Client Management

The operational components of trading and compliance often determine scalability in the separate account world. Perform increases your profits by streamlining these operational components. You are able handle more business, both in numbers and complexity, by leveraging your portfolio system instead of adding headcount.

Perform FPC allows for easy manipulation of portfolios to determine what trades should be executed. Managers can identify the effect of proposed trades on a portfolio, including allocated trades. Managers can simulate trades in multiple yield environments. When Perform FPC is used as a trade entry system, managers can see the impact of the day’s trades on their portfolios’ holdings and cash balances. Pre-trade compliance functionality can assist managers with clients’ individual compliance restrictions.