Netfolio
Netfolio offers a robust portfolio management solution tailored for asset managers, family offices, and private banks. Its browser-based CRM streamlines administration, while the ScanEngine automates bank document entries. With a keen focus on regulatory compliance, it also provides essential services like data hosting and document processing to enhance operational efficiency.
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Top Netfolio Features
- Automatic bank document entry
- Browser-based CRM solution
- In-depth asset management
- Compliance with regulatory provisions
- Secure data hosting services
- Customizable portfolio management
- User-friendly interface
- Support for family offices
- Integration with private banks
- EBICS application compatibility
- Advanced reporting and analytics
- Multi-user access control
- Real-time market data integration
- Document processing services
- Flexible asset allocation strategies
- Client relationship management tools
- Intuitive dashboard design
- Cross-platform accessibility
- Automated transaction processing
- Comprehensive customer support services
