Altus Portfolio Management

Altus brings speed, accuracy, and simplicity to all your portfolio management functions. Your business benefits from increased productivity, reduced errors, lower overhead, better decision-making and enhanced client service.

Altus offers integrated multi-currency capabilities throughout the system:

• Manage securities and restate reports in any currency
• Calculate holdings and performance in local and reporting currency

Altus provides a very flexible and powerful billing system for management fees:

• Multiple tiered percentages
• Flat fees, minimum fees, maximum fees
• Automatic calculations according to average portfolio value
• Report to test available cash
• Automatic generation of journal entries |

Altus features a high level of automation for many tasks

• Split adjustments across all portfolios and historical prices
• Dividend payments updates
• Re-invested dividends updates
• Bond coupon payment updates

Other functions

• Flexible multiple grouping of portfolios
• Create and manage your own funds
• Download of equity prices from the internet (i.e. Yahoo, CSE, etc)
• Print presentation quality documents
• Comprehensive reporting for individual and groups of portfolios