Portfolio Reporting System (PRS) is a comprehensive report based system related to investment products for addressing the specialized requirement of the bank’s / business unit’s high networth customers. PRS can be used as a supplement to the core investment / treasury applications as part of enhanced customer servicing.
The system facilitates to import the data from order management system (OMS) related to local shares, international shares, mutual funds & others investment products and assemble them together in a group of daily, monthly, quarterly and annual reports to meet the requirements of the asset management users to service high networth customers.
