A highly automated and scaleable solution
A complete solution
Escali Financials is a complete portfolio management solution for management of investments in all types of securities. This includes shares, bonds, time deposits, funds, private equity, and derivatives. It also includes functionality for short trading.
Automation
The system automates most routines and calculations, and is integrated with 50+ ERP systems, banks, brokers, trading platforms, data warehouses, market terminals and BI systems. The system can also import and interpret contract notes for more than 30 brokers and banks.
A modular and flexible system
The system can be used by one person or a hundred users. It is possible to only use one module, several, or all modules. The setup is flexible, and you only pay for the modules and services you need.
Always up to date
The system also includes APIs to most market data vendors.
Visual
200 visual reports and dashboards.
Create your own dynamic reports and dashboards.
Includes Escali Reports, powered by Power BI
iOS and Android app available
The most common modules in Portfolio Management
Stocks & funds
Asset management
Bonds
Risk management
Equity derivatives
Fund transparency
Other derivatives
Bank & liquidity
Settlement
Internal bank
FX derivatives
The Portfolio Managers autonomous car
Escali Financials replaces numerous pages of spreadsheets, manual calculations, and manual input.
Transactions, master data and market data can be imported automatically from trading platforms, brokers, banks and marked data vendors such as Infront, Bloomberg and LSEG.
Exports data to ERP-systems, Payment Solutions, Data Warehouses, BI-solutions, and Data Terminals.
Stacc’s "Escali Financials PMS" is probably the only one in the world that can import contract notes and interpret them.
A user-friendly solution
Intuitive
The interface is intuitive, and the menus are tailored for your requirements and needs. The system is easy to understand and learn.
Office friendly
Fully integrated with MS Office, you can easily export or link data to Excel or Power BI.
Integrated
The SQL database technology makes it easy to integrate with a Data Warehouse or BI-Solution.
No installation
No installations are needed. The system is delivered in the cloud, as Software-as-a-Service (SaaS) and support is included.
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