Credence iDEAL PMS is a multi-currency integrated portfolio management solution designed to automate the wealth management/ private banking/ portfolio management business of an asset management company.

iDEAL PMS enables the company to manage its clients, manage multiple portfolios (client, trading, proprietary), manage all post-trade operations and generate necessary MIS and performance reports for client & regulatory reporting.

iDEAL PMS has a web-enabled front-end which allows the relationship manager to report transactions as well as view client portfolios, performance reports, etc. This can also be extended to the clients directly over the internet.