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PortfolioNet

Processes portfolio data and provides web-based access to consolidated assets, performance analysis, and risk identification.

Made by Galeo

    What is PortfolioNet?

    PortfolioNet is an integrated platform that consolidates financial and non-financial assets, enabling comprehensive portfolio monitoring, performance analysis, and risk identification. The solution encompasses portfolio data processing and provides web-based access to the aggregated information. PortfolioNet is a GIPS-compliant Portfolio Management System that assists users in constructing efficient portfolios, tracking their performance, and managing asset allocation

    Highlights

    • Consolidation of financial and non-financial assets in a single platform
    • Web-based access to aggregated portfolio data
    • GIPS compliance for reliable portfolio management
    • Capabilities for portfolio construction, performance analysis, and risk identification
    • Customizable reporting and in-depth analysis

    Platforms

    • Desktop Windows
    • Desktop Chromebook
    • On-Premise Linux
    • Mobile Android
    • Desktop Linux
    • Desktop Mac
    • Mobile iPad
    • Cloud, SaaS, Web-based
    • Mobile iPhone
    • On-Premise Windows