Olivia® is a powerful portfolio management system, tailor-made for asset managers, offering exceptional performances to its users. This solution is unique thanks to its rich functional capabilities, which makes it stand out in the portfolio management systems’ market.  Olivia® enables Asset Managers to better manage investment portfolios and enhances the bank’s productivity.

At a time when markets are volatile, when banks are more than ever client centric, when banking regulatory processes are strengthened, and when revenues’ stream need to be optimized, Olivia® proves to be the best answer to daily preoccupations. The system allows you to prepare investment strategies for any given market/currency, in line with the bank’s business rules, to simulate portfolios’ strategies, and to rebalance positions linked to defined ones, with only two objectives in mind: improving customer’s profitability and satisfaction and reaching your goals.

Olivia® meets the expectations of the Asset Managers with a rich set of functionalities:

- Absolute (VaR) and relative (TEV) risk measurement
- Calculation of systematic and unsystematic risk
- Alerts defined by manager or by portfolio
- Grouping of portfolios by managers
- Handling of portfolios individually or grouped
- Assets positions displayed by category (market, country, sector, etc.)
- Performance analysis
- Performance contribution analysis
- Input and use of internal or external recommendations
- Risk exposure details
- Comparison of portfolios with an associated model
- Defined investment policy
- Rebalancing of portfolios
- Order generation and transaction management
- Multi lingual

Olivia® helps Asset Managers to go beyond expectations with the following optional capabilities:

- “What if” simulations
- Customized reporting of exceptional quality

Olivia® is supported by recent developments in portfolio theory and structured investment processes using high performance and advanced risk analysis tools. Olivia® is a multiplatform product, based on Oracle, and runs on Windows as well as on Unix platforms.

The benefits offered by Olivia® are numerous. Here are the most important ones:

- Multi-dimensional display of management information
- Rich set of functionalities
- High quality reporting
- Customizable interface
- Multi languages (application and data wise)
- Adapting to your needs
- Increasing user productivity
- Exceptional performance
- Alerts’ notification

The entire New Access’ products and solutions range is fully compatible and cross functional.
We give your infrastructure the possibility of bridging CRM data, documents, portfolios and reporting systems.