Powerful software that syndicates data, analytics, real-time risk management, and all capabilities required to effectively manage large multi-asset portfolios and funds, and helps you meet clients’ need seamlessly. InfoWARE PFM seamlessly supports front, middle and back office with Portfolio Modelling & Performance Analysis, Custom management fee rules, Portfolio Management Compliance & Counter-party Risk Management, Automated workflows and standardized reports, Real-time data warehouse and custom reporting, and consolidated client and manager reporting.
The suite covers market and money market, treasury bills, fixed deposits, bonds management, mutual funds, loans management, and their alternative classes.
Yes, we own our source code, making the application flexible and customizable to meet both market and business needs.
Yes, it supports all kinds of fees (regular, specialized, and incentives) that can be assigned to various portfolios based on the discretion of the Fund Manager or as agreed by the investors.
Yes, there are over 1000 reports that can be generated by the system.
Yes, it does.
The suite covers market and money market, treasury bills, fixed deposits, bonds management, mutual funds, loans management, and their alternative classes.
Yes, it does.
Our solution currently supports both Cloud and on-premises deployment, depending on the business decision.
Our integration with third-party applications is always through APIs. Some of the third parties we have integrated with include:
Yes. Users can generate reports across the entire modules of the application. Also, the Application is flexible for connection to 3rdparty reporting services as preferred by the business.