Business value
Improves daily portfolio control and reduces operational risk in investment decisions.
End-to-end management of fixed income and equities portfolios with full traceability of trades, limits and positions.
PORFIN module
Capital markets
End-to-end management of fixed income and equities portfolios with full traceability of trades, limits and positions.
Key users
Teams that operate this module.
Trading desksTreasuryFinancial risk
Functional capabilities
Core functions of the module.
Recording and tracking of buy/sell tradesPosition control by portfolio and counterpartyDaily valuation and operational reconciliationReports for management and compliance
Next step
Let's assess this module in your operational context.
We analyze current processes, required integrations and dependencies for a controlled adoption.