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
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
on day, time of day, time of month
Performance, holdings, cash activity, P&L
risk, commision and
Track all of your contacts and related
Sync e-mails and calenders using
Canned reports, Unlimited e-mail
Manage client on-boarding process.
Get Artificial intelligence driven actionable insights into email campaigns that
help you close deals faster and close more
Multi-Asset class support.
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.
T+1 Position, Trade and Cash
View full matches, partial matches
Create mapping between line items, that
don't match due to
Identifier mismatch, instantaneously within the
Export breaks across all accounts
and counterparties in a
single PDF to keep a daily record.
Performance, holdings, cash activity,
P&L, risk, commission and
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.
Pricing source Flexibility
Risk Exposure - Security and
portfolio level analytics;
Pricing source Flexibility.
Pre-defined risk exposure templates for
Carry over pricing from previous
days for illiquid
Increases the speed of end of day process of
pricing an illiquid portfolio by manifolds.
Create custom analytics such as
liquidity score, credit /
model error attribution to generate new analytics
on security & portfolio level and also fix the model error on existing analytics.
Pre/Post Trade Compliance.
Trade Blotter, Automatic Allocation.
Short Locate Integration.
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.