Smart eliminates the need for expensive compliance systems and spreadsheets. With Smart you have everything you need for fixed income money funds and short maturity portfolios. Affordable and easy to navigate, Smart is used by one portfolio-manager operations and also by the largest short maturity managers in fixed income.
Smart easily supports the complications of stress testing as well as compliance and trade ticketing. Presentations for clients and investment Boards can be done with a few clicks of the mouse. Features such as “break the buck” analysis, the impact of simulated redemptions and spread changes, cash flow projections, exposure reporting at different levels, LOC expirations, and more are all standard. Pre and post-trade compliance are presented in a context of enhanced portfolio analytics.
Operational necessities such as rate changes, maturity re-investment, and CP rollovers are handled with ease. Additionally, Smart captures your complete
portfolio history and provides historical views as needed.
Need more? Smart can be combined with Investortools’ widely-used CreditScope credit analysis software. This allows both short and long bond managers to combine portfolio management and credit analysis into one software suite which can be accessed across multiple departments and locations.
For more information, to schedule a live demo, and to start simplifying your work flow, contact us now!
Features at a glance
Smart monitors compliance on each of your funds, both pre and post-trade. Smart’s compliance tests encompass both SEC Rule 2a-7 and individual account guidelines. Continue
Current and Historical “As of” Reporting
Smart maintains a palette of historical portfolio average statistics. Changes in portfolio structure over time can be easily evaluated using Smart’s reports and graphs. Continue
Smart streamlines operational details so that trading and maintenance consume less time. Continue