challenges

Wealth Managers

BI-SAM provides wealth management software solutions designed to centralise and streamline operations for a variety of portfolio types.  BI-SAM’s award winning B-One platform provides a single, integrated solution for performance measurement, attribution, client reporting and more. B-One’s wealth management software solution integrates with middle- and back-office systems, utilises a single data source across all modules and integrates advanced workflow capabilities to increase operational efficiencies and ensure more accurate data across all portfolios.

B-One’s wealth management software helps you:

  • Select the right methodology for your portfolio from multiple performance measurement and attribution methodologies including equity, balanced, fixed income and more
  • Easily access results information via a powerful, centralised data source
  • Support virtually any investment process with flexible classification structures that allow detailed decomposition down to the security level
  • Provide accurate results and quality data via out of the box and customised data controls
  • Access results at the portfolio and aggregated levels with flexible aggregation rules to monitor joiners and leavers from groups
  • Achieve optimal turnaround times with automated and exception-based workflow to manage required approval processes and procedures
  • Manage deadlines, increase scalability and capture valuable operational KPIs with powerful workflow capabilities for large volumes of clients
  • Enhance the client service experience by providing high quality, customised client reports by segment.

 

Equity attribution results
Equity attribution results
Workflow
Workflow
Equity attribution report
Equity attribution report
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