
EFAdrin
Deployment
Best for
Overview
About EFAdrin
EFADRIN is our buy-side SaaS platform. It sits at the heart of its customers’ front and middle office operations. It was born from the fact that every fund manager and family office creates and maintains a plethora of excel spreadsheets. Often these have been downloaded from other systems and then modified and then linked to real time data feeds using market data vendor add-ins. EFADRIN will take these spreadsheets and automate them for your team. We integrate directly with your prime broker collecting trade and custody data and help you reconcile it to your fund administrator on a daily or, more often, monthly basis.
This reconciled trade data allows us to provide a shadow PMS from which we can help you track your ideas and target prices, analyze your performance, manage your risk better, and optimize your portfolio for enhanced performance.
At a glance
Software information
Industries served, licensing and the support EFAdrin provides.
Industries
- Investment-management
Licensing
- Open Source
- Quote Based
Support
- Phone
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Capabilities
EFAdrin features
The full feature set, grouped by module.
Stock Portfolio Management Software
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
Plans
EFAdrin pricing
Media
Screenshots & video

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