Fixed Income Portfolio Management
Decision-enhancement tools to support your
unique investment process
A Portfolio Mangement System that Transforms Investment Operations
OASIS helps streamline decision-making workflows to achieve optimal risk-adjusted outcomes for investors. These efficiencies enables investment professionals to focus on higher-value activities.
Automated Data Aggregation and Reporting
Utilize the platform’s robust reporting module to publish customizable, presentation-ready reports for internal and external distribution. OASIS automates time-intensive report construction with batch export capabilities.
What you can do…
Deploy optimization algorithms that provide trade recommendations to align with targets or correct compliance breaches
OASIS integrates with other technology systems to ensure seamless coverage of the entire investment management lifecycle
Create pre-trade allocation scenarios for primary and secondary trades across multiple portfolios
Fully-integrated OMS module transitions clients from idea generation to execution, improving transparency across the organization
Investment Process Automation
Minimize human error from manual data transfers with connectivity to execution and custodial platforms
Improve collaboration between front, middle, and back office professionals with a unified real-time view of portfolio activity