Track and manage investment portfolios with real-time transaction recording across equities, derivatives, structured products, and fixed income. Monitor asset performance, generate reports, and reconcile trades within a centralized platform.
Access through a mobile-optimized interface. View and approve 3D, CAD, PDF, and image files using a high-resolution viewer. Annotate CAD and graphic files to mark changes. Review separations and ink details. Combine CAD and graphics for comparison.
Manage tasks and workflows through customizable mobile micro applications. Access real-time data and notifications. Integrate with Marvel Mobile Builder for design. Collaborate across teams with shared dashboards and reports.