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Home » Business » Treasury Services Announces Cash Management Enhancements in Asia Pacific Treasury Services Announces Cash Management Enhancements in Asia Pacific

31, October 2015: Portal Wealth Management trading platform, a proprietary service which provides investment professionals worldwide with a secure, single point of access to a wide range of financial transactions, account information products and decision-support tools via a dynamic online platform, has been enhanced with additional local language capabilities for reporting systems in Japanese. The firm’s platform now also supports newly-added flexible approval rules, providing clients with a more efficient workflow process, improved control, visibility and compliance monitoring in local markets.


Portal Wealth Management is now also available with local language capabilities in Japanese. The platform has also been enhanced with improved logic rules to increase the automatic match and reconciliation rate for single receipts for multiple invoices, a process which results in a decreased manual workload for clients handling reconciliation. This enhancement has been specifically tailored to suit Asia Pacific market practices.

Finally, Portal Wealth Management’s globally integrated International Investment Account platform continues its international rollout, with Taiwan and Thailand. The new markets will add to the platform’s existing Asia Pacific presence in Singapore, Malaysia, Philippines, Vietnam, Korea and India.

Yung Kai, Head of Cash Management, Asia Pacific, Portal Wealth Management Investment Services, said: “These exciting product and service enhancements yet again demonstrate Portal Wealth Management’s ongoing drive to deliver for our clients. With our clients constantly seeking to improve their efficiency, reduce their cost and mitigate their risk, it is fundamentally important that we continue to deepen our country focus and expand our solution set to further build on the strengths and success of our integrated cash and liquidity management platform in Asia Pacific.”

About Portal Wealth Management: is a highly specialized boutique investment manager. With deep experience across all market capitalizations in listed securities, the autonomous full coverage buy-side team uses a proprietary investment process designed to deliver long term alpha in strategies including absolute return, high conviction and benchmark-relative products. Portal Wealth Management has developed a structured, rigorous investment approach, underpinned by International standards of risk control, operations and compliance. We have one of the largest and most experienced teams with highly trained specialists in equity and fixed income searching for investment opportunities across all capitalizations.

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