Portfolio Management Services
A scalable, flexible portfolio management solution for discretionary and non-discretionary portfolio management services.
Portfolio management with accuracy and transparency
Technology has brought a greater degree of accuracy and efficiency to portfolio management, helping portfolio managers deliver growth for their clients.
MoneyWare helps financial institutions and businesses manage customer expectations, with better benchmarking and transparency of services.
Built for
- Retail and financial institutions
- Portfolio management service providers
- Discretionary and non-discretionary mandates
Portfolio management features
From portfolio construction to order execution and client reporting.
All Asset Classes
Manage stocks, bonds, mutual funds, derivatives, private equity and other financial instruments.
Multiple Portfolios
Create and manage multiple portfolios at family, client and portfolio level.
Model Portfolio Comparison
Compare portfolios with model portfolios.
360-Degree Portfolio View
Get a complete view of the portfolios under management.
Performance Tracking
Track portfolio performance against different benchmarks across asset classes and time periods.
Order to Reporting
Track orders from initiation to execution, reconciliation, settlement and corporate actions, with automated client reporting.
Why institutions choose MoneyWare PMS
Scale Portfolio Services
Grow mass-market discretionary and non-discretionary portfolio management.
Personalize Client Service
Offer services based on each customer’s needs.
Adapt Models and Strategies
Tailor models and strategies to real-time market movements and external events.
Support Compliance Readiness
Keep portfolio operations ready for compliance requirements.
Simplify the Back Office
Run the back office on a robust process framework.
Reach Market Faster
Move quickly with straightforward deployment.
Related Solutions
Portfolio Management Services connects with the wider MoneyWare platform.
See Portfolio Management in Action
See how MoneyWare can support discretionary and non-discretionary portfolio management services.