Key features of PortCIS include: 

• Access to detailed client information. 
• Powerful search capabilities. 
• Powerful customisable fee calculation methods. 
• Performance calculations and metrics. 

• Portfolio and user queries and data mining. 
• Asset allocation and portfolio modelling. 
• Order generation and order routing. 
• Accommodates intermediaries. 
• Income sharing on fees and brokerage. 

• Income tax statements. 
• NAV calculations based on BDA information. 
• Integration with the JSE’s BDA system which enables the importing of Cash Payments, Cash Receipts and Journal uploads into BDA. 
• Equity Information Module which interfaces to TradeCIS or any other third-party trading system equivalent, providing users with live and historical information including PE, DY, EY, graphs, highest dividend yields, SENS history with searching ability, summary equity information. 
• Regulatory Reporting: REG28. 

• Data Cleansing / Transaction Management which allows for the amendment and adding of transactions (BDA and other imports).