|Mutual Securities, Inc. offers its representatives and advisory clients a turnkey, fully-managed portfolio management system which handles all of a firm's data management work including data downloads from National Financial, posting, reconciliation, performance reporting with index information, and billings. We offer superior technology including custom report writing, custom interfaces, data conversions and an exclusive system to deliver dynamic Web reporting. Advisors, associates and/or clients have real-time access to all reports via the Internet.
Our flexible platform combines portfolio management, accounting, decision support, performance measurement and customized client reporting into a single Web-based, networked application. For a web based demo, click here
• Fast performance and robust portfolio accounting features to help you boost productivity
• Professional customized client reports to enhance your client communications. Lets you create standard or customized client reports that are in-depth and easy to understand. Plus, meaningful performance reports with multiple benchmarks that accurately communicate complex portfolio investment information to your clients.
• Performance measurement and analysis tools to better inform your decision-making
• Web-based application giving you and your clients access to reports from any internet connected PC in the world.
• Sophisticated decision support tools give you instant access to the vital portfolio information you need to make informed investment decisions.
• Flexible client billing capabilities allow for many customized billing specifications to support your unique needs.
Click here to view a sample report.