Investment Management
Investment management technology that synchronizes front-office trading and risk management with back-office operations.
Trading, risk and performance in one flow
Wealth managers, investment firms and brokerage houses trade across multiple exchanges, currencies, markets and assets, where speed of decision matters.
MoneyWare Tradevizor, the trade order management solution, supports multi-asset trading, while MoneyWare Portfolio & Risk Analytics helps portfolio managers construct and manage large, multi-asset portfolios with risk methods such as Value at Risk, what-if analysis and stress testing.
Built for
- Wealth managers
- Investment firms and portfolio managers
- Brokerage houses
Trade order management
Tradevizor capabilities for multi-market, multi-asset trading.
Pre- and Post-Trade Risk
Manage risk centrally and in real time with a rule-based engine.
Audit Trails
Keep comprehensive audit trails that track every stage of an order.
Real-Time Alerts
Send price, risk and portfolio alerts by SMS and email.
Order Routing
Route orders and manage trades with multiple external entities.
Integrated Net Position
See an integrated net position across exchanges.
Model Portfolio Alignment
Manage deviations from model portfolios and re-align trading strategies.
Performance and risk analysis
Value at Risk
Assess and monitor risk on a Value at Risk framework.
What-If & Stress Testing
Run what-if analysis and stress tests on portfolios.
Risk Models
Measure portfolio-level risk with parametric, historical and Monte Carlo simulation models.
Blended Benchmarks
Compare portfolios with blended benchmarks.
Stock-Level Attribution
Measure, manage and attribute key performance drivers across portfolios.
Third-Party Integration
Integrate with third-party fund and data management systems for analytics.
Why portfolio managers choose MoneyWare
Trade Across Markets
Use one multi-exchange, multi-currency, multi-asset order trading platform.
Control Margin in Real Time
Run a real-time margin system for cash and derivatives markets.
Understand Performance
Measure, manage and attribute performance across portfolios.
Manage Portfolio Risk
Identify, measure and manage risk across portfolios with integrated performance and risk analytics.
Related Solutions
Investment Management works with the operations, accounting and compliance layers.
See Investment Management in Action
See how MoneyWare can connect trade order management with portfolio and risk analytics.