Cogency Unveils Portfolio Planning Tool

Cogency Software has launched a new portfolio planning tool that will allow fund managers to build and analyze hypothetical portfolio scenarios. The product, Portfolio Construction, will also allow users to move trades through the approval process and into the live portfolio in a more streamlined fashion than in the past, according to the California-based vendor.

In keeping with regulatory changes, Portfolio Construction also creates an audit trail of the scenario approval process.

  • LinkedIn  
  • Save this article
  • Print this page  

Waters Wavelength

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: