Miles Software's Portfolio Management Solution, MoneyWare, helps investment managers enhance investment processes, optimize portfolio performance, and ensure compliance. It integrates with core banking and third-party systems to provide comprehensive visibility and control over portfolio 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 portfolio management processes.

• Reduce manual tasks.
• Increase accuracy.

Enhanced Visibility Gain comprehensive insights into portfolio performance.

• Monitor investments across asset classes.
• Make informed decisions.