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PIMSi Professional Back Office
This module, with all of its sub-modules, deals with daily work needed to fully automate the operations of the various departments of a portfolio management firms It includes
  • Portfolio Setup Module.
  • Instruments Module:
  • Stocks and Mutual Funds Investment Certificates.
  • Bonds.
  • Deposits , Overnight Deposits and C.O.D.
  • Treasury Bills and C.B Notes.
  • Call Accounts, Cash & Cheques (Injection-Withdrawal).
  • Currency Exchange.
  • OverDraft (Morabha – Credit).
  • Accounting Module.
  • Log Module.
GDR Module
Follow-ups on orders and executions of GDR.
Margin Trading Module
Price Loader Module
Prices Loader integrates PIMSi with the Market watch and loads stocks’ prices instantly.
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