BPC Suite Overview

Account Management
: Relationship Hierarchy
: Client & Account Master
: Properties Management

Portfolio Accounting
: Portfolio Accounting Engine
: Corporate Actions Engine
: Wash Sales Engine

Performance Evaluation <<
: Performance Engine
: Performance Repository

BPC Architecture

   BPC ACCOUNT MANAGEMENT SERVICE   

BPC Performance Evaluation Service

The BPC Performance Evaluation Service is a highly scalable engine for the calculation and maintenance of GIPS-compliant portfolio performance measurement and analytics data. The service may be deployed as a standalone component integrated with existing portfolio data sources or in conjunction with the BPC Portfolio Accounting Service, which can supply the accurate valuation, flow, and fee inputs required for performance calculation. The following performance reporting and benchmarks are supported:

  • Summary Performance
  • Cumulative Returns
  • Periodic Returns
  • Value History
  • Style Attribution
  • Sector / Industry Attribution
  • Security / Issue Type Attribution
  • Household / Composite Calculations
  • Individual Security / Index Benchmarks
  • Custom Blended Benchmarks

HOME    |    SOLUTIONS    |    SERVICES    |    SOFTWARE    |    COMPANY    |    CAREERS    |    CONTACT    
Copyright © Silver Management Group, Inc.
All Rights Reserved.