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Our Clients

Own Portfolio Managers

Send orders, calculate very specific performance indicators

Manage legal and management constraints, send accounting entries to your core system and many other functionalities, some of them listed below.

Asset and Liabilities Management

(all security types, all currencies)
(all security types, all currencies)

Specific intruments and metrics for insurance products

Order Management System

(with rebalancing, fix protocol, etc.)
(with rebalancing, fix protocol, etc.)

Valuation and Performance metrics calculations

Legal constraints management

(ex-post and ex-ante)
(ex-post and ex-ante)

Investment thesis management

(user-defined ex-ante and ex-post management constraints)
(user-defined ex-ante and ex-post management constraints)

Send and receive SWIFT messages

Detailed reportings

(in different formats such as Excel and PDFs)
(in different formats such as Excel and PDFs)

A connected and interfaced tool, access to Web APIs and to an open SQL database Schema

Manage legal and management constraints, send accounting entries to your core system and many other functionalities, some of them listed below.
Fund Managers
Insurance Portfolio Managers
Discretionary Portfolio Managers
Brokerage
Family Offices
Custody Managers

Contact Us