Diasoft Helps to Automate Investment Management
May 14, 2024
Diasoft has launched the new product for the Management of Customer Asset Portfolios. The product is part of the Digital Q.FinancialMarkets Platform and automates operations for the management of customer investment portfolios. The automation of portfolio management allows management companies to improve their operational efficiency, acquire and retain more clients and achieve better financial results.
Product Functions
Automation of Portfolio Management
The product covers all key portfolio management tasks, including the following:
- Management of investment declarations;
- Management of reference portfolios (investment strategies);
- Calculation of customer portfolio KPIs;
- Real-time revaluation of customer portfolios;
- Automatic balancing of portfolios and preparation of trading orders.
The product supports management of portfolios consisting of various types of assets: all types of securities (stocks, bonds, shares) and foreign currencies. The product roadmap also includes support of deposits, precious metals and real estate.
Automation of Portfolio Balancing
The product supports automatic balancing of the structure of customer portfolios against benchmark portfolios. Benchmark portfolios are created for various asset management strategies in accordance with investment declaration policies. Automatic portfolio balancing allows optimizing the work of the portfolio manager and ensures effective asset management.
Portfolio Visualization
The product visualizes the structure of the customer portfolio in real time based on the actual and planned movements of assets for transactions and non-trading operations. Due to the holistic view of customer portfolios and their financial performance, the manager can monitor dynamics of key indicators and make informed decisions on changes in the portfolio structure.
Calculation of Financial Indicators and Commissions
The product “Management of Customer Asset Portfolios” allows creating a model of the customer portfolio and calculating financial indicators and the commission for assets management and profitability.
The automation of portfolio management allows management companies to improve their operational efficiency, acquire and retain more clients and achieve better financial results.