Asset managers
Professional portfolio and execution workflows.
PORTFOLIO MANAGEMENT
Portfolio
Management
Professional portfolio workflows and reporting support for institutional and managed-account environments.
OVERVIEW
Portfolio workflows connected to institutional execution infrastructure.
VXTM supports portfolio-oriented professional workflows by connecting execution, operational tooling and reporting considerations within the broader institutional service framework.
Managed workflowsSupport professional account and portfolio operating models.
Execution integrationConnect portfolio decisions to market-access workflows.
Reporting supportStructure information flow for professional oversight.
Operational coordinationRoute service needs through a central institutional desk.
WORKFLOW
How the service
fits together.
Portfolio and managed-service availability is subject to applicable client, legal and operational requirements.
Define the mandate
Review portfolio structure, trading approach and operating requirements.
Map execution
Align portfolio activity with market-access workflows.
Set information flow
Coordinate reporting and operational requirements.
Maintain support
Keep technical and service channels available as the mandate evolves.
PROFESSIONAL OPERATIONS
Technology, market access and service in one operating picture.
VXTM approaches institutional requirements as connected workflows rather than isolated products. The exact configuration is aligned with client profile, technology environment and service needs.
Discuss your requirements ↗ USE CASES
Designed for professional
market participants.
Configurations depend on client profile, jurisdiction, asset requirements and operating model.
Family offices
Structured market access for managed portfolios.
Funds
Execution and operating support for institutional mandates.
Professional advisors
Infrastructure for permitted managed-account workflows.
NEXT STEP
Discuss portfolio management with VXTM.
Contact the Institutional Services desk to explore how this service can fit your organization and technology environment.