
Nimbly respond to markets and generate alpha.
Automated security master updates
Native multi-asset support
Real-time monitors
Position management
Lifecycle management
Transition-based portfolio aggregation
Holding-level financing
Portfolio rebalancing
Granular P&L calculations
Fees, commissions, and taxes
Tax lot management
Real-time analysis, without data scrubbing.
Market data
Customizable curves
Portfolio stress testing
Pricing source flexibility
Risk exposure calculation
Full valuation transparency
Factor model integration
Liquidity analysis
Currency exposure
Value-at-risk (VaR)