Portfolio Modeling

Available from VestServe

Portfolio Management Tools
Portfolio Modeling: Reliable portfolio-management tools are essential to making accurate and timely decisions for your clients. With Isis Financial Systems’ Investment Management System – “IMS”, managers can design portfolio models to keep holdings within specified guidelines. Whenever a modeling guideline is violated, IMS can suggest trades, based on pre-established rules, to bring the portfolio in line with its objectives. This ensures that your clients’ strategies are protected efficiently and precisely.
IMS’ Portfolio Modeling Features:
 Perform “what if” scenario analysis during rebalancing or when performing a single trade to view how the impending action will affect a portfolio’s performance.
 Use integrated rules based modeling/compliance to keep portfolios in line with their models or benchmarks.
 Manage and report on portfolios through unlimited user-defined reports using IMS’ unique “Design Tool”.
 Project cash and perform liquidity analysis.
 Restrict access to portfolio information based on “user rights”.

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