Portfolio Management

Portfolio Management

The multi-asset portfolio management system gathers all information regarding customer investment strategy and provides the ideal profile. The portfolio simulation feature allows you to build and run different scenarios, review the impact on the customer’s holdings, compare to benchmarks and model portfolios, and maintain constraints and restrictions.  Portfolio performance can be calculated on a daily basis using the Time-Weighted Method. The Alert Management functionality keeps track of all regular and financial events related to customers, and the dashboard feature provides comprehensive Asset Allocation graphical representations and reports.

Capital Private Banking is the web-based solution for portfolio management that is integrated, secured and modular.

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