Financial Portfolio Management System
by Computer Design
Investment Management System - particularly suitable for start up operations due to its low entry cost and unlimited growth path.
- Accounts Receivable
- Audit Trail
- Benchmarking
- Breakpoint Management & Automation
- Commission / Incentive Management
- Compliance Management
- Contact Management
- CRM Integration
- Custom Query Support
- Customizable Fields
- Customizable Reporting
- Data Import/Export
- Document Management
- Fixed Asset Management
- Flexible Allocation Methods
- General Ledger
- Graphical Charting
- Investor Accounting
- Investor Profile
- Investor Reporting
- Multi-Currency
- P&L Calculation
- Performance Analysis
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Real Time Reporting
- Reporting
- Serves Family Offices
- Serves Fund of Funds
- Serves Hedge Funds
- Serves Multi-Family Offices
- Serves Offshore
Available on the following platforms: Windows
Support available: Regular Business Hours