Services

WBS provides powerful modelling tools that help discretionary managers manage portfolios with greater efficiency and control. Through the EOS platform, firms can model investment strategies, test portfolio changes and maintain clear oversight across client positions and compliance workflows.

Through the award-winning EOS system, WBS offers investment management modelling tools for discretionary managers to manage clients’ positions through model portfolios.

The service WBS provides is intuitive and dashboard driven, giving an integrating and easily accessible view of your clients. You can test the impact of portfolio changes by using the software’s ‘What if?’ scenario algorithm to evaluate potential outcomes. Visibility can also be shared with the compliance team to allow for easy oversight of any model weight changes and drift.

The tried and tested solution offers the ability to hold multiple asset classes in multiple models in clients wrappers. You can manage the client relationship from start to finish including a suite of management information.