Secure business continuity with up-to-date information on the investment products and providers that you use.

What happens when an underlying product or provider disappears? Our Portfolio Management add-on tool aggregates portfolio information from multiple sources providing you with comprehensive and up-to-date investment and fund reporting for your clients.

  • Comprehensive portfolio performance reporting (money and time weighted).
  • Comprehensive tax reporting including FIF tax reporting.
  • Comprehensive fund reporting, total holding under funds with maturity dates.
  • Report in Microsoft Word or Excel (CSV / XLS).
  • Comprehensive data import and export tools.
  • Connect to any data or web source for client transaction information.
  • Auto updating of product pricing plus addition or removal of providers.
  • Reporting in multiple currencies.
  • Integrate directly with your advice workflows – OMNIAdvice.

Let us do the hard work and keep you up-to-date, talk to us now about adding on our comprehensive Portfolio Management solution.

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