Solution introduction
Operating your inhouse portfolio management software demands a great deal of an organization and infrastructure
Investment professionals at investment managers, family offices and other institutional investors therefore rely on our Software-as-a-Service solution to manage their investment portfolios
Countless features support users in ad-hoc portfolio analysis, performance monitoring, trade order management, pre- & post-trade investment compliance and model portfolio management, amongst others.
In the sense of “slice & dice”, our portfolio management software allows flexible evaluations, security allocations, aggregations or even the mapping of structures and family or entity hierarchies.
Thanks to our combined software and data service, you keep track of investments in all market phases – crystal clear transparency when you need it for your next investment decision.
