Simplify the way that you distribute, communicate changes, and oversee your investment models
Manage and distribute models and model changes to your designated recipients and distribution partners with our portal and communication service. Our service securely communicates model updates, monitors drift across model participants, tracks all changes through an audit trail, and performs a weekly detailed reconciliation of all recipient models to source model. We can eliminate the time and effort it takes to distribute, implement broad changes, and monitor your models.
- Manage your models by security weights, post commentary, and other optional trading instructions with our intuitive portal
- Support dynamic and static models
- Communicate model changes securely to your specified recipients
- Ensure fair communication of model updates across recipients with our rotation methodologies
- Track all model changes with our extensive audit trail
- Reconcile your models on a weekly basis