A simple and powerful portfolio performance & accounting module is essential to any investment management system.
View security-by-security performance for a portfolio, or view linked returns for any time period. Our Portfolio System is the investment management platform that will elegantly provide the performance tracking you've been looking for
Our System runs in a web-browser, easily accessible without the installation of software, allowing on-demand access to all sorts of information about the portfolios under your firm's management, featuring a wide variety of pre-defined reports, from the simplest appraisal to complex historical profit-and-loss reporting.
Our clients have access to our Reporting Launchpad, a powerful tool that allows you to schedule reports and have them delivered via e-mail automatically.
Commission Summary 