Overview
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.
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- Portfolio Simulation, Management and Valuation
- Performance Measurement
- Realized and Unrealized P&L
- Various Fiscal and Governmental Reports
A. RESP
B. RRIF/LIF
C. TFSA
Features & Benefits
PowerFolio Provides The following Sophisticated Tools to Enhance Your Service Offerings, Mitigate Risk and Enable Growth.
- Portfolio Simulation, Management and Valuation
- Performance Measurement
- Realized and Unrealized P&L
- Model Portfolio Design
- Rebalancing
- Benchmark Comparisons
- Reporting
- Reconciliation
- Client Management
- Fund Management
- Financial Instrument Management
- Operational Controls
- Investment Accounting