| ||||||||||||||||||||||||
|
For more information please contact us by email, mail, phone or fax.. | |||||||||||||||||||||||
|
PSIVest Lite It calculates overall portfolio performance at the account level using monthly market valuations and daily external cash flows. Returns are available in percentage and absolute currency amount. The browser based interface and scalable database means that it can be deployed in offices ranging from only a few users in a single location, to larger organizations with multiple locations and many users. Reports, procedures, statements, and office flow documents can be customized to meet client requirements. FEATURES • Performance in currency (dollars) • Performance in account currency and base currency • Currency gain/loss • Combined multi-portfolio performance (composites) • Benchmark comparisons • Value indexes |
|
HISTORY first began providing IT Services to the Investment Management Industry. By the year 2000 BCB had developed a collection of customized modules that provided the foundation of BCB's BoR Multi-Manager performance tracking system. In 2008 PSIVest was first conceived (as PaS), and a full featured Portfolio Accounting System began its evolution. |
|
PSIVest Pro It provides Investment Managers, Pension Funds, Foundations, Accountants, and Family Offices the tools required to track, manage, and share investment portfolio information. The browser based interface and scalable database means that it can be deployed in offices ranging from only a few users in a single location, to larger organizations with multiple locations and many users. Reports, procedures, statements, and office flow documents can be customized to meet client requirements. FEATURES • Order Management • Modeling • Fee Calculation and Billing • Customer Statement Management • Performance • Attribution • Contact Management |
|
Contacts |
|
OFFICE ADDRESS
PSIVest Systems MAILING ADDRESS
PSIVest Systems
TEL (514)844-1977 |
|
|