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Portfolio Management and Trading Processes

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https://www.synechron.com/

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Solution introduction

We can help consolidate multiple legacy trading mainframe systems, standardize data and services across multiple asset-classes, and migrate your advisors and your clients to more modern and resilient platforms

Trading and investment platforms
Our single, modern platform empowers clients’ investment management businesses to deliver industry-leading client service through one centralized digital touchpoint.

ESG impact assessment (for investment and portfolio management)
Our solutions for assessing environmental, social and governance (ESG) impact include a client-facing portal to provide bespoke ESG support to investment and wealth management clients, an ESG impact calculator that assesses ESG impact, taking into account portfolio and client preferences, and more and better data, precise portfolio advice and integration of multiple ESG frameworks.

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