PMe
PM1 equips professional discretionary portfolio managers with a unified platform to visualize total wealth, offering over 600 risk and performance metrics. Users benefit from customizable dashboards, real-time data for both liquid and illiquid assets, and tailored investment solutions that align with client goals, facilitating informed decision-making and compliance.
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Top PMe Features
- Configurable dashboard interface
- Live monitoring capabilities
- Comprehensive risk performance metrics
- Drill-down asset analysis
- Real-time transactional data access
- Client goal identification tools
- Tailored investment solution proposals
- Portfolio simulation functionality
- MiFID II compliance reporting
- Single and bulk order capture
- Automatic pre-trade validation
- Multi-faceted analytical reports
- Flexible client report layouts
- Full-service client portal
- Encrypted communications for clients
- Cashflow projection tools
- Position analysis features
- Mobile and tablet access
- Exchange-traded product support
- Over-the-counter product capabilities.
