OFS eXimius Portfolio Manager
OFS eXimius Portfolio Manager is a multi-channel, multi-entity, multi-device, integrated and customisable software platform, that provides portfolio and relationship managers and advisors with tools to make fast decisions, and execute those decisions in volatile markets, through up-to-date valuations and informative dashboards detailing portfolio performance, profitability and risk.
eXimius is part of Objectway’s Award Winning Objectway Financial Suite and used by many of Europe and the UK’s leading Wealth Managers for:
> Client onboarding and suitability
> Risk profiling
> Financial planning and advice
> Multi-channel digital engagement (web, tablet, mobile, self-directed...)
> Portfolio management
> Client reporting
> Wealth Analytics
> Software as a Service
OFS eXimius Portfolio Manager enables performance delivery through a closed-loop portfolio management process:
> Portfolio Analysis: to provide investment managers with accurate, up-to-date and real-time portfolio analysis delivered in a clear and intuitive way.
> Risk & Compliance: to know a portfolio’s structure and its breakdown over different categories, enabling the investment manager to specify allocation schemes (asset category, sector, currency, rating, etc) and to analyse each one’s risk breakdown.
> Order Management & Rebalancing: to enable real-time compliance checking before order delivery. To execute straight-through processing to the back-ofﬁce or external Order Management System, and to monitor and track orders, ensuring effective decisions and validations are based on up-to-date and accurate data.
> Deliver & Execute: to signiﬁcantly improve productivity and customer service by relieving users of the need to actively monitor exception events.
> Monitoring & Alerting: to reduce operational risk and ensure that regulators, banks and client contract restrictions/mandates and suitability are adhered to.
> Performance Measurement & Attribution: to deﬁne where and to what degree the portfolio manager’s skills have added value, both for top-down investment management and bottom-up approach.
Empower your portfolio and relationship managers and advisors and create front-ofﬁce efﬁciency: Focus attention on the highest priority tasks, reduce errors in execution, automate the most manual actions enabling more managed portfolios per manager/advisor and give them more face time with clients.
Manage risk exposure effectively: Identify risk/return at every level – portfolio, branch, manager. Manage proactively by automatically pushing relevant information to every level of the organisation. Active alerts on down side risk (VAR) breaches.
Ease the compliance burden of meeting regulatory requirements: Automatically drive and audit compliance & suitability rules centrally. Demonstrate transparency of decisions and information provided to the client and reduce complaints and disputes.
Maximise client relationships: Identify performance gains faster and provide more frequent consistent professional advice based on demonstrable metrics, build conﬁdence and trust and increase the chance of cross-selling opportunities.
Increase proﬁtability: Identify the most proﬁtable clients, where proﬁtability lies within branch or manager level, and for which products. Concentrate on the most proﬁtable business areas, automating the least proﬁtable areas to improve margin.
Reduce costs: A single integrated platform reduces data silos and infrastructure redundancy and cuts operational costs, improving and streamlining discretionary and advisory management workﬂows.