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MORE THAN A SOLUTION, A STRONG PARTNER

vwd portfolio manager - Features


Full portfolio management systeme and consolidation tool, vwd portfolio manager is installed directly within your IT infrastructure.

Thanks to this solution, you will be able to Plan, Manage and Control your portfolios. It will also allow you to provide your clients with a comprehensive reporting.

Provided with a full and daily updated securities database, your portfolios will always be up to date.

Planning

  • Investment targets and restrictions


Manage

  • Asset allocation
  • Portfolio construction
  • Analysis
  • Monitoring the investment targets


Control

  • Performance analysis
  • Client reporting

 

A vwd portfolio manager prestation is available to download.