on 18-01-2020 12:49 AM - last edited on 20-07-2020 10:54 PM by sara.row
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.
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.
To find out more, click here
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.