This feature allows users to set up one or more portfolios of products that are on the database. These may represent actual products that have been sold to individual clients or perhaps products that are of general interest.

Once a portfolio has been set up, email alerts can then be set up to monitor events on each product within the portfolio. Currently it is possible to monitor product maturities but other alerts will be added soon. This feature allows users to set up one or more portfolios of products that are on the database. These may represent actual products that have been sold to individual clients or perhaps products that are of general interest.