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January 27, 2020
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PortfolioPro's Extras offer the viewing and reporting functionality for your portfolios, accounts and clients. You will find detailed and summary views of holdings and transactions in easy to navigate dashboard screens. 

Below please find on overview of some of the distinguishing features of Portfolio Extras or download the comprehensive brochure.      




In addition to more than 100 standard reports PortfolioPro offers advanced reporting features for control and monitoring. One of the main benefits is the ability for cross-market reporting in one tool. The Statements function creates format customer portfolio reports specifically for Portfolio Valuations, Brokers Notes, and other relevant statements. These can be delivered to your clients in a variety of formats and delivery methods. 




PortfolioPro enables integration with a variety of accounting systems. 


Client Management (CRM)


The Customer Information Management (CIM) functionality allows to add custom fields for additional information you would like to capture about your clients. It functions as a mini CRM system. 




PortfolioPro's Importers enable an ever increasing number of data types and sources to be imported and processed. These include JSE - All Markets, Derivatives, Unit Trusts and other life products from Momentum, Allen Gray and others, offshore investments with ADM, Saxo Bank, Money Market and Cash Investments and many, many more.