Multiple
HFM Global Award Winner
Consolidate. Improve. Innovate. Transform.
Explore PortfolioOneSee how our proven, leading-edge, cross-asset, single-source, front-to-back solution can help transform your returns.
Unleash the power of sophisticated, customizable analytics
Explore PortfolioOnecalculations
engine
OTC
Pricing
scenario
analysis
historical
attributions
LEVERAGE INSTITUTIONAL
WORLD-CLASS DESIGN
Explore PortfolioOne
multi-strategy
support
Interface
alerting
front-to-back
workflow
Harness the value of big data
Explore PortfolioOnesecurity master
market data
data tagging
data extraction
Utilize leading-edge,
agile technology
Explore PortfolioOne
Mobile Support
Design
Hosted
User Experience
Integrate, deploy and manage effortlessly
Explore PortfolioOneclient solutions
API Integration
deployment
Real-Time. Production-Proven. Future-Proof.
Learn more about our history, people and experience.
The PortfolioOne Advantage
PortfolioOne is a proven, leading-edge, modular, single-source, trade processing and analytics platform designed to harness the value of big data and support multiple asset classes, including Crypto, front-to-back. The PortfolioOne platform was designed to fully support financial institutions’ Portfolio and Risk Management, Operations, Treasury, Compliance, Reporting and Workflow processing functions by combining Software, Data, Technology and Services. Help consolidate, improve, innovate and transform your returns with PortfolioOne.
- 7 Years of Production Experience
- Live with world’s largest, most sophisticated investors
- Live P/L & Risk
- Broad multi-strategy support
- Crypto enabled
- Seamless Front-to-Back Office Operational STP
- Sophisticated Portfolio and Risk Management capabilities
- Robust Pre and post-trade compliance module
- Extensive Treasury functions
- Hosted
- Modular
- Rapid Enterprise Deployment
- Desktop & Mobile Access
- Extensive API Integration
- Intuitive User Experience
- Reliable
- Highly Performant
- Right-sized Client Solutions
- System Configuration and Customization
- Process Integration
- Managed Third-Party Interfaces
- Enterprise-grade IT Security
- Redundancy, Disaster Recovery
- Software Release Management
- Network and Database Administration
- Data Warehouse
- Extensible Data Model
- Global, Multi-Asset Class Security Master
- Automated Trade Capture
- Seamless Front-to-Back Office Data Transformations
- Comprehensive Data Quality Checks
- Simple Data Integration with Client Systems & Industry Solutions
- Powerful Query Language
- Custom and Ad-hoc Report Generation
- Sophisticated Alerting
Find Out More About PortfolioOne
Investors require higher and more consistent returns, increased risk controls, lower fee structures and institutional quality operating platforms. Regulators require greater transparency and reporting. Market conditions require investment managers to implement more sophisticated strategies, including exchange-traded and OTC Derivatives, as well as crypto assets, in order to remain competitive. Asset managers need powerful, reliable technology to satisfy these diverse requirements. PortfolioOne offers a single, consolidated, real-time platform for managing a broad range of asset classes from the front-to-back office, while facilitating regulatory transparency and increasing operational efficiency.
