Software

Without a fully integrated software platform, it is difficult to gain an accurate picture of your collective investment exposure. Pulse eliminates disconnected information and delivers a seamless and fluid environment that offers unrivalled levels of functionality that can be applied across any group hierarchy within the organisation including portfolio, client, family, mandate, wealth manager, team, branch and firm.

Pulse is truly modular and may be delivered either as a suite of Front Office components to enhance existing system capabilities or as an Enterprise wide solution, connecting and delivering full operational support across Middle and Back Office business areas.

This extensive combination of business critical functionality and advanced software technologies, allows the user to achieve optimum efficiency, improved business controls and unsurpassed levels of client service.

Key Functions and Features

• Readily access and analyse all relevant information, including valuation, performance, portfolio versus model, cash, CGT, income and personal information across all hierarchal levels including: portfolio, client, family, mandate, wealth manager, team, branch through to firm.
• Easily create and apply asset allocation and model portfolio strategies across any number of Family, Client and Portfolio group structures.
• Supporting comprehensive, "What If?" capabilities allowing the impact of any potential trade to be fully considered prior to being dealt.
• Offering a sophisticated and flexible pre and post trade compliance (rules based engine) to dynamically monitor firm, client, risk and investment guidelines.
• Manage CGT implications as an integral part of the investment decision process.
• Fully integrated Deal Blotter incorporating intelligent grouping facilities with direct links to a powerful order management system, supporting Proquote, EMX, Cofunds and leading trading services.
• Flexible client reporting with integrated document management facilities, supporting seamless communications, email, diary and task management.
• Integrated context relevant; price, news, company fundamental data research, consensus forecasts and other critical information.
• A readily extendable design architecture, enabling software components to be independently developed and integrated within the application framework.