A7 Manager is more than a simple Portfolio Management System (PMS).
You benefit from a single point of access to all of the information necessary to your workflow with a tool that allows you to rationalize and standardize the presentation and organization for your clients’ portfolios.
The various functions are organized into distinct tabs.
Important information is rapidly accessible.
A7 Manager‘s principle functions are organized into four tabs. Each tab corresponds to a specific need such as client and portfolio management, securities management, order management, and billing and invoicing.
A7 Manager can be easily adapted to the individual needs of your business. You can personalize interfaces, charts, data presentation, and more.
Here are some examples…
A7 Manager offers numerous functionalities, all with the goal of facilitating the daily management of your clients.
Here are a few examples…
Portfolios can be consolidate across any number of different accounts and banks in a few simple clicks. Securities are consolidated automatically and the investment profile is updated immediately.
Consolidated statements with their corresponding charts can be exporting and printed.
You define your own tactical and strategic margins (min / target / max) for each asset class within each investment profile.
The verification of investment profile compliance is rapid and simple, thanks to an intuitive dashboard showing a view of the status of each asset class.
Cart colors and ordering of investment classes is customizable.
Creation of market orders can be accomplished very rapidly via calculation of a % of the portfolio value or % of a security to sell. Each order can be modified individually.
Clients are automatically filtered according to their investment profiles and available liquid assets, as well as other restrictions placed on the account.
Individual (client-by-client) orders can be created directly from each client’s portfolio and then regrouped for later transmission.
Are you interested in A7 Manager and would like to receive more information or have a personal demonstration?
Please don’t hesitate to contact us!
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