Investor'sView
Investor’sView is a browser-based,
real-time portfolio management solution that grants banks access from anywhere. The Essential version of the system provides comprehensive reporting, portfolio and regulatory compliance, modeling, simulation of buy/sell decisions, and electronic trading. The Premium version takes the functionality and features one step further with automated trade-order management and pre-trade compliance. Functionality is accessible via a customized dashboard interface deployed in a Web-enabled ASP environment.
Features
- Analyzes and manages portfolios with any number of variables
- Creates simulated and “what-if” scenarios
- Composes compliance reviews
- Rebalances portfolios automatically to meet modeling requirements
- Delivers on-demand reports and statements
- Amplifies features with trade management capabilities in Premium version
Benefits
- Streamlines operations and drives sound management decisions
- Prompts better decision making with simulator tools
- Facilitates regulatory examinations in a controlled environment
- Uses easy-to-read graphs and charts in reports
- Helps ensure the right users have access to the right features
Brochures & Datasheets