C-Matis - Portfolio Management system
3i Infotech’s C-Matis Wealth Management is a single window, end-to-end asset management solution that enables wealth, portfolio, and fund managers worldwide to simplify and optimize the entire investment cycle across varied portfolios. Its built-in advanced tool set ensures compliance with capital market authority requirements and enables organizations to increase productivity, integrity, and accuracy across wealth, portfolio, and fund management.
Key features of C-Matis Wealth Management
- Multi-currency trade across many assets with common reporting currency
- Enhanced CRM capabilities with access to client data, alerts, and reminders
- Advanced portfolio management tools (360 degree view of assets, what-if simulations, and quick ordering coupled with convenient search facilities)
- Daily portfolio valuation reports
- Time weighted returns and portfolio risk measures computation
- Operational functionalities like mailing, notes management, document storage, tasks scheduling
- Flexible management and performance fees set up
Key differentiators
- 3i Infotech’s rich functional expertise in mutual funds, insurance, and portfolio management ensures that when you choose C-Matis, you get a complete solution.
Key business benefits
- Increased operational efficiencies with simplified processes for primary business needs
- Higher productivity and reduced costs with automated core functions across the entire investment cycle
- Unified business view and streamlined operations with centralized wealth, portfolio, and relationship management