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Wealth Management Software upgrades LISA Portfolio Manager

14 December 2004  |  1572 views  |  0 Source: Wealth Management Software

Wealth Management Software PLC (WMS) is pleased to announce the launch of LISA® Portfolio Manager, an upgraded and extended version of the previous fund manager product.

LISA Portfolio Manager is a next generation front and middle office investment management solution including a 100% .NET based business process management, client data warehouse and client reporting solution.

LISA Portfolio Manager is designed to meet the needs of private wealth managers, multi-fund investment managers (including hedge fund of funds) and smaller institutional asset managers including fixed income specialists. It can be interfaced to any dealing and settlement system, including those provided by global custodians and transfer agents.
Functionality includes model based investment management, suggested trades, investment mandates, CRM, performance attribution, client reporting, client document warehouse, and fully flexible business process definition.
Paul Foll, group sales director of WMS commented:"LISA Portfolio Manager is a truly 21st century front office system for investment and client relationship managers. It incorporates valuations, mandate definition and compliance, investment restrictions, performance attribution, risk assessment, income forecasting, duration analysis, foreign exchange, and fund manager commentaries. Fund managers can access the solution in their native language, from anywhere in the world and the software has the added benefit of being multi currency, multi instrument and supports any business process such as complex valuation statement production and country specific tax analysis. Client reports can be emailed to clients and relationship managers in accordance with a diarised schedule."
Foll continues, "This modern technology solution is very competitively priced and is useable by smaller family offices and fund managers as well as global banks. WMS has installed LISA Portfolio Manager in the UK, Germany, South Africa, Hong Kong, Miami and Singapore, and we are currently in discussions with several other institutions."

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