Portfolio administration

Take the hassle out of portfolio management.

Portfolio management is time-consuming - it's a fact. But when you integrate Core Portfolio Services into your Core Trading platform, we take the work out of your hands - leaving you more time to dedicate to creating wealth for your clients.

We'll provide you with real-time portfolio monitoring, customised and branded reports, smart analytics and updating on corporate actions. You can even offer your clients access to a site where they can monitor their own investment performance. It simultaneously lightens your admin load, and speeds up your processes.