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Portfolio Management

In today’s fast-paced, dynamic trading environment, you need relevant information on your desktop—on demand. Through its Eze OMS, ConvergEx can ensure you’re in sync with your investment strategies.  Eze Portfolio Management lets portfolio managers and analysts model orders, analyze portfolio and strategy data, create orders and view real-time P/L.

Model and analyze portfolios and strategies with real-time information — Our multi-asset class portfolio modeling system makes it possible for you to analyze portfolios and monitor orders in real time. You can also create “what if” models for securities, portfolios or strategies, and generate and send orders to the trader’s blotter. You’ll receive updates as each order is executed.

Monitor Real-Time Profit and Loss — Our real-time P/L functionality gives you insight into your daily performance by portfolio, security and strategy, as well as by the highest and lowest performing securities. You can view your P/L for multiple asset classes, including equities, FX, options, index options and CFDs/swaps. And when making trades, you can monitor your current and future liquidity exposure.

To learn more about Eze OMS Portfolio Management functionality, please call 646-346-1140 or email us at [email protected]

Click here  for more information about our Eze OMS Services.  To learn more about current job openings at Eze Castle Software, click here.