What is Investment/Portfolio Revaluation?

• With Investment/Portfolio Revaluation on NetSuite, you gain access to fully automated evaluation processes,empowering you to make strategic investment decisions confidently while optimizing financial performance.
• Experience the convenience of automatic financial impact calculations, including gain and loss values, ensuring accurate and timely reporting. The flexibility to add entire investment portfolio information with dynamic filters enhances your investment management capabilities.
• Designed for investment/portfolio managers seeking comprehensive valuation analysis, this feature facilitates complete management of investment/portfolios. Benefit from fully automated valuations using real-time market rates on a daily, monthly, and quarterly basis.

Key Benefits of Investment/Portfolio Revaluation

• 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.

Key Features of Investment/Portfolio Revaluation

• Comprehensive Investment/Portfolio Management
• Streamlined Investment/Portfolio Analysis
• Real-Time Financial Impact Calculations
• Enhanced Flexibility
• Advanced Reporting Capabilities
• Customizable Dashboards
• Integration with Market Data
• Secure Data Management
• Collaboration Tools
• Scalability and Performance
• Custom KPIs and Reports
• Data Visualizations and Real-time Data Dashboard

Reachware

Reachware is an integration platform in which many individual subsystems are combined into a single, larger system allowing the subsystems to work together. Reachware allows any SaaS systems such as NetSuite, Revel, Vend, Xero, Magento, Zed, Qoyod, Shiji PMS, or any other product to achieve the overall functionality required by the organization.

In most organizations there is a need to improve the efficiency and thus the productivity and quality of their operations, so their goal is usually to get the different applications and systems to communicate with each other to avoid the time and effort involved in manually operation with other systems of the organization. With Reachware, organization will see increased information flow speeds and higher process automation as well as lower operating costs.