ModelStream

Investment managers, broker-dealers and registered investment advisors (RIAs) are increasing assets under management and augmenting product platforms by sharing portfolio models. Industry participants are racing to put processes and best practices in place to ease the transition.

ModelStream is the first solution to render model sharing seamless, accurate and auditable. This innovative solution leverages Peridrome’s expertise in natural language rules, business process management and Web 2.0 technologies. ModelStream delivers an efficient, secure, customized environment through which your team can collaborate with model sharing partners—both inside and outside your organization.

ModelStream enables your team to focus on the timely review and release of model changes instead of on how data are communicated and model versions tracked. ModelStream increases productivity, enabling expansion of product offerings and distribution relationships, without adding people.

ModelStream’s integrated natural language rules and business process management features provide the tools you need to ensure model communications are reviewed consistently, and appropriate approvals are recorded for each change. If a specific program or product has a different policy, ModelStream remembers, so your team doesn’t have to.

Why redesign your existing portfolio management, accounting and other systems? ModelStream is a thin client solution hosted by Peridrome. All you need to get started is a web browser and your portfolio models. Customizable rules, review and approval processes, and user screens get you up and running quickly.

As the industry’s transition to model sharing continues, standards for communicating model changes among participants are evolving. As a leader in industry standards initiatives, Peridrome is committed to supporting communications standards among participants. ModelStream’s flexible technology architecture supports your current environment, provides a migration path to online collaboration with your model sharing partners and optimizes straight-through-processing.

Key features:

Natural language rules and automated workflow management
18-month change history with auditing capability
Tracks multiple instances of a portfolio model across subscriber relationships
Supports instructions communicated via file transfer, email and sponsor web portals
Hosted solution—software installation is not required