Portfolio Management System
- Your portfolio managers can monitor client portfolios closely via access to daily account information, including:
- Portfolio, investment account and individual security valuation
- Performance vs. custom benchmarks
- Detailed tax lot accounting
- Realized and unrealized gains/losses
- Concord also offers automatic tracking of portfolio deviation from investment policy, at both the asset class and investment style level.
- Additionally, Concord offers an automated rebalancing alert feature to help ensure that client portfolios maintain an appropriate asset mix.
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