Vidrio’s open-ended Portfolio Planning allows you to propose investments as far in the future as necessary. Liquidity management automates the scheduling of transactions based on terms and conditions.
Vidrio’s Portfolio Planning automates the generation of Subscriptions, Redemptions, Contributions, and Distributions.
Customized workflow tools route these transactions across the various approval stages, guidelines and compliance checks, and final instructions to Custodians or Administrators. This ensures all approvals and transaction protocols are being properly followed by every member of your team, every step of the way.
The Vidrio Team tracks these transactions and updates trade confirmation and settlement information.
