Home Private Wealth Portfolio management

Portfolio management

A portfolio solution that allows investment managers to design, construct and manage simple to complex portfolios to suit the discretionary needs of their private wealth clients.

Private Wealth brings together all the assets, regardless of the type or product provider, to give you a complete view of your client's financial position.

 

Straightforward rebalancing.

Rebalance your portfolios separately or in groups via a straightforward process that encompasses:

  • benchmark comparisons
  • pre-trade compliance checks
  • order generation and delivery to market
  • trade volume allocation to appropriate portfolios
  • post-trade compliance checks.

Maintain trading accounts with multiple brokers, and at broker discretion gain direct market access (DMA) to facilitate transparent position management.

 

Full tax management.

Assess and report on the tax associated with realised and unrealised gains, and match your trades to gain optimal or desired outcomes.

 

Manage and analyse.

Create, view and manage groups and scale them up or down.

Leverage corporate actions support for partial or all assets under management.

 

Report on performance.

Our flexible reporting framework lets you report on all aspects of a portfolio and tailor the resulting report to suit your business.

Performance reports operate at all levels - client, portfolio, sector, instruments -  to assist in identifying successful investment decisions and ascertaining the impact of actions made against the portfolio as a whole.

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Features

  • Multi-asset class, multi-currency
  • Full transactional and balance-only data feeds
  • Incorporates EOD, delayed, and live market data
  • Tax parcel reporting and tax management
  • Portfolio risk analysis
  • Fee calculation and distribution
  • IMA and SMA capability
  • Corporate actions support
  • Consolidate a legal entity's total assets across all product providers

Product: Private Wealth

 

"Manage and report on all your client's assets."

 


Latest news

Wednesday, October 22, 2014
IRESS Integrates Markit's TCA ...
Thursday, August 21, 2014
IRESS Half Year Results 2014
Wednesday, July 16, 2014
XPLAN Continues to Lead Advice...
Friday, August 09, 2013
IRESS Half Year Results 2013
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IRESS at a glance

For more information visit our company profile.

  • Employees 1340
    Global Employees
  • Offices 14
    Global Offices
  • Established 20+
    Years Experience
About IRESS

Services and support

Find out about how we support our clients and products.

IRESS Services

Contact us

Please contact us for more information about our products.

  • Phone General enquiries
    (03) 9018 5800
  • Phone Wealth support
    1300 130 069
  • Phone Financial support
    1800 681 078
Contact IRESS