Audience

Portfolio managers looking for a Hedge Fund solution

About Financial Portfolio Management System (FPM)

Back Office Module provides the foundation on which all FPM Modules are integrated. FPM can handle all types of instruments including bonds, derivatives, time deposits and of course equities. FPM has powerful cash management functions integrated with trading and general ledger transactions. Projected cash balances can be viewed in real time enabling the users to keep a close watch on liquidity at pre-trade stage. FPM Order Management integrates with the Compliance and Back Office Modules. The Order Management Module provides on-line access to client positions and limits. Deals are verified to be compliant with client mandates at pre-order stage. Allocated deals are automatically sent to the back office. Compliance Module allows users to define a flexible range of compliance rules for monitoring client and investment policy mandates. The Compliance Module is normally used in conjunction with the Order Management Module to warn the user about breaches prior to trade entry.

Integrations

No integrations listed.

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Company Information

Computer Design
United Kingdom
www.computerdesign.co.uk

Videos and Screen Captures

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Product Details

Platforms Supported
Windows
Support
Phone Support
Online

Financial Portfolio Management System (FPM) Frequently Asked Questions

Q: What kinds of users and organization types does Financial Portfolio Management System (FPM) work with?
Q: What languages does Financial Portfolio Management System (FPM) support in their product?
Q: What kind of support options does Financial Portfolio Management System (FPM) offer?

Financial Portfolio Management System (FPM) Product Features

Hedge Fund

Compliance Management Supported
Contact Management Supported
Investor Accounting Supported
Investor Reporting Supported
P&L Calculation Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported
Partnership Accounting Not Supported

Investment Management

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Performance Metrics Supported
Risk Management Supported
Commodities Not Supported
Payroll & Commissions Not Supported
Portfolio Management Not Supported