Portfolio management

vwd group offers two packages for portfolio management; Portfolio2000 and Portfolio Pro.

Portfolio2000 is a comprehensive portfolio management package. Some of the benefits of Portflio2000 are:
• Enter all your transactions quickly and easily
• Immediate insight in your cash position.
• Divisions in the overviews is possible
• Detailed overview that shows the performance of one specific share
• Alert system, where you can enter your own limits

With Portfolio Pro it is possible to manage multiple portfolios (for various customers). These portfolios can be personalised.

Portfolio Pro is also available in a network version. This version allows multiple colleagues to simultaneously work on the portfolios.

Please contact us for more information.