Why Do You Need a Portfolio Management System?
If you require a platform to automatically keep track of project status, funding, investment rounds, and ownership.
If you wish to gain data-driven insights through historical and real-time data visualization to formulate informed investment decisions.
If you wish to have a one-stop effective management of various project operations while achieving efficient and convenient accounting management of investment reports.
If you wish to manage your existing investment project activities while being able to link your wallet account to the platform for investment fundraising-related trading activities.
Why Choose ChainUp Custody's PMS?
The user interface and related features of the portfolio management system are fully customizable based on clients' requirements of investment data access and management. With mobile capability, clients may access project information anywhere.
ChainUp Custody's PMS is able to help clients confidently make decisions to grow their business. Through data visualization, easily compare the performances among different accounts and investment portfolios, and share customizable reports with different stakeholders.
ChainUp Custody PMS keeps all your processes in one place, making it easy for managers to monitor the progress of various orders and process data.
Aggregate first- and third-party data across multiple projects, investments, and asset types to gather crucial insights, giving you total visibility into the performance of every digital asset across your portfolio.
Product Overview
Engineered by financial professionals, ChainUp Custody’s Portfolio Management System provides you with a full suite of investment management tools. Our platform is designed to deliver the analytics, views and reports you need to stay on top of your strategies.
Data Analytics & Management
Real-time Data Provision
Connections with custodians
Multiple-Portfolio Position Keeping
Performance analysis
Customizable Analytics Report
Cash Reconciliation
Financial services
Cryptocurrency Structured Products
Accounting Tools
Fundraising Activities
Subscription and Redemption Transactions
Want to learn more about ChainUp Custody’s Portfolio Management System?