IMiX
IMiX is an Investment Management system for front office users, which can be tailored to your business needs.
IMiX is a multi company, multi client tier system with the capability to tailor to you and your customer’s needs. It has full interface functionality, either web services or importing files from multiple locations.
IMiX has moved faster than any front office development programme. The future is here.
IMiX caters for quick orders or a strategic sale/purchase of a security over a group of portfolios. Rebalancing against a strategic model for a group of portfolios or for an individual portfolio is available resulting in the generation of the orders necessary to achieve the correct weightings against the model. IMiX also allows entry of a traded transaction for an individual portfolio.
IMiX import facilities include transaction data as well as security, prices, exchange and holding data to facilitate reconciliation.
The grouping functionality enables clients, accounts and portfolios to be grouped in different configurations for reporting, investment and performance purposes.
Key IMiX features:
· Portfolio Modelling
· Strategic/Dynamic Modelling
· Blended Modelling/asset allocation
· Order Management
· Quick Orders
· Pre/Post -trade compliance
· Performance Measurement
· GIPS standards
· Performance Reporting
· Performance Auditing
· Synthetic Blended Indices
· Suite of client reports
· Interface to back office systems
IMiX has moved faster than any front office development programme. 2009 will see the CRM module complete.