What are asset management solutions? 3
Asset management solutions are software-based products that help investors to structure their assets, make investment decisions and manage their portfolio. Investors have a variety of options at their disposal:
Insourcing means purchasing and utilizing software-based products in-house. In order to efficiently transact, analyze and manage their investments, investors can make use of a variety of IT products and software solutions that are freely available on the market. They use externally developed asset management solutions that they introduce, familiarize themselves with and operate independently on an in-house basis. Product training courses enable investors to become experts in their own right. By continuously developing the products, investors can regularly expand their knowledge and screen the market for better products. In order to manage their assets successfully, investors often need several IT products, which then need to be linked to one another, leading to additional work and expense. Moreover, the required interfaces often do not exist, which means that the various IT products have to coexist separately without compatibility.
Outsourcing involves the application of software-based products by a service provider or asset servicer. Rather than operating IT products independently of one another, the investor can employ the services of a modern asset servicer. The service provider accesses the investor’s data and imports them into its systems, tailored for the sector concerned. Depending on client requirements, the service provider supplies evaluations, analyses, reports and workflows and makes them available to each individual client via portals with interactive capabilities. Clients therefore do not need to laboriously and resource-intensively familiarize themselves with the IT products they have selected but benefit from state-of-the-art solutions applied by the asset servicer, which can be custom-designed to suit each client’s individual needs.
As a next generation asset servicer, AssetMetrix offers private capital investors services that optimally support them and ease their workload throughout the entire investment process using advanced technologies. Investors can select from a variety of modules that provide sophisticated asset management solutions for front, middle and back office functions. AssetMetrix leverages a range of customized solutions for investors. Each individual customer has access to the complete range of data, evaluations, analyses, reports and workflows around the clock via a dedicated portal. Clearly defined access rights enable internal and external interfaces to access the data individually and create transparency both quickly and reliably. In addition to an outstanding level of service, investors also benefit from a technology that is continuously being enhanced. Updates are implemented without additional effort for the investor, new applications or tools are introduced both extensively and comprehensibly.