Portfolio Management Solution

Portfolio Management - Pershing Limited

Transform the Way You Manage Your Investors' Portfolios

Our Portfolio Management Solution (PMS) is a powerful tool for wealth managers and advisers to deliver a superior service to their clients. One of the most advanced portfolio management systems available, it makes managing your investors’ portfolios faster, simpler and much more efficient.

Focus on Your Priorities

PMS will drive efficiencies across your firm and enable you to focus on your most important priority—helping your clients achieve their financial goals.

Meet Your Regulatory Requirements

There is an increasing demand to monitor portfolios for regulatory requirements. PMS makes this simple for you to do, and the embedded traffic light function alerts you immediately to any potential misalignments.

Lessen Your Administrative Burden

Mass rebalancing of portfolios can save you weeks of administration work, saving staff time and cost.

Manage Exceptions Seamlessly

The traffic light system provides alerts, making it easy to pick up a possible drift from portfolio tolerances and easy to spot a potential compliance breach before it happens.

Key Features
  • Create model portfolios to use across your firm or customise them for individual clients
  • Create and apply investment compliance rules to avoid breaches
  • Rebalance portfolios concurrently and produce mail-merged communications of the proposed rebalances.

Featured Solutions and Resources