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Portfolio

JM Software is looking for value added resellers

Our vision for cooperation:

Resellers or commercial agents must be experienced in marketing B2B software. Main potential customers are Mutual and hedge fund managers, private bankers, independant financial advisors. They will be partners, will have to gather market intelligence and will influence future developments

We are looking for:

Resellers, Distributors, Wholesellers, Dealers, Affiliates, Others

Where should the partner be from:

All Countries

Our Software Product:

Categories of our software product:

Accounting & Financial

Product name:

Portfolio

Brief description:

Portfolio has been designed to help asset and funds managers to optimize asset allocation.

Detailed description:

The product, Portfolio has been designed to help asset and fund managers. Portfolio enables them to optimize asset allocation, risk and portfolios diversification. It runs on Windows XP or VISTA.
Our software is user friendly, allows integration of any data provider and makes maximum use of graphics as analytical tool.

With Portfolio, you can:
Analyze performances of several thousands of hedge or mutual funds.
Establish a ranking based on your own criteria.
Define your own benchmarks
Define your own asset allocation strategy.
Optimize portfolio diversification.
Optimize weights.
Calculate and reduce investments value at risk.
Determine precisely your level of diversification.
Analyze correlation between assets, funds and financial indices.

Thanks to Portfolio, the performances and the reasons of your choices can be easily understood by your clients.

Sector of our product:

Banking and Financial

Key words for text search:

Asset allocation, asset diversification, portfolio optimization, portfolio performance, asset

System platform:

PC-based

Network version?

yes

Language localization:

English, French

Documentation languages:

English, French

Is training required?

yes

Is servicing required?

yes

Year of first-version release:

2008

Number of installations until now:

Beta

Produch dominantly designed for:

Individual user
Small companies (less than 100 users)
Medium companies(100 to 500 users)
Large companies (500+ users)

Approximate price for final customers:

3300 €

Are we the producers of the software:

yes

Partner Program Details

Program Requirements (for joining program):

Partner program elements:

Our Company:

Business name:

JM Software

Brief description of the scope of business:

JM Software develops financial software designed to support wealth and fund managers in their decisions

Street and number:

7, rue Paul Valéry

City:

Saint-Georges-de-Didonne

Telephone:

33 9 65 35 73 16

Year of registration:

2003

Number of branches:

0

ZIP code:

17110

Country:

France

Fax:

1 240 220 85 33

Number of staff:

1

Contact person

Given name

Jean-Marie

Surname:

CLUCHIER

Telephone:

33 9 65 35 73 16

Communication language:

English#French#Spanish

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