Personal Share
Portfolio

USE CASES > PERSONAL SHARE PORTFOLIO

Features

  • Viewing of values online
  • Portfolio price calculator
  • Unit valuation system
  • Sliding scale fees
  • Cash management
  • Document management
  • Compliance management

Managing personal share portfolios on Retirement Funds is not easy if you want to keep accurate records and give regular feedback to your clients. One of our customers needed the ability to managed their PSP’s in a more efficiently manner by providing accurate and up to date information to their clients.

Using our Investment Software to manage investments for members they can now easily price their portfolios and send instructions to the portfolio managers. This has reduced the admin overhead of the business and simultaneously improving client services.

personal share portfolio