Middle Office
Fundamental's middle office offering is perhaps the lightest of the three. Given the degree of specialisation in this area, it is an agreed view that we would rather let external specialists operate in these areas. Functional delivery in this space would however include:
Basic Performance Reporting
Incorporating Dietz, Modified Dietz and True Time Weighted returns
Customer Relationship Management (CRM) console
Designed specifically for the Investment management professional
The performance module allows the user the ability to view the calculated Dietz, Modified Dietz and True Time Weighted return values. These can be viewed in a formatted report availalbe for client reporting or on a system level across portfolios.
This FPM integrated module facilitates the relationship between the user and their clients.
The module caters for the management of client information, activities, interests and relationships.
It offers a central repository for the storage of documents and communication.