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August 17, 2018
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Archive by tag: statementReturn
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PortfolioPro Statements, how can they help your clients?
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 i...
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Posted in: | Tags: statement , PortfolioPro | Comments (0) | View Count: (3042)
Nutcracker - Expands CGT system to multi-currency
Nutcracker is pleased to announce that our (ZAR) Capital Gains Tax system has been upgraded to a Multi-Currency CGT system, which automates and issues client CGT statements and reports for participating customers.
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Posted in: | Tags: CGT , Statements , PortfolioPro | Comments (0) | View Count: (3020)
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