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Athena Systems

by United Fintech · Since 2020
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorUnited Fintech
Year launched2020
StatusActive
Location1411 Broadway, 16th Floor New York, NY 10018 United States of America
Countries servedGlobal
Languages4
Integrations
Free tier
Free trial
Contact salesYES

About Athena Systems

Athena Systems is a portfolio management software from United Fintech that offers real-time monitoring of portfolios, trades, P&L, risk, and compliance with zero downtime. It combines flexibility, speed, and accuracy so users can adapt the system to their specific needs. Athena's core functionality allows for high levels of control and governance, ensuring proper oversight through its partnership with SGGG-FSI. The platform provides features such as company information, partner introductions, blog updates, and news, keeping users informed and engaged. Key capabilities: real-time monitoring portfolio management trade execution risk assessment compliance tracking Best for: financial professionals that need comprehensive oversight of investment portfolios.

Athena Systems, developed by United Fintech Denmark ApS, is a cloud-native, all-in-one investment management platform designed to streamline the entire investment process for financial services firms. Combining front-to-back office capabilities in a single SaaS license, Athena covers portfolio, order, risk management, compliance, surveillance, operations, and accounting, offering a holistic solution for asset managers, hedge funds, family offices, and institutional investors. Its multi-asset functionality allows users to manage a wide range of investment products while providing real-time monitoring of holdings, P&L, risk exposure, stress tests, Flash-NAV, and cash positions, all with zero downtime. Athena’s open architecture facilitates integration with existing workflows and third-party tools, enhancing automation, operational efficiency, and data transparency. Recognized for its cybersecurity excellence, Athena ensures secure management of sensitive financial data while maintaining compliance across global regulations. By combining speed, accuracy, and flexibility, the platform empowers financial institutions to execute trades, reconcile positions, monitor risk, and generate actionable insights efficiently.

Pros & Cons

What users like
  • +All-in-one front-to-back office solution streamlines operations across investment workflows efficiently.
  • +Real-time monitoring and reporting ensures zero downtime and timely insights.
  • +Strong cybersecurity measures maintain compliance with evolving financial regulations and standards.
  • +Scalable, cloud-native architecture supports growth without compromising performance or reliability.
  • +Flexible and customizable platform adapts to diverse investment strategies and requirements.
What users flag
  • Complex workflows may require additional user training and onboarding support.
  • Integration with legacy systems can be difficult and time-consuming.
  • Advanced features may remain underutilized by smaller teams or departments.
  • Dependence on SaaS model limits firms preferring full on-premises control.

Features

Key features

Portfolio, Order & Risk Management – Provides end-to-end management of investment portfolios, trades, and risk exposures.
Compliance and Surveillance – Ensures regulatory adherence and monitors for compliance issues in real time.
Front-to-Back Office Integration – Streamlines all investment operations under one platform.
Real-Time Monitoring – Tracks positions, P&L, stress tests, and cash flow with zero downtime.
Open Architecture – Facilitates integration with third-party tools, OMS/PMS, and internal workflows.
Multi-Asset Support – Enables management of diverse investment products including alternative assets.
Cybersecurity Excellence – Recognized for top-tier cybersecurity, protecting sensitive financial data.

Additional features

Front-Office Order Management – Executes trades electronically via DMA, high-touch, or algorithmic trading.
Portfolio Analysis & Reporting – Provides real-time insights on holdings, exposures, and performance metrics.
Middle-Office Services – Reconciliation, break resolution, and operational support through SGGG-FSI partnership.
Back-Office Accounting – Automates accounting, cash management, and settlements for investment firms.
Flash-NAV and Stress Testing – Delivers intraday NAV calculations and risk simulations.
Automation & Efficiency – Streamlines workflows and reduces manual intervention across operations.
Cloud-Native Deployment – SaaS solution that is scalable, flexible, and accessible globally.
Customizable Interface – Tailors workflows and dashboards to specific firm requirements.
Institutional-Grade Data Security – Ensures compliance with cybersecurity standards and data protection regulations.
Multi-Region Support – Offers support across Americas, EMEA, and APAC regions.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
4
Interface languages
10
Billing currencies

Interface languages

Financial Risk ManagementInvestment ManagementOrder ManagementRisk Management

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇭🇰HKD🇨🇳CNY🇸🇪SEK

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