What are the important functionalities in an asset management system? It should certainly support the investment process and portfolio administration. But what else?

There is a wide group of functionalities that should be implemented in the comprehensive asset management system. The solution activities include:

  • Investment process support
  • Accounting and valuation
  • Portfolio Administration
  • Risk management
  • Performance measurement and attribution
  • Reporting and compliance
  • Marketing and sales
  • Management of funds, shareholders and registers

Do you want to know more? Learn more on the Comarch Asset Management software website.