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Real-time Portfolio Monitoring

RiskValue™ platform provides to traders of brokerage firms real-time functionality to effectively manage portfolio trading accounts, identify, monitor, and proactively mitigate various types of risks associated with market volatility, counterparty exposures, and compliance issues. Empowers traders to make informed investment decisions, optimize portfolios performance, and deliver superior results to their clients.

Core Features

  • Real-time PnL and exposure monitoring.

 

  • Comprehensive limits management and compliance verification.

 

  • Aggregation of data across portfolios and asset types.

 

  • Orders management with pre-trade checks.

 

  • Real-time VaR analysis at various portfolio levels.
  • Monitoring of risk and performance analytics.

 

  • Advanced portfolio margining capabilities.

 

  • Management of margin calls, cash, and collateral.

 

  • Monitoring of counterparty and concentration risks.

Benefits

  • Offers a unified environment for portfolio oversight.

 

  • Ensures connectivity with trading venues and data sources.

 

  • Offers customizable dashboards for various user roles.

 

  • Enhances visibility and risk management within the trading room.

 

  • Supports diversified portfolio management and risk oversight.
  • Ensures regulatory compliance and flexible reporting.

Core Features

  • Real-time PnL and exposure monitoring.

 

  • Comprehensive limits management and compliance verification.

 

  • Aggregation of data across portfolios and asset types.

 

  • Orders management with pre-trade checks.

 

  • Real-time VaR analysis at various portfolio levels.
  • Monitoring of risk and performance analytics.

 

  • Advanced portfolio margining capabilities.

 

  • Management of margin calls, cash, and collateral.

 

  • Monitoring of counterparty and concentration risks.

Benefits

  • Offers a unified environment for portfolio oversight.

 

  • Ensures connectivity with trading venues and data sources.

 

  • Customizable dashboards for various user roles.

 

  • Enhances visibility and risk management within the trading room.

 

  • Supports diversified portfolio management and risk oversight.
  • Ensures regulatory compliance and flexible reporting.

SUCCESS STORIES

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Book a 20-minute call with our team and explore how we can tailor our offerings to meet your unique needs. Dive deeper into the features and benefits that will drive your success. Let’s start a conversation that could transform your business.

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