Concise, accurate, flexible and well presented reporting information is a critical part of any investment operation. Pulse Portfolio provides a comprehensive, user definable reporting capability, to meet both client and business requirements.

As standard, users can create their own reporting packs to support any specific client objectives, as well as scheduling diarised production runs to coincide with periodic business processes, such as income and fee processing.
 

With the ability to combine your own market commentaries alongside valuation, graphical performance, transactional, income, CGT, Custody and Tax returns; you can be assured that your clients are receiving the very best levels of service.

Business Intelligence Tools

Business Intelligence strengthens your daily workflow, facilitates management by exception, and gives every member of staff instant access to the information they require. By implementing this module total funds under management can be detailed and analysed across Clients, Sectors and varying investment groups.

For example as part of a compliance review you may wish to analyse all Clients where their exposure to UK Equities is outside a given range or tolerance e.g. > 40 %; an alternate selection might be to find all Clients where their Oil & Gas exposure is < 3% and Cash available for investment is > 5%. Any number of parameters can be grouped to match the way in which you wish to monitor and control your investment exposure.

This Module allows for any number of investment models to be created and parameterised, and can be configured to meet multiple scenarios, including the ability to view investment manager, team and client profitability e.g. commissions, fees, trade volumes, gain/loss etc.