PMS (Portfolio Management System)

The goal of the front office is to generate profits for management companies, by investing clients’ capital.
He processes and negotiates financial transactions, steers the investment strategies of funds, portfolios and multi-instrument mandates.
The construction of a model portfolio, the rebalancing of the portfolio as well as its follow-up with the analysis of the distribution of the assets allow a complete management of the orders, a follow-up of the life cycle, while respecting the regulatory constraints, the management process and any constraints set by the client as part of a dedicated fund or mandate.