Portfolio Management
10 products
Shares Pro
Shares
·Portfolio Management
-
Portfolio Manager (LiquidPlanner)
Tempo
·Portfolio Management+2
-
Strategic Roadmaps (Roadmunk)
Tempo
·Work Management Platforms+2
-
Gantt Charts for Structure PPM
Tempo
·Project Reporting+2
-
Structure PPM
Tempo
·Portfolio Management+2
-
Wealth Advisor Solutions
Broadridge
·Portfolio Management+1
-
Productboard
Productboard
·Work Management Platforms+2
-
Bizzdesign Horizzon
Bizzdesign
·Portfolio Management+3
-
Strategic Portfolio Management
ServiceNow
·Portfolio Management+1
-
F
Focus
Focus
·Portfolio Management+2
-
Portfolio ManagementMain
Shares Pro is a dedicated platform for wealth managers, providing sophisticated tools for wealth management and client engagement.
Features
- Manage clients' investments directly on the platform
- Utilize CRM tools to enhance client relationships
- Provide clients with instant access to their portfolio
- Capture necessary approvals for account openings and trades
- Store critical documents while maintaining a clear audit trail
- Comply with regulatory requirements through client risk assessments
- Access thousands of financial instruments for diversified portfolios
- Customize platforms with white-label solutions and APIs
Portfolio ManagementMain
Shares Pro is a dedicated platform for wealth managers, providing sophisticated tools for wealth management and client engagement.
Features
- Manage clients' investments directly on the platform
- Utilize CRM tools to enhance client relationships
- Provide clients with instant access to their portfolio
- Capture necessary approvals for account openings and trades
- Store critical documents while maintaining a clear audit trail
- Comply with regulatory requirements through client risk assessments
- Access thousands of financial instruments for diversified portfolios
- Customize platforms with white-label solutions and APIs