Complete Investment Management Solutions
From portfolio management to order execution, compliance to analytics—everything you need to run a modern investment firm.
Portfolio Management System (PMS)
Real-time portfolio analytics, position tracking, and performance attribution with institutional-grade accuracy.
Why Choose This?
Gain complete visibility into your portfolios with real-time analytics and automated reconciliation.
Key Features
- Real-time position tracking across all asset classes
- Performance attribution and analytics
- Multi-currency support with FX management
- Customizable dashboards and reporting
- Integration with major custodians
- Tax lot accounting and wash sale tracking
Order Management System (OMS)
Sophisticated order routing, execution management, and allocation engine with pre-trade compliance checks.
Why Choose This?
Execute trades faster and more accurately with automated workflows and built-in compliance.
Key Features
- Parent-child order hierarchy for complex allocations
- Pre-trade compliance and risk checks
- Smart order routing to multiple brokers
- Real-time execution monitoring
- Automated allocation engine
- FIX protocol connectivity
Compliance Engine
Automated rule enforcement, regulatory reporting, and risk monitoring to keep you compliant 24/7.
Why Choose This?
Reduce compliance risk and manual oversight with intelligent automation and real-time alerts.
Key Features
- Pre-trade and post-trade compliance checks
- Configurable rule engine for custom policies
- Restricted list management
- Position limit monitoring
- SEC, FINRA, and MiFID II reporting
- Audit trail and exception reporting
Analytics & AI Engine
Advanced analytics, risk modeling, and AI-powered insights to optimize portfolio performance.
Why Choose This?
Leverage AI to discover insights, optimize portfolios, and make data-driven investment decisions.
Key Features
- Portfolio optimization and risk analytics
- Factor analysis and attribution
- Scenario modeling and stress testing
- ESG scoring and impact analysis
- Custom analytics and backtesting
- Machine learning-powered insights
Ready to Transform Your Operations?
See how MOD Fintech Solutions can streamline your investment operations with integrated, intelligent technology.