FINCAD Analytics Suite

from SS&C Technologies

Models complex portfolios with derivatives and fixed income instruments, stress testing, scenario analysis, risk calculation, and advanced valuation for fund managers and asset servicers.
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Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.

Portfolio Modeling Software analysis
Integration & Extensibility
(2 Yes /2 Known /10 Possible features)

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1. Support for Batch Processes
Schedule and run analytics or imports/exports in batch.
No information available
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2. Integration Setup Time
Average time to establish a connection with major external systems.
No information available
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3. Code Library Sharing
Central repository for firm or community-developed modeling code.
No information available
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4. Marketplace for Add-ons
Ecosystem for third-party analytics, data sources, and modules.
No information available
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5. Pre-built Connectors
Standard data and workflow connectors for third-party applications.
No information available
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6. Webhook Support
Event-driven notifications that can trigger external processes.
No information available
7. Excel Integration
Ingest/export data directly from/to Microsoft Excel.
Excel integration in both directions is standard for analytics and data manipulation.
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8. Support for Python/R/Matlab
Native support for popular programming and analytics languages.
No information available
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9. Custom Plug-ins/Extensions
Ability to build/install custom analytics or interfaces.
No information available
10. Open API Access
Full-featured APIs for integrating with internal/external applications.
Open API access for programmatic integration is a FINCAD differentiator.
Security & Reliability
(7 Yes /7 Known /10 Possible features)

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User Interface & Usability
(1 Yes /1 Known /10 Possible features)

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Compliance & Regulation
(4 Yes /5 Known /10 Possible features)

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Workflow & Collaboration
(4 Yes /4 Known /10 Possible features)

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Performance Measurement
(8 Yes /8 Known /10 Possible features)

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Data Integration & Coverage
(7 Yes /7 Known /10 Possible features)

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Reporting and Visualization
(8 Yes /8 Known /10 Possible features)

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Risk Analytics and Measurement
(9 Yes /9 Known /10 Possible features)

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Portfolio Construction & Customization
(8 Yes /9 Known /10 Possible features)

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