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