Buy-side now has access to a selection of asset value, exposure and performance-based data on-the-go
Tradar, provider of portfolio management and accounting software to the buy-side globally, has today announced a customizable mobile portfolio reporting application accessible via the iPad and other tablet devices. Tradar has partnered with Nedelma to integrate data from its flagship product, Insight, with mobile reporting capabilities from Nedelma’s Portfolio Amalfi™ platform.
The application allows users to access detailed portfolio views on-the-go and customize them based on their needs. Because the data is secure and user entitlements can be managed granularly, it can be deployed to any group or individual within or outside an organization ranging from the front to the back office, including investor relations teams and even investors. The application also enhances fund transparency and provides more flexibility for current and potential investors. Additional features include gesture-based navigation to customize portfolio views on the fly as well as charts, summaries and the ability to drill into underlying trades.
Sachin Kachhla, Director of Business Development for Tradar in the US commented, “The manner in which our clients wish to access data is evolving, and we see mobile reporting as strategically important to improving the way portfolio data can be shared. In our search for partners, we found Nedelma’s mobile reporting application to have the most advanced feature set by far. We are excited to offer clients the flexibility to view their data on-the- go and powerful customization tools via the simplicity of a touch-screen interface.”
Michael Medvinsky, CEO of Nedelma Inc., added, “We are delighted to partner with Tradar and consider them to be a perfect partner based on their ability to provide award winning, innovative products to a global customer base. By integrating our mobile platform with Tradar’s Insight, we can provide customers with a powerful, full scale iPad solution that is beneficial to a variety of departments within their organization and make them both more competitive and transparent in the current business environment."