BankClarity Ltd.

Portfolio by BankClarity

Overview

Portfolio by BankClarity is the complete system for the management and valuation of clients' consolidated asset portfolios.

There is no requirement to share confidential client data with third parties as all assets and investments are maintained on your own servers. Data can be added, or preferably uploaded, from almost any source, eg from brokers, investment managers, custodians or any third party provider.

Gaps in market data will be pushed automatically from BankClarity's own servers, together with almost any market index - all provided by our partner Interactive Data.

Further Information