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12526 High Bluff Drive Suite 160
San Diego

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200 W 41st Street Floor 14
New York

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The Hop Exchange 24 Southwark Street Suite 73 - 74




Kevin MacDonald
[email protected]

Black Mountain – Portfolio Management Solution

Integrates real-time with market data so users always know the exposure profile of all portfolios; Robust and on-demand reporting and analysis at a portfolio, asset class, or strategy level

General Features:

– Holdings aggregation across portfolios, funding sources and back-office systems

– User-defined dashboards, views and reports with on-screen data drag/drop, search, sort, filter and grouping tools

– Drill through to real time credit research, commentary and attachments

– Drill through to trade order and/or investment funding status, history

– Analyze and project investible cash balances of portfolios

– View risk/relative value within and across issuers, and within portfolios and the investable universe

-Data aggregation across multiple portfolios and asset types enables users to customize dashboards and reporting analytics

-Real-time integration to trading and investment activity enhances ability to analyze cash, committed, ordered, or forward portfolio exposures

-Combines master data with dependent data and analysis in parent-child panels to view the portfolio from multiple angles and dimensions

-Intuitive functionality, including on-screen drag-and-drop, with embedded graphics and calculation engines

-Performs yield calculations against forward curves and performance attribution analysis against actuals

-Create, model and compare portfolios and indices against each other


  • Integrate with multiple internal or external data, process and system feeds via standard or custom APIs, extracts, file drops, etc.
  • Powerful workflow engine for modelling any process
  • Configurable asset model for modelling any asset
  • Robust drag and drop tools to create custom dashboards, views and reports


  • Client-Server: Install inside corporate firewalls for LAN/WAN-only access
  • Cloud: Access on any touch-enabled internet device over private, public or hybrid cloud connection
  • Hosted service with available disaster backup, recovery and help desk support
  • Communication via email and internal messaging

View other products from Black Mountain Systems

Black Mountain - Trade Order Management Solution

OMS module helps improve trading operational efficiency by organizing and streamlining the daily workflow associated with trading all asset classes including Floating and Fixed Rate Debt, Bank Loans, Municipal Debt, ABS/MBS, Swaps and Derivatives