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.