Online Portfolio

Keep investor clients informed and up to date anywhere and at any time.  Visualize exposure to different sectors and regions, risk allocation and performance. Oslo Market Solutions are experts on integration with different back office and portfolio systems. We have integrated with the Pro-family from Tieto, Advent's APX and Tradex, VPS and custom feeds from fund managers. Combining this with our web expertise the result is a high quality, modern and mobile solution adapted to your investors' needs.

Standard features and components include:

  • Return on investment chart with comparison to index
  • Allocation graphics for sector, security types, risk etc.
  • World map with geographical allocation
  • Positions-table with search
  • Motnhly return vs reference index
  • Fund and security details
  • PDF-exports
  • Excel-exports
  • User administration
  • Advisor login
  • Editor: Publish montly comments to a portfolio, fund or other
  • Upload relevant documents to all customers or groups

Everything is tailored and adapted to your and your clients needs, custom features and components can be added.

Arctic Fund Management

When Arctic Fund Management decided to replace monthly portfolio and fund reports with daily, online reports they chose Oslo Market Solutions. The goal was to give investor clients insight to their Arctic portfolio and Arctic's funds anywhere, at any time, but also to provide Arctic with efficient tools to simplify processes. Holdings and portfolio data is collected from APX delivered by Advent, while fund data is retrieved from Arctic.

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Catella Bank

Catella Bank, an asset management company located in Stockholm, renewed their entire IT stack in 2015. A part of the project was to provide their clients with an Online Portfolio reporting solution. The tailored solution collects data from Catella's portfolio system, Cairo, delivered by Evolution and presents data for the end user in a modern, responsive design. 

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