Back Office and Client Servicing Options


HiPortfolio

HiPortfolio is an integrated front and back office asset management system made up of more than 30 modules, each of which provides processing support for a specific category of investment instrument or investment business function.

Providing a virtually unlimited hierarchical structure, HiPortfolio facilitates the proactive management of multiple portfolios as effectively and efficiently as a single portfolio. HiPortfolio is transaction-based and capable of retaining and retrospectively accessing all historical data in order to generate value-added information. This information might include performance measurement and attribution, portfolio modeling and trading, capital gains tax and income tax calculation, or exposure and compliance monitoring.

Many of the largest investment institutions in Australia, Europe, the Far East, North America, and Africa use HiPortfolio. DST has developed specific, local features such as instrument coverage and interfaces to local systems.