IRESS offers a range of portfolio tools to assist wealth professionals with the construction, review, analysis and maintenance or simple or sophisticated investment portfolios. Multiple client notification methods, and connectivity for trade execution and automated transaction updates, complete the picture.
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Support any portfolio composition.
IRSS' portfolio soltuions support any investment composition.
Automated updates from datafeed providers, such as fund managers, brokers and platforms, make reviewing and reporting on portfolio positions efficient.
Disclosure fee management
A suite of disclosure fees templates allows for flexible and tailored fee statements at the press of a button.
Leverage other XPLAN modules
The IRESS portolio solutions fully integrate with our other products and modules to provide:
- integrated third party research
- flexible fee structures
- client online access support.
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Contact an office near you
Features
- Support for all investment types
- Multi-currency support
- Flexible fee structures
- CGT assessment of realised and unrealised gains
- Comprehensive reporting
- Automated transaction updates
- Broker connectivity for trade execution
- Corporate actions support
- Ad-hoc or target set based portfolio construction
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