NeoXam PMS
by NeoXam · Wealth and investment platforms · Paris, France
Portfolio management system
What NeoXam PMS does
- Portfolio Management System for Buy Side
- Secure digital portals for clients and advisors
- Rule-based thresholds to enforce data quality
- Open integration: API-first, ecosystem-friendly.
- Audit-ready logs and completion evidence
- Workflow automation & task scheduling
- SLA tracking & escalation paths
- Multi-source reconciliation across custodians and systems
- Exception detection, classification, and resolution workflows
What NeoXam PMS is used for
- Automate workflows and reduce manual interventions
- Detect breaks early and reconcile data
- Produce consolidated, branded, digital reporting
- Provide regulators with lineage and evidence
- Consolidate multi-entity, multi-custodian portfolios
Who NeoXam PMS is for
- Wealth and investment managers
- Insurers
- Super funds
About NeoXam
Investment management, investment accounting, data management and compliance software for asset managers and banks.
NeoXam in the vendor registry: its products, features and similar vendors.
Also by NeoXam
- NeoXam DataHub: Data management for financial institutions
- NeoXam GP: Investment accounting
- NeoXam Impress: Client and regulatory reporting production
More in this category: Wealth management and investment platforms.
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