ORS Products for Finance

AMC

Asset Management Companion is a powerful portfolio management tool that provides thorough support to investment managers, enabling them to manage client portfolios strategically and effectively. AMC builds on the sophisticated modelling tools within Giano. Owing to its modular structure, AMC is easily configurable and adaptable to the needs of individual users.

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EPM

External Provider Manager is a program for the control and monitoring of External Provider Picker. It allows users to specify requests for data files that the Picker fulfills.

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GIANO

Giano is a Portfolio Selection and Asset Allocation tool that incorporates the most advanced mathematical models available for portfolio selection. It includes the following modules: portfolio management, statistics, optimization, simulation, and reports.

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DART

Data analysis and reporting tool is a tool that simplifies data analysis via an advanced graphic interface, which allows classic report tools (tables, data, graphs, etc) to be placed alongside illustration tools such as headings and geometric figures.

Ideal for programs in the financial field, but also useful in industrial situations.

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E³

Easy Econometrics Environment is a forecasting tool which, integrated with GIANO, provides an add-on to the data analysis process. As a stand-alone solution, E3 is a highly sophisticated tool able to conduct forecasting analysis on any given set of historical series.

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Datawarehouse

Datawarehouses have taken on an increasingly important role in the ICT realm, particularly with financial firms. The nature and configuration of diverse data processing tasks (Back Office, Excel Files, Information Provider, Front Office e Front End, etc) often require a unifying and normalizing element, to guarantee the validity and integrity of data.

ORS has implemented tools and utilities to offer its clients a flexible and thorough data warehouse environment.

AMC.net

AMC.net is ORS' comprehensive solution to the needs of portfolio managers. It enables analyis, management and ongoing monitoring of real portfolios.

AMC.net can be tailored to reflect users' organisational structure, and it provides an overall view on accounts for individual managers - from which they can access and analyse specific portfolios in complete detail.

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PFP

A Personal Financial Planning program developed on the basis of multiperiod stochastic optimization models.

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CRONO

CRONO is the CRM by ORS, perfectly integrated with the other proprietor software, allowing the user (PB, PF, ..) to plan and to manage his own activities and therefore his time on the basis of priorities that can be better sorted out thanks to this same system.

CRONO allows the user to manage his relationship with his customers through a commercial and financial approach.

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WISh

WISh is a content management system (CMS) allogwing to share in a safe way information of all kinds ina an intranet-internet context.

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RAMS Pricing - Advanced feature for complex asset

Pricing complex assets

ORS' new solution, geared towards the management of complex financial assets, allows users to follow the complete pricing process from asset insertion, to pricing (with awareness of risk components), all the way through to reporting. In addition to user-defined criteria for assets, the system allows users to select and associate critical market data with the asset (i.e. interest rate curves, volatility curves, etc.)

The pricing approach is based on a financial breakdown, which provides the user with total transparency, enabling them to determine the theoretic price of the individual components of the asset, be they simple or derived, with a valuation of related risks.

Finally, ORS' pricing solution allows users to adjust market parameters, so as to align their outcome with market trends that cannot be pre-determined.

The solution works within the RAMS environment.