Provide insight into your clients' portfolios to optimize for risk and return. Generate analyses of price, yield, cash flow and market liquidity across any number of portfolios. Customize report books for your firm and publish them efficiently on-demand.
Leverage CMS:Portfolio as your firm's white label analytics and reporting framework. Enhance the value you bring your customers by offering industry-leading analytics at a reasonable cost.
Do you have a portfolio that you would like to analyze on CMS:Portfolio? We can get you up and running quickly, usually the same day. We are serious about Zero Implementation!