Broadridge’s Portfolio Master offering provides a truly flexible solution
for portfolio and order management across asset classes with full transparency
Broadridge Financial Solutions, Inc. (NYSE:BR) a global fintech leader providing communications, technology, data and analytics solutions to financial firms in capital markets, wealth management, asset management and corporate issuers across multiple industries, announced that Optimas Capital Limited, a Hong Kong-based asset manager with more than US$250 million in assets under management, has adopted Broadridge’s investment management solution.
“With its accurate and smooth processing capability, Broadridge’s investment management solution helps us address critical challenges and needs,” said Jimmy Wong, Chief Financial Officer with Optimas Capital. “Broadridge’s investment management solution’s comprehensive ability to handle front- to back-office processing for multiple asset classes on a single platform, and the stability of its Asia-based SSAE16 certified datacentre are real differentiators and save time and costs.”
“We are proud that Optimas recognized the advanced capabilities of Broadridge’s Portfolio Master solution,” commented Askin Leung, Regional Director of Broadridge and General Manager for Hong Kong. “We are excited to deliver a richer straight-through-processing solution to automate front- to back-office processes for every moving part of their portfolio management process. With our advanced order management system, Optimas will experience more robust and extensive order generation and routing capabilities, not just limited to equities.”
Broadridge’s investment management platform was specifically designed to streamline labour-intensive investment management processes by minimizing human touch. While stock borrowing, fee handling and attributions can be clunky and inefficient, Broadridge’s investment management solution provides accurate calculation and attribution of client portfolios with streamlined operations.
The financial services industry is increasingly recognizing the true level of costs associated with legacy technology and outdated manual processes. These costs continue to rise as market velocity increases and regulations become stricter. There is growing awareness that flexible, automated systems that can deliver seamless front- to back-office functionality across asset classes represent the only way to meet current market demands in a cost-effective manner.
Optimas Capital Limited is an asset management company headquartered in Hong Kong, and licensed under the Securities and Futures Commission of Hong Kong. Its investment style combines fundamental analysis with a strict risk management framework, employing both long and short approaches to invest in global public equity markets
