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Tradar Debuts New Version of Flagship Product

Insight 5.0 brings clients improved risk and reporting capabilities for more flexible and transparent portfolio management

Tradar, provider of portfolio management and accounting software to the buy-side globally, today announced the launch of InsightTM 5.0, the latest version of its flagship product. The new release provides an enhanced user interface, improved post-trade compliance management, multi-way reconciliation, additional performance and risk metrics as well as a technical upgrade to increase its overall processing speed.

Insight 5.0’s user interface has been redesigned with daily operational workflow in mind to allow greater efficiency across the fund operations to manage the trade life cycle. The reporting suite has been extended with additional data fields available, particularly within the Performance and Risk Analytics module. Through the architectural improvements, Insight 5.0 is now able to produce reports such as NAV Exposure and P&L, which can run 6 times faster than previous versions.

Gerry Gualtieri, CEO of Tradar comments, “Our product strategy continues to be driven by client feedback, market events and regulatory changes. Insight 5.0 was designed in response to client requests for improved risk and performance reporting and easier maintenance. It also provides better compliance safeguards so they can keep pace with upcoming regulation and remain ahead of their competition.”

Insight 5.0’s post-trade compliance capabilities have been re-designed to enable users to create automated alerts, which can be used in combination for pre- and post-trade monitoring to generate a full end-to-end audit trail. The extension to the reconciliation feature provides clients with the ability to reconcile data against multiple parties. Clients are able to reconcile on an extensive list of position and trade attributes to support their increasingly complex workflow requirements.

Gualtieri continues, “It’s been a successful year for Tradar. In addition to the Insight 5.0 launch, we were recently voted Best Accounting and Reporting System by Hedgeweek for the second consecutive year. We have expanded our global footprint by winning new clients in key regions. We are pleased to launch another major product release into the marketplace and are confident that it will raise the bar for quality in the portfolio, risk and accounting market.”