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The Ultimate Portfolio Management System
Updata Portfolio Administrator is the most complete portfolio administration solution of its kind. Built on years of experience
and development to meet corporate needs, this intuitive Windows based system handles every aspect of managing client portfolios.
Client Information
Retrieve and review client information in seconds with a comprehensive view to support accurate and informed decisions.
Handling Transactions and Capital Events
The speed and ease of use of entering transactions is second to none, be it single transactions or bulk dealingacross thousands of portfolios with hundreds of holdings.
Cash Accounting
Managing cash accounts couldn’t be simpler with all the allocations you would expect from the most rigorous ccounting system.
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