Data at your Fingertips

Portfolio Manager is a robust, secure, easy-to-use online reporting tool that helps give you insight into the financial and processing information you need to make informed business decisions. All you need to get started is your computer and Internet access.

Enjoy the advantages of having this data at your fingertips:

  • Easy-to-read views of your account data
  • Deposit summary and detail
  • View your statements
  • Up to 18 months of historical data available
  • Card search functionality
  • View transaction data
  • Chargeback & retrieval disposition
  • Enhanced export functionality
  • Receipt reprint option

To learn more about how Portfolio Manager can help your business, please contact us.