Portfolio Management
Innovative Tools & Technology to View, Manage, & Analyze Portfolios, Accounts, & Holdings

TotalView is built on the Salesforce platform, which links the functionality of a portfolio management system with the power of Salesforce

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Enable Model Creation & Assignment

Encora’s TotalView solution, when combined with our Re-balancer, enables model creation and assignment to establish and maintain desired strategies. The application produces custodian specific trade files for the top tier custodians and can be enhanced to incorporate custodian APIs or a 3rd party brokerage service.

User management

Account management

Data management and import

Ad-hoc trading via trade files

Portfolio management and analysis

Securities management and security lots management

Transactions maintenance and trade rule maintenance

Reconciliation

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Additional Features & Key Benefits

Integrate fully with the Salesforce CRM

Get a cloud-based, intuitive, high-performance platform

Be compatible with both Salesforce Classic & Lightening Experiences

Enable advisory firms to move from spreadsheets to more scalable solutions

Facilitate compliance requirements for more thorough record keeping and more frequent contact with clients (KYC)

License “out-of-box” or customize to meet specific needs

Implement standard and custom objects including tables, created fields, formula fields and page layouts

Implement Visualforce Pages, Apex Classes and Trigger the fully integrated REST API for portfolio rebalancing/trading

Support customized system settings/preferences at firm and portfolio levels

Include Salesforce Data Import Wizard for importing securities

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Portfolio ManagementInnovative Tools & Technology to View, Manage, & Analyze Portfolios, Accounts, & Holdings

Enable Model Creation & Assignment

Additional Features & Key Benefits

Portfolio Management
Innovative Tools & Technology to View, Manage, & Analyze Portfolios, Accounts, & Holdings