Corona - Wealth Manager Solution
Investment Tracking
- Multi-user access.
- Little training required.
- Easy to use cash & investment transaction screens.
- Detailed multi-currency portfolio reporting.
- Various consolidated reports (e.g all accounts holding a particular investment or the total assets held by a specific client group) are instantly available.
- Stock price and exchange rate .
- Calculations for any time period including share balances, average cost, realilzed and unrealized gains
- Integrated data feeds can be configured to download from various custodians
- Integrated data feeds to Pricing services.
- Accounting support (including cash and commission reconciliation)
Regulatory Mandatory Performance Reporting
- Performance Reports
- Benchmarks
- Asset Mix
- Gains and Losses
- Portfolio Valuation
- Manager Commentary
