MoneyWare Portfolio Management Solution
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Scalable & Flexible portfolio management solution at a cost-effective proposition
MoneyWare PMS is a single platform that allows multiple processes
to be integrated, thereby replacing multiple systems. And it is future proof
enabling new types of instruments and products to be readily introduced with little
or no programming changes. The result? Rapid deployment to market and significant
cost efficiencies.
Why choose MoneyWare PMS
- Capable of catering to portfolio management needs of both, institutional
and retail clients
- Highly scalable for mass-market discretionary and non-discretionary
portfolio management
- Provides the highest degree of personalization in portfolio management,
models and strategies
- Adapts real-time to market movements and external events
- Offers highest degree of compliance checks with features that include
the capability of dynamically classifying securities, customer accounts and setting
up various constraints
- Comprehensive coverage of all asset and product classes
- Seamless integration with information reporting feeds and broking/price
reporting systems
- Extensive reporting at client level, management level and regulatory
level
- Analytical capabilities across all asset and product classes with
ability to specify comparative individual benchmarks
MoneyWare PMS Value Proposition
- Reduce your operation costs through simple integration of new instruments
and products
- Lower your risk
- Improve your competitive advantage through rapid deployment of
new or enhanced products
- Make better decisions faster with best-of-breed real-time data,
reference data management and counterparty integration
- Achieve internal and external straight-through processing from
front- to back-office
- Easily manage multiple prime relationships via integrated trading,
execution and allocation tools