PortaRepo can be easily integrated with the core PMS application to present the customer-specific reports as designed by the asset managers from the single data repository and the customer-specific template.
Integrating PortaRepo with enterprise business systems firms can distribute client-specific reports such as Investment Reports, Account Statements, Contract Notes, etc.
PortaRepo helps asset managers to easily distribute regulatory reports, circulars & notifications, investment perspectives, executive briefs, portfolio newsletters, Market Pulse, etc.
Integrating PortaRepo with Back Office settlement system, asset managers can provide their clients with Margin Statements, EOD F&O Statements, Brokerage Statements, Portfolio Views, NAV details, etc.
Investor clients will get alerts and notifications once the reports are made available to them, and can view or download required statements at their discretion, anywhere anytime.