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
