Arbor Portfolio Manager

Arbor Portfolio Manager (APM) is a powerful, institution-grade portfolio, asset, and fund management platform designed specifically for buy-side firms that need precision, transparency, and control across the full investment lifecycle. The software delivers a unified environment where traders, portfolio managers, risk teams, and operations teams can work with a consistent, real-time view of positions, exposures, and performance. One of APM’s greatest strengths is its real-time P&L and NAV calculation engine, which helps firms monitor portfolio movements instantly and make better-timed decisions. Its time series analysis and detailed performance attribution give investment teams deep insight into what is driving returns, allowing for more strategic allocation and manager evaluation. The system also includes robust risk reporting, covering exposure analysis, value at risk, liquidity assessment, Beta/Delta series, and more—making it suitable for complex multi-asset, multi-fund environments. Operationally, APM excels with features like post-trade compliance, securitisation tools, automated confirmations workflows, and flexible reporting that exports cleanly to Excel or PDF. Its scheduled automated reporting helps reduce repetitive tasks and ensures timely delivery of critical data to stakeholders.