Manage your operations, accounting and reporting
with our intuitive Portfolio Management System
Book and maintain an accurate record of trades,
including blocks and splits
Manage your accounting processes
Reconcile transactions, cash and positions with multiple third parties
Automate your processes with our
advanced workflow Scheduler engine
Monitor and report on your risk and performance
Maintain accurate historical records of positions and transactions
Manage your portfolios and produce investor reports
Maintain compliance with your investment limits and established risk profile
Analyze and report on your historical performance
“We saw a lot of systems in our search for the right one. Tradar PMS offers us the functionality we actually need and use on a daily basis, and is not loaded down with unnecessary features. As a result it was the perfect fit.”
Cory MacLaren, COO
Tradar PMS features desktop applications as well as reports that can be viewed on your desktop or a web browser via Microsoft Reporting Services. Reports can be easily shared and viewed on web-enabled and mobile devices.
Tradar PMS integrates with Eze OMS and RealTick EMS for a flexible front-to-back offering without the hassle of custom development. It can also integrate with a wide range of third-party systems via API or file interfaces.
Combines with Eze Software's OMS and EMS
Integrates with other systems
Tradar PMS uses client-server architecture, built on C#/.Net and SQL Server technology. Windows and web services components enable enterprise users to spread system load across their hardware.