Investment Book of Record

Our modular “Investment Book of Record is at the heart of our system


PMplus facilitates running the valuations for individual portfolios but also gives an ability to consolidate the portfolios based on any hierarchical requirement. This feature is very useful for family offices and also for Private Banks, Separately Managed and Ultra High Net Worth accounts. The IBOR also supports all middle office functionality such as shadow-NAVs and ‘Investment Restriction Monitoring’.

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