Sophis, a provider of cross-asset, front-to-back portfolio and risk management solutions, has launched Sophis Value 4.1, its investment management solution.
According to Sophis, the latest solution provides a single integrated investment platform for asset managers with cross-asset coverage ranging from equities, fixed income, forex, commodities and energy to all types of derivatives, OTC contracts and structured products.
The new compliance module in Value 4.1 provides a single framework for regulatory compliance incorporating internal, risk management and client specific rules. It provides the ability to perform pre-trade compliance checks at any step of the investment process and to schedule post trade compliance sessions.
The solution’s administration system has an intuitive rules builder, enabling users to implement a compliance program quickly and easily. Alert workflows are matched to the compliance program to warn about breaches and enable exception handling.
Samer Ballouk, head of product management and business development at Sophis, said: “Value 4.1 represents a major advantage for investment firms looking to consolidate their portfolio management systems and reduce total cost of ownership. It provides superior access to data, decision support, modeling and analytics to enable investment managers to make timelier, better informed investment decisions.”