The version of eXimius Portfolio Manager 5.9.1 is now live

Objectway is delighted to announce the new version of eXimius Portfolio Manager.  In the following post you will find more about the new modules and features within this version.

NEW MODULE – ADVISOR DESK

 

DASHBOARD WITH EXTERNAL EVENTS
eXimius has had the ability to show to the user the alerts which are generated since 2019. However other systems do raise alerts too. These alerts can now be captured in eXimius via a service bus architecture. The captured events (alerts) are displayed to the user within their own context. (for his clients, portfolios, or for clients and portfolios which belong to a team)
This enrichment allows the user to use the dashboard as a uniform go-to application to see all he needs to start the day.

NEW FEATURES

 

CLIENT OVERVIEW PAGE
The client page in the new user interface is a composition of widgets combining eXimius Portfolio Manager and eXimius Client Engage data. For installations where Client Engage is not used the page has less functionalities.
The overview gives a 360 degree view of all information applicable for a user who seeks holistic client information in one place.
The overview page contains a portfolio, relations summary and also the total client wealth.

PARTIAL & SWITCH REBALANCING
When restructuring portfolios, a part of them might require changes but not the full portfolio. With the introduction of partial and switch rebalancing, eXimius does now allows this kind of management.
Rebalancing can be done on specific asset categories or sector categories or on a selected list of securities.

SUITABILITY LETTER
Investment proposal can be accomplished with a Suitability Letter. This letter is an eXimius generated report which contains a MIFID compliant document to fulfill suitability needs for an investment proposal. Compliance checks, cost estimates, suggested orders and target holdings are included in the report. The report is designed to run with user enabled/disabled sections per proposal.

Enjoy exploring all the new features!

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