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Software

Digital systems that support ETF portfolio construction, computation, reporting, and communication.

Digital services that support ETF construction

We bring portfolio inputs, calculations, reports, and file delivery together so an ETF-focused firm can manage its daily portfolio work in one place.

Digital operating system

How the system works

1

Portfolio inputs

Firms specify eligible securities, portfolio rules, constraints, and operating instructions in a workspace used to manage those inputs.

2

Computation and verification

Systems run allocations, backtests, daily calculations, and redundant checks before outputs are released.

3

Delivery and communication

Holding files, reports, documentation, and client-facing materials are returned through secure server-center and off-site services.

Server-center deployment

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Hosted computational services

5thN-hosted systems can support portfolio computation, file delivery, reporting, and secure collaboration from professionally managed server centers.

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Dedicated server-center system

A computational system can be created on a dedicated server in a professionally managed server center to provide redundant daily ETF calculations, secure services, and off-site daily backups.

Purpose-built for ETF operations

We provide these systems as part of our work with advisory firms. They support the calculations, file delivery, and daily checks needed to build and operate actively managed ETF portfolios.

 

5thN Financial — Arkansas Registered Investment Advisor — CRD 286020
CEO Robert Fithen, PhD — CRD 6753415
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