Our solutions help you keep your portfolios compliant to the legal requirements that affect your assets. We provide you with the necessary pre-trade compliance simulations for MiFID II, AIFMD, UCITS, prospectus and contractual obligations, enabling you to focus on what you do best: managing your funds and portfolios. Post-trade you can evaluate that you remain compliant and extract the necessary reporting for MiFID, CRS, etc.
We understand that your decisions affect the assets of your clients and you cannot afford to make mistakes. With our customizable dashboards you can bring all essential data and issues into one place helping you to keep a grip on your assets. Predefined dashboards for compliance, fund management, or asset management act as the starting point for your workflows increasing productivity.
In a financial landscape that grows more complex every day, you need to stay on top. While you operate your business, our developers work hard to bring you the innovations needed for tomorrow. Flexibility is key, so we can deliver your specific requirements in a short time frame.
Knowing how you perform is critical for Asset Managers. Our analytics solution runs numerous complex algorithms to calculate contribution, attribution, rates of return, composition, yield and many other relevant decision parameters. It has never been so easy to explain your investment strategy to your clients.
Our portfolio management solution is capable of efficiently managing a very large number of portfolios and still maintains the personalized service that your clients are used to. Upsilon offers the perfect scalable solution as it grows with your business needs.
In these modern times, you want to be able to check your work any time, any place and on any device. Our solutions are built in a highly flexible framework. This allows you to deal with urgent matters instantly.
Our solutions have been extensively tested by Verizon and have passed all the security audits with flying colours. Upsilon is very serious about data confidentiality. Users are always 100% in control of their data.
Each user has a specific role within an organization. Based upon each role the application is modified to show only the relevant functions and information. Define the clients visible for a user and manage multiple independent agents.
The dashboard contains widgets that gather detailed information. This information is used to do specific checks and inform about points of interest. Users can configure the widgets to be shown. Easily create specific widgets based upon specific queries.
The Upsilon Platform provides a beautiful end user interface where you can inform your customers about your investment strategies, as well show them their current situation. The user can drill down to see all transactions of the past, even up to line detail.
Knowing your customer is not only a regulatory requirement. It also allows you to focus on your commercial efforts. Our CRM solution lets you follow up your team's or agents' commercial efforts. It also keeps track of the commission they generated so far. A truly powerful commercial tool.
Reporting is a regulatory requirement, that's why we made it simple. Our Reporting solutions are very customizable. You are always able to inform your customers about your investment strategies.
The Upsilon Platform is the most complete asset management platform on the market. Never will you have to use 2 different systems. Every module in the platform interacts seamlessly with each other streamlining your operations and lowering your costs.
Upsilon's solutions provide many values added, choose those that suit you the most!