The stock exchange-integrated portfolio management platform enables portfolio managers to centrally manage customer accounts, execute trades using real-time market data, and monitor portfolio performance in real time. This solution, which is integrated with the back-office system, ensures the effective management of customer assets while providing managers with powerful support in the strategic decision-making process through historical transaction reports, detailed portfolio analyses, and customizable reports.
Web Application
Manage Your Portfolio in Real Time, Strengthen Your Strategy
Highlights:
Works fully integrated with the stock exchange, allowing portfolio managers to trade with real-time market data and track client assets in real time.
Provides in-depth examination of client portfolio performance and strategic decision-making opportunities through detailed portfolio analysis tools and customizable reporting features.
Fully compatible with the company's existing back-office systems, centralizing client account management and enhancing operational efficiency with transaction history tracking and secure access controls.
