Managing portfolios can be demanding on you and your team. Iress Portfolio System makes it easier to construct, review, analyse and configure your clients’ portfolios, report on tax, analyse valuation and performance and access approved product lists.
From simple portfolios through to sophisticated, it offers end-to-end portfolio management support.
Saranac Partners tell us how technology helps meet the needs of the high net worth.
Sian Gulliver | 4 min read