PMPLUS IS A COMPREHENSIVE WEALTH MANAGEMENT SOLUTION THAT PROVIDES ALL THE FUNCTIONALITIES NEEDED TO MANAGE PORTOLIOS, ORDERS AND COMPLIANCE.
Asset allocation: by providing the necessary perspective on the client’s full portfolio, you will be well-positioned to offer advice on important decisions and create scenarios for rebalancing assets to support the client’s investment profile.
Performance measurement: two methods of calculating performance and the functionality to view performance both gross and net of fees.
Enhanced compliance capabilities: designed to meet with increasing regulations;
Order management: automated reconciliation of trade information, settlement data, transactions and positions, portfolios rebalancing, single or bulk orders.
Customisable and automated client reporting.
Integration: designed for ease of integration with your trading platform, data import and invoicing solutions, as well as third-party and in-house systems