Contact

Evolve Ltd., Pot za Brdom 100, 1000 Ljubljana, Slovenia, T: +386 1 244 47 00, F: +386 1 244 47 10, E: info@evolve.si

News

Support for SWIFT messages in production

During the spring of 2010 and in cooperation with our client BKS Bank we have managed to automate t...

During the spring of 2010 and in cooperation with our client BKS Bank we have managed to automate the order management process for foreign markets via SWIFT messages (502, 509, 513, 515).

Intense development of adaptations for XETRA and FIX protocol

In the Shark product a comprehensive order management will be implemented so that the users will no...

In the Shark product a comprehensive order management will be implemented so that the users will not need the JTrader client.

Renewed web portal

With delight we invite you to explore our renewed web site. Your comments and suggestions are welco...

With delight we invite you to explore our renewed web site. Your comments and suggestions are welcome!

News archive

Kažipot
Shark.AM

Shark Asset Management System (Shark.AM)

Shark.AM is a module for asset managers. Its tasks are:

  • to create reviews of managed portfolios,
  • to simplify order placements with joint accounts,
  • to present managers up-to-date risk related information.

These tasks are accomplished by means of the following functionalities:

  • reviews of client portfolios (tabular, graphical, review of movements, yields, comparison with benchmarks),
  • management reviews (summary reviews),
  • reviews by financial instruments,
  • allocation of resources (creation and placement of orders),
  • risk management (compliance with investment policy, risk statistics for financial instruments),
  • reports to clients.
Lightbox Gallery
Management of investment policies<br><br>
Management of investment policies

Review of management - related data
Review of management - related data
Calculated risk levels for different securities
Calculated risk levels for different securities
Order composition for individual clients<br><br>
Order composition for individual clients

Composition and printout of a quarterly report for clients
Composition and printout of a quarterly report for clients
Solutions
References:
 
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