Model, monitor and manage for peak performance
We know that managing portfolios can be demanding. Whether simple or more sophisticated, Iress Portfolio System makes it easier for you to construct, review, analyse and configure your clients’ portfolios.
Portfolio System is multi-currency portfolio management software, which allows for faster reporting, quick access to tax, valuation and performance data plus market data and approved product lists. Administration, perfomance and tax impact analysis, asset allocation assessment and transaction management are made simple.