Migrations from portfolio management systems

If our Netfolio portfolio management system appeals to you, then there's one thing you will definitely want to know: Can existing data from other systems be transferred automatically?

We can give you this guarantee. In just a short amount of time, we can integrate existing solutions into our system environment. For a portfolio management system that we are very familiar with, it is even possible to fully migrate the turnover from the current year. The turnover history from the previous years is migrated on the account level, and data from previous years can also be queried.