The first, the Order and Portfolio Management, is a platform which integrates bank’s order and portfolio management applications providing a single view of all client portfolios.
The solutions were initially developed by IBM’s Swiss consultants to serve Swiss private banks.
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Handling all common financial instruments and order types, including securities, mutual funds and payments, from processing to settlement, Order and Portfolio Management should reduce the inefficiencies generated by the coexistence of different managing programs, and therefore slash transaction time, costs and error rates.
The second program, Portfolio Performance Monitoring, is a web-based investment performance measurement application which helps banks in calculating and analysing investment portfolios and composites’ performance and risk exposure.
Investment advisers can instantly access an overview of a single client’s assets, the portfolio’s performance in total and on an aggregated asset class level.
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By GlobalDataSource: Private Banker International
