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Front Office 

Support for the Portfolio Manager and Trader

The Front Office suite is an integrated part of Sofia that helps portfolio managers to improve their daily investment process. Thanks to the Front Office modules Sofia assures availability of all potentially relevant information to assist the trader in:

  • the guided and rapid insertion of orders and executions by means of a register that automates the registration procedure of the Front Office
  • the automatic sending of orders to different trading interfaces
  • the immediate control of the investment
  • limits that weigh upon the management of the portfolio; the limits can be defined with maximum flexibility for both the definition of portfolio segments and the choice of figures to which they refer to. The Limits Monitor is linked in real time to both the portfolios and the Orders Register: the Monitor is accessible via Web, in addition to the normal screen of Sofia
  • the analysis of the risk and yield profile of the portfolio by means of flexible and accurate tools. At the first level of analysis of bonds portfolio, in Sofia the measures of return, duration and sensitivity are calculated for each security
  • the analysis of the performance for portfolios managed to a benchmark.

 

Sofia modules





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