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