Public Market Solutions
Eliminate operational challenges and focus on generating alpha. Our unified platform combines automated execution, analytics, accounting, and risk management tools to streamline middle- and back-office operations.
Real-time portfolio monitoring and execution
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Track positions, exposures, P&L, and cash balances in real time
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Facilitate timely decisions with up-to-the-minute data
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Enhance operational transparency
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Centralize activities across asset classes
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Enhance transparency, efficiency, and agility
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Eliminate data silos and improve collaboration
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Evaluate and mitigate risks in real time
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Run sophisticated analyses, value-at-risk (VaR) calculations, and more
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Monitor portfolios according to custom criteria
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Rectify potential regulatory issues using custom alerts and rules
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Ensure compliance with complex regulations
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Generate custom reports for different stakeholders
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Support fund-level shadow accounting for improved accuracy and oversight
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Automate journal entries, reconciliation, and financial reporting
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Enhance transparency and control with real-time accounting insights
Advanced multi-asset monitoring, analysis, and accounting
Proactive risk reduction
Sophisticated tools perform scenario analysis, value-at-risk calculations, and sensitivity analysis to mitigate risks before they harm your portfolio.
More valuable views
Real-time insights on positions, exposures, transactions, and more support informed decisions and enhanced collaboration.
Seamless connections to third parties
Timely data from multiple sources in one accessible place facilitates more reliable performance and risk assessments.
Strong compliance confidence
Real-time alerts, customizable rules, and advanced tracking and reporting features empower you to maintain compliance, even as regulations change.
Streamlined accounting and reporting
Master chart of accounts, automated double entry accounting transactions, period locking, and financial reporting capabilities enhance transparency and control over your investment activity.
Higher client satisfaction
Automated reporting and reconciliation features make it easy to deliver timely communications and maintain client trust.
Allocation optimization
Dynamic adjustments optimize portfolio alignment according to market conditions and strategic objectives.
