AccounTrex
Back Office Portfolio Management System
Fintech & Insurtech
Non Active, Apr 2018 ceased to operate
Company Overview
Snapshot
Founded in June 2011 by Steve Escott and Gershon Tokayer, AccounTrex operated with 1–10 employees. The company ceased operations in April 2018.
Business overview
AccounTrex developed a SaaS portfolio and subscription management system designed to address back-office challenges for syndicate trading funds. Its core technology enabled automatic reconciliation of accounts and on-the-fly report generation, providing insights into profit/loss and broker/underwriter performance. The system also featured a smart allocation blotter and an automatic deal feed, serving the Fintech & Insurtech sector by centralizing portfolio management through automated data downloads from various cash and prime broker accounts.
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- What is AccounTrex's primary business?
- AccounTrex provided a SaaS-based back-office portfolio and subscription management system specifically for syndicate trading funds.
- When was AccounTrex founded?
- AccounTrex was founded in June 2011.
- Who are the founders of AccounTrex?
- AccounTrex was founded by Steve Escott and Gershon Tokayer.
- What was the operational status of AccounTrex?
- AccounTrex ceased to operate in April 2018.
- What technology did AccounTrex utilize?
- AccounTrex's system included patent-pending automatic transaction-matching algorithms to manage and track inter-account cash transfers and security deliveries, enabling centralized portfolio management.