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.

Business Capabilities

PORTFOLIO MANAGEMENT

Portfolio analysis, monitoring, modelling and rebalancing. Performance attribution and measurement

PERFORMANCE MANAGEMENT

Performance contribution & attribution, performance measurement and benchmarking

ORDER MANAGEMENT & EXECUTION

Online trading and order management with real-time connectivity and direct link to markets, updating portfolio with executions

CLIENT REPORTING

Overview of portfolio performance, rik, asset allocations, holdings, transaction details, etc

INVESTMENT COMPLIANCE

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

Features

Portfolio Analysis with up-to-date and real-time analysis delivered in a clear and intuitive way

Order Management & Rebalancing enabling the investment manager to specify allocation schemes and to analyse each one’s risk breakdown

Performance Measurement & Multi Currency Attribution to define where and to what degree the portfolio manager’s skills have added value

Deliver and Execute relieving users of the need to actively monitor exception events

Risk and Compliance to enable real-time compliance checking before order delivery

Digital Interaction alerting to investor portals

Monitoring and Alerting to reduce operational risk and ensure that regulators, banks, client contract restrictions/mandates and suitability are adhered to

Key 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

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