Solution introduction

Cross-Asset Classes, Portfolio Management, Multi-currency, Multi-language, Portfolio Analytics, Reporting

This is our flexible and straightforward portfolio accounting component

Portfolio Management, which is a multi-asset class, multi-currency blend of tools that allows you create model portfolios, setup asset rules, asset allocation, and enables you to easily setup the investment side of your business and portfolios.
 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.