Our customers
Dividend House
Öhman Asset Management (Finland)
Fennia Asset Management
eQ
Ice Capital
If you already have a portfolio management system there are two possible solutions.
The portfolios can be converted into mFundFactor and it replaces the current system.
If converting the portfolios isn't an option the fund registry functionality of mFundFactor is still useable. The NAV calculator supports external portfolios where the value of the investment portfolio for the fund is entered into the system. Other than that the fund registry works as normal.