Bricknode is launching a new and improved version of the Portfolio Management module within Bricknode Financial Systems. The Portfolio Management module is used by securities companies, their staff, their customers and partners. The module supports among other things:

  • Create and manage model portfolios
  • Create and manage allocations and re-balancing
  • Handle multiple currency balances and liquidity buffers
  • Apply and manage various incentive and management fees

How-to guide

Visit the Wiki-article below or click on the video tutorials to learn more about the Portfolio Management module with Bricknode Financial Systems.

Bricknode Knowledge Base

Latest article: Portfolio Management