The complete portfolio solution

Portfolio Systems

The complete portfolio solution for institutional and retail portfolio managers.

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. 

Construct, review, analyse and configure portfolios more easily:

  • Flexible: Ad-hoc or target set based portfolio construction.
  • Global: Support for all investment types including multi-currency support.
  • Streamlined: Automated transaction updates from platforms.
  • Connectivity: Broker connectivity for trade execution and comprehensive reporting.
  • Customisable: Flexible fee structures.
  • Easy access: Client online access.

FAQs about Portfolio Systems?

Our fact sheet includes everything you need to know.

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