Portfolio Management

Portfolio management is an important, fully integrated component of the setis-bank ITREXS³ complete solution. Its modular design takes account of the differing requirements of end clients and advisers and offers comprehensive information on asset status, performance, income and risks. The individual asset classes – securities, derivatives, deposits and forex – are displayed and valued. Top-down analyses are available for client and adviser through the frontend. The system speaks the language of the client, and values the positions in any selected currency. The management functions are designed so that they are easy to understand and intuitive to operate. Overall and specific individual treatments of the information are available at all times. Thus the adviser can keep both the individual investment strategies of his clients and the overall strategy in view. See an overview of all ITREXS³ Web Frontend features.