As simple as pointing and clicking, E folio eliminates the cumbersome paper trail left by traditional brokering. Contains search and sort capabilities, and fully integrated in eSwap trade simulation. E folio provides concise location for portfolio management, offerings, research and other web resources.
Comprehensive screens allow multiple sort and select capabilities.
Accounting information comes from Report folio and is automatically uploaded to the Web as the information is calculated at the end of the month. Shocked values based on discounted cash flows using street consensus speeds for amortizing products and a call analysis for callables. Online, downloadable call analysis available. It's that easy. Inc. All rights reserved.