Product Profile of Wealth Management / Portfolio Management Software Solution
Wealth Management / Portfolio Management Software Solution provides a highly reliable business solution for automating the entire investment lifecycle across a wide variety of assets like mutual funds, bonds, equities, deposits, real estate, metals, commodities, etc. 3i Infotech Ltd is the developer of Wealth Management / Portfolio Management Software Solution. Wealth Management / Portfolio Management Software Solution is available under the brand name- C-matis. This Wealth Management / Portfolio Management Software Solution are designed to ensure increased operational efficiency as well as enhanced client interactions and satisfaction.
Key Features of Wealth Management / Portfolio Management Software Solution
- Enable multi-currency trade over a wide range of assets with facility of common reporting currency
- Relationship Managers can profile the investors and suggest suitable asset allocations
- Increases effectiveness of CRM with access to client data, alerts and reminders.
- Empowers Portfolio Managers with 360-degree view of assets, What-if simulations, quick ordering coupled with convenient search facilities and 100% compliance with regulations and client mandates.
- Encompasses integrated GL accounting
- Values the portfolios with corporate actions on daily basis.
- Time weighted returns and portfolio risk measures
- Flexible management and performance fees set up
- Get detailed analysis through more than 60 regular reports and 5 customizable reports
- Host of other features required by the industry include mailing, notes management, document storing and task scheduling
- Relationship Management
- Portfolio Management
- Portfolio Accounting
- Portfolio Appraisal Reporting and Analytics
