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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.

Description

The implementation of workflow and exception-based functionalities significantly enhances the efficiency of fund operations, allowing users to not only boost their own productivity but also elevate the quality of service they provide while adhering to stringent NAV and distribution timelines. A versatile, real-time investment accounting platform integrates both the Investment Book of Records (IBOR) and Accounting Book of Records (ABOR) views, facilitating the daily operations of middle and back offices, which includes the capability for multiple and ad-hoc valuations as well as NAVs. Users can easily access tailored reports in various formats, streamlining the process of identifying discrepancies and ensuring a quick adaptation to shifting regulatory demands and client inquiries. The system supports clients in launching innovative products and penetrating new markets by unifying disjointed legacy systems, thereby offering comprehensive multi-asset and multi-jurisdictional support across diverse fund structures and requirements, all within a single, cohesive global platform. This holistic approach not only optimizes operational workflows but also empowers organizations to remain competitive in a rapidly evolving financial landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Edgelab

Website

www.edgelab.ch/

Vendor Details

Company Name

Temenos

Founded

1993

Country

Switzerland

Website

www.temenos.com/products/fund-administration/

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

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