Portfolio Management
by ERI · Wealth and investment platforms · Geneva, Switzerland
Real-time portfolio valuation and performance management with investment strategy support.
What Portfolio Management does
- real-time position and portfolio valuation
- performance reporting
- investment strategy support
- client asset overview
What Portfolio Management is used for
- provide real-time asset views to clients
- support investment strategies
- process trades and settlements
Who Portfolio Management is for
- Wealth and investment managers
- Private banks
- Custodians
- Asset managers
About ERI
OLYMPIC Banking System digital platform for core banking, wealth management, payments and fund administration.
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More in this category: Wealth management and investment platforms.
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