Predator Portfolio management
Predator Portfolio Management adds a new dimension, by embedding stand alone modules into a comprehensive OMS, from order creation to routing, controlling, executing and updating in the bank’s hosting system.
Performance Measurement
Different levels can be evaluated, such as single or multiple portofolios, segments or security levels. TWRR, MWRR or IRR indicators are calculated in real-time.
Real-Time Portfolio Evaluation
Assisted by position keeping, prices from leading data vendors or theoretical values evaluation, our tool will help you keep track of your portfolios.
Real-Time Risk & Control
Sophisticated mathematical formulas capable of simulating and evaluating derivatives, fair values, net present values, cash flows, VaR, Greeks, etc. in different market situations will help the portfolio manager to deliver high value reports.
Connectivity
Predator Portofolio Mangement is compatible with different FIX versions, SWIFT, program trading support, Excel import-export and real time DDE
Features
Fully Integrated OMS
Predator Portofolio Management adds a new dimension, by embedding stand alone modules into a comprehensive OMS, from order creation to routing, controlling, executing and updating in the bank’s hosting system.
It features unreleased order lists, order pooling, market orders, execution management and automatic trade allocation
Securities Master File
Our Securities Database will help you manage your instruments catalogue or create complex instruments.
Automatic Rebalancing
The rebalancing module allows for adjusting safely to changing strategies and target ratios in portfolio management.
Clients with similar asset allocations realize identical performance with timely adjustments and automated leverage.
Portfolio modelling
Allow your managers to create portfolios with tailored strategies in order to achieve their objectives.
Automatic corporate actions processing
Help your processing by using event generators, and data coming from SIX Financial or custodians.ed order lists, order pooling, market orders, execution management and automatic trade allocation
Clients Database
List and manage your clients along with their accounts and restrictions.
Statistics & Reporting
Extensive set of statistics and reporting tools for the internal and external compliance, visualization on the screen, printing, exporting or sending by email
Instant Investment Advice
Being able to propose instant alternative scenarios in front of the client, taking into account his preferences as well as internal restrictions and guidelines, is vital for a positive decision making process between the client and his investment advisor.
The bank’s model portfolio gets matched with the client’s profile, the investment amount and the corresponding asset allocation.