Portfolio Analysis and Order Management System solutions
Portfolio Analysis tool and Order Management System tool.
Buyer
BRUNEL PENSION PARTNERSHIP LIMITED
Value
£286,203
Published
5 Jun 2023
Closes
23 Sept 2022
Procurement details
Source
Find a Tender
Region
Bristol, City of
Procurement method
Selective
Category
Goods
Contract starts
Not provided
Contract ends
Not provided
CPV classifications
48000000
Software package and information systems
72000000
IT services: consulting, software development, Internet and support
Lots
Lot 1 Portfolio Analysis tool
Value not provided
SaaS tool used by the Listed Markets Team for on desk portfolio analytics, risk analysis and tracking other portfolio monitoring attributes. The PA tool will use accounting data, delivered daily as well as data feeds for market and economic data . It will be used heavily day to day as the main monitoring tool for our listed market portfolios.
Delivery: South West (England)
Lot 2 Order Management System
Value not provided
SaaS tool used as an order generation system to size and send instructions via SFTP to our administrator, State Street, who place the unit trades in the markets. Not used by Brunel to generate market trading. OMS is also used to run daily post trade compliance monitoring; this is a key daily control in monitoring our funds. Also used as a workflow tool to mo...
Delivery: South West (England)
Documents
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