Software for

Institutional Investors & Pension Funds

Your business


Whether you’re an equity-based local investor or a full-scale pension fund with global, multi-asset-class portfolios with complex PE-instruments, we offer you a solution to suit your needs and processes.

With us you’ll have a true control of all your assets including real estate, private equity and more. We offer you a technology platform that supports all your business requirements and processes – in one convenient secured cloud. This platform provides fast and easy access to accurate and reliable data, which is a necessity for accurate analysis and reporting in internal and external use.


We are happy to have all our financial assets and liabilities ‘under one roof’. This will put us in greater control, steering us away from external dependencies and time-consuming manual routines, and hence make time for what’s important. The solution is very user friendly, intuitive and innovative.Fredrik Holst, CFO of Landstinget Västmanland

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Top features for Institutional Investors & Pension Funds

Our modularised platform enables you to choose exactly the functionalities you need for your business.
Below we exemplify what our Institutional Investor customer typically considers important for them.


Portfolio Management

Handle any kind of asset types and complex portfolio structures in our real-time, transaction-based portfolio management system.

Automated Reporting

Reports for customers, authorities and stakeholders can be generated with a single click or fully automatically.

Corporate Action Management

Automate the time-consuming, cumbersome aspects of corporate action management.

Carefree Accounting

Reduce administrative burden by transforming transaction data automatically into accounting entries.

Top things to know:
1 Multi asset class, multi-currency, multi product types software
2 Advanced performance measurement and tools
3 Stress tests, simulations, Risk calculation, attribution analysis
4 Trade order management
5 Model portfolio management and rebalancing functionality
6 Customizable and automated client reporting and benchmarking the portfolios
7 Audit trail and support for compliance
8 Custodian, DMA and market data integration
More features:
1 Integrated CRM module with client and investor data
2 Real time position, transaction and performance information
3 Performance analytics
4 Dashboards for summary data at a glance
5 Advanced query and search capabilities
6 Business intelligence reporting capabilities
7 Automated reconciliation of trade information, settlement data, transactions and positions
8 GIPS-compliant composite reporting and maintenance
9 Outsourced reconciliation and data management option
We offer:
1 one software platform for investment management
2 the ready availability of your business
3 always the latest release included in monthly fee
4 continuity and security plan
5 additional features and modules as your business grows

Latest content labeled for Institutional Investors & Pension Funds

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We work closely with you to find
the best solution for your business.

 


We make your business always accessible
with every device.


With us you will have an investment management platform that grows with you.


We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.
 


With us you will always have the latest release of the software. Included in the price.