Portfolio Management

Nirvana’s Portfolio Management consolidates holdings in real-time across multiple accounts, multiple counterparties, multiple asset classes, and currencies in a single easy-to-use interface. Users can view delta and beta adjusted exposures, PNL and other key actionable matrices in an easy to use customizable interface. With flexible dashboards and drag and drop grouping capabilities, portfolio managers can group data in views that suit their needs. Data can be grouped by accounts, funds, sectors, country of risk and any other customizable attribute required by the business. The Portfolio Management offering is tightly integrated with other key modules allowing for a seamless user experience from a single interface.

Key Features

Multi Asset Class & Multi Currency

Supports major asset classes: Global Equities, Futures, Forwards, Options, Swaps, OTC Instruments, and Fixed Income.

Real-Time Consolidation

Provides Real-time consolidation across multiple accounts allowing users to view real-time positions, PNL, exposures, cash and NAV from a single customizable interface. Seamless integration with Nirvana OMS and third-party EMS's.

Flexible and Customizable dashboards

Users can create customizable dashboards with intuitive drag-and-drop functionality with hundreds of columns to choose from. Provides access to seamless hierarchical views with drill-down capabilities right down to the tax lot level.

Real-time EXCEL API

Contains API level integration with Excel, allowing users to create proprietary models without any manual intervention.

Elegant Mobile Interface

Contains a real-time platform independent mobile version available via Nirvana TOUCH, allowing you to access your real-time dashboard on the go via phone or tablet.