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portfolio management system

Portfolio Management System (PMS)

Manage your firm’s exposure across public and private assets

Construct and optimise complex portfolios

  • Allocate across listed and unlisted assets using models or benchmarks
  • Support efficient, strategy-aligned investment decisions

Create flexible, whole-of-fund views

  • Generate tailored portfolio analyses for investment teams, risk, and clients
  • Support diverse stakeholder needs with dynamic data views

Make informed rebalancing decisions

  • Visualise full impact of rebalancing actions before and after execution
  • Factor in cashflows to drive confident, data-led decision-making

Features

Portfolio construction

Covering a wide range of scenarios, from simple order generation to complex portfolio construction using benchmarks. Includes asset allocation, cash management, hedging, model management, order generation

Portfolio monitoring

Support for full suite of analytics to enable users to analyse portfolio contributions across assets, instruments, groupings. Asset exposures and risks using various metrics and analytics

Example use cases

Multi-asset portfolio rebalancing

Challenge

  • Rebalancing across multiple asset classes often depends on spreadsheets, external risk factors, and manual hedge determination, causing delays and increasing error risk.

 

FINBOURNE solution

  • Connects to all key data sources to deliver real-time, risk-weighted exposures and auto-generate hedge orders, streamlining rebalancing and reducing operational risk.

Investment models

Challenge

  • Managing model portfolios across thousands of accounts using siloed systems leads to data fragmentation, slow updates, and inefficiencies.

FINBOURNE Solution

  • Enables dynamic, centrally managed investment models. Apply updates instantly across accounts to ensure consistency, scale, and speed.

Ready to see FINBOURNE in action?

Book a personalised demo with our team and discover how our platform can transform your data and investment operations.

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