PortPM

PortPM (“Portable Portfolio Manager”) was developed to allow portfolio managers and
securities analysts to access a broad array of analytic tools and data bases from their mobile phones.
PortPM is a cloud based app that allows investment professionals to “drill down” to do securities and
data analysis when they only have access to their mobile device. Many applications and data services
dont work effectively on a mobile device. With PortPM , this problem is solved for a large number of
applications. PortPM gives the user more independence and flexibility.