Type of Service Provider Compliance, Type Of Services Compliance Services Investment Management System, Type Of Service Provider Preferred Company

Investment The management framework is a web, Based or online system for managing the financial portfolio of clients who invest with an investment management company. The system can be utilized for offering an interface for new/potential clients to register as an investor. Provide existing clients a view of their current investments as well as the capability to transfer money for purchase or sell the investments. Allow investment managers to update the nav / investment value for investors. Provide a transparent system where an administrator can update client information based on client instructions request. Provide notification to investors, Managers and administrators when a change occurs. Generate reports to analyze the overall investment portfolio and performance of investors.