Portfolio System is multi-currency portfolio management software, suitable for simple portfolios, right through to those more sophisticated. It allows you to construct, review, analyse and configure client portfolios and supports all investment types. Administration, performance analysis, tax impact analysis, asset allocation assessment and transaction management are made simple with Portfolio System.

From compliance management to modelling, this software allows for faster reporting, quick access to tax, valuation and performance, plus market data and approved product lists. Portfolio System is a single, reliable piece of software offering end-to end support of client portfolio management.