PortCIS is MCi’s Portfolio Management System and has been developed to assist portfolio managers with the management of their accounts.

Key Features of PortCIS include:

• Customisable Fee Calculation Methods
• Portfolio Analyses
• Performance Calculations
• Portfolio Modelling of Client Accounts to User Defined Models
• Bulk Buy/Sell and Allocations
• Income Sharing on Fees Charged and Brokerage Earned between Intermediaries and Business Partners
• Funds Under Management: Shows Actual Total Gain/Loss for a Client/Group of Clients, Partner, Branch or Total Company
• Month End Management Reports include all Client Portfolio Positions with Deal Activity, Forecasting, Average Account Income, Accounts Gained and Lost
• CGT Statements
• Unit Trust Management
• Income Tax Statements