PATOne Suite

What is PATOne® Suite?

PATOne Suite is a high-performance platform supporting all the necessary data processes for risk and portfolio management from data acquisition, cleansing, normalization, validation, analytics and calculations, to reporting and interactive analysis. Make better informed decisions with the ability to view enterprise-wide holdings, analytics, performance and risk metrics in one place.

PATOne Suite Screenshots

Product Features

  • Support for a wide range of instruments and transaction types, including complex derivatives: swaps, options, private equities.
  • Integration to counterparties and industry-leading data providers
  • Leading third-party pricing engines and risk models by asset class integrated with in-house proprietary models.
  • Simple to operate – Uploading your client data requires only a few clicks. Replicating the client data required to populate your portal takes less than an hour.
  • Customizable reports, Interactive Slice and Dice/ Drill- Down/ Roll Up Analysis — Reports are provided with interactive slice and dice/drill-down/ roll up links to asset class, market pricing, etc.

Benefits and Value Added

  • Increased efficiency, transparency, automation and accuracy
  • Trade generator
  • Compliance engine
  • Integrated and consistent data, data meets established quality criteria
  • All changes in data are tracked and recorded so that reports can be produced showing changes over time
  • Data is never over-written or deleted – once committed, the data is static, read-only and retained for future reporting