Research Analysts Technology and Operations Client Service and Sales Risk and Compliance Portfolio Managers and Traders NOVA

Portfolio Managers and Traders

Research Analysts

Risk and Compliance

Client Service and Sales

Technology and Operations

Portfolio Managers and Traders

  • Optimization and allocation tools propose best-fit trades and streamline inefficient processes, saving time and helping you make more informed decisions
  • Custodial and execution platform integration delivers real-time portfolio data, increases transparency around pre- and post-trade risks and exposures and offers seamless, straight-through-processing
  • Customizable monitoring solution facilitates proactive alerts and efficient management of adverse events, helping you successfully navigate all market environments
  • Global access and permissioning across front-, middle- and back-office personnel enables stronger communication and coordination of investment and compliance operations

IMTC
IMTC

Research Analysts

  • Unified platform with market and portfolio data enables more efficient workstreams as research efforts can occur in the context of portfolios
  • Global access and permissioning across front-, middle- and back-office personnel enables stronger communication and coordination of investment operations by utilizing real-time data
  • Customizable monitoring solution facilitates proactive alerts across primary and secondary markets

IMTC

Risk and Compliance

  • Custodial and execution platform integration delivers real-time portfolio data, adding transparency around pre- and post-trade risks and exposures
  • Investment guidelines are built into scenarios, expediting workflows by allowing analysis to account for compliance and suggest adjustments as necessary
  • Customizable regulatory and investment monitoring solution facilitates proactive alerts and responses to passive and active breaches
  • Global access and permissioning across front-, middle- and back-office personnel enables stronger communication and coordination of investment and compliance operations

IMTC
IMTC

Client Service and Sales

  • Mockup proposals for prospecting save time and remove the need to format and adjust presentations
  • Bespoke portfolio reporting capabilities ensure data consistency across client reports and the investment management system, so PMs and Client Advisors are aligned
  • Prospecting efforts are improved with intuitive pre- and post-trade portfolio comparisons
  • Manual errors are minimized as data is pulled directly from the system via report scheduling and batch functionality

IMTC

Technology and Operations

  • Stay ahead of your competition as our DevOps approach and continuous deployment methodology ensure you receive the latest features while adapting to changes in industry standards and market practices
  • Automated development processes and cloud-native infrastructure eliminate the need for dedicated workstations or servers on your premises, lowering your total cost of ownership
  • Simplify vendor management by enabling the sunsetting of several fragmented solutions

IMTC