Product Overview
Pulse Portfolio
provides the information required to manage the collective wealth
position with ease and confidence. Investment Managers have access
to a comprehensive snapshot of facts and information, as well as
being able to instantly identify and communicate all relevant changes
with the client.
In effortlessly being able to
select, sort and filter using meaningful investment criteria, dealing
scenarios are easily created and refined before being sent to the
Pulse Order Processing System, and then automatically passed to
the back-office for confirmation. In addition, sophisticated asset
allocation models can be easily created to ensure that all clients
are constantly monitored in-line with their original investment
objectives.
Providing extensive user-defined
content across portfolios, clients, families and business level
groupings, Pulse Portfolio maintains
a direct working relationship between the investment manager and
client.
Pulse Portfolio
is flexible yet simple to use. A primary focus has been to deliver
an environment that is consistent and intuitive, thereby providing
new users with an increased level of productivity from the word
“Go”. In addition, a comprehensive on-line help guide
can be accessed from anywhere within the system. |