Cloud-based investment management solutions vendor Liquid Holdings has rolled out new several new features, such as portfolio analytics reports and redesigned dashboards, for its LiquidMobile and LiquidTrade products, officials say.
LiquidTrade is the vendor’s broker-neutral order and execution management system, while LiquidMobile is a web-based portfolio and risk analytics application, officials say. The new features were added in a bid to “meet investor and regulatory demands,” a company statement says.
The new LiquidMobile version 1.1.1 includes “heat maps to quickly interrogate the drivers of performance and risk in real-time, or as of a specific date,” as well as new “client reporting capabilities which allow users to create custom report packets that best illustrate a fund’s methodology, performance and risk profile,” according to the vendor.
LiquidTrade 3.8, meanwhile, improves “the workflow between the system’s execution and order management capabilities, allowing fund managers to facilitate multi-strategy investing in a compliant manner while storing the firm’s full transaction history in a custody-neutral environment,” the statement says.
The front-office workflows in LiquidTrade “allow our clients to dedicate more time to executing and refining their strategies,” says Robert O’Boyle, president of Liquid Holdings Group, in a prepared statement. “Version 3.8 is part of our continued effort to simplify the investment process through the elimination of unnecessary systems and manual, corrective measures. As our client base continues to diversify and grow in size and complexity, we will continue to expand the capabilities that ensure each firm’s trading activity adheres to its investment policy.”
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