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NeoXam

NeoXam PMS

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NeoXam PMS is a Portfolio Management System offering a full range of solutions for Front & Middle-Office operations, managing order, NAV control, compliance, risk analysis, and reporting.

Financial ReportingTreasury Management SystemsForecasting

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Features

Automate workflows and reduce manual interventions
Detect breaks early and reconcile seamlessly
Deliver consolidated, branded, and digital reporting
Provide regulators with full lineage, traceability, and evidence
Orchestrate operations with workflow automation and task scheduling
Conduct multi-source reconciliation across custodians and systems
Consolidate multi-entity, multi-custodian portfolios
Offer secure digital portals for clients and advisors

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