AfrAsia InvestPro - Connecting you to Global Financial Markets.
AfrAsia InvestPro has been designed to cater for a comprehensive set of requirements from a reporting perspective; including a multi factor dashboard with an in-depth portfolio view and a centralised unit storing the custody and trade related advices of our clients.
Our solution will support the following main functionalities.
Fast, easy & secure online portal access ; displaying the below key portfolio parameters:
- Investment account listing
- Asset distribution
- Asset drill down with a full-fledged view of the securities in the portfolio
- Currency distribution of assets
- Sectorial distribution of assets
- Geographical distribution of assets
- Detailed security parameters
- Historical trade transaction listing
- Performance view
- Access to portfolio reports and trade advices with the possibility to download the above listed data in excel or PDF
With the characteristics below:
- Service Oriented Architecture design
- Multi channels access
- High integration capabilities with multiple connections and integration layers (SFTP, Web services)
