Managing portfolios can be challenging—with high demands on managers and their teams—from constructing and managing portfolios to engaging and servicing clients.
From compliance management to modelling, this software allows for faster reporting, quick access to tax, valuation and performance, plus market data and approved product lists. Portfolio System is a single, reliable piece of software offering end-to-end support of client portfolio management.
Tell me what it actually does
Portfolio System is multi-currency portfolio management software, suitable for simple portfolios, right through to those more sophisticated. It allows you to construct, review, analyse and configure your clients’ portfolios and supports all investment types. Administration, performance analysis, tax impact analysis, asset allocation assessment and transaction management are made simple with Portfolio System.
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