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
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
