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PATIO Reviews & Product Details

PATIO by 4TPM is an institutional-grade Portfolio Management System (PMS) and Order Management System (OMS) built for private banks, asset managers, and online brokers. It centralizes discretionary mandates and model portfolios, automates rebalancing and bulk trade workflows, and enforces investment rules with pre- and post-trade controls. PATIO supports multi-asset, multi-currency portfolio management, a unified order blotter, and straight-through processing via APIs and standard connectors to core banking, custodians, brokers, and back-office systems. Designed for regulated environments, it delivers strong auditability, permissions, and reporting so teams can scale operations without outsourcing or changing their investment process.

Seller

Discussions

PATIO Community

Languages Supported

English, French, Spanish

Overview by

Rayane Achich

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Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

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Categories on G2

Investment Portfolio Management

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