JP Morgan Worldwide Securities Service expanded its custody and securities services software to broaden capabilities for institutional investors. The company claimed the one-of-a-kind system would enable its clients to integrate and access data across multiple branches, including custody, accounting, securities lending and compliance.
The VIEWS Portfolio Reporting technology would allow for better performance measurement, providing a link to client-specific databases of holding, trades, transaction activity, corporate actions and loans.
The application includes a “report wizard” function, capable of customized reports, field selection and filtering. It also provides and unlimited timeline for cash forecasts.