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In today’s increasingly complex investment environment, data management suffers from being fractured at many asset management companies. Data is moved frequently from one system to another as mangers attempt to generate statistics, create reports, and manage their clients’ portfolios. This process is inefficient as it introduces errors, produces inconsistent results, and wastes valuable time. Because IMS resides on a central data store, data is consistent for every user.
IMS helps companies operate more efficiently, realize lower costs, and provide improved customer services. Users facilitate decision making via IMS’ integrated management tools, such as performance measurement, compliance and modeling, scenario analysis, and flexible reporting. Portfolio managers can focus on managing assets, not data. The operations and accounting departments can perform their functions without leaving the core application to run spreadsheets or reports.
Scenarios is a powerful rebalancing and trading tool that allows a portfolio manager to review the effects a specific trade will have on a portfolio’s performance before the trade is executed. Several trade scenarios can be reviewed concurrently. Analytics are displayed in real time to help select the trade alternative that best meets desired objectives. These trades can then be executed without ever leaving Scenarios.
Reliable portfolio-management tools are essential for making accurate and timely decisions for your clients. With IMS, managers can design portfolio models to keep holdings within specified guidelines. Whenever a modeling guideline is violated, IMS can suggest trades, based on pre-established rules, to bring the portfolio in line with its objectives. This ensures that your clients’ strategies are protected efficiently and precisely.
Compliance perfectly complements Scenarios with its robust risk-management capabilities. When a portfolio is accessed for either trading or analysis, pre-set rules automatically determine if the considered actions meet SEC regulations (Rule 2a-7 for money markets is supported), internal policies, or client guidance. Violations are displayed before any action is taken.
But Compliance is far more than a regulatory tool. It is designed to also provide business managers with the flexibility to better manage their internal policies and client guidelines as needs dictate. Managers can design their own rules and apply them to selected portfolios so that a “best practices” environment is well maintained.