Talos Launches PMS

Digital assets technology provider Talos has launched a portfolio management system that provides an integrated solution to all of its existing tools with its flagship order and execution management system (OEMS).

The firm says the new PMS delivers front-to-back support for portfolio managers, traders, risk managers, and operations teams, expanding Talos’s platform to a complete investment management system for digital assets. This means the firm now offers institutions real-time risk monitoring for spot and derivatives, leveraging the risk technology recently added through Talos’s acquisition of Cloudwall.

These capabilities are combined with Talos’s existing treasury and settlement capabilities, which include the ability to track positions, monitor P&L, and settle credit with OTC dealers. Together, these features allow institutions to manage their entire digital asset portfolio with a unified view of positions, P&L, and risk across multiple strategies.

The PMS offers features such as live risk monitoring, portfolio roll-ups for aggregated views at multiple levels, continuous reconciliation with approximately 60 exchanges and OTC venues, and flexible pricing inputs to calculate P&L. Its integration with Talos’s OEMS introduces the construct of “Workspaces” for different user profiles across the investment lifecycle – portfolio managers, researchers, traders, risk managers and operations teams – creating a truly seamless experience for institutional investors on a single platform.

“Digital assets are entering a new era of maturity, and our clients’ needs are expanding beyond execution into all aspects of investment management,” says Anton Katz, CEO and co-founder of Talos. “With the launch of our integrated PMS, Talos is not only meeting the evolving demands of our existing trading clients but is also opening the door to a broader range of institutions, such as venture capital firms and blockchain foundations, looking to manage their portfolios and treasuries. This expansion advances our mission to fully integrate digital assets into capital markets by providing institutions with the most comprehensive suite of tools.”