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PortfolioLogic
Advanced rule-based platform for investment portfolio
management and monitoring.
| Neosynthesis has invested
heavily in developing advanced technologies for improving
the management and monitoring of investment portfolios.
As we have seen over the recent years, sharp downturns
in the financial markets can wipe out hard earned capital
that has been accumulated over time. Yet, most financial
institutions provide minimal tools to help their clients
protect their wealth during those downturns.
Our PortfolioLogic product has been developed to help
financial institutions enhance the protection they offer
their consumer clients - by providing an advanced rule-based
platform for the management and monitoring of investment
portfolios. With over 150 dynamic metrics that can be
configured, PortfolioLogic allows consumers and/or brokers
to generate buy/sell notifications when specific rules
have been triggered.
Our PortfolioLogic software product can be licensed
and customized to meet your institutions specific needs.
It can be integrated to your internal Account Management
systems to provide enhanced wealth protection for your
customers. |
| Our PortfolioLogic Product offers
the following features:
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Investment Portfolio
Management
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Investment Performance
Monitoring and Alerting w/ Over 150 configurable
criteria
- E-Mail, Text Message notification of Alerts
- Investment Strategy Definition w/ rule based:
- stock selection criteria,
- entry (buy) criteria,
- exit (sell) criteria,
- money management / diversification criteria
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Investment Strategy
Back-Testing
- Online Quotes
- Dynamic Charting
- Automatic E-mail Notification of Portfolio Performance
Alerts
- Online Registration - Account / Profile Management
- Automated Rule-based Trade Order Generation
- Secure (128 bit) SSL Access
- Customizable Interface
The following features are currently being researched
and may be added based on demand
- Automated Trade Order Submission
- eBroker Integration
- Quicken, MS-Money Integration for Consumers
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PortfolioLogic has been built with proven, scalable
and cost-effective technologies, that can be deployed
for low and high volume sites. This includes
- Windows 2000 Advanced Server
- SQL Server 2000 Database
- ASP Web Interface
- XML / XSL Data Access Layer
- VB COM+ Component Layer
Neosynthesis staff is currently enhancing this
product and migrating it to the Microsoft.net platform
(VB.NET and ASP.NET), for enhanced performance and scalabiility.
To find out more about this product, contact
us and ask about a consultation on how PortfolioLogic
can be integrated into your internal financial systems.
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