Portfolio Management

Oneworld Fund Services utilises a PROFILE systems solution, IMSplus, which is a complete Investment Management Platform that offers extended functionality coverage for all types of financial institutions such as Banks, Asset & Fund Management firms, Family Offices etc. IMSplus includes a number of solutions, dedicated to specific business areas and can be deployed as a whole or as part of the business operation to meet effectively complex requirements in the investment management domain.

 IMSplus has a modular architecture providing flexibility to customize and configure the solutions included while covering all the Front, Middle and Back Office business needs. With specialized tools and workflows IMSPlus enables us to manage effectively our daily operations via STP and provide value added services to our clients.

 Within its brokerage solutions, IMSPlus offers Transactions, Instruments and Documents management and reporting. IMSPlus will also look after marketing and distributor maintenance including commission fee record-keeping and reporting.