Not Excel-ling? Automated portfolio reporting
PortX provides automated reporting functions with all required monthly returns, holdings analysis and commentaries no matter the volume.

Need efficient regulatory control? Comprehensive regulatory control
PortX gives users the control needed for regulatory compliance and efficiently consolidates all data to ensure all guidelines of major regulatory bodies are met.

Need greater communication with clients? Save yourself from tons of emails….App offering
Portfolio managers and clients can get access to portfolios anytime, anywhere. Our mobile app gives our users the convenience and security to share information, ideas, documents, news within their network via instant messages.