Portfolio Management System

•  Accurate and timely respond to the needs of portfolio management and customer service needs an accurate basket calculation and permanent monitoring.

•  Automatic transfer sales transactions from brokerage system to illegible stock,

•   Generating reports stock balance of the customer (customer portfolio) with the ability to print reports,

•  Calculating the final cost according to the impact or lack of impact of deductions,

•  Immediate use (online) of information of assemblies,

•  Automated calculation of stock options and profits for each customer, and application of it in his account,/p>

•  Calculation of implement priority debt and underwriting,

Ability to create reports relevant to baskets based on the user’s preference