
Cloud-based asset management software that simplifies investment processes, enhances portfolio management, and ensures compliance.
Vendor
Miles Software
Company Website
Miles Software's Asset Management Solution, MoneyWare, helps fund managers streamline investment processes, enhance portfolio management, and ensure compliance. It integrates with core banking and third-party systems to provide comprehensive visibility and control over asset management operations.
Key Features
Investment Management Automate and simplify the entire investment process.
- Real-time portfolio processing.
- Automated settlement and reconciliation.
Compliance Management Ensure regulatory compliance and manage breaches.
- Integrated rules libraries.
- Automated compliance checks.
Portfolio Risk & Analytics Optimize multi-class asset portfolios with accurate risk analysis.
- Comprehensive performance analytics.
- Real-time portfolio updates.
Benefits
Improved Efficiency Streamline asset management processes.
- Reduce manual tasks.
- Increase accuracy.
Enhanced Visibility Gain comprehensive insights into portfolio performance.
- Monitor investments across asset classes.
- Make informed decisions.