Real Time Portfolio Management

Nirvana’s Portfolio Management streamlines the consolidation of holdings across various accounts, counterparties, asset classes, and currencies in real-time, all within a user-friendly interface. The platform enables users to effortlessly monitor delta and beta adjusted exposures, PNL, and other essential metrics. Its customizable interface empowers portfolio managers to tailor views to their preferences. With flexible dashboards and personalized widgets, data organization is highly adaptable, allowing grouping by accounts, funds, sectors, country of risk, or any other business-specific attribute. The integration with other essential modules ensures a smooth user experience, all accessible through a single interface.

Key Features

Multi Asset Class & Multi Currency

Supports major asset classes: Global Equities, Futures, Forwards, Options, Swaps, OTC Instruments, and Fixed Income.

Real-Time Consolidation

Provides Real-time consolidation across multiple accounts allowing users to view real-time positions, PNL, exposures, cash and NAV from a single customizable interface. Seamless integration with Nirvana OMS and third-party EMS's.

Flexible and Customizable dashboards

Users can create customizable dashboards with intuitive drag-and-drop functionality with hundreds of columns to choose from. Provides access to seamless hierarchical views with drill-down capabilities right down to the tax lot level.

Real-time EXCEL API

Contains API level integration with Excel, allowing users to create proprietary models without any manual intervention.

Elegant Mobile Interface

Contains a real-time platform independent mobile version available via Nirvana TOUCH, allowing you to access your real-time dashboard on the go via phone or tablet.