Portfolio Manager

Get insights into all products, profitability, specific financial information and more.

Regardless of the complexity and size of your bank’s product and service portfolio, portfolio management tool will allow you to:

  • track loans, deposites, colaterals, various accounts, credit cards and any other financial instruments
  • view payments, interest rates, terms, etc.
  • see the entire history of interactions with each client
  • manage service requests according to your organization’s standards

Portfolio management application represents banks unified products catalog.