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PORTFOLIO VISTA

PORTFOLIO VISTA

Sold by : NJ Technologies

What is PORTFOLIO VISTA?

PORTFOLIO VISTA is a portfolio management tool designed for various financial products, including Equities, Mutual Funds, and ETFs. It offers both Discretionary and Non-Discretionary portfolio management options, along with automatic order triggering algorithms. The software also calculates fees for easy tracking of investment expenses. Maximize your portfolio management efficiency with PORTFOLIO VISTA.

PORTFOLIO VISTA Pricing

To receive a personalized quote

Key Features of PORTFOLIO VISTA

  • Performance Reporting
  • Asset Allocation
  • Risk Management
  • Compliance Monitoring
  • Client Reporting
  • Trade Order Management
  • Portfolio Rebalancing
  • Fee Billing
  • Data Aggregation
  • Document Management
  • Client Portal
  • Mobile Access
  • Customizable Dashboards
  • Scenario Analysis
  • Tax Optimization
  • Multi Currency Support
  • Integration With Custodians
  • Performance Attribution
  • Benchmarking
  • Esg Reporting

Specifications

Company Name icon
Company Name
NJ Technologies
Website icon
Website
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email
Languages Available icon
Languages Available
English

PORTFOLIO VISTA FAQ's

The top 5 features of PORTFOLIO VISTA include:

  • Performance Reporting
  • Asset Allocation
  • Risk Management
  • Compliance Monitoring
  • Client Reporting

PORTFOLIO VISTA supports a variety of platforms including: Email.

The top three competitors of PORTFOLIO VISTA are HyperSoft PMS, Invest Plus and Invrep. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

PORTFOLIO VISTA is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of PORTFOLIO VISTA

HyperSoft PMS
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Invest Plus
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Invrep
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Ecogreen
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MProfit
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