The system supports the HTML/PDF formats of a large number of brokers and back-office systems. However, it is very much possible that your broker’s contract may not have been programmed in the system. In such a situation, you will contact us with the a sample of the HTML/PDF contract of your broker and our programmers will study its structure. Unless the structure is malformed, we should be able to import that into PWM. Note that every such request for a contract compatibility is charged for separately.
Personal Wealth Manager
If you are managing Broking Group companies, Owner Accounts or are an Individual Investor trading through a broker, PWM is the solution for you. It helps you to quickly and efficiently account for your investments in Equities, Derivatives and other market related investments.