OPES’s PowerFolio solution offers most of the same great features as our global Unibanx product but is tailor-made specifically for the Canadian market. Asset managers, fund managers and wealth managers are provided a central-analysis and decision-making platform that utilizes modules to integrate business workflows seamlessly.

Additional Tools For Our Canadian Partners

PowerFolio also provides additional service enhancing features specific to Canadian financial institutions.

1. 1. Portfolio Simulation, Management and Valuation
   2. Performance Measurement
   3. Realized and Unrealized P&L
   4. Various Fiscal and Governmental Reports

A. RESP
B. RRIF/LIF
C. TFSA