The Complexity of Redemptions in Portfolio Management
Managing redemptions—whether full or partial—can be one of the most complex aspects of
portfolio management. Whether it’s a full cash withdrawal or a partial stock redemption, the
process involves multiple steps, including order generation, approval, and reconciliation. At
Fintent, we simplify the redemption process through automation, ensuring that your clients’
redemptions are processed smoothly and efficiently.
Challenges in Managing Redemptions
Without an automated system, processing redemptions can be cumbersome and
error-prone. Manual intervention increases the risk of mistakes in calculating redemption
amounts, particularly when dealing with multiple asset classes and portfolio strategies.
Additionally, the need for timely approval and reconciliation further complicates the process.
How Fintent’s OMS Streamlines Redemptions
Fintent’s OMS automates the entire redemption process, making it simpler, faster, and more
accurate. Here’s how we streamline redemptions:
â—Ź Automated Redemption Calculations: Our system automatically calculates the
redemption amount, taking into account available cash or stock. If the redemption
exceeds the available cash, Fintent generates a sell order to ensure the redemption
is processed correctly.
â—Ź Full and Partial Redemptions: Whether your clients are making full or partial
redemptions, Fintent’s OMS allows for seamless execution, including the ability to
cancel or modify orders within 24 hours of the request.
â—Ź Real-Time Updates: Clients are notified instantly about the status of their
redemptions, providing transparency and enhancing the customer experience.
â—Ź Comprehensive Reporting: Fintent generates detailed reports on redemptions,
including transaction history and any associated fees, ensuring full transparency for
both managers and clients.
By automating the redemption process, Fintent ensures that transactions are processed
quickly, accurately, and in full compliance with regulatory requirements