Effortless Portfolio Management with Tradesoft PMS for Brokerage
Tradesoft PMS for Brokerage offers a powerful solution catering to the specific needs of portfolio management departments in investment firms. PMS for Brokerage provides portfolio management services to facilitate the tracking of customer portfolios and precise calculation of performance commissions, empowering you to streamline processes and strengthen your business.
Tradesoft’s PMS for Brokerage solution allows you to easily track customer portfolios, analyze your portfolio performance in detail and make informed decisions by visualizing your data. You also benefit from advanced features that enable you to accurately calculate your performance commissions.
Key features of Tradesoft PMS for Brokerage
- Portfolio management: Seamlessly manage portfolios of private and corporate clients through a unified system. Replace complex processes with efficient and effective ones, ensuring a more streamlined approach.
- Integrated transaction management: Easily transfer transactions within the investment company to the system, incorporating other transactions through the file management system. This integration minimizes manual workload, resulting in a more efficient workflow.
- Bulk transactions and pool accounts: Effectively distribute bulk transactions made to the pool account among customers. With integrated capabilities, transfers between pool accounts and customer accounts are swift, offering flexibility and speed.
- Real-time tracking and reporting: Monitor valuable portfolio data throughout the day, creating desired return and portfolio reports. Instantly access information and keep customers informed with real-time updates.
- Automatic commission calculations: The system automates the calculation of customers’ periodic commissions, seamlessly transferring them to their investment accounts. This automation eliminates manual workload, ensuring accuracy and efficiency.