Solution introduction
Our autonomous learning investment operations (ALIO) solution is designed for wealth managers that run funds or managed accounts and offers the greatest economies of scale by using the E-Platform to autonomously run investment strategies including all front and middle office services
ALIO builds on our autonomous investment strategies service, of ALIS, integrating with brokers, third-party administrators, custodians, auditors and accountants to support the full administration of a fund including:
1. Pre-trade compliance rules with the Compliance and Order Management System
2. Orders can be created automatically and executed via FIX engine or by the clients preferred method.
3. Portfolio analysis and management is highly automated, providing a range of metrics, analytics and information to support the Portfolio Manager.
4. Risk management is integrated giving real time analysis of ex-ante and ex-post risks.
5. Regulatory reporting is driven from trade and portfolio data removing the need for additional data extracts, warehouses or reporting solutions.
6. Management and client reporting is also driven directly from portfolio data and is available real time through mobile devices or web browser.
