FNZ Equalizer Portfolio Management
What is FNZ Equalizer Portfolio Management?
FNZ Equalizer, formerly from New Access, is a Portfolio Management System (PMS) and Ordering Management System (OMS) that allows private banks and wealth managers to optimize their discretionary and advisory portfolio management.
FNZ’ Equalizer solution allows private bankers and wealth managers to analyze and control their clients’ investment allocation and performance, and provide them with the most suitable investment strategy. Whether it is for discretionary or advisory purposes, orders are simply generated, individually or globally, while automatically applying all legal-, risk- and management-related controls in real-time.
Categories & Use Cases
Technical Details
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FAQs
What is FNZ Equalizer Portfolio Management?
FNZ Equalizer, formerly from New Access, is a Portfolio Management System (PMS) and Ordering Management System (OMS) that allows private banks and wealth managers to optimize their discretionary and advisory portfolio management.