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The portfolio management system was designed
for use by investment banks and investment mangers
including pension fund managers. It is fully
multi-currency based system, which records the
movement in client's portfolios. It also provides
a performance figure based on time weighted average
capital invested which takes into account contributions
and withdrawals.
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Analysis by country of origin as well
as currency of quotation is provided. Historical
performance is also provided. The system caters for
consolidation of several client portfolios to allow
for family investments or trusts.
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