Portfolio Modeling Made Simple
Overview
Portfolio rebalancing is a time-consuming yet crucial activity for you. Hours are spent to painstakingly balance your company's assets and security models across all of your clients’ portfolios, taking into account every exception and preference.
Let PureModels free up those hours and resources by standardizing and automating this process. PureModels is a user-friendly package that supports an unlimited number of models: it allows you to apply sophisticated standard models or customized models to your clients’ portfolios. Quickly rebalance your asset and security mixes, and let PureModels automatically update your clients’ models with recommended trades.
Key Benefits
- Quickly calculate accurate results
- Consolidate trades across a large number of accounts
- Provide asset managers with an easy-to-use interface for managing accounts
- Integrate directly with your trading workflow
Features
- Sophisticated modeling engine allows for unlimited number of models
- Create advanced models and sub-models
- Apply models to groups or accounts
- Shows dynamic and fixed models side by side
Please contact us for more information
Toronto:
416.598.1241
Toll Free:
1.888.596.9338
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