Think of Port X as your virtual portfolio manager.
Financial world today has never been so dependent on data and artificial intelligence. Transactions are more frequent, instruments are more exotic, and regulations are more complex. PortX transforms the way financial institutions research, analyze, present, and monitor financial markets. Reduces the amount of time needed to build charts, dashboards, and data series from days to minutes.
Our system uses cutting-edge distributed deployment technology and data is encrypted end-to-end.
Our user-centric design turns complex datasets into stories that users can easily understand.
Our AI engine understands the data, and structures multiple sources into meaningful outputs.
Define flow and process documents in your own way; automate firm-wide workflow from back to front office
Link portfolios and documents to clients; build and manage complicated ownership structures
Open API to users and service providers; dedicate to promoting an ecosystem for investment management
Browse market data across all categories and geographies; stay on top of news and important market movements
Check assets, transactions, news, real time on mobile; stay connected to clients with personalized reports
Brand the client portal with your own logo and URL; enhance brand awareness and client loyalty
Wheelock Square, 1717 Nanjing West Road, Unit 2706, Jing'an District, Shanghai
1801-02, FWD Financial Centre, 308 Des Voeux Road Central, Hong Kong