Portfolio Manager

Portfolio Manager allows investment professionals to overlay mass portfolio management within highly tailored client protocols. Portfolio Manager’s collaborative wealth management technology simultaneously improves client service and reduces business risk.
Read more...

Portfolio Express is a web-based modelling service designed for brokers, advisers and wealth managers who actively manage client portfolios. Able to be deployed on any desktop, anywhere in the world, Portfolio Express reduces time, minimises effort and controls expense.  Read more...