Presentation of managed portfolio on one screen with dynamic cuts.
Presentation of portfolio and stock flows in date range.
Graphic representation of holdings and of the portfolio.
Graphic presentation of monthly, annual and perennial returns.
Presentation of general notices according to customer characterization.
Users management.
Import&Export Data.
Connections between customers and consultants Niv Portfolio Management is implemented in investment houses and also fits for others businesses in all sizes.
