Showcasing Our Expertise
The Investment Portfolio Management System is a comprehensive application designed to streamline and enhance the management of various investment assets.
Fixed deposits, it facilitates creation and management, ensures accurate interest income provision, handles lien marking, and manages Loan to Value (LTV) ratios.
Loans, the system supports asset-backed loans, offers robust multi currency management, provides detailed loan tracking, and maintains dynamic LTV management.
Shares and stocks, it tracks all transactions, manages portfolios, links live market status, automates workflows, reports profitability, updates Current Market Prices (CMP), generates financial statements, creates watch lists, and reinstates stock values. This holistic approach ensures efficient and effective investment management across multiple asset classes
