ADVERTISEMENT
 
 

Portfolio Modeling

by Isis Financial Systems

Portfolio Management Tools
Portfolio Modeling: Reliable portfolio-management tools are essential to making accurate and timely decisions for your clients. With Isis Financial Systems’ Investment Management System – “IMS”, managers can design portfolio models to keep holdings within specified guidelines. Whenever a modeling guideline is violated, IMS can suggest trades, based on pre-established rules, to bring the portfolio in line with its objectives. This ensures that your clients’ strategies are protected efficiently and precisely.
IMS’ Portfolio Modeling Features:
 Perform “what if” scenario analysis during rebalancing or when performing a single trade to view how the impending action will affect a portfolio’s performance.
 Use integrated rules based modeling/compliance to keep portfolios in line with their models or benchmarks.
 Manage and report on portfolios through unlimited user-defined reports using IMS’ unique “Design Tool”.
 Project cash and perform liquidity analysis.
 Restrict access to portfolio information based on “user rights”.

More Products from Isis Financial Systems

Available from: Isis Financial Systems
In today’s competitive, client-driven investment environment, new products are introduced frequently. Investment accounting software must be flexible enough to easily accommodate changes and...Read More
Available from: Isis Financial Systems
One of the defining factors in the selection of a portfolio management system is it enables a manager to set and meet performance goals, while also staying within investment compliance and...Read More
Available from: Isis Financial Systems
Portfolio managers searching for new solutions often put a powerful, flexible reporting engine at the top of his/her wish list. IMS’ flexible reporting capabilities are designed to meet the most...Read More
ADVERTISEMENT