Portfolio Management Technology provides a cloud-based foundation for better decision-making process. Well defined building blocks for portfolio managers.
“A portfolio management technology system is cloud-based platform hosted by a 3rd party and its platform services. A portfolio management system allows investment managers to reduce capital outlay in building expensive software and buying constantly evolving computers and servers.”
What does it do for a portfolio manager?
Build customized model portfolio rules for committee.
Why do you need it?
Cohesive, transparent, goal based and outcome oriented.
Investment Policy Statement built for PM practice.
Qualitative driven decision-making process for your portfolios.
Build a transparent, high-value practice for your clients.
