MG Portfolio Management
In today’s digital world investors’ expectations are higher than ever. MG Poortfolio Manager deliver industry-leading functionality across all investment channels, enhanced user experience for Asset Manager’s client base, providing their investors with more control and transparency into their accounts – leading to more engagement and client retention.
Key Features of MG Portfolio Manager
- Account Management Real-time account access and management capabilities for managed accounts. Provide Realtime access to your SMA investors.
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User Configured Dashboard Flexibility for investors to view information in a way that makes sense and is relevant to the investor. The detailed track of the portfolio to ensure transparency and help the investor to evaluate the performance dynamically.
- Personal Portfolio Management Designed to help SMA investors gain greater clarity and control of their investments and improve performance standards of the SMA Manager. Provide detailed Risk reports, attribution reports and highlight the alpha generated by the professional fund manager on the portfolio.
- Real-Time Markets Data IntegrationIntegrated access to premium research & real-time market information covering multi-asset class that investors need to stay current via Mettis Global Integration.
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STP integration with the Back-office systems Secure, electronic delivery and management of trade confirms statements via APis..
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Risk Measure and Attribution ReportsRealtime market reports as per the requirement of the fund manager.
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Admin Console Manage complete KYC details of all clients in a customized CRM. Manage and control user workflow and maintain full audit trails of all transactions.
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Internal KPI management of Fund ManagersThe wealth manager will allow the senior management of FAML to evaluate the performance of the Asset managers and set KPIs for their performance.
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