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InVantage Portfolio is the most widely used portfolio management solution in the UK private client investment management market. With powerful facilities to manage client portfolios, measure their performance, and model and re-balance them as required, Investmaster has used its deep expertise to build a truly comprehensive system for fund managers.
A powerful yet simple to use application, Portfolio includes the following functionality:
- Portfolio Modelling
- Portfolio Rebalancing
- Performance Measurement and Attribution
- Order Management
- CGT what-if?
Portfolio is a key component of Investmaster’s InVantage modular product suite, an integrated platform that provides the user with a complete product set for client wealth management. Portfolio can either be implemented as part of Investmaster’s InVantage end to end solution, or interfaced with a company's existing back office systems.
Click for more information on Portfolio (PDF 443kb) or CGT for CGT modelling and calculation capability.
