Financial Simplicity Portfolio Express
Portfoio Express is a cost effective portfolio modeling application designed for investment brokers and advisors who are highly active in managing their clients’ investment portfolios. With Portfolio Express clients can produce high quality portfolio reviews with enhanced relevance within minutes.
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Product and service specifications
| Database |
• MS SQL Server
|
| Language used |
• C#
|
| Operating system |
• Windows 2003
|
| Pricing structure |
• Volume-based
|
| User interface |
• Web
|
Tags:
wealth management, portfolio rebalancing, managed accounts
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Company profile
Financial Simplicity is a proven supplier of wealth management technology. Our portfolio management software and business solutions are designed for the needs of next generation investment platforms and wealth managers who service large numbers of portfolios for the mass affluent and high net worth investing market
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