Peerless Portfolio Management System
BE ON TOP OF YOUR GAME
Peerless portfolio management system (PPM) provides a consolidated view of all investments and financial accounts in one place, allowing users to have a comprehensive understanding of their financial position. In addition, Track an unlimited number of portfolios.
Who do we serve?
Family Offices
Individual Investors
Professional Traders
Institutional Investors
Wealth Management Firms
Hedge Funds and investment firms
Financial Advisors
What PPM Offers
Saves Time
Instead of manually tracking investments and calculating performance, a PPM automates these processes, saving investors significant time and effort.
Performance Tracking & Analytics
PPM provides accurate and up-to-date performance tracking, enabling users to assess how their investments are performing over time and against benchmarks.
Graphing
Extensive graph options allow you to view your investments and portfolios in a variety of ways.
Investment Records Management
Record your transaction history for an unlimited number of investments and portfolios.
Hierarchical Portfolios
Track an unlimited number of portfolios. Portfolios can contain an unlimited number of hierarchical sub-portfolios—display graphs/reports on any sub-portfolio. Sub-portfolios help in organizing your investments into specific accounts or for investment advisors and brokers tracking investments for multiple clients or investors in various industries, or different countries.
Centralized Information
Peerless portfolio management system(PPM) provides a consolidated view of all investments and financial accounts in one place.
Reports
Choose your custom Reports based on the data you need The system reports are very flexible, so you can get the exact format you need.
Multiple Currency Support
Track investments in up to 25 different currencies.
Full control
Each investment can be assigned in percentages to various asset types, investment goals, and sectors. Graphs and reports are available for analyzing your allocation among, and performance in, these categories.
PPM KEY FEATURES
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01
Automated Transactions
Integration enables the automation of various financial transactions.
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02
Fully integrated front to back
Integrating PPM with Odoo accounting enables seamless data synchronization between investment portfolios and financial transactions. This integration enhances efficiency, accuracy, and data consistency.
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03
Real-Time Insights
With integration, financial professionals and investors can access real-time data on investment performance and financial transactions.
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04
Accurate Reporting
Integrated systems provide a comprehensive view of both investment and financial data.
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05
Portfolio Valuation and re-evaluation
Integrating PPM with Odoo accounting allows for the accurate valuation of investment portfolios based on actual financial transactions.
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06
Automated Trading workflows
Integration enables the automation of various financial transactions.
WHY CHOOSE Peerless Portfolio Management System?
Easy-to-use, and simple dashboard.
Manage various types of investments.
Fully integrated with Odoo accounting.
The most affordable Portfolio management system.
Customizable. PPM allows users to customize the platform to their preferences.
Tracking an unlimited number of portfolios. Portfolios can contain an unlimited number of hierarchical sub-portfolios.
Contact us
Discuss your business case & the best ERP solution designed for your business.