Benefits

• Improve Performance- Montage helps ensure that investment policy guidelines are enforced consistently and systematically, with virtually no operational burden.
• Operational efficiency and cost reduction- Montage goes beyond simple alerts, delivering actionable trade recommendations which are automatically pre-trade compliant. A contrast to simple alerting systems, Montage enables true scalability and operational efficiency for managing large numbers of portfolios.
• Tax management and customization- tools to maximize tax efficiency are provided at the highest level due to the holistic portfolio view afforded by overlay management.
• Compliance and control- All trade recommendations are pre-trade compliant, automatically conforming to your individual investment policy statement.
• Technology that will effectively streamline your workflow- Montage can be used to clone portfolios and can also recommend trades that will deliver the optimal balance between the management of overall portfolio risk, tax expense, constraints and trading expenses. This enables an efficient rebalancing process that works for all portfolios- an essential component where outside manager trades must be implemented in a timely manner.