milissa.gravois
Acronym
Moment
Product ID
Moment_PMS
Description

Portfolio construction, reporting, and rebalancing tools with native AI capabilities

Images
Image
Moment PMS
Details

Build portfolios with characteristic-based optimization targeting yield, duration, credit quality, and maturity across thousands of bonds in seconds. Generate custom-branded client proposals with projected income, trade-level detail, and full portfolio

Features
  • Characteristic based model building & portfolio optimization
  • Custom branded proposal generation
  • Automated rebalancing with drift monitoring
Vendors
Moment
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Portfolio Management
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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