OUR CAPABILITIES
The perfect partner for Institutions
WieldMore's software architecture is designed for flexibility and seamless integration, allowing investors to tailor their interaction with our systems to their unique investment process.
Our open architecture ensures compatibility with leading third-party analytics providers, eliminating the need for multiple point systems and providing buy-side clients with a unified view of risk and performance across all asset classes.
Portfolio
Construction
Exposures & Sensitivities
Cash-Flow Management
Scenario Analysis
Performance Attribution
Asset Allocations
OUR FOUNDATION
How WieldMore can help Institutions
Dynamic Multi-Asset Oversight
Gain a comprehensive overview of exposures and holdings, enabling managers to design dynamic asset allocation strategies that adapt to changing market conditions while managing key investor objectives on CO2e Emissions, ESG scores, tracking error, and liquidity.
Multi-Asset
Valuation
With frequent updates, new instruments are made available to asset managers in a timely manner, also on demand.
The continuous validation ensures that cashflow distribution and critical analytics are accurately calculated. Assess and manage exposures and sensitivities to key risk factors, ensuring that risk is aligned with portfolio goals.
Data and Analytics Ecosystem
WieldMore's Portfolio and Risk Analytics ecosystem enables clients to access their preferred internal and third-party data sources, pricing models, and optimisation tools that best support their unique product mix and investment strategies.
Our advanced stress testing and scenario analysis capabilities help clients model potential market shifts, assess portfolio impacts, and proactively manage risks in volatile market conditions.
FEATURE HIGHLIGHT
Scenario Analysis: Digital Twin for Investment Portfolios
Pomelo® provides powerful scenario analysis tools for modelling the real-time impacts of stress factors on a portfolio, including interest rate changes, liquidity shifts, FX movements, credit spread variations, inflation shocks, and equity market movements.
Our solution offers both standard market scenarios and the ability to create custom scenarios for stress testing and horizon analysis. Clients can model the potential impact of asset price changes or simulate volatility and liquidity stress during periods of market turbulence. These features enable the modelling of potential scenarios and outcomes, determination of worst-case drawdowns, and analysis of performance over time, providing deeper insights into portfolio resilience.
Integrated Multi-Asset Portfolio Management Solutions
We deliver a Portfolio Management System designed to manage multi-asset portfolios with accuracy. Our platform provides real-time data integration, advanced analytics and risk benchmarking tools that empower portfolio managers to make data-driven decisions tailored to the prevailing market conditions.
Pomelo
Pomelo Portfolio Management and C&E Analytics: all-in-one platform for managing multi-asset portfolios.
Bespoke Advisory
World-leading financial management experts, specialised in dealing with volatile markets
We offer a comprehensive solution that combines bespoke advisory and advanced technology platform. Learn more on how we can help