Why Personalization Matters in Order Management
Portfolio managers face the challenge of balancing the diverse needs and preferences of
their clients. Every investor has unique goals, risk tolerance, and preferences for their
portfolio, which is why a one-size-fits-all approach doesn’t work. At Fintent, we offer a
client-centric Order Management System (OMS) that enables firms to personalize client
portfolios, making it easier to cater to individual preferences while maintaining operational
efficiency.
The Challenge of Personalized Portfolio Management
Managing a portfolio often means working with a variety of client requirements, including
different asset classes, risk profiles, and investment goals. Manually tracking each client’s
preferences and ensuring their portfolios align with their goals can quickly become
overwhelming and error-prone, especially when managing multiple portfolios at once.
How Fintent’s OMS Enables Personalization
Fintent’s OMS makes it easier to manage personalized portfolios by automating many of the
tasks involved in setting up and maintaining client portfolios. Here’s how:
â—Ź Customizable Portfolio Models: Fintent allows you to create multiple model
portfolios for different types of investors, whether they’re risk-averse or aggressive.
You can tailor the allocations, asset classes, and strategies according to each client’s
goals.
â—Ź Client-Specific Allocation: The system enables you to allocate trades and
investments based on each client’s specific preferences. You can restrict certain
asset classes or sectors at the client level, ensuring that their portfolios align with
their risk profiles.
â—Ź Real-Time Updates and Communication: With automated updates and real-time
notifications, clients are kept in the loop about the performance of their portfolios.
They also receive timely communications regarding trade executions, portfolio
changes, and other relevant information.
By allowing firms to manage portfolios with a personalized approach, Fintent’s OMS
enhances client satisfaction, builds trust, and improves client retention.