Key Features
Flexible monitoring of assets with consolidation features and multi-entity analysis, along with personalised reporting capabilities
Complete CRM, legal and compliance requirements support, with document management and activities tracking tools
Robust rules engine and limits management to achieve effective risk control and conformity with regulations
Ability to provide analysis on non-listed investments (e.g. Private Equities) and real estate
Complete fees management and instant cash flow information
Strategic and tactical asset allocation views with rebalancing facility
Enhanced performance measurement with contribution and attribution analysis
Exposure analysis views with market risk (VaR) calculations, back testing and stress testing tools
Flexible reporting services and consolidated statements with enhanced graphics
Open architecture with readily available interfaces with Custodians and data feed providers
Secure 24/7 mobile and web access for Asset Managers and clients
Benefits
Effectively and profitably performs client-based tasks
Streamline operations and processes with easy to use tools
Minimised costs and mitigated risks
Compliance with regulations and client mandates
Enhanced client service and trust
Ability to work on-the-go
Relevant articles
Making Wealth Managers ready as time for MiFID II deadline approaches