Portfolio management and accounting software supplier Tradar said it is working with financial data aggregation and reporting software supplier Nedelma to launch a mobile portfolio reporting app that can be accessed via the iPad and other tablets.
The app will give employees throughout an asset management firm, including sales and investor relations executives, mobile access to wide variety of data related to the firm’s portfolios.
Users can build updatable presentations based on types of information, such as asset class, value, exposure and performance, and then decide on how to portray the information on the tablet device. They can choose from 3-D charts and drill-downs, snapshots and grids.
The application also provides support for multiple languages, such as Mandarin Chinese, and a variety of currencies.
It will integrate data from Tradar’s flagship portfolio management system, Insight, with mobile reporting capabilities from Nedelma’s Portfolio Amalfi platform.
“Users from the back and middle offices of asset management firms will be able to design their views on the fly,” Sachin Kachhla, Director of Business Development for Tradar told Securities Technology Monitor. “Doing sales presentations on an iPad is much more engaging than a set of documents in a Powerpoint presentation.”
Kachhla said that the way clients want to access their data is evolving. Mobile reporting is strategically important for improving the methods by which portfolio data can be shared.
Data on the application is secure and user entitlements can be managed granularly. It can be deployed to any group or individual, both within or out, an organization.
The application is being launched throughout the United States and the Americas now, followed by road shows in Europe in the next few weeks.
Tradar provides asset management and accounting software to over 220 clients in 30 countries, including firms like ChinaRock, Hutchinson Lilley Investments, Thames River Capital and Hylas Capital.
Nedelma Inc. provides suites of highly customizable, financial management and presentation systems that work on a variety of devices, from desktop, web, smartphones and the iPad.
Tommy Fernandez writes for Money Management Executive.