Trading & Risk Applications > Convertibles Portfolio & Order Management

Take charge of your convertible bond management

Managing convertible bond portfolios can be challenging and complex with standard, non- specialized portfolio and order management solutions due to their unique structure. Effectively handling these complexities requires a system designed specifically for the intricacies of convertible securities.

Simplify portfolio management and optimize trade workflows with Numerix’s powerful convertibles portfolio and order management solution. Built on a seamless, integrated platform, it provides robust tools for convertible valuation, new issue pricing, risk management, and detailed security analytics. Designed to drive operational efficiency across the entire convertible securities lifecycle, it is widely recognized as the gold standard for convertible valuation, especially in the United States.

Comprehensive convertible bonds portfolio analytics

Integration with execution platform

Commission and P&L analysis

Streamlined deployment

Transforming convertible bond portfolio management

Take control of your convertible bond portfolio with unmatched insights and precision

Managing convertible securities doesn’t have to be complex. Numerix’s convertibles portfolio and order management solution simplifies portfolio maintenance, accelerates decision-making, and streamlines trade workflows.

Unlock advanced convertibles analytics

Maximize efficiency and integration with our streamlined trade workflow capabilities. Streamline your trade workflow with tools for accurate pricing, advanced risk management, and scenario analysis to plan for any market condition.
Integrated portfolio monitoring

From risk metrics to performance attribution, the platform offers a streamlined experience for analyzing and managing portfolios. Users can consolidate workflows into one platform, eliminating inefficiencies caused by disparate systems.
Seamless order management system (OMS)

Numerix’s OMS integrates seamlessly with portfolio and analytics modules to support both buy- and sell-side execution strategies.
Seamless integration

Enjoy seamless integration with execution platforms via a FIX connection and comprehensive reporting capabilities, including commission tracking and P&L analysis.

Products

Kynex Portfolio Management System

The Kynex Portfolio Management System delivers advanced tools for managing convertible securities portfolios. With features like risk analysis, stress testing, and portfolio optimization, it enhances decision-making and streamlines workflows. Integrated with Kynex Core Analytics, it provides thorough insights, customizable metrics, and precise stress testing, empowering users to optimize portfolios and align them with strategic investment goals confidently and efficiently.

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Kynex Order Management System

The Kynex Order Management System (OMS) is a purpose-built solution for convertible securities trading. It offers seamless integration with analytics and portfolio tools, advanced compliance features, real-time P&L monitoring, and streamlined workflows. Catering to both buy- and sell-side participants, it simplifies trading, enhances market insights, and ensures precise execution, enabling users to confidently manage the complexities of convertible securities.

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Take charge of your convertible bond management

Take control of your convertible bond portfolio with unmatched insights and precision

Unlock advanced convertibles analytics

Integrated portfolio monitoring

Seamless order management system (OMS)

Seamless integration

Products

Kynex Portfolio Management System

Kynex Order Management System

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