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Portfolio Master combines order management, portfolio management and risk management in a single application, enabling mutual funds and ETF providers to avoid wasting time and resources integrating various tools and instead focus on what they do best: earning returns for clients.
A fully integrated solution that streamlines workflows
Enhance data management and mitigate risk
Enhance and simplify portfolio management
Streamline key portfolio management processes—including trading, data management and reporting—with our fully integrated, comprehensive investment operations platform.
