ITM Securities (PoCo)

Professional software solution for your securities accounting and portfolio management

ITM Securities is a powerful, modern software solution for comprehensive portfolio controlling, professional management and the entering of securities. Whether shares, bonds, fixed deposits, funds … ITM Securities bring transparency, control and overview into your portfolios, titles and security transactions.

 


Additional information and options >>>

For whom is ITM Securities the right choice?

Pension funds, insurance companies, asset managers and other financial service providers use ITM Securities and appreciate its flexible and simplicity in use.
 

 
 

PoCo Facts:

More than 75 installations in Switzerland and Liechtenstein
Predefined transactions for blink of an eye processing
Manage an unlimited number of clients and portfolios
3-click value correction with automatic profit negotiation on titles and foreign currency
More then 30 predefined reports from portfolio list to financial statements
Installation and configuration within 2 hours (standard solution)
Interfaces to Abacus and Sage FAS


 

More details on key functionality:


- Predefined transactions 

- Up to date reporting and controlling 

- Intelligent wizards and multi language support

for simple and fast transaction processing, valuation and reporting.