Athena System logo

Athena System

by United Fintech · Since 2020
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SoldAvailable globallyCloud
Quick facts
VendorUnited Fintech
Year launched2020
StatusSold
Location73 Watling St London EC4M 9BJ United Kingdom
Countries servedGlobal
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About Athena System

Athena System (Aura) is a high-performance engine for sophisticated investment firms.

Athena System (Aura) is a high-performance engine for sophisticated investment firms. It solves the "Data Silo" problem by uniting the front and back office under a single real-time Investment Book of Record. While it requires a significant commitment in terms of cost and training, the payoff is total visibility and precision across complex, multi-asset portfolios. It is the ideal choice for mid-to-large hedge funds and wealth managers who have outgrown legacy batch-cycle systems and need a platform that moves as fast as the markets.

Pros & Cons

Pros
  • Access to United Fintech’s broader suite of capital market tools simplifies the tech stack.
  • The ability to see public and private assets in one IBOR is a significant competitive advantage.
  • Optimized for high-frequency updates and rapid order routing.
Cons
  • The sheer depth of the platform requires extensive training for traders and operations staff.

Features

Key features

Pre-Trade Compliance

Automated "Stop/Go" rules based on fund mandates and regulatory requirements (UCITS, AIFMD, etc.).

Intraday Risk & P&L

Offers live snapshots of portfolio performance, exposure, and Greeks without waiting for "batch" cycles.

Multi-Asset Class Support

Natively handles Equities, Fixed Income, FX, Derivatives, and Private Equity in one view.

Full Lifecycle Trade Management

Automates the journey from trade idea and compliance check to execution and settlement.

Investment Book of Record (IBOR)

Provides a single, real-time source of truth for all holdings and cash positions across public and private assets.

Additional features

Performance Attribution

Deep-dive analysis to see exactly which decisions (sector, security, or currency) drove returns.

Automated Netting

Reduces transaction costs by netting off internal trades before going to market.

Mobile Access

Real-time monitoring of P&L and risk via the mobile-optimized Spark interface.

Audit Trail

Complete immutable record of every action taken within the system for regulatory transparency.

Modeling & Simulation

"What-if" analysis to see the impact of a trade on portfolio risk before execution.

Custom Reporting

Drag-and-drop report builder for investor tear-sheets and regulatory filings.

Data Normalization

Automatically cleanses and standardizes disparate data feeds from various market providers.

Shadow Accounting

Independent back-office ledger to verify administrator and custodian data.

Portfolio Rebalancing

Tools to adjust thousands of portfolios back to target weights with one click.

Order Management (OMS)

Streamlined routing and execution management.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
3
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇬🇧GBP🇪🇺EUR

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