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.
Real-time account access and management capabilities for managed accounts. Provide Realtime access to your SMA investors.
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.
Integrated access to premium research & real-time market information covering multi-asset class that investors need to stay current via Mettis Global Integration.
Secure, electronic delivery and management of trade confirms statements via APis..
Realtime market reports as per the requirement of the fund manager.
Manage complete KYC details of all clients in a customized CRM. Manage and control user workflow and maintain full audit trails of all transactions.
The wealth manager will allow the senior management of FAML to evaluate the performance of the Asset managers and set KPIs for their performance.