Portfolio Management System
A hedge fund was using Excel Spreadsheets to view intraday performance and calculate the GAV of their portfolios. These spreadsheets were unreliable, and were only available within the office.
Synetec developed a portfolio management system that could manage multiple portfolios. A secure web (and Blackberry) interface meant that the data was visible from anywhere in the world. The central server-based architecture provided reliability and resilience.
Results and Benefits
The fund managers were able to keep a close eye on their portfolios wherever they were in the world. The scalable solution was able to grow with the business, managing many funds. The integrated reports proved to be a valuable aid in fund analysis.