etops Portfolio Manager
etops Portfolio Manager simplifies investment oversight with customizable dashboards and advanced analytics tools.
What is etops Portfolio Manager?
etops Portfolio Manager is a portfolio management software that centralizes client asset oversight through a single integrated platform. The system features customizable dashboards allowing wealth professionals to personalize their workspace according to specific requirements. It integrates data from multiple sources to provide comprehensive views of client holdings, including both liquid and illiquid investments. The platform offers advanced analytics capabilities with mandate, portfolio, and instrument analysis across asset classifications, industries, and currencies. Users can monitor portfolio status in near real-time and access transparent securities composition through look-through functionality for fund assets. The software includes built-in regulatory compliance features that adapt to industry requirements. Additional capabilities include portfolio grouping, consolidation tools, and strategy management for complex portfolios containing alternative investments.
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etops Portfolio Manager is a portfolio management software that centralizes client asset oversight through a single integrated platform. The system features customizable dashboards allowing wealth professionals to personalize their workspace according to specific requirements. It integrates data from multiple sources to provide comprehensive views of client holdings, including both liquid and illiquid investments. The platform offers advanced analytics capabilities with mandate, portfolio, and instrument analysis across asset classifications, industries, and currencies. Users can monitor portfolio status in near real-time and access transparent securities composition through look-through functionality for fund assets. The software includes built-in regulatory compliance features that adapt to industry requirements. Additional capabilities include portfolio grouping, consolidation tools, and strategy management for complex portfolios containing alternative investments.
etops Portfolio Manager belongs to the Investment Management category.
etops Portfolio Manager offers features such as Client Management, Fund Management, Investments Tracking, Performance Metrics, Portfolio Management.
No, etops Portfolio Manager does not offer a free trial.
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