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January 27, 2020
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PortfolioPro is Nutcracker's transparent portfolio management system that easily integrates your front, middle and back office. PortfolioPro supports multi data sources and asset classes and allows multi-currency reporting. With customisable screens PortfolioPro is user friendly and quick to install. It supports different group structures and user roles. PortfolioPro accommodates trading, compliance and administrative operations.

For Portfolio managers, PortfolioPro offers viewing and reporting functionality in the Main Modules. More advanced analysis and compliance and intermediary management is offered in the Advanced Modules

For Administrators, PortfolioPro provides Administration Modules to manage fees, security and role settings for the work flows and other modules associated with payments and external uploads.  

To enable you to offer your clients an extensive and seamless service, PortfolioPro offers Portfolio Extras like CRM, statement printing, accounting integration and importers for a variety of data sources. 

Please find on overview of some of the distinguishing features of PortfolioPro on the PortfolioPro pages or download the comprehensive brochure.