Financial Software Limited (FSL) and Seven Investment Management (7IM) have teamed up to launch a web-based discretionary portfolio management system.
IMiX, says FSL, is a unique system combining advisory order routing and discretionary portfolio management for investment platforms, allowing for real time trading.
The web-based tool - now the order creation and portfolio management tool in the 7IM investment platform - features flexbile portfolio modelling. It also provides a GIPS compliant performance measurement engine linked to an order management system, giving real time trading.
Other benefits include reporting features and interfaces, giving integration with third party client relationship management tools and order capture platforms.
Graham Stott, IT Director of 7IM, says the system provides unique functionality.
"We were unable to find a product that combined the advisory and discretionary capabilities, could handle volume generated by our platform and link to the back office, so we built it!"
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