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PortfolioMantor
A Simple & Secured VBA Solution to Monitor Investment Portfolio Performance
Portfolio Mantor
Comprehensive Porfolio Management Tool with Ease of Adoption
PortfolioMantor is a simple yet comprehensive tool to portfolio managers in tracing their portfolio operations, and monitor total profit & loss performance. Based on Excel VBA secured located on-permise, it’s not only user-friendly, but also quick to deploy and flexible to customize.
Highly Flexible and Customizable
Being highly-customizable, PortfolioMantor can be tailored to fit your operational requirements and reporting structure. Our tools have been adopted, and proven, by portfolio managers across large enterprise or smaller firms.
Secured with Server On-Premise
You can be rest-assured of the security as the highly-sensitive application and the database will be securely located in your on-premise server.
Wide Coverage on Investment & Asset Type
PortfolioMantor currently covers the following:
- Trade Order (Bonds & Stock)
- Non-trade (Cash, Interests & Fees)
- Private Equity
- Physical Properties
- Dividends
- Cash Account, Position, Snapshots & Summary
- Stock Account, Position, Snapshots & Summary
- Price Snapshots & Imports
- Security, Broker, Market Exchange Info
- Currency
Features
Admin
- Multi Vendor Support
- Multi Language
- User Role Management
- Subscription Management
- Payment Integration
- Product Categorization
- Newsletter
- More…
Merchants
- Manage Business profiles
- Manage Products & Services
- Pricing Setup
- Lead Management
- Product Insights
- Business Analytics
- More…
Buyers
- User Account Registration
- Browse Products & Services
- Filtering & Sorting
- My Favourites
- Place Service Enquiries
- Reviews & Ratings
- More…
Membership
Registration
SMS Verification
Reward Points
Promotional Coupons
Product Catalogues
Store Address
Sharing Social
Multi-language
Industries MarketSpace Support
Construction
Construction Service
Beauty
Beauty Service
Home Services
Various Service
Education
Educational Service
Other New Businesses
Startups, New Companies Service
Staff Performance
Set daily, weekly and monthly sales targets for each of your staff, and see how they are performing against those objectives
Internal Survey
Enable staff to provide store information on pre-set survey questions to collect first-hand data from storefront.
Product Review
Reporting on product sales conditions to collect feedback and review on what are the hot and less sold items.
Look Book
Centralized platform to upload and share the look of the retail stores to facilitate communications.
ClientWork
Automate Performance Reporting with VBA for a Mainland & Hong Kong Listed Property Group
EGUSI team helped a listed property group to deploy a scalable portfolio management system to automate performance reporting with enhanced accuracy and efficiency.
Want something different?
Tell us your requirements and we can customize it to fit your operational needs.
Well-supported by a Local Development Team
Both our development and support teams are based in Hong Kong. They are well-equipped to solve any issues you may have.
About EGUSI
EGUSI is a Digital Solution Provider working with innovative start-ups and well-established corporations to transform how technology works for their business.
We are software engineers and digital planners who focus on practical delivery. Be it mobile apps, eCommerce website, financial system, business application and platform, we take on a pragmatic approach towards planning and development.
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