Works Better

Artificial Intelligence

PINNAKL INNOVATIONS

  • Pinnakl's AI engine learns about the user and their role in the organization and creates a dashboard that is customized for them. The dashboard includes information and required actions that the logged in users needs to see.
  • Pinnakl's AI engine learns from interactions with the prospective investors and offers actionable insights into email campaigns that help close deals faster and close more deals.
  • AI-based reporting that predicts user’s reporting needs based on day, time of day, time of month

CRM

BASE FEATURES

  • Performance, holdings, cash activity, P&L risk, commision and accounting reports.
  • Track all of your contacts and related interactions.
  • Sync e-mails and calenders using Outlook add-in.
  • Canned reports, Unlimited e-mail blasts.
  • Manage client on-boarding process.

PINNAKL INNOVATIONS

  • Get Artificial intelligence driven actionable insights into email campaigns that help you close deals faster and close more deals.

PMS

BASE FEATURES

  • Multi-Asset class support.
  • Fully customizable.
  • Real-Time.

PINNAKL INNOVATIONS

  • View P&L in two ways. 1) via Pinnakl calculations or 2) via admin integration.
  • Pinnakl's integration with IDC allows verified coupon and dividend data instead of calculations based on schedule.

Recon

BASE FEATURES

  • T+1 Position, Trade and Cash reconciliation
  • Multi-Counterparty support
  • View full matches, partial matches or mismatches.

PINNAKL INNOVATIONS

  • Create mapping between line items, that don't match due to Identifier mismatch, instantaneously within the reconciliation screen.
  • Export breaks across all accounts and counterparties in a single PDF to keep a daily record.

Reporting

BASE FEATURES

  • Performance, holdings, cash activity, P&L, risk, commission and accounting reports.

PINNAKL INNOVATIONS

  • AI-based reporting that predicts user’s reporting needs based on day, time of day, time of month.
  • Users can create their own reports and share within organization.
  • Unlimited custom reports.

Risk

BASE FEATURES

  • Stress testing
  • Pricing source Flexibility
  • Risk Exposure - Security and portfolio level analytics;
  • Pricing source Flexibility.

PINNAKL INNOVATIONS

  • Pre-defined risk exposure templates for UCITS strategy.
  • Carry over pricing from previous days for illiquid securities. Increases the speed of end of day process of pricing an illiquid portfolio by manifolds.
  • Create custom analytics such as liquidity score, credit / rho model error attribution to generate new analytics on security & portfolio level and also fix the model error on existing analytics.

OMS

BASE FEATURES

  • Pre/Post Trade Compliance.
  • FIX connectivity.
  • Trade Blotter, Automatic Allocation.
  • Short Locate Integration.

PINNAKL INNOVATIONS

  • AI short-hand notion for trades allowing trade booking in-under 3 seconds.
  • OMS screen is customized based on asset class and client specifications offering a richer user experience. 4x time saving in trade data-entry vs other competitors and 10x vs using Excel.
Already have some tools you love? Terrific! Integration with Pinnakl’s Edge is no problem. And we don’t charge you extra fees to do it. .
Ever had a friend who knew you so well he knew exactly how to help out without you even asking? It’s kind of like that – only our tech doesn’t require any beers or tickets to a ball game.