Solution for Portfolio Managers
WealthSpectrum can be configured as integrated portfolio management system for Portfolio Managers / PMS Service Providers.
WealthSpectrum provides flexible implementation options and can be configured to suite your needs:
- Support for discretionary, non-discretionary and advisory accounts with integrated workflow
- Support for blocked orders, allocation and pool operation
- In-house fund accounting (portfolio accounting) or in conjuction with outsourced FA with a daily reconcilliation
- Custodial settlement or in-house settlement
The solution is used by leading asset management companies and brokerage houses for providing discretionary and advisory services to their high networth clients.
Features
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