Financial Portfolio Management System (FPM)
The Financial Portfolio Management System (FPM) offers a robust Back Office Module that seamlessly integrates with all functional components. Capable of managing diverse financial instruments, FPM enhances cash management through real-time liquidity monitoring. Its Order Management Module ensures compliance with client mandates by verifying transactions pre-order, streamlining operations with automatic back office notifications.
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Top Financial Portfolio Management System (FPM) Features
- Real-time cash balance monitoring
- Comprehensive instrument coverage
- Integrated trading and ledger functions
- Pre-trade liquidity assessment
- Client position access online
- Automated compliance verification
- Flexible compliance rule definitions
- Pre-order compliance checks
- Seamless back office integration
- Dynamic cash flow projections
- User-friendly interface
- Customizable reporting tools
- Multi-asset class management
- Automated deal allocation
- Risk management integration
- Alerts for compliance breaches
- Performance analytics dashboard
- Regulatory reporting capabilities
- Historical transaction tracking
- Intuitive user notifications
