PMplus Order Management System facilitates the generation of orders to align a portfolio or group to a pre-determined target strategy, including the processing of trades through the entire trade life cycle. PMplus can also process orders generated by third parties through the same lifecycle in a highly efficient manner, utilizing all of the key controls expected by professional managers.

Utilizing this capability, PMPlus can establish a ‘Robo-advice’ type of service, with participating portfolios rebalanced periodically against a designated in-house strategy, with each participating portfolio also containing their own limitations on ‘cherished assets’ and specific investment limits based on securities characteristics such as: ESG, Bond ratings or other geographic/market ownership constraints.