Internally crafted, PMplus state-of-the-art solution is developed on the most advanced technologies to accompany you into the future. State-of-the-art technological architecture Dedicated hosting by top-tier data center Market data and custodian banks exhaustive interfaces … Institutions face significant challenges in being able to optimise order management processing and control costs. Ensuring compliance with ever-changing regulations remains a costly and time-consuming process, especially when trying to manage it across disparate systems. By delivering core software free, and offering a choice of optional add-ons and packages at the lowest possible price point, Mclowd puts the profits back in your bank account.
Integrated lifecycle processes seamlessly guide the prospect and client relationships. Coverage of liquid and illiquid asset types with near real-time transactional data. On order placement, for example, different workflows can be designed for Advisory portfolios, Discretionary management portfolios or Execution only portfolios. For each business process, users can define unlimited different workflows based on the needs of each department.
The Strategic Portfolio System™
This solution is not multi-custodial, and is not a replacement for PortfolioCenter®, but is available free of charge to advisors whose clients custody…… MidQORT An automated middle office that provides monitoring and management…… Our software brings portfolios, advice, orders, compliance and risk together in one place, with one client view so you can focus on delivering more for your clients.
Elite Wealth Software Solution
To us, the real value of our system is not that it makes you a happier client, but that it makes us better advisors to you. Prospero automates your entire corporate action processes, including everything from event capture right through to claims and settlements. Everything which can be automated in a risk-free manner is taken off your hands.