Portfolio  Management Solution

The scalable, flexible and cost-effective portfolio management solution.

Managing a portfolio has traditionally relied on asset management advisors who would pick and choose investments based on some data, some hunches. Today, technology has changed the landscape of portfolio management and brought in a greater degree of accuracy and efficiency, enabling portfolio managers to deliver growth for their clients.

MoneyWare enables financial institutions and businesses to effectively manage customer expectations, reduce advisory fees due to better benchmarking and transparency of services.

Retail and financial institutions prefer
MoneyWare Portfolio Management Solution

Enables business scale for mass-market discretionary and non-discretionary portfolio management

Offers personalized services to customers

Helps tailor models and strategies based on customer needs

Enables strategization and adaptation based on real-time market movements and external events

Assures compliance readiness

Gets you to market faster with quick deployment

Saves costs and improves your bottomline

Simplify your back office with a robust process framework and enrich Customer experience


MoneyWare Portfolio Management Solution
is packed with features

Manages all asset classes, products and financial instruments including
stocks, bonds, mutual funds, derivatives, private equity and more

Create and manage multiple portfolios at family, client and portfolio level

Compare portfolios to model portfolios

Get 360 degree view of the portfolios under management

Track portfolio performance with different benchmarks across various asset class and time periods

Track from order initiation to execution, reconciliation, settlements, corporate actions
and automated client reporting

Miles Software Leader in IBS Intelligence Sales League Table 2018


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Call us on +91-22-68331464 (Sales & Marketing)
Or just get a demo and assess the advantage!