ATHENA - Part of United Fintech

Flexible, fast, accurate

Athena was developed by industry-leading figures with extensive experience supporting both buy-side and sell-side organizations. The ethos of Athena is to provide one true platform to streamline a firm's investment processes from start to finish.

Athena provides financial services firms with an all-in-one SaaS solution to match their business strategy's unique refinements, helping them elevate their baseline operations up to true competitive advantage by covering their whole investment process under a single license.

Cloud-Native

Multi-asset

Front-to-Back

Open Architecture

Increase Automation & Efficiency

Easy Implementation

Athena adapts to your needs
Find the perfect solution for you

Hedge Fund

Institutional Asset Manager

Prime Broker

New Launch

Family Offices

Hedge Fund

Full-featured OMS/PMS that meets the specific requirements of a Multi-Strategy, Multi-Prime Hedge Funds with superior coverage for alternative asset workflows.

Meet our highly-flexible platform

Your end-to-end investment process under one single license. Check details

Portfolio, Order and Risk management

Compliance and Surveillance

Operations and Accounting

Institutional Asset Manager

A unified platform that integrates Model Management, Rebalancing, Order Management, E-Trading, Compliance, Fund and Investor Accounting and Client Communication.

Operational efficiency, adding the flexibility you need

Forget about manual errors when managing huge amounts of data or thousands of accounts. Check details

Model Maintenance

Compliance

SMA Workflow Automation

Treasury control

Rebalancing engine check marks

Prime Broker

Real-time information and alerting platform for large, multi-entity firms like brokers, banks, and managers to monitor exposures, P&L, risk, margin, analytics, netting, etc.

For large, multi-entity firms

Real-time, complete, and accurate insights into your business. Check details

Positions/Exposures, P&L, Risk

Compliance and Surveillance

Advanced Analytics

New Launch

Launching a fund is complex. In most cases, new firms are price-sensitive and demand high speed. Athena Spark has been specifically tailored to match the conditions of new launches.

A true all-in-one platform

Starting a new business becomes easier with the right tools. Check details

Gain the Trust of Investors

Cost-Saving

Quick and Easy to Implement

Family Offices

A full-featured Order and Portfolio Management System that meets the specific requirements of a Family Office and includes superior coverage for alternative asset workflows.

A platform fully adapted to your business

Manage your wealth with precision and security. Check details

Electronic Trading

Full General Ledger

Share Class Management

Front-Office

Middle-Office

Back-Office

Front-Office

Create a simple order in just two clicks. Electronically submitting trades to brokers for execution as DMA, high-touch, or Algos, among many other capabilities.

Portfolio, Risk, Order, and Trading Management

Accuracy, speed, and versatility for traders and portfolio managers. Check details

Real-time Positions/Exposures

Electronic trading

Broker and Custom Algos

Middle-Office

Effectively manage the risk and compliance of your portfolio through a various number of risk calculators, reporting, and alerts.

Ensure full and consistent compliance

Stay up-to-date with regulatory requirements through our Compliance & Surveillance module. Check details

Pre/Post Trade Regulatory

Alert Customization

Performance Analysis

Back-Office

Accountants and trade managers benefit from modules such as Reconciliation, Fund and Investor Accounting, Straight-Through Processing, SFTP connections, etc.

Maintain the overview of your financial position

Understand the situation of your business at all times. Check details

Full General Ledger

Share Class Management

Security Master

Developers and database administrators can count on our IT team's extensive experience. Our content can be accessed from our platform, web reports, Excel Add-In, APIs, and SQL.

Matching your workflow is our primary consideration.

Deployable on all public clouds, the Athena Private Cloud or on the customer's infrastructure. Check details

Primary and Disaster Recovery

Most Cybersecure OMS/PMS

Multiple Hosting Options

Enhance control and governance: Partnership with SGGG-FSI

Athena and SGGG-FSI have joined forces to provide Middle and Back-Office services. The new functionalities that this collaboration unlocks allow clients to manage reconciliations, break resolutions, and provide comprehensive back-office support.

Learn more

Middle-office services Athena & SGGG partnership

Covering all buy-side requirements - with no downtime!

Athena is the only system on the market to provide real-time portfolio and trade monitoring, including holdings, trade status, P&L, risk and stress tests, Flash-NAV, and cash monitoring. All of it covered with zero downtime while providing transparency into control over various compliance requirements.

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Recognized as the most cybersecure Investment Management System since 2021

Among all its competitors, Athena has achieved the highest score in the cybersecurity ranking hosted by UpGuard, a complete third-party risk and attack surface management platform.

Read the story

Americas Support

+1 978 456 4009

1411 Broadway, 16th Floor

New York, NY 10018

United States of America

EMEA Support

+34 919 54 93 94

Alcalá 4, 5ºD

Madrid, 28014

Spain

APAC Support

+65 6031 0659

11 Doan Van Bo, 23rd Floor

Ho Chi Minh City, 700000

Vietnam

Athena was founded in response to a common problem in the Financial Industry: the inflexibility of many OMS/PMS solutions. Our mission is to empower our clients, offering a flexible and responsive system tailored to your specific needs.

Luis Otero, CTO of Athena & United Fintech

Athena eliminates the hassle of multiple platforms. Experience the convenience of unified, comprehensive management in one place.

Scott Sykowski, Managing Director & Head of Research at Athena

Our clients are the central focus at Athena. We cherish providing white-glove experiences and develop solutions that extend beyond mere tech support, integrating Athena as a core addition to your firm.

Stefano Guarnieri, Managing Director & Head of Product at Athena

Flexible, fast, accurate

The core benefits of Athena's OMS/PMS

Athena adapts to your needs
Find the perfect solution for you

Enhance control and governance: Partnership with SGGG-FSI

Covering all buy-side requirements - with no downtime!

Recognized as the most cybersecure Investment Management System since 2021

A journey full of innovation