Designed for CLO’s, adaptable to any workflow

A portfolio management solution purpose-built to help CLO managers make better investment decisions supporting the entire investment lifecycle.

Simplify and unite the front, middle and back offices with one interconnected system Empower your team to adjust to client workflows and make real-time updates in a system that is scalable as you grow.

• Analyze hypothetical trade scenarios
• Pre- and post-trade compliance engine
• Manage analysis, execution and administration
• Track full waterfall projection and modeling
• Calculate maximum trading capacity
• Aggregate data across strategies, portfolios and assets

Features

• Risk Management: Effective identification and mitigation of risks.
• Performance Analysis: Detailed insights into CLO performance.
• Compliance: Ensures regulatory adherence.
• Integration: Seamlessly integrates with existing systems.
• Automation: Automates portfolio management processes.