Portfolio Management System (PMS)

How can asset managers get support in their investment management process?

To keep ahead in a highly competitive market, portfolio managers need clean and up-to-date positions and cash information. A comprehensive and accurate data provision, in real time across all portfolios, is key for decision-making, risk assessment, compliance and client servicing.

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In a fast changing environment, Portfolio Management System (PMS) by SGSS helps our clients to concentrate on their core business - the investment management process - and decreases their IT maintenance costs, while SGSS ensures the ongoing development of the technical infrastructure to keep ahead of new legal and market requirements.

The service is using a SimCorp Dimension platform, state of the art technology, designed for the most demanding asset managers.


The Portfolio Management System (PMS) is offered as a service (ASP). All the main parameterizations of the system are already made, and access to main data sources is being already organized, making the system easy to use without delays.

The PMS offers a whole set of functionalities for asset managers to support their investment management process: portfolio analysis, portfolio management, order management, pre-trade compliance check and trading.

The Portfolio Management Platform (PMS) is part of CrossWise, our turnkey fully integrated front-to-back outsourcing solution:

Key features & benefits

Provides comprehensive real-time information on portfolios.

Provides comprehensive static data on securities, including full assistance in the use of market data.

Allows customised configuration of the user interface, depending on client's needs (e.g. user rights and profiles).

Ensures automated trading workflows (i.e. order integration, pre-trade compliance checks and order routing in one single step).

Provides electronic communication with external partners, electronic trading platforms and brokers via FIX-Protocol (Financial Information eXchange – FIX®).

How does it work?


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