The Statement module is the latest addition to PortfolioPro, our comprehensive portfolio management solution. The PortfolioPro statements provide your clients with an overview of current and historical portfolio holdings, transactions, scrip movements, performance data and much more.
The module integrates a multitude of data-sources including JSE, offshore investments like SAXO and ADM, unit trusts, money market and cash-investments and derivatives. Additional data-feeds can be developed on requirement. Presentation widgets enable charts and pie charts in your statements. The module allows for both ad-hoc and recurrent statement cycles. The lay out is customisable to match your client and branding requirements.
Via Nutcracker’s Web Portal Solution the statements can be made available online.