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 locally listed stock exchange investments, offshore investments, unit trusts & mutual funds, money market funds, cash-investments and derivatives. Additional data-feeds can be developed on requirement. Presentation widgets enable the use of charts and pie graphs in your statements. The module allows for both ad-hoc and recurrent statement cycles. The lay out can be customisable to meet your client and match your branding requirements.
Via Nutcracker’s Web Portal Solution statements can be made available online and accessible via mobile devices.
Our clients, both retail and institutional are widely classified as Professional Stock Brokers, Fund / Asset / Portfolio Managers for Private Client Wealth Platforms, Compliance and Settlement Managers, and back office Administrators. Our geography spans South Africa, select SADC and EAC member countries.
NUTCRACKER is your technology partner that will give you the edge in a competitive business environment.
www.nutcracker.co.za / firstname.lastname@example.org