Portfolio management and accounting solutions provider Cogency Software has unveiled a new portfolio planning tool for multi-manager firms, Finextra reports. Cogency Portfolio Construction will enable investment professionals to construct and analyze hypothetical portfolio scenarios and move selected trades through the approval process and into the live portfolio.
The tool enables professionals to streamline and enhance the investment decision making process, deploy capital according to their investment guidelines, automatically create an audit trail of the scenario approval process and share relevant information with middle- and back-office without duplicating effort.
Click here for the story from Finextra.