NeoXam PMS

Investment
Management Solutions

Buy-Side Front-to-Back Portfolio Management Solution for Institutional Investors and Asset Managers

Why the need for an
Investment Management Solution?

Businesses are driven by regulations

The high volume of data requires a high level of automation and swiftness

ESG criteria are critical for the future decision-making investment process

Adapting to organizational changes such M&As

A portfolio management solution
adaptable to all sizes

NeoXam Manager

A solution for Tier 1 and Tier 2, with high-volume, heavy duty and reliable

NeoXam Tracker

Front-to-back Tier 2 and Tier 3, that is highly flexible in managing innovative financial instruments

NeoXam Density

Front-to-back Tier 3 and Tier 4 that covers all needs with low IT foot-print, i.e. fully managed by NeoXam if requested

NeoXam Compliance

A standalone compliance solution designed for pre and post-trade

Related insights

Press Release

NeoXam appoints Mark Johnson as Managing Director for the UK, Ireland and MEA

NeoXam, a global leader in Data Management, Performance Analytics, Investment Reporting, Reconciliation, and Valuation software,...

04/10/2025

News

BoE’s Bailey Talks up NBFI Stress Tests Amid Liquidity Shift

Featured in Finadium: In a recent speech, Bank of England (BoE) Governor Andrew Bailey said...

03/07/2025

News

Mastering Data Could Separate Winners From Losers in Wealth Consolidation Drive

Featured in Funds Global Asia: 67 M&A deals worth £8.4bn were completed last year in...

02/14/2025

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Investment
Management Solutions

Why the need for an
Investment Management Solution?