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Portfolio Management
Preview

Specifically designed solution for Securities portfolio management. Features:
  • Clients management (support undefined number of clients);
  • Management of CSD (Central Securities Depository) Portfolio Accounts (supports undefined number of accounts);
  • Securities trading orders management (support electronic trading orders and conventional trading orders);
  • On-line trading data synchronization and processing;
  • Fees and taxes management module;
  • Automated accountings and additional functionalities for entering payments;
Portfolio Management
  • On-line automated monitoring system for portfolio movements;
  • Functionalities for automated portfolio movement intersections (monthly, quarterly or yearly)
  • Electronic order delivery system;
  • Functionalities for generating tax applications.
   The solution provides functionalities for internet access for Portfolio managers. This solution is implemented in 10 brokerage houses and banks in Macedonia.
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