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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Overview

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.

Offers provision of extensive static data for the securities inclusive comprehensive market data support.

Allows individual parametrization of the system environment based on client-specific requirements (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 ?

Countries

FranceIrelandItalyLuxembourgUnited KingdomSwitzerlandUnited Arab EmiratesBelgiumDenmarkFinlandNorwayPortugalSwedenSaudi ArabiaAustriaSpain

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Sep

2020

Societe Generale Securities Services mandated by Sunny Asset Management for its front-to-back outsourcing solution "CrossWise"
The French asset management firm Sunny AM has chosen SGSS’ CrossWise offer for the outsourcing of its middle office and...

Press release

The French asset management firm Sunny AM has chosen SGSS’ CrossWise offer for the outsourcing of its middle office and for the provision of the front office portfolio management system SimCorp Dimension, thanks to the exclusive partnership between SGSS and SimCorp.

Societe Generale Securities Services mandated by Sunny Asset Management for its front-to-back outsourcing solution "CrossWise"

Jul

2020

Front-to-back Outsourcing (CrossWise)
The search for optimal operational efficiency and the increasing regulatory constraints inspire more and more asset...

CrossWise

The search for optimal operational efficiency and the increasing regulatory constraints inspire more and more asset managers and institutional investors to outsource all or part of their front-to-back operational chain. SGSS provides you with a fully integrated technology and service model that allows asset managers to focus on their core business: generating...

Front-to-back Outsourcing (CrossWise)

Jul

2020