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QEngine

Portfolio Manager

QEngine Portfolio Manager enables investment teams to manage model portfolios and related content for advisors and customers. The application enables portfolio managers to carry out discretionary rebalances and other types of actions in bulk or for single portfolios. It integrates with QEngine Customer and QEngine Advisor to provide comprehensive propositions.

QEngine

Portfolio Manager

QEngine Portfolio Manager enables investment teams to manage model portfolios and related content for advisors and customers. The application enables portfolio managers to carry out discretionary rebalances and other types of actions in bulk or for single portfolios. It integrates with QEngine Customer and QEngine Advisor to provide comprehensive propositions.

QEngine Portfolio Manager includes:

Model portfolio management
STP of discretionary portfolio transactions
Bulk portfolio rebalancing
Portfolio analytics and research
Investment content management
Multi-instrument and currency support