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YOUR OVERALL WEALTH A FEW CLICKS AWAY

PortfolioNet™ - Versions


PortfolioNet™ comes in two versions, "Private" and "Professional"

  • PortfolioNet™ Private
    The "private" version provides access to all client portfolios and presents information in a consolidated manner (transactions, performance, deposits, summaries, graphs etc.).

  • PortfolioNet™ Professional
    The "professional" version, intended for managers, provides access to the accounts of several clients. It also contains features geared to portfolio management (performance analysis, statistics, management of mandates, compliance and access to many reports), all in a very functional form.

    This version includes all the features necessary for the manager's daily work.