Portfolio & Order Management built for investment teams, not just the back office

Pinnakl is a multi-asset, cross-region, front-to-back end trading solution that supports hedge funds customers trading across global equities, fixed income, and derivatives.

Features For All Of Your Team

Pinnakl POEMS connects with custodians, primes, fund admins, trade matching providers, and data vendors for security reference, real time and end of day pricing data. All products are available individually, or as one integrated and unified platform.

Trade Execution

  • Fix connectivity to 100s of brokers
  • High-touch and Low-touch
  • Support international, swaps, equities, single-leg and multi-leg options
  • Drop-copy integration for 3rd party EMS
  • Short Locate Integration

Portfolio Management

  • Dashboards showing gross, net exposures and P&L
  • P&L and exposures by security/book/folder
  • Place orders directly from POEMS
  • Real-time greeks on derivatives
  • Real-time cash balances by currency

Portfolio Rebalancing

  • Top-Down or Bottom-Up portfolio rebalancing
  • Manage subscriptions/redemptions
  • Adjust weights

Analytics

  • Real-time and historical analytics on P&L and exposures
  • Attribution by long/short, sector, geography, custom fields
  • LMV/SMV changes over time
  • Counterparty risk changes over time

Security Master

  • Support multiple asset classes – listed equities, options, credit and credit derivates
  • Create your own custom fields
  • Stock splits are automatically captured

Compliance

  • Role based permissions
  • Soft and Hard rules
  • Restricted trading lists
  • Pre and Post Trade Compliance
  • Workflows for trade and allocation approval
  • Library of exposure and order compliance checks