Portfolio Express

Portfolio Express allows advisors to define client-specific rules, preferences and constraints to tailor portfolio reviews for each individual investor.

• Rules – investors can set their own specific rules according to their investment needs and philosophy.
• Preferences – investors can override model-driven selections with special preferences.
• Constraints – investor and advisor determined constraints establish clear parameters to ensure that investors do not breach specific personal limits.

Portfolio Express yields the unique ability to overlay the portfolio rebalancing process with a broad array of individual client specific rules, preferences and constraints. Orders generated post rebalancing can be reviewed and send to brokers for execution

• Portfolio Express facilitates the intricate process of aligning an investor’s portfolio holdings to a model portfolio with a sophisticated set of algorithms that enable predetermined information to become the conduit through which all decisions are channeled.
• Any choice not consistent with the specific personalised parameters will automatically be filtered out and the remaining selections will be recalibrated seamlessly.
• Comprehensive order generation capability enables advisors to save significant time and money with individual allocation of bulk trade orders to investor accounts in a single process.

Portfolio Express is entirely web-based and can be deployed on any computer, anywhere in the world.

• Portfolio Express has been developed using industry standard web technologies deployable within most any user environment.
• Continual design upgrades reflect the best new technology development from around the world.
• Portfolio Express promotes maximum operational flexibility for dynamic wealth management organisations that adapt seamlessly to continually evolving market environments.

Portfolio Express enables simultaneous performance of multiple functions, including: portfolio modelling by asset allocation; brokerage calculation; automatic compliance; and, research deployment.

• Comprehensive, multi-faceted rebalancing reports are produced for every investor in a single line.
• Our transparent compliance reporting capability is critical to ensuring that portfolios are created, and maintained, within specific, pre-approved guidelines.
• Comprehensive reports provide an efficient and cost effective means of effecting continuous portfolio compliance: identifying portfolio breaches and enabling these to be addressed quickly.

Portfolio Express produces high quality portfolio review reports for distribution to clients within minutes.

• Extensive, multi-faceted reports provide an efficient means of leveraging economies of scale through one-click, mass delivery of tailored investor portfolios.
• Portfolio Express improves client service standards in ensuring reporting consistency, integrity and timeliness.
• Fully integrated reporting functions enable advisors and wealth management firms to improve revenue by containing business costs associated with manual cross-checking and exception management.