Centralized portfolio management
Manage strategies and model portfolios linked to discretionary portfolios, with systematic customization aligned to investor goals and restrictions.
Portfolio Manager
An integrated solution for efficient, scalable, and compliant portfolio management, empowering investment teams to deliver tailored outcomes at scale.
Operational challenges
Investment teams face inefficiencies and risk from disconnected platforms, manual compliance checks, and repeated data entry.
Manual post-trade checks and fragmented data sources slow portfolio monitoring and increase error risk.
Legacy infrastructure limits scalability, making it hard to expand services, support new asset types, or enter new markets.
Meeting compliance standards and producing timely, auditable reports is difficult with outdated systems and manual workflows.
Why Portfolio Manager
Enhanced efficiency and accuracy
Integrated data and automated processes reduce errors, accelerate decision-making, and free teams to focus on value creation.
Scalable, flexible architecture
Support for traditional and alternative assets, multi-market trading, and custom investment mandates enables rapid expansion and adaptation.
Automated compliance and monitoring
Streamline post-trade compliance checks and reporting with automated workflows, reducing manual effort and minimizing risk.
Regulatory confidence
Comprehensive audit trails and structured workflows ensure consistent, compliant portfolio management at scale.
Portfolio Manager features
CIO office workbench
Manage CIO views, strategies (SAA/TAA), instrument universes, and investment themes in one place.
Portfolio management workspace
Centralised tools for creating, monitoring, and rebalancing tailored client portfolios based on investor profiles.
Integrated data & analytics
Real-time analytics and insights for informed, timely portfolio decisions.
Portfolio monitoring & compliance tools
Automated post-trade compliance checks, systematic monitoring of client portfolios against investor profiles, and auditable reporting.
Customisable investment opportunities
Systematic custom portfolio creation aligned with client goals, restrictions, and preferences.
Scalable advisory & discretionary services
Hybrid model supports both advisory and discretionary processes, enabling efficient scaling across the investment management lifecycle.
Individualised model portfolios
Efficient management of personalised model portfolios at scale with tax efficient rebalancing.