Athena Investment Management System

Athena is a cloud-native, front-to-back investment management platform designed to digitize and automate the entire investment lifecycle. Built for buy-side institutions, it integrates portfolio, order, risk, compliance, accounting, and client communication into a unified system. Athena enhances operational agility, regulatory compliance, and investor ROI through real-time insights and automation.

Features

• Real-time portfolio and trade monitoring including holdings, P&L, risk, and stress tests
• Flash-NAV and cash monitoring across multi-entity structures
• Integrated model management, rebalancing, and order generation
• Electronic trading with over 1,000 brokers, DMAs, ECNs, and ATSs
• Pre- and post-trade compliance surveillance
• Fund and investor accounting with automated reconciliation
• Performance attribution and contribution analysis
• Customizable dashboards and flexible workspace views
• Seamless integration with custodians, prime brokers, and administrators

Capabilities

• End-to-end investment process management under a single license
• Multi-asset support across equities, fixed income, FX, and derivatives
• Scalable architecture for hedge funds, asset managers, prime brokers, and family offices
• Automated workflows for trading, compliance, and reporting
• Real-time alerting and exposure monitoring
• Modular design for tailored implementation
• Enterprise-wide digitalization and data governance

Benefits

• Increased operational efficiency and reduced manual errors
• Enhanced transparency and control across investment operations
• Faster execution and improved trade accuracy
• Streamlined compliance and reduced regulatory risk
• Improved investor communication and reporting
• Cost-effective alternative to legacy systems
• Scalable solution that grows with your business
• Competitive edge through advanced analytics and automation