verdi-eximius-opm

PORTFOLIO
MANAGEMENT

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

OW-Exag-Eximius

PORTFOLIO MANAGEMENT

  • 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

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

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