OASIS
by PureLogix
OASIS is North America's first Electronic Investment Management Process. Powerful Investment Management Tools, Detailed and Customized Reporting, eDocument Generation, Client Statement Generation, Portfolio Tracking and Re-balancing Tools all in one platform. Completely web-based - accessible anywhere on the planet 24/7/365. Extremely easy to learn and use - all point and click interface, virtually no typing. Unparalleled reliability, security and performance with no IT overhead.
- Account Management
- Accounting Integration
- Alternative Asset Management
- Benchmarking
- Compliance Management
- CRM Integration
- Custom User Interface
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Derivatives
- Equities
- Fixed-Income Products
- FOREX
- Fund Management
- Futures
- Legacy System Integration
- Multi-Currency
- Multi-Portfolio Management
- Mutual Funds
- Performance Metrics
- Reporting
- Stocks Management
- Workflow Management
Available on the following platforms: Web Based
Support available: Regular Business Hours
About PureLogix
Year Founded: 2004
Location: British Columbia - Canada
Number of Customers: 100 +
Industries Served: Financial
