Seraf enables Enterprise account holders to track investments across multiple currencies. When subscribed to the Currency module, you can specify which currencies you make investments in. Then, you can record each investment in a company or investment fund in the relevant currency, and the system will convert the value to the default currency in your account, enabling you to see the value of all your holdings in aggregate.
By using current exchange rates, Seraf keeps your investments up to date so you no longer need to track exchange rates and do offline calculations. Reporting is consolidated making it easier to see your portfolio as a whole.
For more information about Seraf's multi-currency feature, please contact us.
Comments