The Premier Portfolio Management System
Wall Street Office is a suite of products designed to make the management of portfolios and structured deals a more efficient and effective process. This comprehensive system is used to manage more than $1 trillion in assets and provides immediate access to real-time data in over 150 standard reports. Straight-through processing, from trading to tracking through reporting, allows our clients to utilize one solution for all their portfolio management needs. Functionality tailored to the asset types found in structured deals as well as compliance reporting specific to each structure allows our clients to spend their time maximizing the performance of their portfolios.
This exceptional system meets today's rigorous demands while allowing you to reach tomorrow's profitability goals.
Explore Wall Street Office:
WSO Administrator WSO Administrator is the core of the Wall Street Office Portfolio Management System. This is where trades are entered, the daily transactions are processed, position details are viewed and records of all referential data are stored.
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WSO Reporting This module offers access to over 150 standard accounting and portfolio analysis reports with dynamic properties.
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WSO Advanced Reporting Features numerous enhancements to the WSO Reporting module.
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WSO Accounting A customized interface that allows a user to close the books as of a specific date.
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WSO Security An application-based security feature that allows administrators to give users access to only the information directly related to their job and their responsibilities.
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