Portfolio management software solutions
Insight™ for the Front Office
Insight for the Front Office maintains a live portfolio, enabling fund managers to make real time trading decisions across multiple asset classes and strategies. Insight provides all the facilities required for order entry, allocation and routing to your designated network or Execution Management System (EMS) via 2-Way FIX.
The integrated compliance engine validates orders pre-trade against fund or regulatory investment restrictions.
If you use an EMS to place orders with your broker, Insight for the Front Office can also receive those orders via FIX Drop Copy and trades will be posted automatically, in real time.
Key benefits include:
- Real-time portfolio monitoring enables managers to make informed investment decisions with greater confidence
- Consolidated view of orders executed via FIX or voice provides increased control over the trade management process
- Efficiently manage the portfolio through an intuitive interface
- A fully auditable order placement and execution workflow, decreases risk and increases transparency
- Straight through posting to Middle Office eliminates the need to dual-key
