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matrix-AIMS delivers measurable benefits to fund of fund investment teams:
- Front to back on a single integrated fund of fund system
By facilitating and linking all your key functions from qualitative and quantitative fund analysis, portfolio management, fund transacting, investor and manager CRM, reporting, fund accounting and cash management, matrix-AIMS transforms the way your team works together.
- Powerful portfolio management
How much can you trade and when? Will you have enough cash? matrix-AIMS simple portfolio planner blotter elevates you above the complexity of lock ups, redemption rules and fees, data management and liquidity calculations to enable you to manage your portfolio effectively.
- Simplified data management
Many fund of funds maintain multiple legacy spreadsheets and systems that each require data management, wasting time and leading to errors. By storing all of your information centrally using Enterprise Data Management (EDM) methodologies matrix-AIMS simplifies your data management.
- Better information access and decision making
Providing "train of thought" analysis and reporting, matrix-AIMS facilitates better informed investment and management decisions at any level, from analysts, the Investment Committee, back office/operations or the Management Board.
- Universal CRM
matrix-AIMS seamlessly links all of your manager contacts and their service providers to each fund, integrating with MS Outlook to harvest NAV reports and key emails.
- Improved marketing and Investor Relations capability
Show investors how much value you add. Brand matrix-AIMS as your system and impress on them the depth of your fund tracking and due diligence done on their behalf. Create powerful investor reports and automate the distribution.
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