The Ultimate Portfolio
Tracker

“How far could you go
if you had a
single automated tracker
of your positions?”


Data
standardization

Data
Security
and Privacy

360º Portfolio
Position
View

Management of all
types of assets


Panel Easy View

The first and only
tracker with full control
over multiple investments
on a single platform

Detailed and
customized
reports

Independent
custody
management

Process
Automation

Daily
Update

That’s how
you control
everything!

ALL YOUR
POSITIONS
IN DETAIL

ON A SINGLE SCREEN

INDIVIDUAL PROFILE
OR EACH ACCOUNT

YOU MANAGE TRANSACTIONS, COUPONS, DIVIDENDS…

DETAILED
MONITORING

OF THE EVOLUTION OF EACH ASSET

REPORTS
CUSTOMIZED

BUSINESS INTELLIGENCE REPORTS TO GENERATE