ASSET MANAGERS /  EQUITOP

Equitop provides complete automation of deal processing and management activities for asset managers. All listed instruments can be combined with OTC instruments like forward currency deals, equity swaps, loans etc. Risk profiles, compliance profiles and its reports support the regulatory care. Using model portfolios deals can be generated Collective orders can also be generated for rebalancing, exchange of shares, collective buy or sell and (partially) hedging of currency risk is supported; orders can be send by special interfaces.

Asset allocation is monitored and performance analyses are executed. Performance is also measured in model and benchmark portfolios and there is the possibility to report up to the level of industry.

Comprehensive, GIPS-compliant client reports with coloured graphs are available and can be adjusted to your wishes and company style.

Efficient, automated generation of invoices and bookings of management fee will guarantee a minimum of back office costs.

Interfaces with data vendors like Bloomberg and Reuters are available.