PowerFOLIO Client and Portfolio Management software provides tremendous value to organizations that utilize the solution effectively. Exactsoft has extensive experience providing investment management solutions that deliver significant and quantifiable value to its customers. It is not uncommon to quickly observe a full return on investment (ROI) with PowerFOLIO.
PowerFOLIO provides all the necessary tools to professionally manage client portfolios with a minimal hands-on approach. With PowerFOLIO, investment managers and portfolio administrators have a clear and concise system to support all of their complicated operational needs. In fact, PowerFOLIO provides real-time financial analysis and reporting of each client, with the ability to administer it all within an easy and convenient environment. This fully functional, user-friendly product has married cutting edge technology with solid portfolio management. The very structured and stable environment of PowerFOLIO proposes timesaving features and processes combined with the complete tracking and required accuracy of transactional information.
In addition, PowerFOLIO allows your organization to efficiently centralize most of your external financial data sources, with built-in interfaces, which include :
- FundSERV
- Morningstar
- ISM (IBM Global Services Back Office)
- Penson
- Government of Canada
- RESP link
- Belzberg
- Bloomberg
- Bridge
- FMCNet
- IBalance
PowerFOLIO's PowerBridge interfacing technology, provides any third-party customer analytics tools a quick and
seamless way to interact with your growing customer database. The combination of PowerFOLIO and PowerBridge will satisfy the needs of your account managers, sales administration staff, remote workers, and independent mobile sales representatives.
PowerBridge connects your current sales account management, analytics, and reporting tools to PowerFOLIO. It allows you to share data files with external CRM (Customer Relationship Management) and SFA (Sales Force Automation) solutions such as Maximizer, Goldmine, and ACT!, as well as other sales contact and analytic solutions preferred by many investment professionals to assist them with their daily sales and administration tasks, investment and market updates, client memos, sales appointments, and calendar scheduling. You are connected with PowerFOLIO.
