Scaling Portfolio Management with Ease
As portfolio management firms grow, so does the complexity of managing a larger number of
portfolios, clients, and asset classes. What works for a small portfolio management firm may
not be sufficient when scaling up. This is where an Order Management System (OMS)
becomes essential. At Fintent, we understand the challenges that come with growth, which
is why our OMS is designed to scale seamlessly with your firm’s needs.
The Challenge of Scaling Portfolio Management Operations
As firms expand, managing portfolios manually or with outdated systems can lead to
inefficiencies, errors, and compliance risks. The need for quicker decision-making, more
accurate trade executions, and better client communications increases as portfolios grow.
Without the right tools in place, these challenges can become overwhelming and prevent
firms from scaling successfully.
How Fintent’s OMS Supports Scaling
Fintent’s OMS is built to handle the growing needs of portfolio management firms. Here’s
how it supports scalability:
● Multi-Portfolio Management: Our OMS allows you to manage multiple portfolios at
once, with the ability to allocate trades, track performance, and ensure compliance
across all accounts.
● Automated Trade Execution: As your firm grows, so do the volume of trades.
Fintent automates trade execution, ensuring that orders are placed accurately and
efficiently, regardless of portfolio size.
● Flexible Client Management: Our system supports client-specific customization,
allowing you to tailor portfolios for each client without additional manual effort.
Whether you’re dealing with high-net-worth individuals or institutional investors,
Fintent makes it easy to manage diverse client needs.
● Seamless Integration: Fintent’s OMS integrates seamlessly with brokers,
custodians, and fund accountants, simplifying communication and reducing the time
spent on administrative tasks.
With Fintent, scaling your portfolio management operations is a smooth process, giving you
the tools to efficiently manage larger portfolios without sacrificing accuracy or compliance.