Portfolio Management Solution

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

Provides new levels of usability,
flexibility & integration

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, inc. fixed income, money markets, equities, FX, rates, credit, commodities
 

Real-time Risk & Reporting

Market risk measures inc. VaR, sensitivities, 'what if' analysis and complex user-defined scenarios can be calculated and reported in real-time
 

Simple Trade Entry

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

Configurable Workflow

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

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

Accurate P&L

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

 

Seamless Integration

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

 

Global Asset Manager selects Quantifi's multi-asset Portfolio Management System (PMS) to manage 
transactional and portfolio risk at desk level and optimise
enterprise risk control in the middle to back office. 

 

Case Study

 

Featured Video

 

Next Generation Portfolio Management System

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 >