Portfolio Management

Simplify your asset, wealth and portfolio management

Complete portfolio management solution for investments in all types of securities.

Portfolio Management

Simplify your asset, wealth and portfolio management

Complete portfolio management solution for investments in all types of securities.

Portfolio Management

Simplify your asset, wealth and portfolio management

Complete portfolio management solution for investments in all types of securities.

Portfolio Management

Simplify your asset, wealth and portfolio management

Complete portfolio management solution for investments in all types of securities.

trusted by

Trusted by

  • Strawberry
  • Rasmussen
  • Ferncliff
  • Umoe
  • Holta Invest
  • Toluma
  • Kistefos
  • Rieber & Søn
  • Hatteland
  • Bergen Kommunale Pensjonskasse
  • Bergen Capital MAnagement
  • Trondheim Kommunale Pensjonskasse
  • Den Norske Krigsforsikring
  • Telenor Pensjonskasse
  • Protector Forsikring

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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