Investment/Portfolio Revaluation

Management of investment revaluation compared to old and new stock prices. Automatic Realized Profit/Loss Calculations with Financial Effects. Easily create investment payments based on payment status

 

  • Overview
  • Features
  • Reachware

Overview

What it is?

  • Management of investment revaluation compared to old and new stock prices
  • Automatic Realized Profit/Loss Calculations with Financial Effects
  • Easily create investment payments based on payment status

Key Benefits

  • Complete Investment Management / Portfolio Ratings for investment managers who need an in-depth assessment analysis of their investments.
  • Fully automated investment/portfolio valuations with daily, monthly, and quarterly real-time market prices.
  • Automatic financial effects with profit/loss values
  • Flexibility to add entire investment/portfolio information using dynamic filters