Liquid Holdings is releasing upgrades for its two flagship platforms, web-based portfolio and risk analytics app LiquidMobile, and its LiquidTrade order and execution management system (OEMS).
LiquidMobile 1.1.1 delivers new interactive dashboards and reports that allow hedge funds and other asset managers to monitor their investments at the fund-, strategy-, account-, portfolio-, and security-level from a mobile device.
The latest dashboards include heat maps to quickly interrogate the drivers of performance and risk in real-time, or as-of a specified date. It also features client reporting capabilities which allow users to create custom report packets that best illustrate a fund's methodology, performance and risk profile. All of the reports and dashboards in the web-based app leverage Liquid's library of data and market-tested analytics to ensure accurate reporting.
"The way we store data and calculate results provides our clients with a wide range of analysis. As our clients continue to use LiquidMobile, they want very specific analyses while simultaneously looking at new ways to approach how they view their positions, strategies and funds," says Peter Kent, CEO of Liquid Holdings. "Our platform facilitates the type of thoughtful and creative analysis they require, which is why LiquidMobile has been adopted by more than half of our clients."
Focus on Options
LiquidTrade 3.8 improves the workflow between the system's execution and order management capabilities, allowing fund managers to facilitate multi-strategy investing in a compliant manner, while storing the firm's full transaction history in a custody-neutral environment.
New trade allocation methodologies; order generation based on the weighting of the underlying security relative to the overall portfolio (or flexible basis); restricted lists; option-marking and option expiration automation are all among the OEMS improvements.
"The front-office workflows in LiquidTrade allow our clients to dedicate more time to executing and refining their strategies. Version 3.8 is part of our continued effort to simplify the investment process through the elimination of unnecessary systems and manual, corrective measures," says Robert O'Boyle, president of Liquid Holdings Group. "As our client base continues to diversify and grow in size and complexity, we will continue to expand the capabilities that ensure each firm's trading activity adheres to its investment policy."
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