Mercap Portfolio

Investment Management

03

Mercap Portfolio Cloud stands as a cutting-edge, entirely cloud-based solution offering an all-encompassing view of your investment universe. This platform vastly simplifies the handling of financial instruments while providing a comprehensive toolkit for making astute investment decisions. Mercap Portfolio Cloud ensures your access to consolidated, centralized information, thereby streamlining asset management.
● Crystal-Clear Transparency in One Unified Hub: Mercap Portfolio Cloud centralizes investments from an array of brokers, delivering a crystal-clear, comprehensive view of your financial assets.
● Fortified Security and Financial Insight: Mercap Portfolio Cloud delivers daily valuations and returns in multiple currencies, empowering you with the confidence to execute shrewd investment choices.
● Income Forecasting and Predictability: Mercap Portfolio Cloud bestows upon you a lucid preview of forthcoming cash flows from your investments.
● Effortless Information Organization: With Mercap Portfolio Cloud, you can fashion personalized portfolios that align seamlessly with your needs and objectives, ensuring your investment strategy perpetually resonates with your goals.
● Unceasing Real-Time Updates: Mercap Portfolio Cloud interfaces with an array of data sources, guaranteeing you have access to the freshest market data for steering strategic decisions with precision.

Trading
Mercap Portfolio

MERCAP PORTFOLIO STREAMLINES THE ANALYTICAL ABILITY OF YOUR BUSINESS

BENEFITS IN INVESTMENT DECISION MAKING

Provides performance analysis tools for market risks: Monte Carlo, Historic and Parametric VaR Simulation Methods. It also includes profitability analysis, curve valuation, asset allocation and portfolio selection which collaborate with valuation decisions.

ADAPTATION, FLEXIBILITY AND GREATER OPERATIONAL SPEED

It has an integrated front-to-back workflow that allows greater control and traceability and increases operational speed by enabling modifying the business’ processes. This workflow can be edited, which means that the system easily adapts to the structures of different types of clients.

INFORMATION USE OPTIMIZATION AND PRODUCTIVITY INCREASE

It allows the user to analyze the information generated by the system with different aggregation levels, creating different perspectives, to simplify the analysis in investment decision making.

REDUCTION IN OPERATIONAL RISKS

This can be seen in its multi-currency design that is based on a measurement model, which means that the amounts are always associated with their unit. This guarantees that the information is shown correctly in different currencies. Multi-accountancy is useful when creating statements for different control entities, removing the need to duplicate operations. The pre-trade and post-trade controls strengthen the operational circuit.