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Investment Manager Portal

Make Informed Investment Decisions, Monitor & Manage Risk, & Streamline Reporting

The need for greater portfolio diversification, financial market volatility, and increasing regulations continue to pose serious challenges for wealth managers and financial advisors. Need for trusted data and insightful analytical tools, while delivering real-time portfolio insight is of paramount importance. Contemi’s award-winning Portfolio Management solution is an integrated and feature-rich solution for decision making, data analytics, and relationship management. The solution helps investment managers, fund managers, and private wealth managers simplify end-to-end portfolio management, risk, compliance, client relationships, data, advice, and trade executions all from a single platform.

Improved Client Servicing & Productivity

Advanced portfolio modeling, rebalancing, and automated trade processing removes the day-to-day administration, allowing more time to be spent on more important activities. A real-time, holistic view of the client and portfolios help in improving client engagement and speeding the resolution of requests and queries.

Reduced Risk

Process automation ensures that all activities comply with regulatory and industry best practices. Visibility of all assets and the tools necessary to monitor them enables better investment decisions and minimal drift from a client’s mandated risk appetite. Pre-trade vetting and authorisation reduces errors downstream.

Improved AUM

Improved rates of straight through processing (STP) remove barriers to future growth. Hosted, managed service provides scalability on demand. Automated processes reduce the bottleneck of limited human resources as they can be redeployed to more business-critical tasks.

Portfolio Management

Fully configurable asset allocation and model portfolios provide the ability and scalability to industrialise the process of managing a large number of accounts. The system supports you to analyse portfolio risk, re-balance portfolios, calculate fees and distributions, and manage tax.

Modelling & Construction

Automation enhances the modelling process by improving data accuracy, increasing efficiency, enabling real-time adjustments, ensuring consistency, and reducing costs. Asset allocation models can be constructed at holding or sector level, range or absolute weighting. They can be static or dynamic and full or partial. Models can be simultaneously applied to individuals, family groups or multiple clients and real time rebalancing can be performed on an intraday basis.

Adviser & Client Interface

Configurable dashboards give advisers 360 view of clients account information, transactions, holdings, valuations, performance, and documents & KYC. It allows you to monitor your clients'<br /> compliance and drift against their risk mandates and flag proximity to the MiFID II 10% depreciation threshold. You can toggle to the client's view ensuring that you both have same view when connecting remotely.

Trade Execution & Order Management

The system allows you to initiate, monitor and manage security and cash transactions through to execution. Systems allows you to track from order initiation to execution, reconciliation, settlements, corporate actions and automated client reporting.

Performance, Reporting, & Compliance

The system generates comprehensive and consolidated portfolio reports that covers all areas of valuation, such as transactions, tax, performance, compliance, and asset allocation. It also calculates performance of individual holdings, accounts, clients, and reporting groups and enables you to compare these against benchmarks and facilitates deeper contribution and attribution analysis.

Client Management

System is equipped to handle client data collection, complete campaign management, lead generation, alerts, actions, and data management to deliver clear and efficient workflow for the adviser, and business a large. Increase your business' performance and strengthen customer relationships with an organization level view and robust investment accounting and reporting capabilities.

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