Investment Reporting

Investment Reporting from QED Financial Systems

By: QED Financial Systems  05/20/2014
Keywords: asset management software, Portfolio Management Software, Portfolio Management Solutions

Investment Reporting from QED provides transparency for investment monitoring, performance measurement and compliance. QED Investment Reporting includes an extensive collection of reporting applications to deliver that information to the entire spectrum of consumers internal and external to the organization. It includes easy-to-use tools and a library with hundreds of industry-standard templates. Users effortlessly generate meaningful views of financial data stored within the platform across dimensions—from intraday market exposure to cash availability and financial statements. QED Investment Reporting provides a real-time investment record that can be viewed and shared by the entire organization. Its dashboards transform information into insight by presenting it clearly and contextually in support business roles. QED’s experts have identified and preconfigured a wide range of essential dashboards based upon decades of experience serving investment enterprises. And, the solution’s intuitive interface enables fast, easy customization of additional views by each user. QED Investment Reporting includes extensive security and aggregate-level capabilities with uniform evaluations of investment rates of returns across a diversity of account structures and asset allocation constructs. Rates of return are true time-weighted calculations, fully compliant with AIMR and GIPS at all measurement levels. Performance evaluations include composite, portfolio, AIMR/GIPS segment, user-defined asset class, economic sector, industry class, country, currency and individual security. And, the QED parallel cash feature allows accounting for un-invested cash by AIMR/GIPS segment.

Keywords: asset management software, Investment Management Software, Investment Reporting, Portfolio And Asset Management, Portfolio Management Software, Portfolio Management Solutions

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