Portfolio Management Software (41-43 of 43)

ViewPerf is an investment portfolio performance measurement data mart, which is cross-referenced to and consistent with the accounting system. ViewPerf uses an optimised data structure to store performance of portfolios broken down by risk group, local currency, sector, stock, and user-defined...

All necessary portfolio data, market information and research recommendations are supplied via the central database idb.

The FinancialAssistant tool supports the comparison of centrally managed master portfolio structures with a freely assembled client portfolio (securities and liquidity).