PORTFOLIO VISTA

PORTFOLIO VISTA

Sold by : NJ Technologies

What is PORTFOLIO VISTA?

PORTFOLIO VISTA - a comprehensive portfolio management solution for a range of financial products such as Equities, Mutual Funds, and ETFs. Our system supports both Discretionary and Non-Discretionary portfolio management, with built-in algorithms that generate order triggers. It also computes fees receivable and payable, providing a seamless experience for managing your investments. Streamline your portfolio management with PORTFOLIO VISTA.

PORTFOLIO VISTA Pricing

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Company Details

Company Name : NJ Technologies
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Key Features of PORTFOLIO VISTA

  • Performance Reporting
  • Asset Allocation
  • Risk Management
  • Compliance Monitoring
  • Client Reporting
  • Trade Order Management
  • Portfolio Rebalancing
  • Fee Billing
  • Data Aggregation
  • Document Management
  • Client Portal
  • Mobile Access
  • Customizable Dashboards
  • Scenario Analysis
  • Tax Optimization
  • Multi Currency Support
  • Integration With Custodians
  • Performance Attribution
  • Benchmarking
  • Esg Reporting

Specifications

Run On Mobile Browser : Yes
Available Support : Email
Languages Available : English
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PORTFOLIO VISTA FAQ's

The top 5 features of PORTFOLIO VISTA include:

  • Performance Reporting
  • Asset Allocation
  • Risk Management
  • Compliance Monitoring
  • Client Reporting

PORTFOLIO VISTA supports a variety of platforms including: Email.

The top three competitors of PORTFOLIO VISTA are HyperSoft PMS, Invest Plus and Invrep. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

PORTFOLIO VISTA is available exclusively in English, providing a streamlined experience for English-speaking users.

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