Atrium Asset Manager is dedicated to asset managers. It is a portfolio management system (PMS), single and multiple order placement management (OMS) and order simulation system. With its integrated CRM, Atrium Asset Manager offers a complete and efficient way to manage your client relationships while complying with regulations.
Atrium Asset Manager has a platform for simple orders, grouped orders and portfolio rebalancing simulations.
Portfolio Management System
Atrium Asset Manager has tools to monitor the positions of each of the portfolios or groups of portfolios by integrating, at choice, pending orders. In the same way, it allows to perform all the necessary calculations such as performance, gains, costs...
Atrium Asset Manager has a tool allowing the control of client information. It provides KYC dashboards linked to the data of the on-boarding, compliance and AML modules.
Compliance and internal control
Atrium Asset Manager has a tool to visualize at any time the respect of mandates, the follow-up of the application of internal procedures and regulatory obligations in relation to the on-boarding and AML modules.
Atrium Asset Manager has a tool allowing the global management of the account opening process from the integration of the customizable risk profile, to the authorization by the compliance officer and the management, through the investment profiles, the KYC, and other data necessary to monitor the adequacy and appropriateness.
Atrium Asset Manager has a tool for monitoring potentially fraudulent transactions and activities.