Everise IMS is designed with maximum flexibility, allowing financial institutions to customize workflows, reporting, integrations, and investment processes to match their unique business requirements.
Everise IMS
Everise IMS is an integrated front-to-back solution, featuring open data model, open architecture, high degree of operational customisability, agile development and full compliance with local regulations. Please explore key Everise IMS features below.
Everise Labs
Regulatory Compliance
Everise is a leading provider of innovative investment management solutions, empowering asset managers.
Real-time Analytics
Everise is a leading provider of innovative investment management solutions, empowering asset managers.
Scalable Architecture
Everise is a leading provider of innovative investment management solutions, empowering asset managers.
Portfolio Analytics
Powerful portfolio view allowing real-time monitoring of positions with dynamic aggregation, filtering, sorting, grouping on a number of dimensions and position metrics. Historical and future views are available based on pending trades.
Flexible reporting based on Telerik reporting engine. Reports can also be linked to 3rd party solutions.
Real-time P&L is available at any level of aggregation.
Seamless open BI integration due to open data model and SQL server-based architecture, enabling native integration to 3rd party BI solutions.
Trade Processing
Powerful portfolio view allowing real-time monitoring of positions with dynamic aggregation, filtering, sorting, grouping on a number of dimensions and position metrics. Historical and future views are available based on pending trades.
Flexible reporting based on Telerik reporting engine. Reports can also be linked to 3rd party solutions.
Real-time P&L is available at any level of aggregation.
Seamless open BI integration due to open data model and SQL server-based architecture, enabling native integration to 3rd party BI solutions.
Portfolio Accounting
Powerful portfolio view allowing real-time monitoring of positions with dynamic aggregation, filtering, sorting, grouping on a number of dimensions and position metrics. Historical and future views are available based on pending trades.
Flexible reporting based on Telerik reporting engine. Reports can also be linked to 3rd party solutions.
Real-time P&L is available at any level of aggregation.
Seamless open BI integration due to open data model and SQL server-based architecture, enabling native integration to 3rd party BI solutions.
Technical information
Single-tenant infrastructure
Powerful portfolio view allowing real-time monitoring of positions with dynamic aggregation, filtering, sorting, grouping on a number of dimensions and position metrics. Historical and future views are available based on pending trades.
Open architecture
Powerful portfolio view allowing real-time monitoring of positions with dynamic aggregation, filtering, sorting, grouping on a number of dimensions and position metrics. Historical and future views are available based on pending trades.
Data security
Powerful portfolio view allowing real-time monitoring of positions with dynamic aggregation, filtering, sorting, grouping on a number of dimensions and position metrics. Historical and future views are available based on pending trades.
API readiness
Powerful portfolio view allowing real-time monitoring of positions with dynamic aggregation, filtering, sorting, grouping on a number of dimensions and position metrics. Historical and future views are available based on pending trades.
Client Success Story
The Invalda INVL Group, one of Lithuania's most prominent asset management companies, manages a wide variety of financial products, including pension, bond, and equity funds, as well as private equity and alternative investments. Serving over 185,000 clients with assets exceeding 600 million euros, Invalda INVL required a reliable, high-capacity brokerage system. Since 2015, Everise has supported Invalda INVL with a securities brokerage platform that meets the demands of this rapidly growing client base. Our platform's flexibility and comprehensive functionality have enabled Invalda INVL to offer its clients advanced portfolio management tools while ensuring efficient, compliant operations across multiple markets.
Darius Šulnis
CEO at Invalda
Frequently Asked Questions
Ready to Scale?
Let's explore how Everise Labs can help you build what's next.
Ready to Scale?
Let's explore how Everise Labs can help you build what's next.