“The essential missing ingredient”

A Portfolio Management facility is integrated with the Search Engine, which enables you to run customised searches on bespoke lists of companies. This is used principally for creating portfolios of companies that you wish to monitor on a regular basis and enables you to tailor criteria specific to your needs.

Typically this will be used for:
                                              - Investment portfolios
                                              - Credit risk management - customers
                                              - Supply chain management - key suppliers
                                              - Relationship management

Introduction

3-step diagnostic
process

Data Modelling

Search engine

Portfolio Management

Key Indicators