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.

Grupo 6847

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

Lina Murcia
Lina Murcia
Yazaki Ciemel
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"Heinsohn is more than a software, it is an ally for us."
Excel de Jesus Puerta Polo
Excel de Jesus Puerta Polo
Clínica Porto Azul
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"Without a doubt they have provided quality work that has helped achieve the objectives of our area."
Ronald Duran Gaona
Ronald Duran Gaona
Solidarity Insurance
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“Heinsohn is a very reliable system that streamlined our payroll processes and provides us with timely support service.”
Ana Leidy Argus
Ana Leidy Argus
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"With Heinsohn the processes are automated to have clear, true and timely information to guide and grow the company."