Client Focus
We provide the particular focus that a fund needs at a particular time. From a full-featured comprehensive portfolio management system for an established fund, to integrating multiple data sources together for some straight-forward reporting, we can deliver the precise reporting you desire.
What our systems do for you …..
- Enterprise-wide portfolio management systems
- Comprehensive, customizable reporting
- Real-time, static or dynamic
- Role- and rule-based permissioning
- Integration with research and other functions
- User defined categories and grouping
- Custom and complex calculations
- Selected data sub-sets
- User-defined calculations
- Time series
- Greeks
- Fund-defined reporting
- Performance, exposure, risk, P/L, etc.
- Real-time, on-demand, end-of-day, etc.
- User-defined reports, styles, sorting, etc.
- On-screen, print, mobile device, etc.
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We can help …..
- Data integration
- Real-time, on-demand, daily or scheduled
- Disparate data sources and formats
- External or internal sources
- Upgrading from Excel systems
- Need for multi-user, robust database
- Expand and bullet-proof functionality
- Scalability and security
- Start up hedge funds
- Quick and economical implementation
- Flexible technology to change with growth
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