About RD Investment Suite
A back-office outsourcing solution for the financial software market. It provides SaaS/ASP services for portfolio management, hosted in a data center or on the cloud. The product is UNE-EN ISO 9001:2015 certified.
RD Investment Suite, by RD Sistemas, is a back-office outsourcing solution for the financial services industry. It functions as a portfolio management tool, delivered as a SaaS/ASP service either from a dedicated data center or via the cloud. The product has been in the market for nearly 25 years and holds a UNE-EN ISO 9001:2015 certification. It is designed to be a comprehensive solution for financial firms, offering features like advanced portfolio valuation, customizable reporting, and real-time market data access. Information on specific pricing, integrations, and support options is not publicly available on the provided pages.
Pros & Cons
- Comprehensive suite covering the full investment management lifecycle.
- Modular architecture allows organizations to deploy only the required components.
- Strong support for portfolio analytics, profitability measurement, and regulatory compliance.
- Secure web portal improves client and advisor access to investment information.
- Extensive implementation and post-sale consulting services for enterprise customers.
- Primarily designed for medium and large financial institutions.
- Enterprise implementation may require significant customization and integration.
- Full functionality depends on licensing multiple modules within the suite.
Features
Key features
Provides a complete back-office solution for the financial software market.
Offers services via SaaS/ASP hosted in a data center or through the cloud.
Positioned as a key tool for managing financial portfolios.
2015 Certification: The product has achieved UNE-EN ISO 9001:2015 certification for quality management.
The platform is described as continuously evolving, with a new version called RD 2.0.
Additional features
Portfolio management, fund management, wealth management, private banking administration, securities management, investment accounting, and portfolio administration.
Portfolio risk monitoring, regulatory compliance, operational risk management, internal auditing, investment controls, policy management, and regulatory reporting.
Portfolio profitability analysis, performance attribution, benchmark comparison, automated reporting, client statements, investment dashboards, and customized reports.
Secure client portal, browser-based portfolio access, interactive dashboards, investment visualization, mobile browser compatibility, role-based security, and drill-down reporting.
System integration, cloud deployment, on-premises deployment, consulting, software customization, implementation services, technical support, and post-sale maintenance.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About RD Investment Suite
A back-office outsourcing solution for the financial software market. It provides SaaS/ASP services for portfolio management, hosted in a data center or on the cloud. The product is UNE-EN ISO 9001:2015 certified.
RD Investment Suite Details
RD Investment Suite's In-App Market Place
Does RD Investment Suite have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD, EUR
Pros & Cons
- Comprehensive suite covering the full investment management lifecycle.
- Modular architecture allows organizations to deploy only the required components.
- Strong support for portfolio analytics, profitability measurement, and regulatory compliance.
- Secure web portal improves client and advisor access to investment information.
- Extensive implementation and post-sale consulting services for enterprise customers.
- Primarily designed for medium and large financial institutions.
- Enterprise implementation may require significant customization and integration.
- Full functionality depends on licensing multiple modules within the suite.
RD Investment Suite's Support Options
Contact
914 810 475RD Investment Suite's Alternatives
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