Conifer iCon℠ is a portfolio aggregation, accounting, reporting and data warehousing solution for asset managers. Conifer’s proprietary web-based platform features accurate, fully integrated reporting, across many products and markets, regardless of which prime brokers or custodians you use.- Key functionalities include:- Mobile access to fully integrated and reconciled- multi-prime broker/custodian reporting- Flexible information access and delivery- via data files and/or reports- Reports that can be fully customized to a- Manager’s specifications- Multi-currency and multi-asset class Capability- Transaction and tax lot level data- Data integrity and consistency across all portfolios.- Information is easily accessible by authorized third parties.
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| 熱門國家 | 系統支援 | 版本 | 費用 | APP評分 | 上架日期 | 更新日期 |
|---|---|---|---|---|---|---|
| 未知 | iOS App Store | 1.0 App下載 | 免費 | 2015-03-25 | 2015-06-03 |
