Integrated System
By leveraging state‑of‑the‑art technology from our partners, we provide clients with a real‑time, multi‑asset portfolio management platform that connects all stages of the investment management lifecycle in a single, unified environment. The integrated technology stack that we operate and manage delivers:
-
Seamless integration with clients’ systems, data sources, and trading venues
-
Portfolio modelling and order management
-
Real‑time portfolio views, including on‑going asset valuations
-
360° coverage of investment processes across front, middle, and back office
-
Advanced analytics (including look‑through for fund investments), stress testing, and investment compliance
-
Embedded CRM capabilities
-
Fund accounting functionality
-
In‑depth, configurable reporting for internal, client, and regulatory stakeholders
Webfolio® by Digital Shape Technologies