Reach informed risk monitoring tool which is used by risk and account managers or profit centres to obtain a quick insight to their clients' portfolios in real-time.

Main Features

Detailed real-time portfolios revaluation for all portfolios or per group of portfolios or per profit center

System warns you when any of your customers' accounts approaches his position limits, presents a high realized on unrealized loss, or is short of cash to cover the daily settlement and margining requirements.

  • Summary information per portfolio with quick search for any measure (valuation, daily settlement, PnL, availabilities, margin calls, collateral values, cash balances etc.)
  • User defined criteria for finding portfolios that have specific characteristics, both quantitative and qualitative
  • Export data into excel spreadsheet