Trade Order Management

Integrated trade blotter with real-time positions & cashflow, rebalancing, compliance

Trade Order Management

Integrated trade blotter with real-time positions & cashflow, rebalancing, compliance

Intuitive Trade Order Management

Intuitive Trade Order Management

Our Trade Order Management module is an integrated trade blotter with real-time positions & cashflow, rebalancing, compliance. Key features include coverage of multiple asset types (equities, fixed income, funds, derivatives), IBOR, real time positions, cash-flow, Profit & Loss, full integration with main brokers beyond Fix Protocols.

Complete Orders Workflow

Registration, approval, transference, process.

Track Progress

Follow your strategies’ results from a dashboard or through the reports it generates.

Automatically-Updated Market Data

Make decisions and track progress with always up-to-date market data.

Stay Organized with Hierarchical Views

Custom hierarchical structures for any dimensional view (strategy, book, category, industry, issuer).

Automatic Rebalancing Tools

Leverage integrated rebalancing with a simple mouse click.

Compliance

Portfolio compliance monitoring in real-time.

SaaS Investment Management with a Difference

Explore the platform that brings efficiency, simplicity and flexibility
to front and back office operations

Varianza

“We now have more data to support analyzing the portfolios, which means that we can make more data available to our clients through the website or the mobile applications.”

Pablo Garcia Drake

COO

See the case

Subscribe

Stay connected

Schedule a Demo Now!

Schedule a Demo

Schedule a Demo