Portfolio Management

Improves portfolio performance

  • Offers robust performance calculations and reporting
  • Identifies portfolio issues (variation from targets and performance anomalies)

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    Increases user productivity

  • Provides a user-friendly interface
  • Offers a wide array of customizable fields
  • Displays a clear view of clients’ current and past portfolio
  • Interfaces with third-party applications
  • Reduces risk of errors with automated data loading

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    Client Relationship Management

    Fully integrated CRM tool

    Increases user productivity

  • Synchronizes with external calendars such as MS Outlook and hand held devices including Blackberry and iPhone
  • Integrated mass mailing and emailing functionalities
  • Easy access to client historical data
  • Simplifies sharing of data within the client service team

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    Increases firm’s revenues

  • Identifies cross-selling opportunities
  • Improves prospect profiling
  • Mass segmentation functionalities
  • Targeted marketing campaigns

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    Increases client satisfaction

  • Data mining and KYC functionalities allow for personalized client service

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    Compliance

    Improves portfolio monitoring

  • Tracks investment objective variations
  • Displays alarms on security price changes
  • Powerful data mining tool to identify issues and opportunities
  • Compliance reporting
  • Stores complete portfolio history

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    Improved auditing

  • Archives reports, correspondences, electronic documents and e-mail exchanges

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    Reporting

    Accurate and comprehensive reports

  • Produces highly customizable reports
  • Automates client report generation
  • Extensive reporting capabilities at the firm and investor levels