Portfolio Management module

The Portfolio Management module in Vertex

This is a description of the Portfolio Management module


Sourcing Cluster

Sourcing clusters are automic units that execute a sourcing strategy. They respond to deals/orders and sourcing cluster volume inputs, calculate their own open position based on this data and has scripts to organise their volume and create orders or deals to interact with the rest of the portfolio.

Book

A book can have actions to run. Everytime a book action is run a book action run is created. A book action run can have multiple attempts.

PM Domain