With the IF program, you manage portfolios according to your rules. You set up collections of accounts that can be managed with differing strategies including assigned model portfolio, cash targets, sector weightings, and order blocking. Rules are also establed for pre-trade compliance. You can easily find and correct compliance violations in your portfolios.
The IF program has many customizable views of your accounts and account composites including positions, orders, rules, and violations. Each view can be broken down by a sector hierarchy of your choosing and you can generate proposed trades by modifying any quantity, value, or percent of the position, sector, portfolio, or collection level. The program will automatically propose a set of orders to meet the desired change according to the rules.
The IF system is installed on a server and can be accessed with either the IF Windows forms client or a Web Browser. A table driven interface is provided to easily configure the system to your back end portfolio accounting system. The program keeps track daily orders and proposed orders; so you can safely work with others in your organization.
Demonstration of Web Version
Download Windows Client Version
Download Windows Help File
Contact Information:
3749 234th Ave S.E.