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Expense Module which allows flexible tiered transaction charge structures triggered using various selections (custodian, asset class, deal type, client portfolio). Full Performance Reporting:  Realized / Unrealized PL using Various Costing Methods which can be set on a per asset class or portfolio basis. Out of box Interfaces with Market Data Providers (QUANDL). Compliance Module to define Rules and Restrictions which can be monitored across the client portfolios. This shouldn't take long. Click the help...

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    Expense Module which allows flexible tiered transaction charge structures triggered using various selections (custodian, asset class, deal type, client portfolio). Full Performance Reporting:  Realized / Unrealized PL using Various Costing Methods which can be set on a per asset class or portfolio basis. Out of box Interfaces with Market Data Providers (QUANDL). Compliance Module to define Rules and Restrictions which can be monitored across the client portfolios. This shouldn't take long. Click the help...
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    Expense Module which allows flexible tiered transaction charge structures triggered using various selections custodian, asset class, deal type, client portfolio. Full Performance Reporting Realized Unrealized PL using Various Costing Methods which can be set on a per asset class or portfolio basis. Out of box Interfaces with Market Data Providers QUANDL. Compliance Module to define Rules and Restrictions which can be monitored across the client portfolios. This shouldnt take long. Click the help.
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    Expense Module which allows flexible tiered transaction charge structures triggered using various selections (custodian, asset class, deal type, client portfolio). Full Performance Reporting:  Realized / Unrealized PL using Various Costing Methods which can be set on a per asset class or portfolio basis. Out of box Interfaces with Market Data Providers (QUANDL). Compliance Module to define Rules and Restrictions which can be monitored across the client portfolios. This shouldn't take long. Click the help...

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