The main mission of an asset manager is to optimize investments on behalf of their clients (individuals or institutional investors).
They are always looking for a dynamic functional coverage based on technological innovations in order to react quickly to market demands and develop new products to meet customer and regulatory requirements.
They need to be in control of their investment portfolios and be able to explain their performance and must continue to innovate while managing the downward pressure on margins and commissions.
UCITS management companies are entities authorized to manage of collective funds whose units are held by legal entities, individuals or other funds.
Insurances, pension funds, provident institutions.
These organizations manage and invest considerable amounts in funds.
Private banks, Family Offices.
These organizations support their clients in the management of their assets by offering thoughtful and specific investment strategies for each client.
Intended for managers of collective schemes, institutions or wealth managers, our solution makes it possible to face the challenges of asset management at the business, innovation and regulatory level.
Manar ™ offers you a modular, open and scalable PMS (Portfolio Management System) solution integrated front-to-back while ensuring broad functional coverage to meet your current and future needs.
Wide instruments coverage
Real-time connection to markets
Real-time valuation
Optimized order management
Simulation and stress scenarios
Decision-making tools
Multi-criteria performance analysis
Comprehensive risk management
Compliance and limits
Net asset values
Automatic management of corporate actions
Multi-standard accounting
© PERENITY SOFTWARE 2023 | Mentions légales | Politique de confidentialité | Création Com Ethik