Individual Funds
Our Individual Funds module is also known as the Separately Managed Portfolios module. It helps fund managers build and monitor their own specific investments as well as the investments of high-net-worth individuals and corporates.
With this submodule, the fund manager can track and monitor individual portfolio performance for each specific customer based on the defined objectives and also view the various analytics reports like the fund valuation report, portfolio performance, return on investment (ROI), and much more.