Asset Management

For organisations offering an investment strategy
that pertains to either advisory or discretionary services
Download the Brochure

Asset Management

For organisations offering an investment strategy
that pertains to either advisory or discretionary services
Download the Brochure

Make informed decisions

The Asset Management Solution supports organisations offering advisory or discretionary services. The platform allows for decisions to be made according to the clients’ strategy and their set objectives.
Make informed decisions with Asset Management platform
Fast and safe Asset Management platform

Fast & safe Asset Management

Asset management is performed quickly, safely and easily with the business strategy being applied automatically across the business. Asset Managers benefit from the ease of use and complete view of information, whilst data is available to process at an instance.

Make informed decisions

The Asset Management Solution supports organisations offering advisory or discretionary services. The platform allows for decisions to be made according to the clients’ strategy and their set objectives.
Make informed decisions with Asset Management platform

Fast & safe Asset Management

Asset management is performed quickly, safely and easily with the business strategy being applied automatically across the business. Asset Managers benefit from the ease of use and complete view of information, whilst data is available to process at an instance.
Fast and safe Asset Management platform

Key Features of the Asset Management solution

ASSET MANAGEMENT PRODUCTS

Turn your investment strategies into products and keep track of the client base following them.

BUSINESS INTELLIGENCE

Used for analysis of overall investments with the help of drill-down and carve-out functions. Ability to search for historical transactions, account balances, holdings and provides an overview of the current and historical PnL.

FINANCE

Accounting records according to your chosen chart of accounts. Ability to export the records via SIE to external system.

MEASUREMENTS

This application includes performance and risk-related measures on both portfolio and instrument level. Support for Time-weighted return, Modified Dietz and Internal rate of return.

PUBLISHER

Generate and publish monthly reports and market information to your customers. Supervise the material using the online portal accessed by your clients.

COMPLIANCE

Used to configure and monitor compliance with the regulations you have drawn up for your business regarding e.g investment rules or other internal investment restrictions.

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