Peterevans unveils Xanite portfolio management suite

Source: Peterevans

A leading UK independent software provider for the financial services sector peterevans today launched its latest product line at Sibos Sydney - the xanite suite.

The xanite suite offers a configurable, fully integrated, browser based, comprehensive front to back solution that can be either deployed as a single application or integrated as components into an existing platform.

Each of the xanite modules can de delivered via an ASP or self-hosted. xanite covers wealth management, custody, corporate actions, clearing and settlement, private client and on-line stock broking with full operational and administrative support for front, middle and back office.

xanite gives full but controlled access to clients, portfolio, fund and relationship managers, brokers, middle and back office staff – on line anywhere in the world. xanite will provide users with a modern and flexible platform for expanding future business and revenues in your organisation.

The xanite line up looks like this:
xanite

xanite is a multi currency, multi entity, web based solution offering all types of security and investment companies a unique, flexible and functionally rich platform to allow their business to keep ahead of the market trends.

xanite WMS (Wealth Management System)

The xanite WMS web workbench can be tailored to provide access to a vast array of relevant information complete control of investments. Both Clients and Portfolio Managers can value and model their portfolios, simulate the tax effects and measure their performance. For Discretionary Managers this can be taken up to an industrial level, rebalancing large numbers of portfolios to the agreed asset strategy, generating bulk orders to the market.

xanite CA (Corporate Actions)

xanite CA reduces the inherent risk of corporate action processing by introducing automated data capture, STP workflow management and complete entitlement settlement, powering a web interface direct to clients informing them of any options available to them and allowing them to make their own elections. All events can be administered via an on line diary ensuring no deadlines are missed. Multiple feeds and ISO15022 support ensure future proofing.

xanite CS (Custody Services)

xanite CS provides a full nominee accounting system specific to custody operations. Including processing for both dematerialised and certificated securities, including full vault control, cash management, reconciliation and settlement. Linking to the outside world through industry standard SWIFT & CREST (Euroclear) messaging it provides the confidence for users to offer a comprehensive solution for custody services.

xanite PCS (Private Client Stockbroking)

xanite PCS offers a web based solution for all time-honoured investment management companies. It allows stockbrokers, fund managers and asset managers the ability to execute all types of transactions, providing management, tracking and settlement, plus a complete client and compliance reporting suite. This provides users with a single point of access for their entire business ensuring that only relevant information is used to make correct investment decisions for users and their clients

xanite OSB (On-line execution only Stockbroking)

xanite OSB is an all-embracing answer to the needs of the new breed of companies offering self managed investment where large volumes of small trades need to be executed. Today peterevans supports institutions which handle approximately 20 per cent of the retail trades on the London Stock Exchange, proving the effectiveness of this solution.

peterevans’ Managing Director Dr Mike Foley said:
"peterevans is one of the UK’s leading independent provider of front to back office solutions for the financial services, securities and investment sector and our products are used by some of the world’s largest financial institutions."

"Today we are proud to present our new product line: xanite. Built upon more than 22 years of experience of providing solutions to this sector, it epitomises peterevans sophisticated boutique approach in a homogenised market place because like the best wealth management and private banking service providers, peterevans remembers that each client or prospect is unique and individual."

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