Investment Analytics and Portfolio Management Platform
Designed for Institutional Investors: Supports multiple asset classes including all types of Fixed Income and Equities (public and private) providing portfolio analytics, reporting, trade approvals and compliance montioring.
Modern tools built specifically to improve your investment management process
Multi-Asset Support
All fixed income asset types are supported, including: Leveraged/Broadly syndicated loans; Corporates (IG & HY); MBS; ABS
Credit Risk Management
Custom and pre-built credit risk management tools to power real-time risk management with both issuer and asset-level risk ratings supported
Trade Approval Workflow
Native trade approval workflow allows recording approval history with real-time portfolio reporting and both pre- and post-trade compliance monitoring