Portfolio Management System

Type: Application

true

Active

Status: Active

Financial Services

Industry Sector: Financial Services

Description:

Manages investment portfolios.

Manage Investment PortfolioMonitor Portfolio PerformanceCalculate Risk MetricsMonitor Risk LimitsAdminister FundCalculate Net Asset ValueProcess Investor SubscriptionProcess Investor RedemptionAdvise Wealth CustomerReview Wealth PortfolioAssess Market RiskMonitor Market ExposureManage Wealth AdvisoryManage Fund Administration

Serves Process(es):

Manage Investment Portfolio
Monitor Portfolio Performance
Calculate Risk Metrics
Monitor Risk Limits
Administer Fund
Calculate Net Asset Value
Process Investor Subscription
Process Investor Redemption
Advise Wealth Customer
Review Wealth Portfolio
Assess Market Risk
Monitor Market Exposure
Manage Wealth Advisory
Manage Fund Administration

Investment PortfolioCustomerFinancial ProductRisk RegisterRisk LimitPrice

Accesses Information Object(s):

Investment Portfolio
Customer
Financial Product
Risk Register
Risk Limit
Price

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