's solution enhances that competitive advantage and makes it available to the entire investment community.



PortfolioShop has been providing software solutions for the securities industry since 1999. We have a reputation for delivering dependable, accurate solutions to firms of all size. Our products are used by investment managers, broker dealers, hedge funds, and arbitrageurs worldwide.

It is this combination of experience, dedication, and talent that permeates PortfolioShop's business and software.

PortfolioShop offers software designed by people who understand the securities industry and its unique intricacies. Whether your firm is a broker dealer or an investment manager, whether you work in risk arbitrage or manage hedge funds, PortfolioShop can provide a solution for you.



Founded in 2006, Nirvana Solutions is a San Francisco based software company that provides real-time portfolio management systems to multi-prime hedge funds, prime brokers, and fund administrators.

NirvanaTM is the hedge fund industry's first portfolio management system built around the Financial Information Exchange (FIX) protocol. The ability to dynamically accept FIX messages, combined with the aggregation of multi-prime data, ensures true real-time views of critical measures such as P&L and Risk. Nirvana’s ability to offer real-time transparency is complemented by a full suite of on-demand and historical reporting.

The Nirvana solution is made available in an easy-to-deploy Software as a Service (SaaS) model and can be implemented in a modular or complete fashion.



Interactive Brokers provides direct access trade execution and clearing services to individuals, advisors, institutions, and brokers at deep discount commissions. Our premier technology allows customers to trade stocks, options, futures, forex, and bonds on 60 markets worldwide from a single IB Universal account, at best execution prices. Interactive Brokers Group and its affiliates are ranked 16th largest US securities firm by Institutional Investor, execute 22% of North American options, and currently hold in excess of $2.7 billion in equity capital.