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Innova IMS

Innova IMS (Investment Management System). Whether you are an independent wealth manager, long term investor or a short term trader, Innova IMS helps you track and manage your client's various investment portfolios, your own, or even your family members' investments portfolios. It will help you get a great investment insights and analytics on Stock performance and the investment performance of your accounts or the accounts of your clients.


Features:

  • Track stock events such as all time low, 52 weeks high, earning announcements.
  • Manage your buy and sell trading transactions.
  • Manage investments of multiple investor accounts with different types and with different brokers.
  • Calculate the Profit and Loss analysis per trader, per stock and per investment account. 
  • Powerful Analytics powered by Salesforce Report and Dashboards