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Overview
 Omega Financial Solutions developed, Omega PM, which is service tailored for portfolio management
operating as an institutional form. Omega PM can help your company to fully benefit from the current
software in the portfolio and mutual funds management.
 The institutional form focused on all types of UCITS (Undertaking for Collective Investments in Transferable
Securities), beginning with offering solutions for banks (Investment Portfolio for Banks), and solutions to
leading Mutual Insurance Companies, Institutions for Retirement and Pension, and Pension Funds.
On the other hand, Omega PM may also proceed as a discretionary form by developing the Participation,
Private management, and Inventory for Customers of Business Networks.
>> Omega PM enriched its solution by adding on functions, namely:
.. Financial Management: Negotiator, Account Officers.
.. Support to Management: Middle Office, Control, Analysis, Risk Management, Reporting.
.. Marketing and Commercial of Banks, Financial Establishments, Management Companies,
Institutional Investors or Financial Planners.
>> Omega PM provides a range of advanced solutions that cover virtually the entire scope of investment
management operations:
>. Front Screen / Real Time Valuation
>. Risk Management
>. Trading Management
>. Valorization / Pricing
>. Management of Constraints / Limits / Ratios
>. Performance Calculation
>. Reporting / Export / Data Migration Distribution
>. Security
>> For more information, please contact us.
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