Asset Management Software

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In house or Cloud?
Find the right solution for your activities

Upsilon's solutions enable you to do integrated, advanced, compliant asset management.

Data comes from daily multi custody reconciliation or manual back office accounting.
Upon omnibus and client account various internal algorithms run. These calculate returns, composition, duration, yield and many other relevant decision parameters.

The results are visualized and filtered dynamically in multiple ways. Made accessible through multiple user platforms (pc, tablet, cellphone) to provide you with the right information at hand.

A modular Approach

Upsilon's solutions provide many values added, choose those that suit you the most!

orders

  • Pre-trade MiFID
  • 4-eyes
  • Fix Interface
  • Partial Execution

client

  • Prospection
  • Contacts
  • Mailing
  • MiFID Contract

funds

  • UCITS
  • Compliance Simulation
  • Cash Rebalance
  • Follow Index
  • Manual Investments

backoffice

  • Order invoice
  • Corporate Actions / Interests
  • Coupons / Cash
  • Reconciliation / Multi Custody
  • Counterparty accounting
  • Security locations / Margins

risk

  • Monte Carlo
  • Simulations
  • Cloud
  • Accelerated*

portfolio

  • Consoliddaton
  • Fund Lookthrough
  • Post-trade MiFID / Transactions
  • Historic / Periodic performance
  • Agregated / Line returns
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