What’s the best way to balance the demands of managing portfolios, clients and administration?
With Xplan Portfolio—financial software for end-to-end support of any investment management portfolio.
Whether simple or sophisticated, managing client portfolios is easier and more efficient using a single piece of software. Xplan Portfolio brings together everything needed to manage your clients’ portfolios effortlessly. With real-time data for advisers and clients and impressive visual modelling tools, demonstrating the value of financial advice has never been easier.
Construct, review, analyse and configure clients’ portfolios:
- Flexible: Ad-hoc or target set based portfolio construction.
- Global: Support for all investment types including multi-currency support.
- Streamlined: Automated transaction updates from platforms.
- Connectivity: Broker connectivity for trade execution and comprehensive reporting.
- Customisable: Flexible fee structures.
- Easy access: Client online access.
Find out how Xplan Portfolio can help your business.
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