Proto Software

Solutions for Hedge Funds and other Financial Professionals

Proto Software has worked with hedge funds and other financial professionals to deliver dozens of solutions ranging from portfolio rebalancing to historical performance attribution.

Product Brochures

	Proto Financial - Hedge Fund Overview Proto Financial is a proprietary platform that allows firms to analyze and report on data which has imperfections or needs to be combined from more than one place. See how Proto can help you use your data more efficiently and effectively to make decisions and create reports.
	Portfolio Dashboards - powered by Proto Financial Our team works with you to design and assemble portfolio dashboards for exposure, P&L and other portfolio analysis needs using hundreds of flexible components, so you get the information you need in one interactive environment or printable report.
	Data Workflow Dashboards - powered by Proto Financial Custom workflow dashboards developed with Proto Financial guide users through step-by-step screens to integrate data, handle exceptions, and validate results so that critical data-oriented processes like portfolio rebalancing, cash/position reconciliation, and other recurring tasks are completed quickly and reliably, the same way every time.

Proto Professional Services

Proto’s professional services team is available to develop, deploy and support Proto Financial solutions.

Our consultants and Proto Financial experts can help you solve real problems in a matter of days or weeks, so you can focus on investing, performance, and risk management. If at any time you want to bring part or all of your Proto Financial expertise in-house, our team can provide training and support to ensure a successful transition.