Key Features

PIMS enables advisers to:

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

• 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