Multi-asset Class Integration
PMplus® allows you to keep track of all asset types in one place.
Bring all your investments together with PMplus®. Regardless of the asset type, PMplus® can inventory a wide range of investments, allowing you to manage your portfolio with ease.
Not limited to financial resources, PMplus® goes beyond traditional investments allowing you to keep track of real assets such as properties, collectable, and more. With PMplus®, you have a single, comprehensive view of your entire investment universe.
- Equities including stock, warrants, ADRs, rights, etc.
- Contacts including deposits, loans, etc.
- Fund types including mutual funds, hedge funds, and private equity funds.
- Bonds including fixed, floating, convertibles, PIK, inflation linked, mortgage, asset back, index linked, perpetual, etc.
- Structured products including equities, bonds, hybrid securities, etc.
- Derivatives and OTC including futures, forwards, options, CFD, swaps, etc.
- Commodities including gold, silver, platinum, etc.
- Cryptocurrencies up to 18 decimal places.
- Non-financial assets including real estate, private equity, and collectables.