Expertise

Consulting in PMS Selection

Managing a portfolio of financial assets requires an efficient information system. One of the essential application bricks is the Portfolio Management System (PMS).

What is the best PMS on the market?

Asset Managers regularly ask themselves this question. Unfortunately (or luckily for consultants and software publishers), there is no obvious answer to this question. The development strategy of the management company, its assets, the number of portfolios managed or of users, the management strategies, the financial instruments used, the data management, its connectivity with the market and the providers of the Asset Manager , its price … are all parameters to take into account when choosing a position-holding tool.

Beyond the software itself, the choice of hosting mode is also very important (On premise, ASP, full SaaS …). In addition, the PMS must be part of the IS strategy of the company which may have made the choice to take the best software package for each function (Best of Breed model) or on the contrary wishes to limit the number of application components of its Information System (All in One model).

Finally, combined “software” and “service” offers are emerging and are a credible alternative to implementing a software package for small or medium-sized structures.

Faced with these needs, the PMS offer is constantly evolving (buyout of players, discontinuation of marketing, expansion of functionalities or, on the contrary, refocusing, development of BPO offers, arrival of new players, etc.). This rapid evolution of the market for position-holding tools requires being on permanent watch to be able to anticipate trends and thus avoid making the wrong choice.

Since its creation in 2001, Périclès Group has supported Asset Managers in the choice of their PMS and the implementation of the selected solutions. The firm has a large capitalization on the offers of publishers. Without mentioning them in an exhaustive manner, Périclès Group notably has benchmarks on the following offers: SimCorp Dimension, Finastra Fusion Invest, CRD, Blackrock Aladdin, Amundi Services Alto, Bloomberg AIM, SGSS CrossWise, EDR EOS, Jump, Atos Apollo, NeosXam NX Manager, NeoXam Density, IHS Markit Thinkfolio, HedgeGuard, Luulen, Eze software…

The total independence of Périclès Group from publishers, its proven PMS selection methodology as well as its numerous references for selecting position-holding tools guarantee Asset Managers to select the PMS that suits them.