Hosted Portfolio Management and Investment Accounting
Performance & Analytics
Full-featured, comprehensive portfolio management, analytics and investment accounting hosted solution.
Hosted, robust and scalable
In today’s constantly changing global financial marketplace, investment professionals are continually faced with new challenges. The need for a functionally rich and dynamic portfolio management, analytics and investment accounting solution is essential to meet your clients’ needs, increase efficiency and boost productivity.
Better portfolio management
Increased efficiency and productivity
The right investment portfolio management software is a key component to meeting your investment goals. Better portfolio management and investment decisions are achieved with clean data and accurate results.
Sophisticated asset management solution
Deciding what and when to purchase
Portfolio management is about selecting the right investments to meet the objectives of the portfolio. It’s about matching performance goals with acceptable levels of risk and reporting investment decisions for clients.
Tailored client solutions
Functionally rich technology
A suite of modules that provide a full range of tools for portfolio management and investment accounting empowers you with the ability to set up and operate in a way that meets your specific business requirements.
Scalability and superior reporting
Dynamic processing and management capability
Automatically scale to handle large data volumes and easily create customized reports creating a centralized processing and management workflow.