Portfolio Management by Project Brokers allows users to drill deep into their portfolio and make effective investment decisions with their fund managers.
Are you a fund manager calling on customers? Are you tired of having to meet in your client’s office where you pore over paper reports and computer screens? No more! Try using your iPad to prepare for the meeting that you’re going to have over lunch.
The Portfolio Management app has changed the way business gets done. Your clients can get a complete view of their portfolio wherever and whenever they want to, it’s easier for them to understand the data.
Portfolio Management was created by Project Brokers, any inquires about the application or its content should be directed to Project Brokers.