Robust SaaS solutions for institutional asset management.
Connect Square to existing administration and immediately use the platform with its modular applications. Specifically developed for (and by) the front office of institutional asset managers.
TraceableRecord decisions in an audit trail, including supporting evidence and process flow.
Secure & certifiedPortfolio data is isolated per client, secure, encrypted and located in our Dutch, or your own data centers.
AccessibleUser-friendly interface that is available at all times, on any device and location.
CompliantSquare simplifies complying with internal control measures such as ISAE 3402.
By collaborating with VI Company in the development of Square Portfolio Management, PGGM has been able to further improve the quality of its portfolio management and to execute more efficiently.
Square Portfolio Management closes a gap in the IT landscape that allows institutional investors to make their business critical processes more robust.
Square Portfolio Management offers various modules.
Square Portfolio Management is developed as a Saas platform for all institutional asset managers who manage multi-asset investment portfolios. Square Portfolio Management is designed to mitigate operational risks by integrating business-critical processes into one robust and secure system. Square Portfolio Management gives you more control over your assets under management while maintaining all the desired flexibility.
We build additional modules with asset managers as partners. The first module in use is Allocation Management.Further reading: Square Allocation Management
We believe we can bring the asset management industry to a higher standard with the use of robust and innovative software. Rebalancing the Strategic Asset Allocation is the first step in this revolution.
Together with our clients and partners, we have developed a roadmap of different modules. The first module to be launched at the beginning of 2019 was the allocation management module. Would you as a client or potential partner like to contribute to the roadmap? Please contact us.