Manage your portfolios with ease using ATP Tradesoft PMS for Brokerage
ATP Tradesoft PMS for Brokerage delivers a powerful solution for the portfolio management departments of investment firms, addressing their needs for tracking client portfolios and calculating performance commissions. With the portfolio management services (PMS) offered under PMS for Brokerage, you can streamline your processes and strengthen your business.
By using PMS for Brokerage — which lets you track client portfolios with ease — you can analyze your portfolio performance in detail, visualize your data, and make better-informed decisions. You will also have access to advanced features that enable accurate calculation of performance commissions.
Benefit from advanced features with ATP Tradesoft PMS for Brokerage
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01
Portfolio management
All individual and institutional client portfolios can be managed easily from a single system. Complex processes give way to efficient and effective ones.
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02
Integrated transaction management
Transactions carried out at the investment firm are transferred to the system with ease, while other transactions can be included via the file management system. Manual workload is reduced, enabling a more efficient workflow.
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03
Bulk transactions and pool accounts
Bulk transactions made to a pool account can be distributed to clients with ease. Integration enables transfers between pool accounts and client accounts, delivering both flexibility and speed.
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04
Real-time tracking and reporting
Portfolio valuation data can be monitored throughout the day, and desired return and portfolio reports can be generated. Real-time access to information and instant client communication are also made possible.
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05
Automated commission calculations
Periodic commissions for clients are automatically calculated by the system and transferred to their investment accounts. Manual workload is eliminated entirely.