16 December 2017
visit www.ebaday.com

Eze Software Group upgrades portfolio management system

02 December 2013  |  1219 views  |  0 Source: Eze Software Group

Eze Software Group, a premier provider of global investment technology, today announced a new release of the Tradar PMS, its award-winning portfolio management system for global buy-side institutions.

Version 5.1 provides enhanced operational workflow and new performance reporting capabilities, offering additional insight into the drivers of investment returns and further increasing transparency for investors.

Tradar PMS 5.1 delivers an advanced feature set that enables faster, more integrated, communication across the client's organization. Enhancements include flexible management of contracts and open tax lots, automated email notification of system alerts based on user permissions, and a new tool allowing users to send out ad-hoc system-related message alerts and reports directly from their system.

The upgrade provides users with a greater degree of configurability and a streamlined workflow for different asset classes such as CFDs and NDFs. Enhanced flexibility in the generation of accruals, combined with a redesign of the system's settlement rules, further automates the trade entry process and enables the calculation of a more accurate NAV.

In line with Global Investment Performance Standards (GIPS) composite requirements, clients can now aggregate multiple portfolios for performance contribution analysis. This is an extension to the system's existing capability to generate true, time-weighted returns for each portfolio and enhances the comprehensive suite of reports already available within Tradar PMS.

"This new release supports Eze Software Group's commitment to deliver rich, flexible, quick-to-deploy and easy-to-integrate functionality," said Gerry Gualtieri, executive managing director of EMEA and president of the Tradar PMS business for Eze Software Group. "The release adds a number of important functional enhancements to the post-trade management workflow. As always, this new release is driven by what our clients and prospects require in order for them to make efficient investment decisions and remain compliant with industry standards and regulations."

Eze Software Group's Tradar PMS is a real-time, multi-asset class portfolio modeling, management, and accounting solution. The Tradar PMS is used by more than 200 buy-side firms in over 30 countries worldwide to improve decision making, increase productivity for the front, middle, and back-offices, reduce operating risk, and lower overhead costs. 

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.niceactimize.comvisit www.thomsonreuters.infovisit www.atos.net

Top topics

Most viewed Most shared
satelliteRipple completes XRP Lockup
10414 views comments | 3 tweets | 2 linkedin
PSD2: Laying the regulatory foundation for a new age in paymentsPSD2: Laying the regulatory foundation for...
9870 views comments | 18 tweets | 36 linkedin
Banks and fintech startups join forces on blockchain-based supply chain pilotBanks and fintech startups join forces on...
7103 views comments | 19 tweets | 21 linkedin
hands typing furiouslyReshaping Customer Engagement & Da...
6491 views 0 | 4 tweets | 2 linkedin
Banks tap Ethereum smart contracts for MiFID II complianceBanks tap Ethereum smart contracts for MiF...
6357 views comments | 9 tweets | 9 linkedin

Featured job

Competitive package
New York City, NY - USA

Find your next job