Scalable Portfolio Management Solutions
Investment and portfolio management solution, a comprehensive suite of three essential solutions for financial institutions: Manager, Tracker, Density.
Why PMS ?
Today’s financial institutions face a threefold challenge: complex operations, strict regulatory scrutiny, and demanding investors. Relying on disconnected tools leads to delays, errors, and compliance risks. Our financial technology solution for portfolio managers addresses this by unifying operations, controls, and monitoring on a single, connected platform.
Efficiency
Automate workflows and reduce manual interventions.
Data quality
Detect breaks early, reconcile seamlessly, and enforce thresholds.
Client confidence
Deliver consolidated, branded, and digital reporting.
Audit readiness
Provide regulators with full lineage, traceability, and evidence.
Scalability
Start with one solution and expand without replatforming.
NeoXam Manager orchestrates your operations
- Workflow automation & task scheduling
- SLA tracking & escalation paths
- Operational dashboards for full visibility
- Audit-ready logs and completion evidence
Fewer delays, reduced risk and faster closes.
Lower operational risk, fewer NAV surprises and regulator-ready data integrity.
NeoXam Tracker keeps your data under control
Data quality is the foundation of trust. Tracker is advanced reconciliation and exception management software that ensures every piece of data is validated before it flows downstream.
- Multi-source reconciliation across custodians and systems
- Exception detection, classification, and resolution workflows
- Rule-based thresholds to enforce data quality
- Full data lineage and traceability for audits
NeoXam Density empowers growing firms & family offices
- Consolidated multi-entity, multi-custodian portfolios
- 360° dashboards with allocations, exposures, and performance
- Personalized branded statements and client review packs
- Secure digital portals for clients and advisors
Enhanced client satisfaction, faster reporting cycles and scalable servicing.
Who PMS Serves
Asset Managers
To streamline fund and portfolio operations.
Fund Administrators
Scale reconciliation across thousands of accounts and reduce manual workloads.
Banks & Insurers
Standardize processes, enforce controls, and improve reporting reliability.
Family Offices & Wealth Managers
Deliver consolidated views, personalized reporting, real-time risk analytics for PMS.
Built for finance, proven worldwide
NeoXam PMS stands apart because it is designed by financial experts for financial experts. Unlike generic software, it reflects the realities of investment operations, data reconciliation, and family office servicing.
- Purpose-built: Focused on the needs of financial institutions.
- Modular adoption: Start small, scale seamlessly.
- Open integration: API-first, ecosystem-friendly.
- Audit-first design: Evidence, lineage, and traceability built in.
- Global trust: Adopted by financial experts across 30+ countries.
PMS – Connecting Operations, Controls & Client Servicing
A unified investment and portfolio management solution that connects operations and reconciliation servicing into one scalable ecosystem.
What is NeoXam PMS?
PMS (Portfolio Management Solutions) is the mother platform uniting NeoXam Manager, Tracker, and Density.
Who benefits from PMS?
Asset managers, asset owners (insurers, pension funds…), fund administrators, family offices seeking scalable, compliant portfolio management software.
How does PMS improve compliance?
With built-in audit trails, data lineage, and exception handling, PMS ensures every process meets regulatory requirements.
Ready to see PMS in action?
Discover how NeoXam PMS unifies operations, reconciliation, and client servicing into one powerful portfolio management platform.Whether you’re streamlining daily workflows or shaping long-term wealth strategies, NeoXam Density gives you the confidence, control, and agility to thrive.