Provides immediate visibility into global cash positions and multi-asset holdings.

Covers equities, futures, options, FX, fixed income, credit, and complex derivatives like vol swaps and bank debt.

Following the LayerOne acquisition , the platform includes deep-seated compliance and risk modules that complement trading execution.

PortfolioOne is designed as a , allowing hedge funds, proprietary trading firms, and family offices to select specific tools that fit their existing workflows. The platform consists of eight primary modules :

is a sophisticated, multi-asset portfolio management and trade execution platform designed for institutional investors, asset managers, and active traders. Integrated directly with the Neovest execution management system (EMS), PortfolioOne combines real-time P&L, risk analytics, and position management into a single, unified interface. Users can seamlessly model complex strategies, rebalance portfolios across accounts, and execute trades directly from their portfolio views—eliminating the latency and risk of switching between separate OMS and EMS tools.

Users can organize and track portfolios using a flexible tagging environment for both live and historical attribution.

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