Built using the latest Microsoft C#, .NET technologies, Pulse Symphony delivers the next evolution of distributed software architecture, providing your organisation with a compelling opportunity to transform all areas of the Wealth Management operation.

The Symphony solution is based upon an open and modular design foundation that can be configured precisely to match the way in which you manage the business. Using the Symphony Composer, Investment Managers can align specific operational tasks including CRM, modelling, investment exposure, CGT, order processing and real-time market information into a dynamic and interactive desktop environment.

A further key benefit of Symphony is the ability to efficiently return critical information from across the entire organisational structure. Users are able to quickly analyse asset exposure, model comparisons, risk, performance and fees to ensure that all areas of the operation are meeting specific investment, compliance and business objectives.
 
 
Without a fully integrated software platform, it is difficult to gain an accurate picture of your collective investment exposure. Pulse Symphony eliminates disconnected systems and provides a uniform environment that offers unrivalled levels of functionality that can be applied across any group structure including portfolio, client, family, investment manager and firm etc.

Comprehensive multi-level, asset allocation and modelling capabilities, incorporating powerful visualisation tools, support the comparison, and rebalancing of any number of investment entities. With the ability to apply model weightings across sector and asset classifications, a fully structured and proactive investment strategy can be taken to deliver superior modelling results.

When performing these types of task, it is important to consider all possible effects on the portfolio. Symphony will simulate these changes and presents a graphical representation of the “What-If” portfolio position, incorporating potential asset weightings, cash/income and CGT impact. With all portfolio positions updated in real-time and on-line, front-office decision makers are kept fully informed throughout the process.

All transactions, whether generated from a modelling, stock selection, CGT exercise or client instruction are recorded within the deal blotter. When appropriate, all orders in the deal blotter may be passed to the Pulse Order Processing system (POPS) where further compliance checks are carried out prior to deals being automatically passed to the users dealing desk or order-routing gateway.

Improving the quality, visibility and timeliness of information is the key to retaining and growing your client base. Using Business Intelligence technology, Pulse Symphony makes it easy to visualise investment exposure, identify trends and monitor overall profitability within the organisation.