Portfolio Pricing & Demo

Portfolio Compliance software is an essential tool to engage firm processes in an efficient and comprehensive manner. It provides the best in class compliance support and interface. With its extensive features and customer support, along with Portfolio pricing options, it is the ideal tool to tackle the complex regulations, data and statistics of the investment world.

Features

• Customer-centric product to help the user get the most out of the software

• The software is designed to ease the task of compliance with complex regulations 

• Up-to-date guidelines which ensure that the user never misses out

• Intuitive interface built for utility

• UI is made with the user in mind, with a powerful arsenal of tools

• Dashboard compiles all features in a simple an efficient manner

• Generalised risk rating strategy for best results

• With the use of reliable market data, to create comprehensive risk reports

• Risk rating for customisations based on the user’s investment strategy

• Report compilation to review the firm’s work

• With Portfolio Compliance software, supervisors can request reports to fast track the auditing process

• Auto-generated alerts sent to the relevant employee

Portfolio Pricing

The utility of compliance software is flexible and has no generalised use across firms. Portfolio pricing hence varies from customer to customer. Understanding the license cost of the requires a description of the intended use and its magnitude. The sales team can provide more information on Portfolio pricing for firms.

Portfolio Demo

Portfolio Compliance software does present potential customers with a demo version to understand the product and comprehend its scope before full-scale implementation. The demo version of the software can be obtained by requesting a demo session with the Portfolio team.