FIS Buy Side Portfolio Manager is an advanced system for credit, hedge, and traditional managers, centralizing investment data and automating workflows for compliance and efficiency.
Vendor
FIS
Company Website
FIS® Buy Side Portfolio Manager is an investment portfolio management system designed for credit, hedge, and traditional managers. This powerful solution empowers users to easily integrate asset classes from multiple data sources and expand their portfolios with complex investment options, all while continuously testing for compliance. The system centralizes portfolio data and automates workflows, significantly streamlining processes from initial investment research through to execution. It helps optimize portfolios and decision-making for trade order management, ensuring that all investment scenarios are rigorously checked for both pre- and post-trade compliance.
Features & Benefits
- Diverse Portfolio Options
- Enables the addition of various asset classes from multiple data sources and the expansion of portfolios with complex investment options.
- Optimized Portfolio & Decision-Making
- Helps optimize investment portfolios and streamline decision-making processes, particularly for trade order management.
- Complex Investment Scenario Optimization
- Allows for the optimization of portfolios using sophisticated and complex investment scenarios.
- Increased Investment Efficiency
- Contributes to overall greater efficiency in investment activities.
- Streamlined Operations
- Centralizes portfolio data and employs automated workflows to smooth the path from investment research to execution, enhancing operational efficiency.
- Robust Compliance Assurance
- Provides access to investment scenarios that are vigorously checked for both pre- and post-trade compliance, ensuring regulatory adherence.