CAMBRIDGE PUBLISHING GROUP INC


HOME

About Cambridge

Solutions
Folioport for Financial Mgrs
Myconnect.org
Myquickr.org
Mysametime.org
Lotus Foundations
Cambridge Connections

Services
Application Development
Financial Management
Design Consulting

Software
Composite Applications
Connections
Quickr
Domino/Notes
Notes Traveler
Sametime
Symphony
Websphere Express

Contact Us

Folioport For Financial Managers

Folioport, Cambridge's Financial Management Solution includes utilities to assist SMB Fund Managers. Here are some of the data components we track for our Managers:
  • 13F site
  • SEC Official Names
  • Daily Stock Prices
  • Links to Blogs
  • DTC options – dial up, VPN, parsing downloaded file
  • Oppenheimer Port Information
  • IhateAdvent blog
  • MSDW
  • APL downloads

Folioport is powerful enough to manage thousand of accounts yet flexible enough to be customized to your specific needs.

Accounting Features:
  • Import, update and store all of your: Client, Broker and Firm Data
  • Buy and Sell transaction processing
  • Automatic downloading of DTC confirmations
  • Match CUSIPs to your client account numbers
  • Create broker notices for missed confirmations
  • Generate billing and invoice notices on your timetable
  • Manage Account Receivables with a built-in aging report
  • Archives and stores aged confirmations
  • Support for compliance with SEC reporting requirements

Security Features:
  • SSL Encryption
  • User password authentication
  • Multiple Access / Security Levels
  • Nightly backups on server
  • Year-end account backup CD supplied to customer

Web Features:
  • Point and Click simplicity
  • Works on any computer with internet access
  • Download direct from the internet
  • No special client software to purchase

Take a look at screenshots of Folioport's Trading Process:



Client relationship management, portfolio performance, trading, reporting for the Financial Manager.









Copyright 2008. Cambridge Publishing Group, Inc. All rights reserved.