Organize, manage, and monitor every portfolio
With the pressure on to meet sales objectives, asset managers often struggle managing many portfolios. Individual reviews and manual processes are inefficient and divert resources from what matters more. Linedata Accumen solves these problems with anywhere access, automation, and exception management. Manage each portfolio based on criteria that you care about combined with a holistic view over your accounts. Portfolio managers can access, monitor, manage and even rebalance and approve orders on the go.