Portfolio Management Solution (PMS)

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Next Generation Portfolio Management Solution

An integrated portfolio management solution that breaks down the barriers between front, middle and back office functions

Investment management firms by their nature need to respond rapidly to market shifts to minimise risk and take advantage of opportunities presented by market and regulatory change. This includes new asset classes, new valuation methodologies, new operational processes including central clearing, increased counterparty risk, increased liquidity risk, cost pressures and new regulatory reporting. Quantifi's Portfolio Management Systems (PMS) addresses these changes with an integrated platform that breaks down barriers between front, middle and back office functions.

 

An integrated platform to support front-to-back office functions

An integrated platform to support
front-to-back office functions

Provides new levels of usability, flexibility & integration

Provides new levels of usability,
flexibility & integration

Trusted by start-ups & some of the largest investment managers

Trusted by start-ups & some of
the largest investment managers


 

 

Key Features

Applying the latest technology innovations, for new levels of
usability, flexibility, and integration 

 

Cross-asset Support

Comprehensive cross-asset coverage across all major asset classes: fixed income, money markets, equities, FX, rates, credit, commodities
  

Accurately Calculate & Report Risk

Market risk measures include VaR, sensitivities, 'what if' analysis and complex user-defined scenarios can be calculated and reported
 

Simple Trade Entry

Trade entry is provided using intuitive and highly customisable GUIs that simplify and automate much of the process
  

Enhance Operational Efficiency

A fully configurable workflow that offers a full connectivity layer allowing integration with administrators, PBs, clearing houses and others
 

Satisfy Compliance & Limits

A full suite of compliance, limit checks, what-if analysis and regulatory features designed to mitigate a firm’s exposure
 
  

Manage Trade Life Cycle

Manage the full trade life cycle with end-to-end support for trade progression from inception to maturity

Calculate P&L Accurately

Calculated in real time including options to value using different currencies, sensitivity-based and revaluation explanations and audit

  

Seamlessly Integrate

Open architecture seamlessly integrates with existing systems as well as prime brokers and fund administrators using unique plug-in APIs

 



Selwood Asset Management Logo 

“Quantifi rates high on ease-of-use, its unique modelling capabilities and the flexibility to define custom workflows. With Quantifi’s modern and flexible technology we can develop the system as a partnership to cater for changing business requirements.”

Sofiane Gharred, Founding Partner & CIO, Selwood Asset Management

 

Press Release

 

Featured Video

 

Featured Video on Next Generation Portfolio Management Solution

Next Generation Portfolio Management Solution

Delivering cross-asset trading, front-to-back operations, position management, accurate analytics, risk management, margining and regulatory reporting, Quantifi's integrated solution provides consistency between front, middle and back office functions.
 

Watch video >

 

Related Resources

Global Asset & Wealth Manager Selects Quantifi

Global Asset & Wealth Manager Selects Quantifi

The client required a multi-asset Portfolio Management System (PMS) that spans all components of the risk management value chain

Case Study >
Quantifi 'Category Leader' for Buy-Side Analytics

Quantifi 'Category Leader' for Buy-Side Analytics

Chartis have been impressed by Quantifi's depth and breadth of functionality and open, service-based technology architecture

Report >
Generating Alpha: Passive vs Active

Generating Alpha: Passive vs Active

Senior buy-side practitioners discuss the differences between active and passive management and how investors approach this distinction

Video >


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