LISA Portfolio Manager is designed to meet the needs of private wealth managers, multi-fund investment managers (including hedge fund of funds) and
smaller institutional asset managers including fixed income specialists. It can be interfaced to any dealing and settlement system, including those provided by global custodians and transfer agents.
Functionality includes model based investment management, suggested trades,
investment mandates, CRM, performance attribution, client reporting, client
document warehouse, and fully flexible business process definition.
Paul Foll, Group Sales Director of WMS commented:
'LISA Portfolio Manager is a truly 21st century front office system for
investment and client relationship managers. It incorporates valuations,
mandate definition and compliance, investment restrictions, performance
attribution, risk assessment, income forecasting, duration analysis, foreign
exchange, and fund manager commentaries.
.. 'Fund managers can access the solution in their native language, from
anywhere in the world and the software has the added benefit of being multi
currency, multi instrument and supports any business process such as complex
valuation statement production and country specific tax analysis. Client
reports can be emailed to clients and relationship managers in accordance
with a diarised schedule'.
Foll continues
'This modern technology solution is very competitively priced and is useable
by smaller family offices and fund managers as well as global banks. WMS has
installed LISA Portfolio Manager in the UK, Germany, South Africa, Hong
Kong, Miami and Singapore, and we are currently in discussions with several
other institutions'
Wealth Management Software (WMS) is an AIM listed group specialising in the
development of leading edge software solutions to a diverse range of markets
on a global scale.
