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PortfolioPro's Administration Modules offers Administrators access to the relevant back office functionality and allows them to set up security and user roles. Management of clients, users, statements and other input variables are easily set up and managed.
Below please find on overview of some of the distinguishing features of PortfolioPro's Administration Modules or click on the button to download the comprehensive brochure.
* These modules also have automated systems if a known source is available