Portfolio management software
A cutting-edge portfolio management system developed by bankers for their partners.
Our wealth management platform allows you not only to analyse the portfolios and their performance, but also to generate personalised and sophisticated reporting for your clients and to consolidate their assets easily, recovering up to 10 years’ worth of historical data.
You can submit orders for one client or overall for a group of portfolios. The detailed follow-up of executions is available directly on the clients’ accounts. The liquidities can be operated easily in the cash management tool and currency forward operations proceeded to hedge the currency exposures.
As our portfolio management software is totally integrated in Lombard Odier’s banking infrastructure, it offers you direct access to all the analyses provided by our firm’s experts.
Moreover, your clients can stay abreast of the performance of their assets thanks to My LO and our new mobile application.