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The Right Information at The Right Time in The Right Place
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Effortlessly examine, target & realign portfolio composition across any hierarchical group

Uncertain and fast moving market conditions can drive the need for a continual review of investment and risk strategies. Having systems that allow the instant impact of change to be interpreted and evaluated is imperative. Pulse will transform this process, allowing ‘what-if’ scenarios to be easily applied using a series of highly sophisticated tools to examine, target and realign portfolio composition. All interrelated processes including asset allocation, model rebalancing and currency exposure are invoked as a series of fully integrated and dynamic features.

Pulse Symphony provides comprehensive, decision and dealing support for all types of portfolio. Investment strategies can be easily constructed and applied across any group or number of clients with the results visually presented in a variety of different graphing options, including pie charts and heat maps. In addition, using a powerful integrated library of analysis features, Wealth Managers can examine proposed strategies and refine potential CGT, Performance and Cash flow impacts as a single and seamless process.

Features I Features II

Wealth Manager Console (WMC™)

Summary account management views of essential information including: KYC, Valuation, Cash, CGT, Fees, Income, Performance, and Portfolio versus Model comparisons.

Client & Document Management

Allows for all reports, correspondence and documentation, including Outlook email, to be maintained against each client within the Pulse environment.

Valuations

Flexible, up to the minute and historical on screen views at all relevant hierarchical levels.

Reverse Portfolio

Identify holders and non-holders of assets based upon multiple criteria, including: Value, Holds, Held, Never Held, CGT, Target, Profit/Loss and Liquidity.

Performance Measurement

GIPS compliant performance measurement, providing true time weighted Capital and Total Returns. With full recognition of capital and income transactions, portfolio movements are recorded on a Time-Weighted Return basis, allowing current and periodic performance to be reviewed alongside predefined benchmarks and market indices.

CGT Modelling & Analysis

A highly sophisticated Capital Gains Tax engine is accessible from all relevant areas within the system, allowing any potential CGT position to be viewed in conjunction with available YTD allowances. In addition, where Wealth Managers have to consider specific client requests, such as raising an amount of cash or utilising available CGT allowances, the associated results can be fully analysed, thereby adding a further dimension to the decision making process.

Bulk Dealing

Flexible Bulk Dealing capabilities allow switching, top slicing and reinvestment exercises across large numbers of portfolios, taking full account of apportionment rules, investment mandates and asset restrictions. A comprehensive compliance report detailing before and after actions and associated alerts is maintained alongside each Bulk Dealing exercise performed.

Portfolio Modelling & Rebalancing

Combine any number of Asset Allocation Models to create complex blended Models. Automatically apply Models across any number of Family, Client or Portfolio groups while pro-actively monitoring revised cash, sector and asset target weightings.

Holdings Analyser

View groups of families, clients or portfolios from any angle and create bulk deals. Asset and Currency exposure can be selected based upon user defined attributes. For example, all stocks that may be defined as "mining" can be linked into a single group, regardless of industrial or geographic sector. Underlying clients can then be analysed either by individual Wealth Managers for day to day management of asset/sector and currency weightings or by oversight functions to ensure compliance with both Client and In-house investment policies.

Investment Restrictions

Investment Restrictions may be easily created, and maintained at any entity or asset level grouping, delivering dynamic and proactive pre and post trade investment and compliance monitoring.

Order Processing

Fully editable deal blotters support the processing and aggregation of trades through all stages of the order management process. Designed to streamline this critical area of the operation, true levels of STP can be readily achieved by interfacing to leading trading service providers including Proquote, EMX and Cofunds etc.

Business Intelligence

Get real-time visibility to key performance indicators (KPI’s), including trading volumes, commissions, income, management fees and compliance checks etc. structured across any hierarchical group within the organisation.