Financial web-based application

ITERAM Capital has developed a dedicated financial web based application proposed to wealth and asset managers. For more information or a demonstration please contact us. 

  1. Portfolio
    monitoring dashboard

  2. Performance
    comparisonstimeline

  3. Document/Data
    archivesfolder_open

  4. Monthly reports
    generationcontent_paste

  5. External
    data importwork

  6. Meeting notes
    managementforum

  7. Watch
    listview_headline

  8. User
    friendlyperson