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.