The Complete Investment Platform

Every module your firm needs—from portfolio management to execution to compliance—unified in one modern platform.

MOD-DASH

Command Center

Command Center

Your real-time dashboard with AUM, P&L, market data, and quick access to every module.

  • Real-time AUM and P&L tracking
  • Live market indices ticker
  • Quick access to all modules
  • System status monitoring
  • Team collaboration hub
MOD-PMS

Portfolio Management

Portfolio Management
Models & Sleeves
P&L Analytics
Performance
Asset Allocation

Complete portfolio management with positions, models, rebalancing, performance, and allocation analysis.

  • Live positions with streaming P&L
  • Model portfolios and sleeve management
  • One-click rebalancing workflows
  • Risk-adjusted performance metrics
  • Asset class drift analysis
MOD-OMS

Order Management

Order Management

Sophisticated order lifecycle management with smart allocations and pre-trade compliance.

  • Hierarchical order blotter
  • Smart allocation engine
  • Pre-trade compliance blocking
  • Workflow lanes & staging
  • Complete audit trail
MOD-EMS

Execution Management

Execution Management

Advanced execution queue with FIX routing, fill tracking, and real-time TCA.

  • Execution queue with lanes
  • FIX protocol integration
  • Real-time fill tracking
  • Multi-venue routing
  • Order book visualization
MOD-RISK

Compliance & Risk

Compliance & Risk

Automated rule enforcement, violation monitoring, and real-time compliance checks.

  • Active compliance rules
  • Pre-trade order blocking
  • Position concentration limits
  • Restricted securities list
  • Violation tracking & review
MOD-AI

Modulus AI

Modulus AI

Your intelligent financial analyst. Ask questions about portfolios, positions, and orders.

  • Natural language queries
  • Portfolio analysis on demand
  • Draft before execute safety
  • Quick start templates
  • Learning & macro library
MOD-ORG

Firm Management

Firm Management

Manage your organizational entities, users, accounts, portfolios, and counterparties.

  • Firm hierarchy management
  • User roles & permissions
  • Account & portfolio setup
  • Prime broker integrations
  • Custody relationships

Plus More Modules

MOD-MKTS

Real-time market data hub with vendor abstraction. Connect Refinitiv, Bloomberg, or use simulation mode.

MOD-KIT

Investment toolkit with calculators, scenario builders, and custom analytics for your strategies.

See the Platform in Action

Schedule a personalized demo to explore how MOD can transform your investment operations.

Request a Demo