eWebPortfolio Portfolio Management and Accounting Solution |
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eWebPortfolio is a native cloud-based, fully integrated portfolio management and accounting
software designed to serve the financial services industry. Our platform offers
secure global access and complete functionality from anywhere. eWebPortfolio is a software and service
provider; we host our proprietary software as well as maintain the complete
security database and data links allowing automation of many of the back office
operations. eWebPortfolio is available through our ASP+ or for intranet
applications. Our clients are investment advisors, broker dealers, financial
planners, and other financial institutions
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Technology and market demands are rapidly changing the financial services industry,
eWebPortfolio is the future of the portfolio management and accounting software
industry. A key distinction is, eWebPortfolio is not software that has
been cloud-enabled, eWebPortfolio's native cloud-based software was developed and written for 100%
functionality over the cloud, our software and services allow secure global
access to a powerful yet easy to use portfolio management and accounting system.
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eWebPortfolio's ASP+ platform offers un-paralleled functionality making account aggregation a
snap; data feeds and interfaces are easily established to automate
informational flow. Through this platform eWebPortfolio is the first software
and service provider to offer direct access for your clients to their unique
portfolio(s) and selected reports.
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We offer a full suite of reports designed to meet all your reporting needs, both
internal and external, all reports are real-time and updated upon receipt of any
relevant data throughout the day; robust portfolio construction, modeling, and
rebalancing tools; back office accounting, downloads from custodians or
brokers, pricing and corporate actions.
These services significantly reduce an investment advisors time and cost
associated with these operations.
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The primary benefits of eWebPortfolio are lower cost, less technical headaches, and perhaps
most importantly it allows the investment advisors to focus more time on their
clients and managing investments.
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(832) 856-2391 |
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