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MoneyWare Portfolio Management

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MoneyWare Portfolio Management Solution

Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning Software Asset management software Asset Management Solution Portfolio Management System

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Scalable & Flexible portfolio management solution at a cost-effective proposition

MoneyWare PMS is a single platform that allows multiple processes to be integrated, thereby replacing multiple systems. And it is future proof enabling new types of instruments and products to be readily introduced with little or no programming changes. The result? Rapid deployment to market and significant cost efficiencies.

Why choose MoneyWare PMS

  • Capable of catering to portfolio management needs of both, institutional and retail clients
  • Highly scalable for mass-market discretionary and non-discretionary portfolio management
  • Provides the highest degree of personalization in portfolio management, models and strategies
  • Adapts real-time to market movements and external events
  • Offers highest degree of compliance checks with features that include the capability of dynamically classifying securities, customer accounts and setting up various constraints
  • Comprehensive coverage of all asset and product classes
  • Seamless integration with information reporting feeds and broking/price reporting systems
  • Extensive reporting at client level, management level and regulatory level
  • Analytical capabilities across all asset and product classes with ability to specify comparative individual benchmarks

MoneyWare PMS Value Proposition

  • Reduce your operation costs through simple integration of new instruments and products
  • Lower your risk
  • Improve your competitive advantage through rapid deployment of new or enhanced products
  • Make better decisions faster with best-of-breed real-time data, reference data management and counterparty integration
  • Achieve internal and external straight-through processing from front- to back-office
  • Easily manage multiple prime relationships via integrated trading, execution and allocation tools

Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning SoftwareAsset management software Asset Management Solution Portfolio Management System