Portfolio Management
Portfolio Management system of RiskValue™ platform is an integrated solution that provides essential front-office tools to fund managers for effectively managing investment portfolios and analyzing data. Empowers fund managers to make informed investment decisions, optimize portfolio performance, and deliver superior results to their clients while adhering to regulatory requirements and best practices in the industry.
Core Features
- Real-time tracking and monitoring of investments.
- Extensive asset coverage for diverse portfolios.
- Valuations, risk measures, and profit and loss analytics.
- Customizable dashboards tailored to user profiles.
- Compliance checks and limit management in real-time.
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- Management of shadow portfolio NAV and cash availability.
- Orders management with pre-trade risk assessment.
- Tools for portfolio rebalancing.
- User-defined portfolio hierarchies.
- Advanced risk and performance analytics.
Benefits
- Enables faster analytics for improved decision-making.
- Ensures adherence to regulatory standards.
- Integrates real-time market data from multiple sources.
- Allows for easy scalability and customization.
- Supports multi-asset class trading and offers straight-through processing.
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- Strengthens risk management capabilities.
- Simplifies integration with existing and third-party systems.
Core Features
- Real-time tracking and monitoring of investments.
- Extensive asset coverage for diverse portfolios.
- Valuations, risk measures, and profit and loss analytics.
- Customizable dashboards tailored to user profiles.
- Compliance checks and limit management in real-time.
Read MoreLess
- Management of shadow portfolio NAV and cash availability.
- Orders management with pre-trade risk assessment.
- Tools for portfolio rebalancing.
- User-defined portfolio hierarchies.
- Advanced risk and performance analytics.
Benefits
- Enables faster analytics for improved decision-making.
- Ensures adherence to regulatory standards.
- Integrates real-time market data from multiple sources.
- Allows for easy scalability and customization.
- Supports multi-asset class trading and offers straight-through processing.
Read MoreLess
- Strengthens risk management capabilities.
- Simplifies integration with existing and third-party systems.
- 15b+ AUM
- 500+ Funds
- 360° Overview
- 63% of Fund Managers (clients) use RiskValue for all Fund Types
SUCCESS STORIES
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