In my role as Global Pre-Sales Manager at SS&C, I regularly meet with clients to discuss the full range of technology, software solutions and operational services that we offer. I am frequently asked to provide solutions for a given client’s most-troubling pain points, and I often find that these requirements are supported by the systems existing functionality, or already available in a more recent version of the system than the client is using.
SS&C’s PORTIA system is a good example of a solution that has been continually updated and has greater capabilities than clients may understand. In this blog, I will outline some of PORTIA’s latest enhancements to help you understand what options you already have available, perhaps without even realizing it.
Below is a high-level recap of just some of the many enhancements recently developed and available in the latest version—are you taking advantage of them?
Enhanced PORTIA Features
PORTIA Centre offers a more modern-looking and user-friendly view of PORTIA. It also adds new functionality such as:
PORTIA Functionality Updates
Enhanced PORTIA Performance & Scalability
PORTIA Integration to Other SS&C Solutions
I have noted just some of the more than 100 enhancements recently released to PORTIA clients. I hope that you have discovered new capabilities to use.
The operational know-how and technological expertise behind PORTIA is also propelling our new front-to-back investment operations system, SS&C Aloha, which delivers one comprehensive solution that supports all asset classes and the full investment operations lifecycle, such as modeling and trading, including UMA/SMA/TAMP support; performance and attribution; client reporting and self-service; reconciliation; IBOR (Investment Book of Record) and ABOR (Accounting Book of Record), including GL; NAV/unit pricing; and tax management. Download our brochure to learn more.