Separately Managed Accounts (SMA)
We Are Here To Help You
Separately Managed Accounts (SMA) allows Investment Managers to browse and invest in managed account offerings. It enables them to efficiently manage and value portfolios while delivering first-class client service.
Flexible Portfolio Management Solution
SMA allows Financial Institutions to offer multi-asset portfolios to their clients which they can invest, manage and monitor in real-time on their clients’ behalf. SMA provides accurate and reliable data to efficiently manage and value portfolios, and deliver high quality client service.
The solution provides complete, end-to-end and flexible Portfolio Management with access to real-time NAV, factsheets, equity analysis and advanced statistics, to support informed investment decisions. It facilitates the customers’ pursue for profitable investment management opportunities with confidence.
Onboarding and Compliance
SMA features an easy customer onboarding process, which allows the Financial Institutions’ customers to sign an electronic power of attorney and quickly start their investments. Clients can set up equity protection for every allocation and retain full control over their portfolio.
SMA provides a transparent automated fee calculation using a high-water mark (HWM). The solution also features automated accounting and compliance processes, and a fully flexible reporting suite.
We serve customers without any delay and provide them with complete and unhindered access to support. We don’t allow geographical boundaries or time zones to affect our provision of full support to our customers worldwide.
We work closely with our clients, involved in the day-to-day operations, building, and delivering products efficiently. Our portfolio of middle and back-office solutions can adapt according to our clients’ needs and seamlessly integrate into their existing infrastructure.
We will deploy the servers and be actively monitoring and optimizing server resources. We can detect real-time data that points to a loss or slowdown in service. Due to the health check precautionary levels, we guarantee 99.99% uptime of all components.
Mobile & Voice
Tradesocio’s products are compatible with all mobile applications on iOS and Android systems and can be customized to your own brand. Our Voice Applications feature can run through both Google Home and Amazon Alexa voice platforms.
We at Tradesocio Build Develop Curate Solutions
We believe that our solutions are collaboration between us and our customers. And we work hard to deliver on our commitments and build long-term relationships.