Custom solutions to keep your firm competitive.
From portals to portfolio and trading performance intelligence, our technology solutions are used across a range of divisions including operations, compliance, reporting, IT, marketing and sales.
Powerful alone. Better together.
HubSpot offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core. They’re powerful alone — but even better when used together.
Gate 39 Media assists in onboarding new HubSpot users and executing their initial campaigns, and by helping with existing subscribers get more from their HubSpot set-up. More than just “an implementer” the strong technology team can integrate HubSpot’s powerful API into custom applications.
FUND PERFORMANCE REPORTING
Hedge Fund Tear Sheet Design
As a hedge fund, CTA, or wealth manager, a tear sheet is the one marketing tool every fund manager must have. When working with institutional allocators, family offices, investment advisors and individual investors—your tear sheet is essential to starting the conversation. A great tear sheet provides an investor a view of your performance, insight into your strategy, the background of the managers, costs and risk information in 1-2 pages.
INVESTOR PORTFOLIO BUILDING
Clarity Portfolio Viewer
Clarity provides investors with a complete view of their managed futures portfolio based on actual statement data direct from the FCM updated daily. Total performance across all programs and individual programs are calculated and displayed online in easy to read charts, graphs and tables including iPad and smartphone friendly formats.
INVESTOR PORTFOLIO BUILDING
Solstice CTA Database
Solstice is a new alternative investment and wealth advisor database focused on providing investors with powerful, innovative tools for building investment strategies and for managers to create visibility for their strategy.
Quick1FR makes 1FR reporting easy by using the same data provided by the FCM to the CFTC daily to produce online reports on the FCMs website, upload documents, provide complete tracking for compliance purposes, email alerts to prevent failure to comply with the rule, and the ability to create compliance and financial reports for management.
Our Online Account Application and Management System provides FCMs with a total application process—from the online application a client fills out, an IB view to monitor progress, and a full-featured back office to track and process the applications.
Our new FinCal service offers clients secure, responsive, fully hosted, and searchable financial calendars displaying key dates and reports on leading products on CME and ICE. Access daily and monthly views, filter by exchange and sector, and enjoy a growing list of options and features.
Developed by Gate 39 Media, FinVox is a chatbot designed to provide financial information and futures data through smart assistants, social media, text messages, and an API for web and mobile use.