Features
Business Process Automation for Portfolio Management Services
No more large operations teams, only efficient working processes. Manage your PMS from anywhere in the world
No more large operations teams, only efficient working processes. Manage your PMS from anywhere in the world
Manage your PMS with the investor in mind. Portfolio performance, communication and investor relations are most important.
Enso is a self-contained unit of all day to day operations needs of a PMS. Enso also encapsulates monthly, quarterly and annual operations requirements.
Enso is cloud based, employs all the latest security best practices and makes your daily allocation needs lightening fast.
Manage your PMS yourself in the most modern way possible. Mobile responsive views that are accessible from any device.
Demonstrating core competencies to in turn innovate. Create stakeholder engagement so that investors gain traction.
Take control of every possible step: from onboarding to annual reports
Decision simulation and communication automation tools
Management fees, performance fees
Manage payout calculations and invoices
Communicate with multiple brokers and automate trade instructions
Easy reports with dynamic exceptions generation to analyse your portfolio's bell curve
We will setup enso and provide exceptional support
Enso is hosted on your own servers which makes you in charge of your data
We will also train your team on enso and customize as required so that day to day oprations can be accurately handled in minutes
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Manage Investors, Brokers, Distributors, Role Based Access Control
Equity, ETF and MF Scrips
Manage single or multiple strategies, model portfolios and fee structures
Buy/Sell Allocations, Liquidity Allocation, Automatic Holding, Cash and Declarations Checks
Incremental trade instrutions to brokers, automated contract note ingestion and creation of clearing deals/allocation files
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Since the PMS owns the server on which enso is deployed, all data confidentiality is preserved. enso is developed using latest web security standards. 256 bit SSL encryption is employed
Role based access control with unlimited users, Investor Management, Distributor Management, Broker Management, Fees Management, MIS Reports, Holding Report Dashboard
Choose an Enso version, setup servers - Enso can work on cloud as well as on premise servers, implement software, import old data, Beta, Live
There are multiple ways to integrate via APIs, STP and reading files from emails. Manual upload fallbacks exist for each case
Annual AMC covers basic upkeep and server maintenance and some routine updates/patches.
The product is separately hosted for each PMS on their own servers. The servers can be rented from cloud providers like Google, Microsoft, AWS, Digital Ocean. It can also work on on-premise servers. All data is backed up daily/weekly to cloud storage. HTTPS standard security is applied along with encryption standards.
We will be happy to consult and guide you. Drop us a line with your personal details, and we will get back to you.
