Investment Portfolio Management System

Investment Portfolio Management System


03-backup
This software tracks and manages investor portfolios. This solutions is used by investment professionals to build, track, and manage their client’s investment portfolios in various type of securities i.e. (PIB, TBILLS & SUKUK). Investment portfolio management software includes investment tracking, investment accounting, reporting, client communication, investment tools, and all the necessary regulatory requirements as required by central bank. This contain module of primary market to enter auctions/bids on behalf of clients which can be further processed to become the part of client portfolio or can be transferred to other banks as per client’s requirement, It also contains secondary market buy/sell modules to process transactions.

Tags: software tracks, investor portfolios, investment professionals to build, client’s investment portfolios, (PIB, TBILLS & SUKUK), investment tracking, investment accounting, reporting, client communication, investment tools.