VMetrix transforms portfolio management with SaaS solution
10/05/2024 - Santiago, Chile - VMetrix, a Chilean company with 10 years of experience in the development and implementation of technological solutions, is pleased to announce the launch of the first and only comprehensive Software as a Service (SaaS) investment portfolio management system for financial institutions of all sizes.
This innovative system centralizes, digitizes and automates in a single platform every stage of the transactional life cycle of financial assets, including Front Office, Middle Office, Back Office and Risk Management. In addition, it has 95% of the Instruments, Curves and Indexes modeled and regulatory requirements preloaded for Chile, Mexico and Paraguay.
"Our solution arises as a response to the problems that companies in the sector suffer daily in the management of their investment portfolios, from legacy systems with obsolete technology, internal developments that blur the focus of the teams and even spreadsheets that limit the agility of operations," says Sebastian Valenzuela, CPO & Founder of VMetrix.
The system brings financial institutions such as insurance companies, banks, stock brokers and fund managers a paradigm shift for the management of their investment portfolios, transforming years of costly implementation and maintenance of on-premise systems into a start-up in just 3 months, with flexible subscription-based contracting.
"With VMetrix, a Portfolio Manager can value his portfolios with the SOFR curve directly from the platform, while the Risk team receives the necessary information in real time to evaluate the level of exposure. Also, a Trader can place his trades and the Back Office team will immediately receive the record of transactions, which will allow them to automate the accounting so that they don't have to work overtime," explains Valenzuela.
With an intuitive interface and advanced analysis tools, VMetrix software is designed to meet the unique needs of every company, regardless of size or complexity.
Key features of the solution include:
Upgrade at no additional cost and transparent to the user.
VMetrix managed infrastructure available to scale.
99.9% availability and 24/7 accessibility.
"We have an ongoing commitment to excellence and innovation, and we are confident that our platform will help our clients achieve new levels of efficiency and success in their operations. This milestone marks a crucial moment, not only for our company, but also for the national technological development in the financial field," says Valenzuela.
VMetrix is currently operating in Chile, Mexico and Paraguay, bringing a new generation of financial technology to a wide range of financial institutions. With a continued commitment to excellence and innovation, we are confident that our platform will help our clients achieve new levels of efficiency and success in their operations.
About VMetrix
VMetrix is the first company in Latin America that facilitates in a single platform the comprehensive management of the entire transactional life cycle of investment portfolios for financial institutions. Through a Software as a Service (SaaS) solution, VMetrix digitizes, automates and simplifies your Front to Back processes with a out-of-the-box platform. To learn more about our financial portfolio management software and how it can benefit your institution, visit www.vmetrix.com or contact our sales team at sales@vmetrix.com.
Press Contact: prensa@vmetrix.com
