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PinPoint Portfolio Manager
Category: Business Intelligence, Asset Management, Financial Services
PinPoint Portfolio Manager is a PinPoint application that comes with ready sample dashboards and demo data used for analyzing and tracking multiple client portfolios in real time, enabling client managers to create any number of virtual portfolios that model the client investment strategy and track results against a live data feed from Yahoo Financial services - thereby, allowing portfolio managers to easily test drive PinPoint and start to experience how it improves client relationship management. |