FX Portfolio & Policy Manager Overview

FX Portfolio & Policy Manager is a financial risk management software that helps businesses, particularly in the finance and investment sectors, manage foreign exchange (FX) exposure, optimize portfolios, and enforce hedging strategies. The software provides a suite of tools for portfolio analysis, risk assessment, and policy management, allowing businesses to track FX positions and align them with their overall risk management policies. It offers real-time market data integration and advanced reporting capabilities to give stakeholders insights into potential risks and portfolio performance. FX Portfolio & Policy Manager also supports scenario analysis, helping organizations test the impact of various market conditions on their portfolios. This software is perfect for financial institutions, multinational corporations, and investment firms looking to enhance their FX risk management processes, ensure compliance with internal policies, and protect against currency fluctuations.

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Contact Details

  • Vendor Name Calc fellow
  • Founded
  • Location Israel

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Design

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FX Portfolio & Policy Manager Features

  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests

FX Portfolio & Policy Manager Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$58 Per Feature

FX Portfolio & Policy Manager FAQs

FX Portfolio & Policy Manager is a financial risk management software that helps businesses, particularly in the finance and investment sectors, manage foreign exchange (FX) exposure, optimize portfolios, and enforce hedging strategies. The software provides a suite of tools for portfolio analysis, risk assessment, and policy management, allowing businesses to track FX positions and align them with their overall risk management policies. It offers real-time market data integration and advanced reporting capabilities to give stakeholders insights into potential risks and portfolio performance. FX Portfolio & Policy Manager also supports scenario analysis, helping organizations test the impact of various market conditions on their portfolios. This software is perfect for financial institutions, multinational corporations, and investment firms looking to enhance their FX risk management processes, ensure compliance with internal policies, and protect against currency fluctuations.

  • No, FX Portfolio & Policy Manager does not offer a free version.

  • Yes, FX Portfolio & Policy Manager offers a free trial.

  • No, Credit Card details are not required for the FX Portfolio & Policy Manager trial.

  • FX Portfolio & Policy Manager offers the following pricing plans & packages:

    Basic

    $58 Per Feature

  • FX Portfolio & Policy Manager supports the following payment frequencies:

    • Monthly Subscription

  • No, FX Portfolio & Policy Manager does not offer an API.

  • FX Portfolio & Policy Manager offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • FX Portfolio & Policy Manager offers training with the following options:
    • In-person , Live Online , Documentation , Videos

  • FX Portfolio & Policy Manager supports the following languages:
    • English

  • Following are the typical users of the FX Portfolio & Policy Manager:
    • Self-Employed , Small-Business , Midsize-Business

  • FX Portfolio & Policy Manager supports the following deployment:
    • Cloud Hosted

  • FX Portfolio & Policy Manager supports the following devices and operating systems:
    • Web-Based