NeoXam PMS is a comprehensive portfolio management solution designed for buy-side institutions facing operational complexity, regulatory scrutiny, and demanding investors. The platform unifies operations, controls, and monitoring on a single, connected system to reduce delays, errors, and compliance risks. It consists of three modular solutions—Manager, Tracker, and Density—that address back-office orchestration, data quality, and investment management for family offices and wealth managers.

Features

• NeoXam Manager:
  • Automates workflows and task scheduling for daily production processes.
  • Monitors SLAs with escalation paths and operational dashboards.
  • Provides audit-ready logs and completion evidence for compliance.
• NeoXam Tracker:
  • Advanced reconciliation and exception management across multiple sources.
  • Detects breaks early, classifies exceptions, and enforces rule-based thresholds.
  • Ensures full data lineage and traceability for audits.
• NeoXam Density:
  • Consolidates multi-entity, multi-custodian portfolios for family offices and wealth managers.
  • Offers 360° dashboards with allocations, exposures, and performance metrics.
  • Delivers personalized branded statements and secure digital portals for clients.
• Additional Capabilities:
  • API-first architecture for open integration.
  • Modular adoption for scalability without replatforming.
  • Audit-first design with evidence and traceability built in.

Benefits

• Efficiency: Automate workflows to reduce manual interventions and accelerate reporting cycles.
• Data Quality: Detect breaks early, reconcile seamlessly, and enforce thresholds for reliable data.
• Client Confidence: Deliver consolidated, branded, and digital reporting for enhanced client satisfaction.
• Audit Readiness: Provide regulators with full lineage, traceability, and evidence.
• Scalability: Start with one solution and expand without replatforming; suitable for small to large institutions.