Investimate – Investment And Portfolio Management

Our System is simple to handle and comprehensive enough for all portfolio management core functions. It handles fund accounting well. It also offers great flexibility with its reports that can be customized. Ideal for small and start-up investment management firms as well as enterprise scale.

Order Management:

  • Fund Visibility
  • Mandate Placement
  • One mandate with multiple line items
  • Transaction Upload
  • Fees Management
  • Compliance Limit Management
  • Asset Transaction Summary
  • Asset Valuation
  • Asset Liability Matching (ALM)
  • Automatic General Ledger Postings
  • Daily Price Management
  • Requisition Management
  • Collection Management
  • Limit Management

Compliance Monitoring:

  • We offer robust, real-time pre-trade compliance monitoring, and flexible reporting capabilities across all markets, regulatory agencies and asset types

Portfolio Management:

  • We also deliver robust portfolio management functionality to maximize your time and profitability. View portfolios in real-time and generate orders across all asset types.

Other Features

  • Multi-Currency
  • Multi-Asset Class
  • Multi-Site Support
  • Portfolio Modelling
  • Reporting Module
  • Advanced Portfolio Rebalancing
  • Integrated Broker Fix Connectivity
  • Improved Resource Allocation
  • Improved Scrutiny of Work
  • Changed Focus from Cost to Investment
  • Enhanced Communication between departments within a firm.