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Altimis is a superior, robust and reliable system for stock broking and portfolio management and administration for all types of clients. It offers an integrated, straight through approach to all aspects of investment management processing. Altimis will help you focus on satisfying your clients’ needs efficiently and cost effectively, giving you a distinct advantage in attracting and winning new business. Altimis is highly client-centric and will allow you to view the information from a client perspective. This unique and influential approach is combined with a powerful range of functionality, spanning the front, middle and back office. 

Key Features

What is Altimis’s functionality?

  • Order management, with RSP links
  • Cash management
  • Portfolio management, including performance measurement, modelling functionality
  • Settlement and Crest
  • CGT
  • Document management
  • Compliance
  • Client web access
  • Client reporting

Key Benefits

Why is Altimis superior to your current system?

  • The system is extremely flexible and driven by a full set of configurable rules, allowing you to model the system to meet your changing business requirements.  Altimis adapts to your business and doesn’t impose change
  • With a single database there are no potential issues with data transfer, reconciliation or multiple update and storage
  • A breadth of functionality spanning Front, Middle and Back office
  • System access can be configured at individual user levels enabling you to limit functionality across different areas of your business
  • To enhance STP, the majority of processes are diary driven at a frequency that suits your business, for example, management fees, interest processing, valuations and statement production.
  • All client output is soft design, can be white labeled to individual corporate identities
  • The order management functionality supports a wide range of order type and allows you to trade directly via an RSP, whilst giving you the ability to divert more complex orders to a dealer queue
  • Multi currency, covering a range of tradable instruments
  • Client positions can be presented graphically in a format that is easy to understand and pleasing to the eye, with a range of graphs available to the user
  • In-built client reporting functionality provides access to a set of reliable, accurate and highly-configurable reports that can be easily personalised to suit your business or corporate identity. The flexible structure of the reporting package enables format modifications to be easily made.  All client output is soft design, enabling documents to be white labelled to individual corporate style



Product/Service details

Geographic Availability
Europe, Europe
Asset Class Coverage
Bonds, Bonds, Equities, Equities, Foreign Exchange (FX), Foreign Exchange (FX), Futures, Options and other Derivatives, Futures, Options and other Derivatives, Money Markets, Money Markets, Structured Products, Structured Products