Portfolio-Manager-Eximius-SP
portfolio-manager-eximius

Delivering Performance to Enhance Client Wealth

eXimius Portfolio Manager is a multichannel, multi-entity, multi-device software platform that automates the daily challenges of wealth managers. It brings unprecedented efficiency to routine tasks such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution.

Capabilities

PORTFOLIO MANAGEMENT

Up-to-date and real-time portfolio analysis, modelling, rebalancing, monitoring

PERFORMANCE MANAGEMENT

Performance contribution and attribution, performance measurement and benchmarking

ORDER MANAGEMENT

Online trading and order management, real-time connectivity and direct link to markets

CLIENT REPORTING

Overview of portfolio performance, risk, asset allocations, holdings and transaction details

INVESTMENT COMPLIANCE

Managing investment compliance to address transparency, risk tolerance and regulatory issues

Benefits

Empower portfolio managers and create front-office efficiency

Manage risk exposure effectively and risk proactively by automatically pushing relevant information to every level of the organization

Ease the compliance burden of meeting regulatory requirements and demonstrate transparency of decisions

Maximise client relationships identifying performance gains faster and providing more frequent consistent professional advice

Increase profitability concentrating on the most profitable clients/business areas and reduce operational costs

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close