About Pinnakl

Pinnakl is a cloud-based trading and portfolio management solution, which assists hedge funds with managing front and back office operations. Key features include process automation, order management, reporting, risk management, data filtering, and analytics.

The Pinnakl platform offers an order management module which displays data filtered by asset class and enables users to automate allocation, book trades, and maintain pre/post trade compliance. Its portfolio management tool lets administrators manage multiple asset classes, access profit and loss calculations in real-time, and verify coupon and dividend data via integration with IDC investment research. Plus, managers can monitor security and portfolio level analytics to determine risk exposure.

Pinnakl helps team members generate and share reports on performance, holdings, cash activity, commission, and accounting. It facilitates the management of client on-boarding, tracks interactions with contacts, and synchronizes emails and calendars using the Outlook add-on. Fund managers can use Pinnakl to monitor trade and cash reconciliation, as well as maintain daily records for breaks across all accounts and counter-parties.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Pinnakl

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Pinnakl

Images

Pinnakl Software - Pinnakl dashboard
Pinnakl Software - Pinnakl order management system
Pinnakl Software - Pinnakl task manager
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Pinnakl Software - Pinnakl dashboard Pinnakl Software - Pinnakl order management system Pinnakl Software - Pinnakl task manager

Features

Total features of Pinnakl: 58

  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Commission Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Synchronization
  • Document Management
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Hedge Funds
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • General Ledger
  • Graphical Data Presentation
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Microsoft Outlook Integration
  • Order Management
  • Partnership Accounting
  • Performance Analysis
  • Performance Management
  • Performance Metrics
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Rebalancing
  • Process Control
  • Profit/Loss Statement
  • Real Time Reporting
  • Records Management
  • Reporting/Analytics
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • Sales Automation
  • Search/Filter
  • Status Tracking
  • Template Management

Alternatives

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HedgeGuard

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Obsidian Suite

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Reviews

Overall rating

5 /5
(3)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
4.7/5

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Showing 5 reviews of 3
Ranga R.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Nice product with functions and features that are user friendly

Reviewed on 26/08/2019

Very dedicated team and knows what they are doing. Proactive client management

Very dedicated team and knows what they are doing. Proactive client management

Pros

Everything, it is robust, well defined in scope, elegant screens

Cons

Can add more bells and whistles to make an already good product into a category killer.

Thomas K.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Tool

Reviewed on 05/08/2019

We are very happy with our decision to use Pinnakl as our software provider. Our experience has...

We are very happy with our decision to use Pinnakl as our software provider. Our experience has been positive.

Pros

The Pinnakl team has shown expertise in their field, they are always available for support, and they are constantly adding new features to their platform. Pinnakl’s process to send trade files daily has made our firm more efficient.

Cons

No negative: whenever we bring enhancements / requests to their attention, they are quick to respond and create customized solutions.

Kurt P.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great to work with

Reviewed on 30/07/2019

I've worked with the CEO of this firm for the last 14 years. One of the smartest software creators...

I've worked with the CEO of this firm for the last 14 years. One of the smartest software creators I've dealt with in my career. One of the few people on the IT side of the business that not only understands the IT aspect of the business but also understands how the business works. HIs firm has one of the best reconciliation tools and OMS I've seen and has been helpful in all areas relating to our business. They've really served as a one stop shop software solution, which makes our life easier, and allows us to focus on our business.

Pros

OMS, PMS, Reconciliation tool, CRM and generally the approach to improvement and helping meet their clients needs. They are constantly working on new tools, but they do a great job of prioritizing client needs and working to develop new functionality as you need it. In addition they're very helpful on special projects as may be required by specific investors, and other analytical tools required by managers. Essentially get a full IT department with this relationship.

Cons

As this was a true start up when we started with them 4 years ago we have worked together developing many of the processes with them. Pinnakl was quite responsive through this process in addressing needs as they arouse, so it wasn't really an issue.

Pinnakl FAQs

Below are some frequently asked questions for Pinnakl.

Pinnakl has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Pinnakl supports the following languages:

English

Pinnakl supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Pinnakl has

Pinnakl offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep)

Related categories

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