The Wakett Box: The Ultimate Financial Management System

When taking your financial strategy from blueprint to execution, there are a lot of elements you need to include in the process, including portfolio management, order execution, and financial analytics. But what if there was one financial management system that could handle all this for you? Our Wakett Box is indeed a complete POEAMS, saving you time and money.

What is a POEAMS?

POEAMS is an acronym we came up with that pretty much sums up what the Wakett Box does:

• • The P stands for Portfolio
  • The OE stand for Order Execution
  • The A is for Analytics; and

• The M & the S stand for Management System.

The Wakett Box has been designed to combine multiple financial processes into one streamlined operation that makes investment management simpler. 

Understanding the Benefits of the Wakett Box, The Ultimate POEAMS

Combining all these tools into one financial management system lets you better run your investment management business and provides multiple benefits. 

• You can build your portfolio of instruments and apply multiple strategies to it by combining manual and algorithmic trading. The portfolio valuation here happens in real-time and can be connected to multiple sources. Moreover, the Wakett Box allows you to apply pre- and post-trade checks for better control.
• Through your portfolio strategy, you can generate orders both manually or automatically, according to the implemented rules. These orders are then sent to the venue for the execution. 
• You can then manage multiple rules. For example, you can keep orders in memory and only send them to the venue once the market triggers any of the applied rules. You can also run these executions with custom execution algo to break down the orders into multiple clips with different execution criteria.
• Thanks to this, you can monitor the status of each position and order in real-time and without any delay.
• The Analytics part, meanwhile, allows you to explore real-time and historical market data to better understand your investment management performance and risk.

Therefore, by combining all these tools into one financial management system, such as the Wakett Box, you’ll be able to speed up your investment processes and gain better control of your workflow.

But there’s more: the same system can be used for backtesting, accelerating market data and checking with intraday precision all the details needed.

How Can I Integrate My Investment Style into POEAMS?

The Wakett Box financial management system has been designed with multiple modules that can be combined according to your needs. It is also entirely customisable, ensuring that you have access to any modules needed to run specific tasks.

So, what are you waiting for? Get in touch with us to discover how you can improve your investment management with the Wakett Box financial management system.