Available from VestServe
Portfolio Management Tools
Portfolio Modeling: Reliable portfolio-management tools are essential to making accurate and timely decisions for your clients. With Isis Financial Systems’ Investment Management System – “IMS”, managers can design portfolio models to keep holdings within specified guidelines. Whenever a modeling guideline is violated, IMS can suggest trades, based on pre-established rules, to bring the portfolio in line with its objectives. This ensures that your clients’ strategies are protected efficiently and precisely.
IMS’ Portfolio Modeling Features:
Perform “what if” scenario analysis during rebalancing or when performing a single trade to view how the impending action will affect a portfolio’s performance.
Use integrated rules based modeling/compliance to keep portfolios in line with their models or benchmarks.
Manage and report on portfolios through unlimited user-defined reports using IMS’ unique “Design Tool”.
Project cash and perform liquidity analysis.
Restrict access to portfolio information based on “user rights”.