eXimius combines Customer Relationship Management with in depth portfolio analysis, real time valuation, compliance and modelling facilities, GIPS compliant performance measurement, advanced risk analysis, order management, simulation, client reporting and many other features.
Release 4.0 enhances existing modules and offers significant advances for the front-office business operations.
Firstly performance measurement has been extended with the provision of a new seamlessly integrated Performance Attribution module allowing more reporting transparency to investment firms and their clients. âeXimius Performance Attributionâ is a highly configurable, real-time module supporting any-date-to-any-date performance attribution and fits with any investment process: top down or bottom up. A perfect understanding of your strengths and weaknesses is a first step towards excellence!
Secondly, the need for more sophisticated Know Your Customer (KYC) information and up-to-date record keeping has driven us to release the eXimius Document Manager module. All communication in-coming and outgoing in any medium, including emails, letters, valuations, contracts, ID verification can be captured automatically and consolidated centrally against each client. Automated checks can be run on KYC information to help ensure regular checks are completed. With increased regulatory vigilance it is seen as a paramount feature to reducing this huge burden on investment management firms.
This coupled with our new enhanced Open Compliance Engine, will enable regulatory compliance tasks to be carried out more easily and reduce the cost of complying with ever changing regulations.
Thirdly, as an investment tool, we have added enhancements to areas such as financial planning, modelling, rebalancing, trade capture,...etc.
Finally, with My eXimius, each user can tailor their own personal homepage to include items most relevant to their current working environment whether that is relationships, portfolio/fund management, compliance or business management.
For additional information on eXimius version 4 functionality or questions regarding eXimius, please e-mail us or visit our web-site.