PIMS enables advisers to:
Aggregate their client data and investment portfolios
Trade and rebalance client portfolios
Construct and assign model portfolios
Customised their own client portal
Run client portfolio reports including performance reports
Integrate their client document management with dropbox and one drive
Integrate their client communication with Outlook
- Aggregate their client data and investment portfolios
- Trade and rebalance client portfolios;
- Manage corporate actions
- Construct and assign model portfolios
- Customised their own client portal
- Manage client billing
- Run client portfolio reports including performance reports
- Integrate their client document management with dropbox and one drive
- Integrate their client communication with Outlook
