Manage Portfolios with Confidence, Precision & Speed
NeoXam Manager is built for financial institutions that want more than control, they want clarity, agility, and growth. As a financial technology solution for portfolio managers, it covers everything from model-driven rebalancing to OTC derivatives and compliance, transforming portfolio management into a strategic advantage.
Why NeoXam Manager Matters
In today’s markets, speed and precision aren’t optional, they’re essential. Institutions manage thousands of accounts across asset classes, strategies, and geographies. Regulations keep tightening, while investors expect transparency and tailored results. NeoXam Manager isn’t just another portfolio tool—it’s the engine of modern investment management. It unifies modeling, execution, compliance, and data integration so that your teams can focus on performance and client outcomes instead of manual tasks and fragmented systems.
Core Capabilities
Some of our NeoXam Manager customers
Benefits at a Glance
Unify Operations
One platform for modeling, rebalancing, derivatives, and compliance.
Accelerate Decisions
From “what-if” scenarios to executed trades in record time.
Scale with Ease
Manage hundreds or thousands of accounts consistently.
Stay Compliant by Default
Reduce breaches, errors, and audit risks.
Empower Teams
From portfolio managers to compliance officers, everyone works with the same trusted data.
Who Thrives with NeoXam Manager
C-Level Executives
- Reduced operational risk through automation.
- Strong compliance coverage across jurisdictions.
- Faster time-to-market for new strategies.
- Better transparency and scalability for growth.
Portfolio & Risk Managers
- Flexible modeling tools to test strategies.
- Benchmark alignment with exposure-based rules.
- Real-time monitoring of strategies and performance.
- Seamless management of derivatives and complex instruments.
Operations Teams
- Automated data integration and transaction processing.
- Reduced manual errors with loaders and customizable workflows.
- Consistent reporting and audit capabilities.
IT & Technical Teams
- Open APIs, plug-in framework, and web services.
- Ease of integration with existing systems.
- Scalable architecture with configurable site parameters.
Why NeoXam Manager is Different
Purpose-Built for Institutions
All-in-One Platform
Configurable, Not Coded
Future-Proof
NeoXam Manager puts you in control of your portfolios
A comprehensive portfolio management platform built for financial institutions, combining advanced modeling, multi-asset coverage, and embedded compliance.
What is NeoXam Manager?
NeoXam Manager is an advanced portfolio management software designed for financial institutions. It consolidates multi-asset investing, strategy oversight, compliance, and data integration into one powerful platform. Unlike generic systems, it is built specifically for asset managers and asset owners, giving them the tools to manage complexity while staying compliant and efficient.
What makes NeoXam Manager different from other portfolio management systems?
NeoXam Manager stands out because it combines:
- Algorithmic & Benchmark-Based Modeling for precise portfolio rebalancing.
- Multi-asset support, including OTC derivatives and structured products.
- Integrated compliance frameworks for UCITS and local rules.
- Customization without coding, using custom fields, site parameters, and plug-ins.
This makes it more than a tool—it’s a strategic investment platform for institutions.
Does NeoXam Manager support OTC derivatives?
Yes. NeoXam Manager fully supports OTC derivatives management such as options, futures, swaps, and FX contracts. It provides templates and masks to simplify setup, event-driven workflows for lifecycle management, and audit trails for compliance. This ensures derivatives are captured accurately, valued correctly, and monitored in real time.
How does NeoXam Manager help with compliance?
NeoXam Manager integrates investment compliance checks directly into portfolio workflows.
- Pre-configured rule sets for UCITS and local regulations.
- Real-time alerts to prevent breaches before trades are executed.
- Audit trails and parameter tracking for complete regulatory transparency.
Compliance isn’t an afterthought—it’s embedded by design.
Can NeoXam Manager integrate with other systems?
Yes. NeoXam Manager was designed for seamless portfolio system integration:
- Generic Loader & Transaction Loader automate trade and data ingestion.
- Messenger Service provides real-time connectivity with upstream and downstream systems.
- Open APIs and plug-ins let institutions extend workflows without heavy development.
This ensures smooth collaboration with EMS, accounting, and reporting systems.
Is NeoXam Manager customizable?
Absolutely. NeoXam Manager is a configurable portfolio management solution.
- Add custom fields to portfolios, instruments, and orders.
- Configure site parameters to reflect institution-specific rules.
- Extend functionality with plug-ins and web modules.
Institutions get a tailored solution without expensive custom builds.
How does NeoXam Manager support performance monitoring?
Our portfolio management solution provides benchmark-aware performance tracking and portfolio drift analysis. Managers can measure returns against benchmarks, attribute performance to specific factors, and run simulations to optimize outcomes, all in real time.
What deployment options are available?
NeoXam Manager supports cloud and on-premises deployment, making it adaptable for institutions of all sizes. It scales from boutique investment firms to global organizations managing thousands of accounts.
NeoXam Manager is more than a portfolio management tool, it’s the foundation of smarter investing.
With it, your institution can move faster, stay compliant, and deliver performance with confidence.