Portfolio & Risk Management

The visibility, calculations and controls required for trading success

A Comprehensive View

Real-time and historical position monitoring
Real-time PnL tracking
Real-time exposure management
Integrated with exchanges and updated in near-real time
Integrated with your custodians
Account margin monitoring
Real-time monitoring and alerts
Trade, position and cash balance reconciliation
Performance analytics and benchmarking
Shadow NAV calculations
Customizable dashboards with live updates
User- and role-based permissioning

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