Description
Quantum Portfolio is a simple tool developed to fastly create and compare portfolios of funds, indexes and other financial assets.
Main Features
. Portfolio composition definition.
. Asset Allocation.
. Fact sheet.
. Assets and portfolio comparative sheet.
. Creation of custom benchmarks.
Technology
. Web-based system.
. Developed based on Java technology.
. Flexibility to manage the information and create many types of PDF reports.
System Requirements
. Access to the Internet and minimum 128Kbps connection.
. Operating System Windows 98 or higher.
. Browser Internet Explorer 5.5 or higher, or Mozilla Firefox.
. Sales Officers
. Private Bankers
. Financial Planners
. Wealth Managers
