Objectway Portfolio Management
A holistic closed-loop portfolio management solution with integrated investment strategy execution.
Overview
Objectway Portfolio Management offers a comprehensive platform supporting the entire portfolio management lifecycle including analysis, allocation, rebalancing, performance measurement, order management, and client reporting.
The system provides exception-based dashboards to monitor portfolios and holdings, supports strategic and tactical allocation with alerts and mass rebalancing, and delivers performance metrics compliant with GIPS standards.
Order management capabilities include order creation, routing to brokers, pre-trade compliance, and regulatory reporting, while client reporting functionality addresses regulatory requirements efficiently.
Key Features
- + Portfolio analysis with exception-based dashboards
- + Strategic and tactical portfolio allocation and rebalancing
- + GIPS-compliant performance measurement with risk metrics
- + Order management with broker routing and pre-trade compliance
- + Automated suitability assessment
- + Client reporting for regulatory compliance
- + Mass rebalancing for multiple portfolios
- + Tracking of income yield, diversification, and preferences