The Portfolio Management System (PMS) from NorthPoint Financial/ACA Technology Solutions consolidates information from multiple systems into a single portfolio management dashboard to give you real-time ticking views of positions, exposures, PnL, performance, risk, and other analytics.
- Powerful data visualization capabilities enabling users to aggregate and slice and dice their holdings to gain insight into performance, risk, and opportunities
- Enables portfolio managers to create their own real-time models through user-defined, Excel-like custom calculations
- Standard performance and IRR calculation engine
- Custom data and calculations can be added through the Calculation and Data Exchange Engine without making any changes to the system
- Out-of-the box availability of common risk measures (e.g., delta adjusted exposure, DV01, duration, etc.
- Flexible tools to create user-defined views that can be saved and shared
- Seamlessly integrates with the OMS from NorthPoint Financial/ACA Technology Solutions
- Includes Security Master and Price Master from NorthPoint Financial/ACA Technology Solutions
- Reduces operational risk by eliminating the manual processes involved when combining position, trade, accounting, and market data information from multiple sources
- Enables investment professionals to make more informed trading decisions using up-to-the minute trading and pricing
- Provides enhanced market and performance insight
- Enables Portfolio Managers to run ad hoc queries and "what if" scenarios
- Scalability to add functionality as you grow