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Investment Portfolio Management
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Using our Investment Portfolio Management Software, you will be able to control and manage efficiently the processes, identifying and managing the risks involved in the management of your company’s portfolios.
Effectively manages and integrates your investment portfolios.
Allows you to have integrated control, managing with the highest standards of valuation, accounting and investment control.
Get integrated management of the entire investment cycle.
Achieve a highly parameterizable and integrable system.
Effectively controls investment policies.
Adapts to the methodologies applied by the national and international regulations in force.
We accompany you in the sizing and sizing of the solution.
Achieve a multi-currency, multi-portfolio and multi-business system.
Identify, control and monitor the risks associated with the management of your company's investment portfolios.
We have technological solutions specialized in the control and monitoring of the different types of risk, which allow us to generate legal reports according to the type of risk associated.
Learn more about the following risk modules:
Allows to calculate and analyze the value at risk of investment portfolios.
Allows to monitor and control the management of issuer and counterparty quota allocation.
Effectively identifies, measures, controls and monitors the value and gaps in liquidity risk (LaR).
Identifies, manages, assesses, controls and monitors the different operational risks to which organizations are exposed.
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What our clients say about us
Yazaki Ciemel Read More
"Heinsohn is more than a software, it is an ally for us."
Clínica Porto Azul Read More
"Without a doubt they have provided quality work that has helped achieve the objectives of our area."
Solidarity Insurance Read More
“Heinsohn is a very reliable system that streamlined our payroll processes and provides us with timely support service.”
Illuminata Read More
"With Heinsohn the processes are automated to have clear, true and timely information to guide and grow the company."
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We are Heinsohn Business Group
We offer customized technological solutions. Our experience has allowed us to develop solutions for companies in Latin America and the United States with more than 43 years of experience and 95% overall satisfaction from our customers.
We provide technology for your company.